[[An Online Questionnaire in 5 Minutes]]
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en:create:basics [21.10.2014 22:26] – Update adminen:create:basics [08.09.2023 12:21] (current) – Anpassung an Deutsche Version paul.heineck
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 ====== An Online Questionnaire in 5 Minutes ====== ====== An Online Questionnaire in 5 Minutes ======
  
-This quick introduction explains the general functionality of SoSciSurvey. The tutorial takes approximately 5 minutes and illustrates step by step how to create questions and how to arrange them in a questionnaire.+This introduction explains the general functionality of SoSciSurvey on the basis of a small questionnaire. 
 +The tutorial takes approximately 5 minutes and illustrates step by step how to create questions and how to arrange them in a questionnaire. 
 + 
 +If you prefer to watch a video on how to use SoSci Survey, you can find the "Getting Started with SoSci Survey" tutorial on the [[https://www.soscisurvey.de/en/screencast|Video Tutorials]] home page of SoSci Survey.
  
 ===== Preparation ===== ===== Preparation =====
-Before starting, you need an SoSciSurvey user account, for example on [[https://www.soscisurvey.de/|SoSciSurvey.de]]. If you have not set up a survey project yet, do it now ([[en:create:register|Create Survey Project]]).+ 
 +Before getting started, you need a SoSciSurvey user account, for example on [[https://www.soscisurvey.de/|SoSciSurvey.de]]. If you have not set up a survey project yet, do it now ([[en:create:register|Create Survey Project]]).
  
 ===== Step by Step ===== ===== Step by Step =====
  
-Conducting an online questionnaire consists of different parts corresponding to the chapters of the documentation:+Conducting an online questionnaire consists of different parts corresponding to the chapters of the instruction manual:
  
   - Creating a catalogue of questions (creating questions, possibly texts, pictures etc.)   - Creating a catalogue of questions (creating questions, possibly texts, pictures etc.)
   - Arranging questions into a questionnaire   - Arranging questions into a questionnaire
-  - //Starting the survey (testing the questionnaire and inviting participants)// +  - Starting the survey (testing the questionnaire and inviting participants) 
-  - //Downloading and analysing data (the latter with an external software)//+  - Downloading and analysing data (the latter with an external software)
  
 This tutorial introduces the first two parts step by step. The questionnaire below, including a selection and a little scale, will provide the example for the manual: This tutorial introduces the first two parts step by step. The questionnaire below, including a selection and a little scale, will provide the example for the manual:
  
-{{scr.example.create.1.png?nolink||Beispiel-Fragebogen}}+{{:de:create:scr.example.create.1.png?nolink||Beispiel-Fragebogen}}
  
  
 ===== Part 1: Creating Questions ===== ===== Part 1: Creating Questions =====
  
-At the top left of the menu you can find the **List of Questions**. Here, questions are sorted into **Sections**. These sections are independent of how and where the questions appear in the questionnaire. They simply help to sort questions with regards to content (e.g. sociodemographics, use of media, personality etc.). Click on **New section**.+At the top left of the menu you can find the **List of Questions**. Here, questions are sorted into content-related **Sections**. These sections are independent of how and where the questions appear in the questionnaire. They simply help to sort questions with regards to content (e.g. sociodemographics, use of media, personality etc.). Please click on **New section**.
  
-{{scr.section.add.png?|Neue Rubrik für Fragen anlegen}}+{{:de:create:scr.section.add.png?|Neue Rubrik für Fragen anlegen}}
  
-In the form on the right, for the **ID** enter "RT" and for the **Name** enter "Researcher Type". Confirm this by clicking on **OK**.+In the form on the right, for the **ID** enter "RT" and for the **Name** enter "Researcher Type". Confirm this by clicking on **Save** {{::?button.save.png??nolink|save button}}.
  
-**Note:** The ID and the name are of course only examples - you can create your individual sections within your project.+**Note:** The ID and the name are of course only examples - you can create your own sections within your project.
  
