In this tutorial you will learn how to start working with Survey Solutions. We will create a short sample questionnaire and see how it displays on the tablet.
In this tutorial, we will walk you through the steps to import a questionnaire, create data collection teams, make survey case assignments, and synchronize tablets. We will be using the demo server(https://demo.mysurvey.solutions) that is for testing purposes only.
This video will introduce you to the use of functions in Survey Solutions conditions.
In this video, we will demonstrate how to use a mapping software to navigate interviewers in Survey Solutions.
In this tutorial we will show and explain how you can create multilingual questionnaires in Survey Solutions. Often times researchers work in contexts where respondents of a survey speak different languages. Therefore, to administer surveys and collect higher quality data it is important to have questionnaires in the corresponding language.
In this example we will consider similar questions (all of them categorical single-select) rating different aspects of the stay in a resort hotel. Our objective is to present the questions in different order for different respondents. Our other objective is to avoid pre-programming sequences of questions, as this is tedious and creates questionnaires with just a few sequences of questions.
We will rely on the following Survey Solutions elements:
text substitution (text-piping) with the whole question text being substituted;
random value to make the sequences of questions differ for different respondents;
shuffling algorithm, we will use D. Knuth's version of the Fisher-Yates algorithm, but many others will do just as well;
and a few other tricks.
In Survey Solutions Designer tool, we will compose a questionnaire like the following:
Note that questions q1..q7 contain identical set of options (the feedback scale in this example) and have their texts computed by respective calculated variables t1..t7.
Each of the variables in turn is computed based on selecting the corresponding item from a shuffled array of questions, which is delivered by a macro:
Note also that we are using only one random number even though we have N steps of shuffling, we do this by looking at different digits of that number, which for our purposes may be assumed random as well. This of course imposes some limitations on this example realization, which will be limited by 10 items.
We specifically avoid following the pseudorandom sequence of numbers in Survey Solutions, since we will need to reshuffle the answers back to match the original sequence of questions (non-randomized) after the data is exported from Survey Solutions. This could be trivial if the processing is done in the same language (C#), but is not possible if other packages are used (Stata, SPSS), since they are utilizing their own random number generators.
Two other tricks that we do here is rounding the random number to a smaller number of digits to avoid precision problems during export and re-import to another system, and taking a logarithm from a random number to obtain a sufficiently long sequence of random digits.
The questions will be presented in a random order for the interviewer:
And the final step to do is to reorder the answers back to the proper order after the data is exported. This can be done by replicating the same shuffle with a script and restoring back the order of the items based on the shuffled sequence.
Based on replicated sequence of pseudorandom numbers, the answers are easily placed in the proper order:
In this tutorial, we will discuss some techniques that to help you designing efficient questionnaires with a clear structure.
An area question expects a set boundary defined on a map.It can be used to define the exact location and the area of a land, such as a plot or parcel. This question type requires a specific tablet configuration, as explained below.
Creating an Area question
In Questionnaire Designer,
Click on the Question Type text box.
Select Area from the pop-up menu.
Setting up the tablet
The area question requires 1) the Interviewer application with ESRI map support, and 2) an uploaded map(s) (with .tpk extension) to the tablet.
1) When downloading the Interviewer application on the tablet, uncheck the Exclude ESRI Map support check box. Then, follow all the steps outlined in this article.
2) Create folders manually in the following structure on the tablet: TheWorldBank>Shared>MapCache
Next, add the chosen map(s) to the MapCache folder.
How an area question works on a tablet
To answer a area question, the enumerator taps on the Tap to record area button.
Select a Map
If more than one map has been uploaded to the tablet, the enumerator should select a map first. Tap on the button in the upper right corner, as shown below. Then, select a map from the list and close the window.
Select an Area
The enumerator must select an area by pressing on the map for each dot that represent the coordinates of the area to appear. You can edit the shape by adding more coordinates or moving the existing dots/area. Once complete tap on Save.
The area and length will appear.
Tap To edit area button to revise the selected map.You can edit the shape by adding more coordinates or moving the existing dots/area. Once complete tap on Save.
The area question is exported in 1 column in a tab-delimited file. The coordinates of each point selected on the map are separated by a semicolon. The name of the exported variable is the question’s variable name that was defined in the Questionnaire Designer.
Answered area question with 3 points exported in tab-delimited file
Audio question records sound using the tablet’s microphone. This can be used in surveys where the recording of the respondent’s voice may serve quality control purposes or be directly of interest to the researchers.
Creating a audio question
In Questionnaire Designer,
Click on the Question Type text box.
Select Audio from the list displayed.
How an audio question works on a tablet
To answer the question the enumerator has to:
1. Tap on Tap to record audio button.
2. A timer and recording status are displayed. To stop the recording, tap on Done. An audio question has a 180 seconds limit. After 180 seconds (3 min) the recording will stop as if Done was pressed and the 180 seconds will be saved automatically.
The recording can be replaced by selecting the record new button. Note that the previous answer for this question will be lost.
The audio questions are exported as .m4a files in the binary data folder, along with any .jpeg files from picture questions. Each binary data folder represents an interview where the folder names are automatically created interview ids.
The .m4a file name is the question’s variable name as defined in the Questionnaire Designer.
In the micro data files, an answered audio question will show the name of the .m4a under the question’s variable name.
In this video we will explain what preloading is and show how to do it in Survey Solutions.
In the last preloading video, we looked at how to preload a simple questionnaire: a household questionnaire with a household roster. In this video, we will build on this example to show how to preload a complex questionnaire.
In this video, we explain how to use Assignments in Survey Solutions.
Every Survey Solutions server has an administrator:
Local server - the first user created after Survey Solutions is installed.
Administrator is a privileged account and can do important actions which may result in damage to data. Assign a responsible and informed person as an administrator! We recommend that the administrator has attended a comprehensive Survey Solutions training.
Some obvious security recommendations:
do not share the administrator password;
do not forget the administrator password;
do not mention the administrator password in emails;
do not use administrator account for day-to-day HQ operations.
Observer is an optional account, kind of an HQ user with a limited functionality, to passively monitor a survey. Observer accesses information through impersonation, looking through the eyes of a different user.
An observer can do:
Read individual interviews including any comments left;
See lists of users and their profiles.
An observer can not do:
any other change-state operations;
An observer account is created for a server, not for a survey! Hence an observer user may monitor the activity in all surveys that are running on the server.
In this video we will show and explain how to use an Android tablet.
In this video we will show and describe how to use the Survey Solutions Interviewer application—specifically the application dashboard, and sending and receiving survey assignments.
In this tutorial, we will go through a short questionnaire that contains all the types of questions that the main data collection instrument does.
In this video, we will discuss other characteristics of a main data collection instrument, including enabled and hidden questions, error messages, comments, and the overall navigation in the application.
Video 1: Understanding your role as Supervisor.
Video 2: Assign and Approve/Reject Survey Case Assignments