To begin, the first step is to import source documents (e.g. journal articles, commentary, etc.).
You may already have a large number of source documents before you begin using NVivo. Alternatively, you could set up an NVivo project file at a preliminary stage in your research and use NVivo from the beginning to develop themes for your literature review.
You can import source documents either from EndNote (or alternative reference management software such as Zotero or Mendeley) or directly into NVivo (as PDFs, Word docs, etc.).
There are many advantages to using EndNote and NVivo in combination:
On this page we discuss importing from EndNote first. If you'd prefer, skip ahead to instructions about importing documents directly into NVivo.
For information about using EndNote generally, please see the EndNote Resource Guide.
These tips may be helpful when organising your EndNote library for exporting.
Attaching PDFs to EndNote references will generally mean you can use the PDFs in NVivo.
NVivo works best with text-readable PDFs. You should try to attach text-readable PDFs to EndNote references where you can. For tips on OCR and text readability, see the discussion about PDFs, Text Readability, and Internal vs External Files in NVivo on the previous page.
Highlights or annotations that you make to PDFs in EndNote will be carried over into NVivo.
Endnote only exports one PDF file per EndNote reference to NVivo.
If the EndNote PDF is DRM-protected, this will limit the use of that document within NVivo.
NVivo can also use EndNote references to create:
These External Files, Classifications, and Memos are useful to have within NVivo. You can incorporate them into Queries and search their full text in combination with PDF source documents and Codes (i.e. sections of text grouped by theme). Hence it is a good idea to try to make sure that:
Below is the procedure for exporting your EndNote library as an XML file.
As your research progresses, it is likely you will need to export supplementary XML files from Endnote to add to your NVivo project file. To make this process as seamless as possible:
The procedure for exporting your EndNote library and importing the library into NVivo is as follows.
The procedure for importing documents directly into NVivo is as follows.
It may be helpful to organise your source documents into folders within NVivo. To create a folder: