Before you start working with NVivo for Mac, we encourage you to read this document. From installation instructions to how to get started, it contains important information you should know.
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System requirements
Minimum system requirements
Mac computer with an Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor
Mac OS X 10.7.5 (Lion) and above
2GB of RAM (as defined by the Mac OS X Lion minimum requirements)
1280 x 800 screen resolution
2GB of available disk space
Recommended system requirements
Mac computer with an Intel Core 2 Duo, Core i3, Core i5, Core i7, or Xeon processor
Mac OS X 10.7.5 (Lion) and above
4GB of RAM
1280 x 800 screen resolution
4GB of available disk space
Internet connection
Google Chrome 21 or later (required for NCapture—a browser extension that allows you to gather material from the web)
Install NVivo for Mac
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To install NVivo:
Locate and double-click the NVivo dmg file that you downloaded. If you have the NVivo 10 USB flash drive, the NVivo for Mac dmg file is in the root folder.
Drag the NVivo icon into your Applications folder.
Note: If you already have a previous version of NVivo for Mac installed, make sure the application is closed before you install this version. During the installation, if you are asked whether you want to replace the older version of NVivo, click Replace.
Start NVivo and activate the software
When you first start NVivo, you are prompted to activate your software. Activation ensures that only valid licenses are used to operate the software.
If you are using a trial version of the software, you do not need to enter a license key, but you must activate the software before you can use NVivo.
You must have administrator privileges for the computer when you start NVivo for the first time.
To start NVivo and activate your license key:
Start NVivo by doing one of the following:
Double-click the NVivo icon in the Applications folder in the Finder
Click the NVivo icon in the dock
Accept the license agreement, if prompted.
When prompted, enter your license key (or click 30 day trial), and then click Next.
In the License Activation dialog, enter your details. Fields marked with an (*) must be completed.
Click Activate.
On the NVivo - User Profile dialog, you are prompted to enter your name and initials—your initials are used to identify your work in NVivo projects.
Click Continue.
Note: If activation fails because you do not have an Internet connection, you can choose to activate by email, mail/fax or phone.
Access other resources
For resources to help you learn how to use NVivo:
NVivo for Mac Help is available from the QSR website or from the Help menu in your software and provides comprehensive information about working with NVivo.
The 'Getting Started' guide will help familiarize you with the NVivo work area, and guide you through project set up. You can access this guide from the Help menu in your software or from the QSR website.
The QSR Forum is a place where you can learn and share useful information and suggestions with other NVivo users.
Tutorials are animated demonstrations that introduce you to the main software features. You can access the tutorials from the QSR website.
The Support pages on the QSR website provide a range of support resources and access to our Customer Support team.
What's in NVivo for Mac
This release of NVivo for Mac contains a subset of the features available in NVivo 10 for Windows. For a comparison of the features currently available in Mac and Windows versions of the software, refer to the QSR website.
The following features are available in this release of NVivo for Mac:
Sources
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Work with documents: (doc, docx rtf, txt or odt) You can create or import documents and apply basic formatting in these text-based sources. You can code text and images in documents.
Work with PDFs: You can import PDFs. In this release, you can code text in PDFs but you cannot code images or regions.
Work with datasets (Version 10.2 and later): You can import spreadsheet files as datasets. You can code the content manually or you can speed up the process by auto coding your dataset based on its structure.
Work with web content: You can import NCapture files containing web pages and PDFs.
Work with audio and video materials: You can import audio and video files in a variety of formats, including audio or video recorded on current iOS and MAC OS X devices and Windows and Android smart phones. In this release, you can transcribe the media in NVivo or you can import an existing transcript into your audio or video source.
Create externals: You can create externals to represent source materials that you cannot import into your project.
Create memos to record your ideas: You can create (or import) memos to record your ideas—for example, to record information about the context of an interview.
Create annotations (Version 10.2 and later): You can record comments, reminders or observations about specific content in documents, PDFs, memos and externals.
Nodes and coding
Create nodes: You can create new nodes in List View and organize them into hierarchies. You can also turn on node aggregation—to gather all the coding references from child nodes at the parent node.
Coding: You can code to new or existing nodes. You can select content and then code it using commands on the ribbon and the shortcut menus, or use keyboard shortcuts. You can also use 'drag and drop' coding (drop the text onto the node visible in List View) or ‘in vivo’ coding (make new nodes based on selected text).
Display nodes vertically: You can arrange your work area to display nodes in a vertical list on the left and display Detail View on the right—this can be useful when you are using drag and drop coding.
Review the content in a node: You can review the coded content as plain text and set options that allow you to see the context of the coding references—for example, see the paragraph surrounding the coded content to help you understand the context.