-{{scr.section.settings.png|Einstellungen für eine neue Rubrik}}+{{:de:create:scr.section.settings.png|Einstellungen für eine neue Rubrik}}
  
 The new section **RT Researcher Type** is displayed below the List of Questions in the menu on the left. In front of the section the current rank is displayed (grey), followed by the ID and the name. The new section **RT Researcher Type** is displayed below the List of Questions in the menu on the left. In front of the section the current rank is displayed (grey), followed by the ID and the name.
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 As you can see, the new section was automatically selected: The section is highlighted and you can create a new question in the right-hand window. As you can see, the new section was automatically selected: The section is highlighted and you can create a new question in the right-hand window.
  
-{{scr.section.nav.png?|Ausgewählte Rubrik im Fragenkatalog}}+{{:de:create:scr.section.nav.png?|Ausgewählte Rubrik im Fragenkatalog}}
  
-The term of a question should by chosen in a way that you later (when composing the questionnaire and analysing the data) realise what is meant. The term does not appear within the online questionnaire.+The term of a question should be chosen in a way that you remember what it is about (when composing the questionnaire and analysing the data). The title does not appear within the online questionnaire.
  
 **Note:** Keep your terms short but "indicative". Thus, you keep track of your questions both during the composition of the questionnaire and during the documentation/analysis. **Note:** Keep your terms short but "indicative". Thus, you keep track of your questions both during the composition of the questionnaire and during the documentation/analysis.
  
-For the **Term** of the new question, enter "Settings Questionnaire".+For the **Term** of the new question, please enter "Settings Questionnaire".
  
-You can select the question **Type** "Scale (fully labeled) in the dropdown menu. It's probably easier though to click the corresponding image below.+You can select the question **Type** "Scale (fully labeled)" in the dropdown menu. It's probably easier though to click the corresponding image below.
  
-**Tip:** First enter the term for the question then click on the image below. Thereby you do not need to click **OK**.+**Tip:** First enter the term for the question then click on the image below. Thereby you do not need to click **Save** {{::?button.save.png??nolink|save button}}.
  
-{{scr.question.settings.type.png?|Auswahl des Fragetyps mit den Symbol-Bildern unten}}+{{:de:create:scr.question.settings.type.png?|Auswahl des Fragetyps mit den Symbol-Bildern unten}}
  
 The question now appears in the List of Questions - the first number (grey) is the position of the question within the section and helps sorting. This is followed by the ID of the question (**RT01**) and the term. More about this later. The question now appears in the List of Questions - the first number (grey) is the position of the question within the section and helps sorting. This is followed by the ID of the question (**RT01**) and the term. More about this later.
  
-{{scr.question.nav.png?|Ausgewählte Frage im Fragenkatalog}}+{{:de:create:scr.question.nav.png?|Ausgewählte Frage im Fragenkatalog}}
  
-After creating the question, you get more options in the right-hand window. Enter the following values:+After creating the question, you get more options in the right-hand window. Please enter the following values:
  
   * **Question Title:** "Imagine, you want to conduct an online survey. To what extent do you agree to the following statements?"   * **Question Title:** "Imagine, you want to conduct an online survey. To what extent do you agree to the following statements?"
   * **Instruction:** "Please rate each statement from <i>fully disagree</i> to <i>fully agree</i>."   * **Instruction:** "Please rate each statement from <i>fully disagree</i> to <i>fully agree</i>."
  
-{{scr.question.settings.png?|Einstellungen für die Frage}}+{{:de:create:scr.question.settings.png?|Einstellungen für die Frage}}
  
 **Tip:** You have probably noticed the <i> in the instructions. This is a so-called HTML tag and indicates that the enclosed text shall be displayed in italics. In case you need such designs, have a look at the section [[en:create:texts|Texts in a Questionnaire]]. **Tip:** You have probably noticed the <i> in the instructions. This is a so-called HTML tag and indicates that the enclosed text shall be displayed in italics. In case you need such designs, have a look at the section [[en:create:texts|Texts in a Questionnaire]].
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 **Tip:** You can copy texts via copy and paste into the form -- this is especially helpful if you have already created the questionnaire in a word processor (e.g. OpenOffice or Word). Copying works especially fast, if you put the word processor in the upper half of your screen and the browswer window in the lower half. **Tip:** You can copy texts via copy and paste into the form -- this is especially helpful if you have already created the questionnaire in a word processor (e.g. OpenOffice or Word). Copying works especially fast, if you put the word processor in the upper half of your screen and the browswer window in the lower half.
  
