About memos

In this topic


What are memos?

Memos are a type of document that enable you to record the ideas, insights, interpretations or growing understanding of the material in your project. They provide a way to keep your analysis separate from (but linked to) the material you are analyzing.  Memos can evolve into an important part of the 'writing up' stage of your project—for example, they might lead into the chapters of a book or the outline of a presentation.

You can use memos to suit the needs of your project. For example, you can choose to

If you have existing memos (perhaps as Word documents) you can import memos into the Memos folder. You can create sub folders under the Memos folder to organise your memos.

Memos can be automatically created when you import bibliographical data from reference management tools and are used to store reference notes. Refer to Exchange data between NVivo and reference management tools for more information.

If you want to use your memos when you write up or present your findings, you can export your memos and incorporate the content into your report or presentation—refer to Export sources for more information.

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Open and navigate memos

Memos are stored in the Memos folder in the Sources group in Navigation View.


You can double-click a memo in List View to open it in Detail View. To find your way around a memo you can:

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What can I do in a memo?

When working in a memo you can

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Understand memo links

Each source or node can have one memo linked to it and that memo cannot be linked to any other item. You can also have memos that are not linked to any item:


Refer to Add, delete and manage memo links for more information about creating and working with memos links.

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