Highlight coded content: You can highlight coded content in a source or node—for example, you could highlight all the content in a node that is also coded to another node, or highlight content in a focus group interview that is coded to a particular case node.
Display coding stripes: You can display coding stripes in sources and nodes to see how the content has been coded.
Create node matrices (Version 10.1 and later): You can save the results of a Matrix Coding query as a node matrix.
Auto code datasets (Version 10.2 and later): You can speed up the coding of datasets using auto coding by structure—for example, to gather all the responses to selected questions by females.
Classifications
Create node classifications: You can use node classifications to record demographic details about the people, places or other ‘cases’ in your project. For example, you can create a node for each interview respondent and set up a node classification to record each respondent's age, gender and occupation.
Create source classifications: You can use source classifications to record information about the sources in your project—for example, the author of a journal article. In this release, you cannot import this data from reference management tools like EndNote.
Import classification data: You can import source or node classification data from structured text files, but you cannot import data directly from spreadsheets or reference management tools such as EndNote.
Export classification data: You can export classification data to a structured text file—for example, export demographic information about your respondents to a text file so that you can import it into IBM SPSS Statistics for further analysis.
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Queries
Text Search queries: You can find all occurrences of a word or phrase in your project and use the word tree view to see patterns in your data. You can also use a Text Search query to do initial coding which you can refine later—for example, find all the references to a key word and save the results to a node.
Coding queries: You can explore your coding using a Coding query. Coding queries can help you to test ideas, explore patterns and see the connections between the themes, topics, people and places in your project.
Word Frequency queries: You can find the most frequently occuring words in your content. In version 10.2 and later, you can also view the results as a word cloud.
Matrix Coding queries (Version 10.1 and later): You can cross-tabulate coding intersections to create a matrix of nodes.
Folders and sets
Folders: You can create your own folders to organize your sources, nodes and queries. For example, you might make a folder to store all your case nodes and a folder for your initial interviews.
Sets: You can create sets to make your own custom groupings of sources and nodes. For example, you could create a set of nodes that you need to review or a set of interviews that were conducted in a particular organization.
Already using QSR software?
If you are already using NVivo 10 for Windows, you may have a project that you want to convert into the NVivo 10 for Mac format (.nvpx), so that you can open and work with it on your Mac. You can convert a Windows project to the Mac format using the 'copy project' feature in NVivo 10 for Windows (Service Pack 5 or later). Refer to the NVivo 10 for Windows Help for detailed information.
What is in NVivo for Mac 10.2?
This software includes the following improvements:
Software Management
Ability for site administrators to perform unattended license activation
Projects
Resolved stability issues when working with projects on Mac OS X 10.10
Sources
Ability to import a spreadsheet file as a dataset
Ability to annotate text in documents, PDFs, externals, and memos
Corrected behavior when using 'Use Selection for Find' in a source that is not in edit mode
Resolved issues with importing NCapture files on Mac OS X 10.10
Coding
Ability to auto code datasets
Resolved issues with references coded by multiple users being assigned to a single user when a source is edited
Resolved issue with 'Nodes Recently Coded' not working after editing a source
Coding/uncoding text in a source that was opened from the Node Reference View no longer causes the source to scroll
Classifications
Resolved issues with classification sheets, source properties and node properties not displaying the attributes or attribute values on Mac OS X 10.10
Resolved issue with classification sheet displaying incorrect hierarchical path of a duplicated node hierarchy
Queries
Added a word cloud visualization for Word Frequency queries, with a range of color and layout options
Improved stability when editing a source accessed from query results
Usability
Improved the placement of transcription controls to make it easier to transcribe
Improved the usability and readability of references in Node Detail View
Improved the user interface so that it is now easier to know if you are in edit mode
Resolved various user interface display issues on Mac OS X 10.10
Performance
Improved performance when working with large projects
Improved performance when opening a large PDF where the entire source has been coded to a node
Improved performance when opening nodes containing a large amount of data
Improved performance when creating a new node or coding at a new node
What is in NVivo for Mac 10.1?
This software includes the following improvements:
Sources
Ability to import web pages and online PDFs collected with the NCapture browser extension
Ability to open hyperlinks in PDFs
Corrected problem with applying styles in a document
Improved stability when editing documents
Ability to display subscript and superscript in an imported document
Nodes
Smoother transition when switching between Summary and Reference views of an open node
Coding
Ability to uncode using coding stripes in an open node
Corrected behavior when selecting to display all coding stripes
Corrected behavior when opening a node from a coding stripe so that coded content is highlighted and scrolled into view
References column for an aggregate node is now updated when a child node is coded or uncoded
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Resolved errors when selecting spread coding
Classifications
Improved stability when working in classification sheet
Queries
Ability to perform Matrix Coding queries, view the resulting node matrix, and export results
Find
Ability to find content in sources or nodes open in Detail View
Accessibility
Ability to use the dictation feature provided with Mac OS X
Ability to use the text to speech feature provided with Mac OS X
Usability
Ability to slow down or loop media to make it easier to transcribe
What is in NVivo for Mac 10.0?
