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bulk/auto group multiple sources that relate to the same entity based on attributes

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I'm hoping someone might be able to help me with a database set-up issue in Nvivo. I've been looking around for answers but as yet had no luck.
I'm working on a project that analyses a collection of c. 400 conversation transcripts relating to 50 participants. I have imported the conversations as sources and created a source classification for them - importing a classification sheet with attributes including the participants' active within each conversation (in three separate columns to allow for multiple participants). I have also created a case node for each participant and a classification based on another imported sheet.
My issue is that I cannot find away to efficiently group/link/connect the sources to relevant participant. I notice in the user guide that one of the functions of case nodes is to "group multiple sources that relate to the same entity — for example, code an interview transcript, survey responses and follow-up correspondence to the same person", however, I can't find any further information on this within the guide.
If anyone has any advice on how I might do this, preferably without manually coding each source to its relevant case nodes, I would be very grateful.
Thanks in advance,


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Hello Adam,


The easiest way to solve this issue would be to combine all 4 transcripts into a single document. Then apply classifications to your 50 documents.


However, in my experience, combining transcripts is not an option in many situations, since each unique document has its own unique data characteristics.


In that case, I would suggest you to look at this topic that I previously shared my ideas about a similar question.




Hope this helps,

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Hi Adam,


The best approach will depend on how your sources are formatted and how much of your source you wish to code to each case. If you wish to code the entire source to a particular case you can select multiple sources in list view by holding down the CTRL key and then bulk code these to the relevant case.


Please see the following link for details:



If you wanted to code only part of each source to a particular case, then depending on how your source documents are formatted you may be able auto code by source style or structure. To do this your documents will need to be consistently formatted and you’ll need to make use of paragraph styles to denote each speaker. The interview documents in the sample project give an example of how you might format your documents for auto coding. You can find some more details about auto coding by source style or structure at the following link:





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