Collaboration Cloud with NVivo 15 Mac

The Collaboration Cloud with NVivo 15 is an add-on module allowing teams to collaborate in real-time on NVivo projects. Projects are uploaded by the Project Manager to a secure place in the cloud and team members clone the cloud project onto their computers from where they can work on the cloud project. It is also possible for team members to work on the project off-line and it will be synced with the cloud project when they next have a connection to the Internet.

NVivo 14 desktop application allows team members to work cross-platform (with both Windows and Mac) on a single project and their local changes are automatically synchronized to the shared common project file. All users require internet connection for synchronizing their changes.

Subscription Setup and Workflow

As a Project Owner Project owners can create and upload projects to cloud, as well as delete their uploaded projects. A Collaboration Cloud subscription is required to access these features.:

• Firstly, you need to purchase Collaboration cloud seats for all the team members including yourself.

• Before sharing the cloud project, ensure that collaborators are assigned seats in the collaboration cloud subscription via MyLumivero portal.

• You need to use the same email address that was used to purchase Collaboration Cloud when you log into NVivo 15.

As a Collaborator Collaborators are assigned to a project by the Project Owner. Collaborators need to have a Collaboration Cloud seat to work on the shared projects. :

• You must ensure that your project owner has assigned you a Collaboration Cloud seat via MyLumivero portal and provided access to the cloud project via Manage Team option in the NVivo application. For more information, see Manage Team.

• Before accessing a shared project, make sure that you are logged into NVivo with the correct email and the project owner's name is selected under Account Name in the NVivo Welcome screen. For more information, see Access and Update Shared Projects.

Upload as Cloud Project

You can upload and manage shared projects using the NVivo Collaboration cloud feature.

1. Open or create new project that you want to share and collaborate with team members.

2. If you have made any changes make sure that you have saved the project first.

3. From the Share tab, click Upload Project.

   

   The Upload to cloud dialog is displayed with the upload status.

4. Once the project is uploaded, close the dialog.

   The Manage Team option in the Share tab is enabled for you to add collaborators for the uploaded project.

Manage Team

As a project owner, you can add or remove users using the Manage Team option in the NVivo application.

NOTE   Only project owners have the privilege to add users to the project.

1. Launch NVivo and open the required project from the Recent section. Alternatively, you can navigate to the saved location in your computer and open the project file.

2. In the Share tab, click Manage Team.

   

   A dialog is displayed.

3. If you have not allocated seats in your collaboration subscription, click Go to Subscription first to do so.

   You will be redirected to myLumivero portal. Follow the steps in the below link to allocate seats.

   Steps to allocate Collaboration Cloud seats in MyLumivero portal

   1. Log into the MyLumivero portal using your personal profile credentials.

   2. If you have more than one account, select the one used to buy the product with the licenses/subscriptions you want to assign.

   3. From the left navigation select NVivo -> Manage Licenses.

   4. Find the required license and click Manage Assignment.

      • To add a user, do the following:

        1. In the Assignments dialog, enter the end user's email address.

        2. Click Submit.

           The newly added user is displayed in the assignee list.

      • To add users via batch file, do the following:  

        1. Click Assign and Unassign with CSV.

           Upload CSV to add users dialog is displayed.

        2. Click Download template and save users-upload-template.csv to your computer.

        3. Open the file (in Excel, Notepad, or other suitable app).

        4. Add end-user email addresses to the first column (delete the samples in the file).

        5. Save the file and then drag it onto the dialog (or locate the file in a file management window).

        6. Click Assign.

        All invited users are listed on the page after you assign. You can:

        • View the number of seats allocated and remaining.

        • Download the list of assigned users by clicking the Download button.

   5. When you submit the email addresses the product license is linked to personal MyLumivero profiles for each end user. They receive an email to inform them, with links to further instructions. Users without MyLumivero profiles also receive a signup email and must complete the creation of MyLumivero profiles. End users can now log into and use the product with their personal MyLumivero profiles.

4. Go back to your open NVivo project.

5. Close the Manage Team dialog box and then open it again.

6. In the text box, enter the email address of the user that you would like to add.

7. Click Add User.

   The newly added user name will appear in the list of team members.

To remove or delete a user access from a shared project, click Remove. The user can no longer access the project.

