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Create nodes manually

 

Before you start coding you can set up a node structure in List View—this is useful if:

  • You already know what themes you want to explore.

  • You want to set up and classify nodes for the people, organizations or other 'cases' that are part of your project.

You can also create nodes as you work through your source materials in Detail View.

What do you want to do?

 

Create a node in List View (without coding)

You can create new nodes at the root (top) level of a nodes folder or create child nodes beneath existing nodes. Nodes are created in the nodes folder that is currently visible in List View—if a nodes folder is not visible in List View, then new nodes are created in the top-level Nodes folder.

To create a new node:

  1. Do one of the following:

  • To create the new node as a child node, select the parent node in List View, and then, on the Create tab, in the Nodes group, click Node.

  • To create the new node at the root level in the folder, select the folder in Navigation View, and then, on the Create tab, in the Nodes group, click Node.

To create a new root level node without selecting the folder: on the Create tab, in the Nodes group, click Node and hold down the mouse button, and then click New Root Node.

  1. Enter a name for the new node.

  2. (Optional) Enter a description of the node. This can help ensure consistent coding (particularly useful if you work in a team).

  3. (Optional) Select the Aggregate coding from child nodes check box if this is a parent node and you want it to include all the references contained in any child nodes. Refer to Aggregate nodes (gather all content in a parent node) for more information.

  1. (Optional) If the node represents a person, place or other case you may want to classify the node—choose a classification and assign attribute values.

  1. Click Done.

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Create a node while coding in Detail View

  1. In Detail View, select the source content you want to code.

  2. On the Analyze tab, in the Coding group, under Code Selection At, click New Node.

  1. (Optional) To change the folder or hierarchical location of the new node, click the disclosure triangle next to the Location field, and then choose a new location.

  2. Enter a name for the node.

  3. (Optional) Enter a description for the node. This can help ensure consistent coding (particularly useful if you work in a team).

  1. (Optional) If the node represents a person, place or other case you may want to classify the node—choose a classification and assign attribute values.

  2. Click Done.

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Create a node from selected text (In Vivo code)

  1. In Detail View, select the text you want to code—the selected text will be used to name the node.

  2. On the Analyze tab, in the Coding group, click Code In Vivo.

The new node is added to the top level of the Nodes folder—the selected text is used as the node name.

NOTE

  • You can edit the node name in the Node Properties—select the node in List View, then on the Home tab, in the Item group, click Get Info.

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