Using Advanced Find: Intermediate

You can use the Advanced Find feature in NVivo to gather a list of project items based on specific criteria. For example, you can find:

To gather project items based on specific criteria:

  1. In the Tools menu, click Find.

  2. Click the Advanced Find option.

The Advanced Find dialog box is displayed.

  1. From the Look for drop-down list, select the type of project item you want to find—this selection determines the search options that are available.

  2. On the Intermediate tab, select the required options

    The options you can see in the Intermediate tab, depend on the item type you selected from the Look for drop-down list. This table describes all possible options.

     

    Option

    Description

     

    Created

     

    To find items created in a specified time frame, select the time frame from the drop-down list.

    Then,  specify which users to find in the by field:

    • Any Users—will find items created by any users identified in the open project

    • Current User—will find items created by the current user named in the open project

    • Selected Users—will find items created by specific users. Clicking on the Select button will display the Select Project Item dialog box to enable you to choose the required users.

    Modified

    To find items that have been modified in a specified time frame, select the time frame from the drop-down list.

    Then,  specify which users to find in the by field:

    • Any Users—will find items modified by any users identified in the open project

    • Current User—will find items modified by the current user named in the open project

    • Selected Users—will find items modified by specific users. Clicking on the Select button will display the Select Project Item dialog box to enable you to choose the required users.

    In

    To find items that are included in a set, click the checkbox and choose Any Set from the drop-down list.

    To find items that are included in a specific set (or sets),

    1. Choose Selected Set(s) from the drop-down list.

    2. Click the Select button.

    The Select Sets dialog box is displayed.

    1. Click the check box for the required set.

    2. Click OK.

    With See Also Link

    Click the checkbox to find items with a 'See Also' link from or to project items.

    To find items with a 'See Also' link from or to any item, select From orTo andAny Item from the drop-down lists.

    To find items with a 'See Also' link from or to selected items:

    1. Select  From orTo and Selected Item(s) from the drop-down lists.

    The Select Project Items dialog box is displayed.

    1. On the left, click the folder that contains the required items. Click the folder check box to include all items in the folder— to include all items in subfolders click the Automatically select subfolders option.

    2. Check the boxes for the required items.

    3. Click OK.

    Coded at

    Click the checkbox to find items that are coded at nodes.

    To find items that are coded at any node, select Any Item from the drop-down list.

    To find items that are coded at selected nodes:

    1. Choose Selected Item(s) from the drop-down list.

    2. The Select Project Items dialog box is displayed.

    3. On the left, click the folder that contains the required nodes. Click the folder check box to include all items in the folder— to include all items in subfolders click the Automatically select subfolders option.

    1. On the right, check the boxes for the nodes you want to include. To select all nodes under a parent node, click the Automatically select hierarchy checkbox.

    2. Click OK.

    Then,  specify which users to find in the by field:

    • Any Users—will find items coded by any users identified in the open project

    • Current User—will find items coded by the current user named in the open project

    • Selected Users—will find items coded by specific users. Clicking on the Select button will display the Select Project Item dialog box to enable you to choose the required users.

    That code

    Click the checkbox to find nodes that code project items:

    To find nodes that code any item, select Any Item from the drop-down list.

    To find nodes that code selected project items:

    1. Choose Selected Item(s) from the drop-down list.

    The Select Project Items dialog box is displayed.

    1. Click the folder that contains the required sources or nodes. Click the folder check box to include all items in the folder— to include all items in subfolders click the Automatically select subfolders option.

    1. Check the boxes for the items you want to include. To select all nodes under a parent node, click the Automatically select hierarchy checkbox.

    2. Click OK.

    With a

    Click the checkbox to find items that have a relationship with another project item. You can find items that have:

    • (any) relationship with other items

    • a relationship from other items

    • a relationship to other items

    • a bi-directional   relationship with other items

    • a non-directional relationship with other items

    That are

    Click the checkbox to find tree nodes or cases that have the following hierarchical structure with selected nodes:

    • Ancestors of (above the selected node in the tree hierarchy)

    • Ancestors of, including (above and including the selected node)

    • Descendents of (below the selected node in the tree hierarchy)

    • Descendents of, including (below and including the selected node)

    • Children of (directly below the node in the tree hierarchy)

    • Children of, including (directly below and including the selected node)

    • Siblings of (at the same level in the hierarchy as the selected node)

    • Siblings of, including (same level and including the selected node)

    Click the Select button to choose the required nodes.

    Cases where

    Click the checkbox to find cases where an attribute is (or is not) equal to a specified value.

    To find cases based on attribute values:

    1. Choose the required attribute from the drop-down list.

    2. Choose the required condition from the drop-down list— for example equals value.

    3. Choose the required attribute value from the drop-down list.

    When working with attribute values that are text strings (gender = male, female) the 'greater' and 'less than' options relate to the value's position in the Attribute Properties values list. Refer to Adding Attribute Values for more information.

    With Relationship type

    Click the checkbox to find relationships based on type and related item.  

    To find relationships of any type, select Any Relationship Type from the drop-down list.

    OR

    To find relationships of a selected type, select the type from the drop-down list. Refer to Adding Relationship Types for more information.

    To look for all relationships that are with, from or to other selected relationships:

    1. Select the required direction from the With drop-down list and click the Select button.

    The Select Project Items dialog box is displayed.

    1. Click the folder that contains the required sources or nodes. Click the folder check box to include all items in the folder— to include all items in subfolders click the Automatically select subfolders option.

    1. Check the boxes for the items you want to include. To select all nodes under a parent node, click the Automatically select hierarchy check box.

    2. Click OK.

    Sets with

    Click the checkbox to find sets that contain items.

    To find sets that contain at least one item, select At least one Item from the drop-down list.

    To find sets that contain selected items:

    1. Click Selected Items in the drop-down list.

    The Select Project Items dialog box is displayed.

    1. Click the folder that contains the required items. Click the folder check box to include all items in the folder— to include all items in subfolders click the Automatically select subfolders option.

    2. Check the boxes for the items you want to include. To select all nodes under a parent node, click the Automatically select hierarchy check box.

    3. Click OK.

  3. When you have specified the required criteria, click Find Now.

The results of the search are displayed in List View. From here, you can open items, add items to a set, print items, add items to a model and so on.

Find Bar:

  1. On the FindBar, click the Options button.

  2. Click the Advanced Find option.

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