The commercial release of the software includes all the functionality of the NVivo for Mac Beta release, plus the following improvements:
Application
58517 Ability to enter, extend and replace an NVivo license key
58478 Improved stability when undoing changes
Projects
What's in NVivo for Mac
This release of NVivo for Mac contains a subset of the features available in NVivo 10 for Windows. For a comparison of the features currently available in Mac and Windows versions of the software, refer to the QSR website.
The following features are available in this release of NVivo for Mac:
Sources
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Work with documents: (doc, docx rtf, txt or odt) You can create or import documents and apply basic formatting in these text-based sources. You can code text and images in documents.
Work with PDFs: You can import PDFs. In this release, you can code text in PDFs but you cannot code images or regions.
Work with datasets (Version 10.2 and later): You can import spreadsheet files as datasets. You can code the content manually or you can speed up the process by auto coding your dataset based on its structure.
Work with web content: You can import NCapture files containing web pages and PDFs.
Work with audio and video materials: You can import audio and video files in a variety of formats, including audio or video recorded on current iOS and MAC OS X devices and Windows and Android smart phones. In this release, you can transcribe the media in NVivo or you can import an existing transcript into your audio or video source.
Create externals: You can create externals to represent source materials that you cannot import into your project.
Create memos to record your ideas: You can create (or import) memos to record your ideas—for example, to record information about the context of an interview.
Create annotations (Version 10.2 and later): You can record comments, reminders or observations about specific content in documents, PDFs, memos and externals.
Nodes and coding
Create nodes: You can create new nodes in List View and organize them into hierarchies. You can also turn on node aggregation—to gather all the coding references from child nodes at the parent node.
Coding: You can code to new or existing nodes. You can select content and then code it using commands on the ribbon and the shortcut menus, or use keyboard shortcuts. You can also use 'drag and drop' coding (drop the text onto the node visible in List View) or ‘in vivo’ coding (make new nodes based on selected text).
Display nodes vertically: You can arrange your work area to display nodes in a vertical list on the left and display Detail View on the right—this can be useful when you are using drag and drop coding.
Review the content in a node: You can review the coded content as plain text and set options that allow you to see the context of the coding references—for example, see the paragraph surrounding the coded content to help you understand the context.
Highlight coded content: You can highlight coded content in a source or node—for example, you could highlight all the content in a node that is also coded to another node, or highlight content in a focus group interview that is coded to a particular case node.
Display coding stripes: You can display coding stripes in sources and nodes to see how the content has been coded.
Create node matrices (Version 10.1 and later): You can save the results of a Matrix Coding query as a node matrix.
Auto code datasets (Version 10.2 and later): You can speed up the coding of datasets using auto coding by structure—for example, to gather all the responses to selected questions by females.
Classifications
Create node classifications: You can use node classifications to record demographic details about the people, places or other ‘cases’ in your project. For example, you can create a node for each interview respondent and set up a node classification to record each respondent's age, gender and occupation.
Create source classifications: You can use source classifications to record information about the sources in your project—for example, the author of a journal article. In this release, you cannot import this data from reference management tools like EndNote.
Import classification data: You can import source or node classification data from structured text files, but you cannot import data directly from spreadsheets or reference management tools such as EndNote.
Export classification data: You can export classification data to a structured text file—for example, export demographic information about your respondents to a text file so that you can import it into IBM SPSS Statistics for further analysis.
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Queries
Text Search queries: You can find all occurrences of a word or phrase in your project and use the word tree view to see patterns in your data. You can also use a Text Search query to do initial coding which you can refine later—for example, find all the references to a key word and save the results to a node.
Coding queries: You can explore your coding using a Coding query. Coding queries can help you to test ideas, explore patterns and see the connections between the themes, topics, people and places in your project.
Word Frequency queries: You can find the most frequently occuring words in your content. In version 10.2 and later, you can also view the results as a word cloud.
Matrix Coding queries (Version 10.1 and later): You can cross-tabulate coding intersections to create a matrix of nodes.
Folders and sets
Folders: You can create your own folders to organize your sources, nodes and queries. For example, you might make a folder to store all your case nodes and a folder for your initial interviews.
Sets: You can create sets to make your own custom groupings of sources and nodes. For example, you could create a set of nodes that you need to review or a set of interviews that were conducted in a particular organization.
Already using QSR software?