-Below the instructions, you can find further settings for the questions. In the first tab **Scale** you can find the option **Alternative Option**. Tick the box in front of **Show input field "not true"**. Enter "Don't Know" as a **Label** for the input field.+Below the instructions, you can find further settings for the questions. In the first tab //Scale// you can find the option //Alternative Option//. Please enter "Don't Know" at //Alternative Option (-1)//.
  
-In the tab **Anchors**, within **Verbal anchors**, enter "fully disagree" as a **Minimum** and "fully agree" as a **Maximum**.+In the tab //Anchors//, within //Verbal anchors//, enter "fully disagree" as a //Minimum// and "fully agree" as a //Maximum//.
  
-By clicking **Save** (at the top of the page or below the settings) any changes made on this page are saved. A small green triangle pops up at the top right to confirm changes. The colour changes from green to grey after a while.+By clicking **Save** {{:button.save.png?nolink|save}} any changes made on this page are saved. A small green triangle pops up at the top right to confirm changes. The colour changes from green to grey after a while.
  
-At the top, to the left of the save button, you can find a little **Eye**. By clicking on the eye you can jump to the **Preview** section at the bottom of the page. In the preview, you can now see the correct question title and the scale. However, the content of the scale is still missing.+Right to the descriprion, you can find a square symbole with a magnifying glass. By clicking on the button you can jump to the **Preview** section at the bottom of the page. In the preview, you can now see the correct question title and the scale. However, the content of the scale is still missing.
  
 **Note:** In SoSciSurvey, the subquestions in a question are denoted as **Items** and the options of a selection are denoted as **Options**. Items and options are technically identical - sometimes you may read "Item" instead of "Option". **Note:** In SoSciSurvey, the subquestions in a question are denoted as **Items** and the options of a selection are denoted as **Options**. Items and options are technically identical - sometimes you may read "Item" instead of "Option".
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 There are several options for creating items for a question. First, regarding the **Quick input**: There are several options for creating items for a question. First, regarding the **Quick input**:
-Just above the Preview you can find the **Quick input for options**. In the empty boxes, enter the following statements:+Just above the Preview you can find the **Quick input for options**. In the empty boxes, please enter the following statements:
  
-  * **Text: "Generally, I'd rather sit in a park now."**+  * **Text:** "Generally, I'd rather sit in a park now."
   * The **grey OK** indicates that the item has not been saved, yet. Do not bother to click on the little grey arrow on the right, just press the Enter or Return button. The item is now transferred to the server and appears shortly after in the Preview window. In the meanwhile you can type in a second item (or copy-paste it):   * The **grey OK** indicates that the item has not been saved, yet. Do not bother to click on the little grey arrow on the right, just press the Enter or Return button. The item is now transferred to the server and appears shortly after in the Preview window. In the meanwhile you can type in a second item (or copy-paste it):
   * **Text:** "I prefer surveys over chocolate ice cream."   * **Text:** "I prefer surveys over chocolate ice cream."
   * The **green OK** on the left indicates that the item was saved. In contrast to the question options above the items/options in the Quick input are saved directly, you do __not__ need to click on **Save** again.   * The **green OK** on the left indicates that the item was saved. In contrast to the question options above the items/options in the Quick input are saved directly, you do __not__ need to click on **Save** again.
  
-{{scr.item.quick.png?|Schnelleingabe für Items und Optionen}}+{{:de:create:scr.item.quick.png?|Schnelleingabe für Items und Optionen}}
  
 You can see that the new items also appear on the left in the List of Questions. More about that later. You can see that the new items also appear on the left in the List of Questions. More about that later.
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 In order to create the next question, click on **Add question**. In order to create the next question, click on **Add question**.
  
