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en:general:copy-project [12.12.2014 09:37] – admin | en:general:copy-project [30.01.2024 09:59] (current) – admin | ||
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* Addresses for [[: | * Addresses for [[: | ||
- | When a project is copied, only the questionnaires and files (up to 1 MB) will be copied over. The collected data and other dynamic content (address list incl. mailings, a database for contents) will not be copied. | + | When a project is copied, only the questionnaires and files (up to 1 MB) will be copied over. The collected data and other dynamic content (address list incl. mailings, a database for contents) will not be copied |
- | | + | **Note:** Please __do not__ try to log into different projects in different browser tabs. You can only be logged into one survey project in a browser at a time. If you want to work in different survey projects at the same time, use the " |
- | - You will receive the XML file as a download: save this onto your computer. | + | |
+ | To copy a questionnaire (list of questions and questionnaires), | ||
+ | |||
+ | | ||
+ | * either | ||
+ | * or in your **My Account** -> **Projects** with the download symbole {{:: | ||
+ | - You will receive the XML file as a download: save this onto your computer | ||
- Create a new project in **My Account**. | - Create a new project in **My Account**. | ||
- | - Import the previously saved XML file in a new project under **Survey Project** -> **Project Settings** -> //Import Project or Questions// | + | - Import the previously saved XML file in a new project |
+ | * either SoSci Survey already offers to import a file when creating the project (//upload survey project//) | ||
+ | * or under **Survey Project** -> **Project Settings** -> //Import Project or Questions// | ||
+ | - In the **Project Settings**, adjust the //name of the project// so that you do not confuse the survey projects in the user account. Confusion always leads to data loss! | ||
**Note:** Before importing the download, check that you have logged into a new (empty) project. Be wary if you have to select the box "Okay, delete all previously collected survey data". | **Note:** Before importing the download, check that you have logged into a new (empty) project. Be wary if you have to select the box "Okay, delete all previously collected survey data". | ||
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**Tip:** If you only want to copy a layout or a few questions from one survey into another then you can download these elements as XML files and import these into another project; just like you would with a complete survey. | **Tip:** If you only want to copy a layout or a few questions from one survey into another then you can download these elements as XML files and import these into another project; just like you would with a complete survey. | ||
+ | |||
+ | |||
+ | ===== Copy Collected Data ===== | ||
+ | |||
+ | In rare cases it is useful to copy not only the questionnaire but also the collected data (data set). To achieve this, please proceed as follows: | ||
+ | |||
+ | - Copy the questionnaire as explained above. | ||
+ | * Make sure you can distinguish the survey projects. | ||
+ | * For this it is useful to enter a different //Project name// in the **project settings** in each case. | ||
+ | - Switch to the original project in which the collected data are available. | ||
+ | - Set which records are to be copied under **Collected data** -> **Filter Criteria for Valid Cases**. | ||
+ | * When copying, only the data is copied, not the metadata -- specifically not the information about which items were queried but not answered. Therefore, the variables MISSING, MISSREL, and TIME_RSI ([[: | ||
+ | * Therefore, you should copy only those cases that you intend to use after import. | ||
+ | - Under **Collected Data** -> **Download Data**, click //Reset Download Settings//. This is especially necessary if you have customized the settings for the CSV format. | ||
+ | - Download the data set under **Collected data** -> **Download data** in the //CSV (Excel/ | ||
+ | - Switch to the project copy. To be on the safe side, check again under **Collected data** -> **View data set** that you are really in the right survey project. No data should be displayed there. | ||
+ | - In the **Control** on the left, select **Collected data** -> **Import data**. Now select there as //File with data (CSV)// the CSV file that you have just downloaded in the other survey project and confirm with //OK//.. | ||
+ | - Now check in **Collected data** -> **View data** to see if the import worked. |