If you are already using NVivo 10 for Windows, you may have a project that you want to convert into the NVivo 10 for Mac format (.nvpx), so that you can open and work with it on your Mac. You can convert a Windows project to the Mac format using the 'copy project' feature in NVivo 10 for Windows (Service Pack 5 or later). Refer to the NVivo 10 for Windows Help for detailed information.
What is in NVivo for Mac 10.2?
This software includes the following improvements:
Software Management
Ability for site administrators to perform unattended license activation
Projects
Resolved stability issues when working with projects on Mac OS X 10.10
Sources
Ability to import a spreadsheet file as a dataset
Ability to annotate text in documents, PDFs, externals, and memos
Corrected behavior when using 'Use Selection for Find' in a source that is not in edit mode
Resolved issues with importing NCapture files on Mac OS X 10.10
Coding
Ability to auto code datasets
Resolved issues with references coded by multiple users being assigned to a single user when a source is edited
Resolved issue with 'Nodes Recently Coded' not working after editing a source
Coding/uncoding text in a source that was opened from the Node Reference View no longer causes the source to scroll
Classifications
Resolved issues with classification sheets, source properties and node properties not displaying the attributes or attribute values on Mac OS X 10.10
Resolved issue with classification sheet displaying incorrect hierarchical path of a duplicated node hierarchy
Queries
Added a word cloud visualization for Word Frequency queries, with a range of color and layout options
Improved stability when editing a source accessed from query results
Usability
Improved the placement of transcription controls to make it easier to transcribe
Improved the usability and readability of references in Node Detail View
Improved the user interface so that it is now easier to know if you are in edit mode
Resolved various user interface display issues on Mac OS X 10.10
Performance
Improved performance when working with large projects
Improved performance when opening a large PDF where the entire source has been coded to a node
Improved performance when opening nodes containing a large amount of data
Improved performance when creating a new node or coding at a new node
What is in NVivo for Mac 10.1?
This software includes the following improvements:
Sources
Ability to import web pages and online PDFs collected with the NCapture browser extension
Ability to open hyperlinks in PDFs
Corrected problem with applying styles in a document
Improved stability when editing documents
Ability to display subscript and superscript in an imported document
Nodes
Smoother transition when switching between Summary and Reference views of an open node
Coding
Ability to uncode using coding stripes in an open node
Corrected behavior when selecting to display all coding stripes
Corrected behavior when opening a node from a coding stripe so that coded content is highlighted and scrolled into view
References column for an aggregate node is now updated when a child node is coded or uncoded
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Resolved errors when selecting spread coding
Classifications
Improved stability when working in classification sheet
Queries
Ability to perform Matrix Coding queries, view the resulting node matrix, and export results
Find
Ability to find content in sources or nodes open in Detail View
Accessibility
Ability to use the dictation feature provided with Mac OS X
Ability to use the text to speech feature provided with Mac OS X
Usability
Ability to slow down or loop media to make it easier to transcribe
What is in NVivo for Mac 10.0?
The commercial release of the software includes all the functionality of the NVivo for Mac Beta release, plus the following improvements:
Application
58517 Ability to enter, extend and replace an NVivo license key
58478 Improved stability when undoing changes
Projects
58712 On attempting to open an NVivo for Windows project, advice is now displayed on how to convert it to NVivo for Mac format
59802 Coding done in PDFs in NVivo for Mac now appears correctly when project is converted to NVivo for Windows format
58827 Improved minimization of project file size
Sources
58634 Ability to import, export, view, code and edit transcripts in audio and video sources
59132 Improved performance when importing documents
58581 Improved stability when working with documents
Coding
60000 Ability to position the Detail View to the right of the List View for more convenient drag and drop coding
58814 Improved performance when coding
58704 Ability to undo coding and uncoding
57944 Improved display of coding stripe labels
Classifications
58716 Improved stability when working with classifications and attributes
Queries
35884 Ability to perform Word Frequency queries, view the resulting words in context and export results
Known issues in NVivo for Mac
Please refer to the QSR website for information and advice on known issues in this software.
Copyright and notices
Copyright © 1999-2015 QSR International Pty Ltd.
ABN 47 006 357 213.
All rights reserved.
NVivo, QSR and NCapture words and logos are trademarks or registered trademarks of QSR International Pty Ltd. Mac and OS X, are trademarks of Apple Inc., registered in the U.S. and other countries. Windows is a trademarks or registered trademark of the Microsoft Corporation in the United States and/or other countries. EndNote is a trademark or registered trademark of Thomson Reuters Inc. IBM and SPSS are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. This information is subject to change without notice.
QSR International Pty Ltd
www.qsrinternational.com
Email: info@qsrinternational.com
Tel: +61 3 9840 1100
Fax: +61 3 9840 1500
