About document and PDF sources

 

About document and PDF sources


In this topic


 


Understand document and PDF sources

When gathering your source materials, you may want to import:

When you import Word documents (or  text  files), the content of the file is imported into NVivo as a 'document' source. You can edit the content of  your document sources within NVivo.  You can create new (empty) document sources in NVivo and type up your content—for example, you could type up your field notes in NVivo.  

When you import PDF files into NVivo, the PDF is imported into your project as a 'PDF' source. You cannot edit the content of PDF sources within NVivo.

NOTE  If you are using NVivo 9.0 (rather than NVivo 9.1 or later), PDF files are imported as document sources. NVivo 9.1 changes the way you work with PDF files—refer to What's new in NVivo 9  for more information. If you are still using NVivo 9.0, we recommend you update your software—refer to Software updates for more information.

ic_top_of_page.gifTop of Page

Organize documents and PDFs

You store document and PDF sources under the Internals system folder in Navigation View. You can create sub folders under the Internals folder to organise your sources.

Document and PDF sources have different icons, so you can easily identify them:

Icon Source
ui_icon_document.gif Document source
ui_icon_pdf.gif PDF source

Documents can be moved into the Memos folder—for example, if you import a document that contains your ideas, observations or notes about the progress of the project, you may want to store it as a memo under the Memos system folder. You cannot move PDF sources into the memos folder.

ic_top_of_page.gifTop of Page

Open and navigate documents and PDFs

You can double-click a document or PDF source in List View to open it in Detail View.  

When you open a document, it opens in read-only mode.  You can code, annotate and link the document when it is in read-only mode. If you need to edit the content of the document, click the yellow information bar at the top of Detail View to switch to edit mode.

You cannot edit PDF sources in NVivo, so you cannot switch to edit mode when you are working with a PDF.

To move around a document or PDF you can:

PDF sources can include bookmarks. Bookmarks are displayed in a pane on the left side of Detail View.  Click the expand ui_expand_icon.gif or collapse ui_collapse_icon.gif button to expand and collapse the bookmark hierarchy.  Click on a bookmark to jump to a specific location in the PDF.

ic_top_of_page.gifTop of Page

What can I do in a document or PDF?

As you read through a document or PDF, you can:

The way you select content to code, annotate and link varies slightly between document and PDF sources—refer to Select content in documents and Select content in PDFs for more information.

You can also edit the content of documents—refer to Create and edit documents for more information. PDF sources cannot be edited.

NOTE  If you have a collection of structured document sources, you can use automatic coding techniques to speed up coding. For example,  if you are working with a collection of interview transcripts, you can automatically code the contents based on heading styles or paragraph number—refer to Automatic coding in document sources for more information.

ic_top_of_page.gifTop of Page

Select content in documents

When you are working in a document, you can select text or images:

cn_select_content_text.gif

1  You can select portions of text—click and drag with the mouse to select text the text you want to code, link or annotate. You can also double-click to select a word and triple-click to select a paragraph.

2  You can select entire images—you cannot select regions of the image.

3  If your document contains a text table, then you can select images or text contained within the table.

ic_top_of_page.gifTop of Page

Select content in PDFs

When you are working in a PDF, you can select text or regions of a page:

cn_select_content_pdf.gif

1  Select portions of text. By default, PDFs open in text selection mode—you can click and drag to select the text you want to code, link or annotate. You can also double-click to select a word and triple-click to select a line.

2  Select regions of a page. If you switch to region selection, you can click on an image to select it, or click and drag to select a rectangular region of the page. When you select a region, you are making a image selection, even if the region you select contains text.

To switch between text and region selection—on the Home tab, in the Editing group, under PDF Selection, click Text or Region.

NOTE

ic_top_of_page.gifTop of Page

How can I convert existing document sources to PDF sources?

In earlier versions of NVivo (NVivo 8 and 9.0), PDF files were imported as document sources. When you convert your project to NVivo 9.1 (or later) format, these documents are not converted into PDFs—all document sources (including documents created by importing PDF files) remain document sources in the converted project.

If you want to work with these sources as PDFs, then you must re-import the PDF files into your project.

NOTE  NVivo 9.1 changes the way you work with PDF files—refer to What's new in NVivo 9  for more information. If you are still using NVivo 9.0, we recommend you update your software—refer to Software updates for more information.

ic_top_of_page.gifTop of Page