Using the Import Classification Sheets Assistant

Locate and select the text file that contains the data you want to import.

You can specify the format of the text file:

• File encoding  Displays the file encoding that will be used to interpret the text file. NVivo tries to detect the file encoding used in the file. If you cannot import the data correctly, try using a different file encoding.

• Text qualifier  Displays the character (double quotation marks) that must encloses text values in your text file. All text enclosed within double quotation marks is imported as one value, even if the text contains a delimiter character (tab). In this release you cannot change the text qualifier.

Classification type  This option allows you to select the type of classification you are importing—you can select:

• Source classification

• Case classification

You must also choose whether you want to:

• Create new classification  If you select this option you must enter a name for the new classification

• Import to existing classification  When you select this option, you must select the existing classification from the list

Create new attributes if they do not exist  If you select this option, any unmatched attributes will be added to the classification

Update the classification of existing sources or cases   If you select this option, existing sources or cases that have a different classification will be updated—the classification will be changed (attributes may also change), and attribute values will be updated.

Replace attribute values of existing sources or cases that appear in this file  If you select this option, the attribute values of any matching items in your project will be updated. Note: when you select this option, the option Update the classification of existing sources or cases is automatically selected.

• As names  This option is not available in this release.

• As hierarchical names  The full hierarchical name of each source or case must be entered in the first column, as follows:

• For sources—the hierarchical name includes the folder path and the name of the source. Folders are separated by two backslashes (\\). Refer to Hierarchical source and node names for more information.

• For cases—the hierarchical name includes the folder path, the hierarchical node structure and the name of the node. Folders are separated by two backslashes (\\) and nodes are separated by a single backslash (\). Refer to Hierarchical source and node names for more information.

Create new sources/cases if they do not exist  If you select this option, sources or cases are created if they cannot be matched to existing items in your project at the location you specified in your import file. Unmatched sources are created as externals.