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NVivo Workshop

Contributor: Jennifer Marvin

Create case classification and attributes manually

To create a new case classification:

  1. On the ribbon, select Create and then Case Classification.

  1. In the New Classification dialog, enter the Name and Description (optional).
    • In our case we will create one named Person. 

  1. Select OK

Now that we’ve created a case classification, we need to add the attributes. We will be adding gender, and whether or not a reply from the owner was added.  

To create attributes:  

  1. Go to the Navigation View and select Cases and then Case Classifications.

  1. In the List View, right-click on Person and select New Attribute.

  1. In the New Attribute dialog, enter the Name and Description (optional). 
    • In this case the name will be “Gender”. 
  2. For Type, select Text.

  1. Create attribute variables: 
    • Windows: Click on the Values tab > Add > type “female”. Repeat this step for “male” and “non-binary” > OK.
    • Mac: Click on the + (plus symbol) below the Attribute Values box > type “female”. Repeat this step for “male” and “non-binary” > Done

  1. Repeat steps 2 to 5 to create the attribute “reply”: 
    1. In the New Attribute dialog, enter the Name as "reply" and set the Type to Boolean.

  1. Select the Values tab and you should already see the values “Yes” and “No”.
  2. In the Default column, select “No”.  
  3. Note: This is useful when an answer is more typical, as it saves you from having to make many changes. 
  4. Click OK.

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