Collaborators Invited to the Shared Project

NOTE  Before proceeding with the below steps, ensure that your project owner has assigned you a Collaboration Cloud seat and provided access to the cloud project.

1. Launch NVivo, select File -> myNVivo -> Select Account. Select the project owner's name for the project that you would like to clone. If you do not find your project owner's name, try to log out and log into NVivo. Ensure a tick is displayed beside the selected account.

2. Select File and click Cloud Projects.

   

   A dialog is displayed.

3. Double click on the project you want to clone.

   

   A New Project dialog is displayed.

   NOTE  Collaborators must only clone the project once. When you save it on your computer, you must use the same name as the project owner.

4. Enter the project name, project title and click Create Project.

   

   NOTE  You should not rename the project file. Ensure that the project file name and Project Title are the same as the project owner's.

   A Clone Project dialog is displayed with the download status.

5. Once the cloning is complete, close the dialog.

   

   The cloned project will be automatically opened. All your updates will be automatically synchronized to the cloud project.

Access and Update Shared Projects

Once you have downloaded the project:

1. Launch NVivo, under File -> myNVivo -> Select Account, make sure the required project owner's account is selected.

2. You can open the shared project from the Recent section or you can browse to where it was downloaded on your computer.

If you are not viewing any recent updates in your cloud project, you may need to do the following:

1. Close the project and close NVivo.

2. Launch NVivo, open the project.

   The changes will be displayed.

NOTE  You should not rename the project file. All your updates will be automatically synchronized to the cloud project.

You can view the cloud project sync status at the right side of the top ribbon.

The following icons indicate different statuses:

• - Displayed when the project is syncing.

• - Displayed when the project is successfully synced.

• - Displayed when the project failed to sync. If you see , do the following:

  1. Close the project and close NVivo.

  2. Launch NVivo, open the project.

     The project should be synced. If you still see the icon, unfortunately, it means that your project is corrupted. In this case, you can disconnect the shared project by doing the following:

     1. Go to File -> Project Properties.

        

     2. Select Cloud.

     3. Click Disconnect Project.

     4. Click OK.

        NOTE  After you disconnect the cloud project, it becomes a local project, and you can continue to work on it. However, your updates will not be synced with the cloud project. For assistance with the corrupt project, contact the Support team.

Roles

Project Owner

The project owner is the person who can create and upload projects to cloud, as well as delete their uploaded projects. When a project owner deletes a project, the project file is deleted ONLY from the cloud, they will need to delete their local files separately. A Collaboration Cloud subscription is required to access these features. Team members need to have a Collaboration Cloud seat to work on the shared projects.

NOTE  Project owners need to use the same email address they used to purchase Collaboration Cloud when they log into NVivo 15.

If you have not allocated seats in your collaboration subscription, click Go to Subscription first to do so.

NOTE  With NVivo 15 and later, both Windows and Mac users can create a project and upload it to the cloud.

Project Owners have the ability to use all of NVivo’s features without restrictions.

Only Project Owners can:

• Create and upload projects to cloud

• Delete their uploaded projects from cloud

• Assign or remove team members from a project (Manage teams)

• Can edit documents. If they edit a document, collaborators are locked out of that document until the project owner has finished editing and saved the project

• Delete files, codes or memos

• Merge codes.

Collaborators

Collaborators are assigned to a project by the Project Owner. Collaborators need to have a Collaboration Cloud seat to work on the shared projects. They can work from either NVivo for Windows or NVivo for Mac.

Collaborators CAN:

• Clone a project assigned to them from a Project Owner.

• Import any type of file.

• Add transcription files to video or audio files – through NVivo Transcription, through importing prepared transcripts or by transcribing within NVivo.

• Create new codes and code to both new and existing codes.

• Create new memos and add to memos including memos created by other team members.

• Run any queries, visualizations, etc.

Collaborators CANNOT:

• Edit the name of a folder.

• Move a folder to another location (drag & drop to another folder).

• Edit the name of a file.

• Move a file to another location (drag & drop to another folder).

• Copy and paste an existing document, effectively creating a new document.

• Copy and paste an existing folder that contains files, effectively creating new documents.

• Assign or remove team members from a project.

• Edit documents (the edit box will be grayed out).

• Delete files, codes, or memos.

• Merge codes.

FAQs

Citavi-NVivo Integration