-{{scr.question.add.png|Eine weitere Frage zur Rubrik hinzufügen}}+{{:de:create:scr.question.add.png|Eine weitere Frage zur Rubrik hinzufügen}}
  
 **Note:** In case the section "RT" is not active anymore (e.g. because you worked on another part of the project), just click on the appropriate section within the List of Questions. **Note:** In case the section "RT" is not active anymore (e.g. because you worked on another part of the project), just click on the appropriate section within the List of Questions.
  
-On the right, the form for a new question reappears. Enter the following:+On the right, the form for a new question reappears. Please enter the following:
  
   * **Term:** "Self-evaluation"   * **Term:** "Self-evaluation"
   * **Type:** "Selection"   * **Type:** "Selection"
  
-After clicking **OK**, a question with the ID "RT02" appears in the List of Questions. On the right, the design options for the question show up. Enter the following:+After clicking **Save** {{::?button.save.png??nolink|save button}}, a question with the ID "RT02" appears in the List of Questions. On the right, the design options for the question show up. Enter the following:
  
   * **Question title:** "Which researcher type would you assign yourself to?"   * **Question title:** "Which researcher type would you assign yourself to?"
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 ==== Adding Items via the List of Questions ==== ==== Adding Items via the List of Questions ====
  
-Another way to add items or options to a question is via the List of Questions. After selecting a question, the function **Add and Option** appears. Click on this function.+Another way to add items or options to a question is via the List of Questions. After selecting a question, the function **Add Item** or **Add Option** appears. Click on this function.
  
-{{scr.item.add.2.png?|Eine neue Auwahloption zur Frage hinzufügen}}+{{:de:create:scr.item.add.2.png?|Eine neue Auwahloption zur Frage hinzufügen}}
  
-A form shows up on the right, which according to the question type offers more settings than the Selection.+A form shows up on the right, which, depending on the question type, offers more settings than the Quick Input.
  
 **Tip:** The form also shows up when clicking on the {{:button.edit.gif}} symbol next to an item in the Quick Input frame. **Tip:** The form also shows up when clicking on the {{:button.edit.gif}} symbol next to an item in the Quick Input frame.
  
-The input field **Text** is already activated, so you can immediately start typing. Enter the following option:+The input field **Text** is already activated, so you can immediately start typing. Please enter the following option:
  
   * **Text:** "Graduate with empirical work"   * **Text:** "Graduate with empirical work"
  
-You can simply save the item by pressing the Enter or Return button and add the next option in the new form:+You can simply save the item by pressing the save button {{:button.save.png?nolink|save}} and add the next option in the new form:
  
   * **Text:** "Hobby Social Researcher"   * **Text:** "Hobby Social Researcher"
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   * **Width of the input field:** "160" pixels (the symbol {{:button.scale.gif}} may help setting the appropriate width)   * **Width of the input field:** "160" pixels (the symbol {{:button.scale.gif}} may help setting the appropriate width)
  
-Now, click **OK** and then on **RT02 Self-evaluation** to return to the question.+Now, click **Save** {{::?button.save.png??nolink|save button}} and then on **RT02 Self-evaluation** to return to the question.
  
 In the preview, the four items are displayed. There is an input field for open responses behind the last item. In the preview, the four items are displayed. There is an input field for open responses behind the last item.
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 ===== Part 2: Assembling Questions into a Questionnaire ===== ===== Part 2: Assembling Questions into a Questionnaire =====
  
-On the left, below the List of Questions, click on **Compose Questionnaire**.+On the left, below the List of Questions, please click on **Compose Questionnaire**.
  
-{{scr.questionnaire.nav.png?|}}+{{:de:create:scr.questionnaire.nav.png?|}}
  
 Select **Create new questionnaire**. Select **Create new questionnaire**.
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 On the right you can see, amongst other things, the **Questions** you created. Using the mouse, drag **Question RT02** onto the empty page on the left. On the right you can see, amongst other things, the **Questions** you created. Using the mouse, drag **Question RT02** onto the empty page on the left.
  
-{{scr.qnrpage.gui.png}}+{{:de:create:scr.qnrpage.gui.png}}
  
 The information about the empty page is replaced by the question. The information about the empty page is replaced by the question.
  
-**Important:** The pictures are only illustrations of the question type.+**Important:** The pictures are only symbolic illustrations of the question type.
  
