Importing Memos

You can import memos that are of the following file formats:

You can import memos that contain images or tables and you can code at these items. To import memos:

  1. In Navigation View, click the Sources button.

  1. Click on the Memos folder.

  2. On the Project menu, click Import Memos.

The Import Memos dialog box is displayed.

  1. In the Import from field, click the Browse button.

  2. In the Look in list, select the file you want to import. Hold down the CTRL key to select multiple files or the SHIFT key to select a range of files.

  3. Click the Open button.

The selected files are displayed in the Import from field.

  1. Select the required options  

    Option

    Select this option to...

     

    Create descriptions

    Uses the first paragraph of the imported memo to create the document's description.

    Code sources at new cases located under

    Code the entire source at a new case.

    This option is more suitable for primary sources such as interview documents, however you could create a new case for a memo. For example, if a memo is about the research participant Mary, you could code the memo at a new case Mary.

    Note: instead of choosing this option, it may be better to link the memo to a case called Mary, refer to Adding Memo Links for more information.

    If you choose this option, the new case will be added at the root level of the cases folder, unless you specify an alternative location.

    To specify an alternative location for the new case:

    1. Click the Select button.

    The Select Location dialog box is displayed.

    1. On the left, select Cases to add the cases under a selected parent case.

    2. On the right, click the required case.

    3. Click OK.

    Create as read-only

    If you want to prevent editing of the imported memo, click this check box.

    Refer to Making Sources Read-Only for more information.

     

  2. Click OK.

The Memo Properties dialog box is displayed.

  1. Select the required options

    Option

    Select this option to...

     

    Name

    Specify a new name for the memo within your NVivo project.

    By default NVivo uses the filename of the memo you are importing.

    Description

    Record a description of the memo (optional)

    Read-only

    If you want to prevent editing of the imported memo, click this check box.

    Refer to Making Sources Read-Only for more information.

     

  2. Click OK.

 

Right-click:

  1. Right-click inList View.

  2. Click Import Memos.

 

Microsoft Word headers, footers, footnotes, and end notes are not imported.

Drawings created using the Microsoft Word drawing features cannot be imported.

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