-**Tip:** On the right are a couple of helpful symbols: Using the Undo button {{:button.undo1.gif}} you can undo your recent changes, by using {{:button.redo1.gif}} you can recover your undone changes (redo). Next to the Questions, you can find the Reload list button {{:button.reload.gif}}. This button reloads the list of questions, in case you are working on the survey in another browser tab or window and created a new question there.+**Tip:** On the right you will find a couple of helpful symbols: Using the Undo button {{:button.undo1.gif}} you can undo your recent changes, by using {{:button.redo1.gif}} you can recover your undone changes (redo). Next to the Questions, you can find the Reload list button {{:button.reload.gif}}. This button reloads the list of questions, in case you are working on the survey in another browser tab or window and created a new question there.
  
 Whenever you make changes, you can briefly see yellow/orange dots flashing. This means that data is being transferred to the server. Once the data is saved, a green OK is displayed. Whenever you make changes, you can briefly see yellow/orange dots flashing. This means that data is being transferred to the server. Once the data is saved, a green OK is displayed.
 Therefore, you do not need to save the questionnaire once more. Therefore, you do not need to save the questionnaire once more.
  
-{{scr.qnrpage.status.png|Automatisches Speichern der Änderungen}}+{{:de:create:scr.qnrpage.status.png|Automatisches Speichern der Änderungen}}
  
 Add **Question RT01** on the first page as well - below the other question. Add **Question RT01** on the first page as well - below the other question.
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 **Tip:** As a default, an invitation to the [[https://www.soscisurvey.de/panel|SoSci Panel]] is displayed on the last page. This is a non-commercial panel to support scientific research (and thus many SoSciSurvey users). We would appreciate, if you display this inviation in your questionnaire. **Tip:** As a default, an invitation to the [[https://www.soscisurvey.de/panel|SoSci Panel]] is displayed on the last page. This is a non-commercial panel to support scientific research (and thus many SoSciSurvey users). We would appreciate, if you display this inviation in your questionnaire.
  
-**Tip:** At the bottom of the questionnaire an imprint is displayed or, respectively, a note that you have not created an imprint, yet. Adjust the imprint by clicking on **Imprint and Logo** on the left.+**Tip:** At the bottom of the questionnaire, contact information is displayed. Adjust the footer by clicking on **Footer and Logo** on the left.
  
-**Tip:** Use the yellow arrow {{:button.debug.gif}} to start the questionnaire in debug mode. This helps when editing and searching for errors.+**Tip:** Use the yellow arrow {{:button.debug.gif}} to start the questionnaire in debug mode. This helps when editing and searching for errors. You can just close the browser tab when you are finished. 
  
 {{:de:create:scr.example.create.2.png|The result achieved so far}} {{:de:create:scr.example.create.2.png|The result achieved so far}}
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 ==== Publishing the Questionnaire ==== ==== Publishing the Questionnaire ====
  
-In **Compose Questionnaire** you can already run a preview of the questionnaire ({{:button.run.gif?nolink|Run Questionnaire Preview}}). The public cannot yet access the questionnaire.+In **Compose Questionnaire** you can already run a preview of the questionnaire ({{:button.run.gif?nolink|Run Questionnaire Preview}}). The public however cannot access the questionnaire, yet.
  
-To get the questionnaire online, publish it: First, you should add contact information (**Imprint and Logo**), then set the survey administration period at **Survey Project** -> **Project Settings** ([[:en:survey:publish|Set Survey Administration Period]]).+If you want to test the questionnaire "for real", you still have to activate it. To do this, first enter an imprint (**Imprint and Logo**) and then specify a survey period under **Survey Project** -> **Project Settings** in the //Publish Questionnaire// tab ([[:en:survey:publish|Specify Survey Period]]).
  
-**Note:** Before actually publishing your survey, some more settings shall be checked. Please refer to the chapter [[:en:survey:start|Preparing and Starting the Survey]].+**Important:** Before actually publishing your survey, some more settings should be checked. Please refer to the chapter [[:en:survey:start|Preparing and Launching the Survey]].
  
  
en/create/basics.txt · Last modified: 08.09.2023 12:21 by paul.heineck
 
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