To connect the survey to a database, you need a database field that contains a unique ID for each participant. This is used to identify a participant variable in the survey, so the data is put in the correct person’s record or response. Snap XMP Desktop can automatically identify many database types. However, some databases have specific requirements, such as password protection. For these, you need to specify how to connect the data link. You use Microsoft’s Data Link tool to do this.

This tutorial describes how to create a link between a Snap survey and a SQL Server database, to seed your survey, or send updated data from your survey to your database. You can set this up to happen automatically by using a Hot Link.

Setting up the Database Linkage Wizard

1. In the Survey Overview window, open the required survey.
2. Select File | Database Link to display the Database Links dialog.
3. Click New to create a new database link. This opens the Database Linkage Wizard.
4. In Linkage Type, select Import from Database.

5. Click Next. The next step requires a database file or to build a database link. For most types of database file, click Select Database File. If the database type is not listed as one of the defaults in the Select Database File dialog then click Build Data Link to create the connection. This example describes how to build a link to an SQL database.

Creating the data link for the SQL database

1. Click Build Data Link. This opens the Data Link Properties dialog where you can create the data link
2. Select the appropriate data type. For a link to an SQL Server database, select Microsoft OLE DB Provider for SQL Server.

3. Click Next. The Data Link Properties dialog moves to the Connection tab.
4. Select the SQL server on your network from the dropdown list.
5. Select the appropriate security type for the server.
6. Select the SQL Server database file from the drop-down list, or type the name of the file.

7. Click Test Connection to confirm that you can connect to your database.
8. Click OK to return to the Database Linkage Wizard.

Matching records between the survey and the database

1. Select the table or sheet in your database containing the data you want. Click Next.

2. Select how you will import data to the survey. You will need a unique id for each person in the database that can be matched with a participant (for example, a customer id or email address). This is called the link variable.
   • Join cases where the link variables match only imports data from the database if the id is already in the survey.
   • Join matching cases and append unmatched cases imports all data from the database. If the id is already in the survey, the appropriate data is added to that case. If it’s not, a new case is created.
   • Append unmatched cases creates new cases in the survey for the ids that are not already in the survey. It does not change the existing cases.
   • Append all cases creates new cases in the survey for every id in the database. It does not check if the id already exists in the survey.
3. Select the field in the database that contains the unique id from the Database field dropdown list.

4. Select the variable in the survey that contains the unique id from the Use Snap variable list. (You can also use the case number as the unique number for each case.)
5. Click Next.

Choosing the database fields to import

After selecting the database, database table, and matching variable, you need to select the database fields to import. The Database Linkage Wizard dialog shows a list of database fields that you can import on the left, with variables in the current survey on the right.

1. In each row, select the survey variable that maps to the database field. Snap XMP Desktop initially works out a suggested mapping. To change this mapping, select a variable from the list of available survey variables. Select blank if you do not wish to map the field.

2. If you wish to import a field into your survey that does not already have a variable set up in your survey, select <Create Variable> from the dropdown list. The Name and Label automatically display the name of the database field. You can edit them if you wish. Set the response type and length to appropriate values and click OK.
3. If you wish to import data into a multi-response variable, you may need to set up which codes in the database match to which variable codes in the survey. When you select the multi-response variable in the right hand column, a code mapping area appears. Select the appropriate code or define a new one as you can with variables.

4. Click Next to display a summary of what the link does.
5. Check the details are correct, and enter a Name for the database link.
6. Click Finish. Snap shows the Database Links dialog including the new link.
7. If you wish to alter any part of the link, click Modify. To delete a link, click Delete. To make a copy of the link, click Clone, and then modify the new link as required.
8. Select the link and click Run to import the data. A brief report is displayed.

Setting up an automatic Hot Link

Making an import link into a hot link means that when you identify a new case by entering a unique value in the link variable, data from the external file is copied into the new case. This means that details such as name, address and email address could be loaded into the survey as soon as the case was identified.

If it is an export link, the data entered in the survey is copied to the external file. If it is a new case, a new record is created. This allows you to keep a database up to date.

1. Select File | Database Link to open the Database Linkage dialog.
2. Select the database link.
3. Click the Hot Link button. This opens the Hot Link dialog.
4. Select Use As Hot Link, then select the appropriate option.
   • Automatic update: updates the matched variables of each case when the key link field is entered.
   • Manual update: update the matched variables when you click the refresh button  on the Snap XMP Desktop toolbar.

5. Click OK. The Database Link dialog shows the amended link specified as a Hot Link.

6. The link will update the survey when the database changes. Click Run to update the survey immediately.

For instructions on linking to a database containing email addresses, see Setting up email invites for online surveys.

For information on using a database link to share information between Snap surveys, see Importing data from another survey and Exporting data from another Snap survey. Further information on using Hot Links is at Using Hot Links.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com

The post Transferring data between a survey and a database appeared first on SnapSurveys.

The Hierarchical export wizard splits hierarchically structured surveys into separate cases in another survey.

A hierarchically structured survey generally has some common data, and then sets of identical questions. For example,

• Household surveys where, in addition to a number of questions relating to the household as a whole, there is a set of identical questions to be answered by each occupant.
• Product tests where characteristics of a participant (tester) are collected along with their views on each of a number of similar product samples.

One group of variables and derived variables relate to the original case-level subject of interest (a household or a respondent tester). This is the common group. The second group relates to each occurrence or Layer of the repeating topic (a person in the household, or a test of an individual product).

The new survey generated by the hierarchical export wizard will comprise the common questions and one set of the layer questions for each case. This enables you to perform cross-analyses. The new survey can contain variables which identify which case in the old survey produced each new case.

Running the hierarchical export

1. In the Survey Overview window, select the offline survey that will be exported.
2. Select File | Hierarchical Export. This opens the Hierarchical Export Wizard.

3. Click Create New Survey to create a new survey that will contain the exported data. Enter the name of the new survey and any summary details and click OK to return to the hierarchical export wizard.
4. Click Next. This page is used to select the variables of the common group. A list of all the variables in the survey is displayed. Select the Import box to identify the variables in the Common Group. This is the group that relates to the original case-level subject of interest, for example, a household or tester. These variables will be added to each case in the new survey.

5. Click Next. Repeat step 2 to identify the set of variables for the first layer of the export. The variables included in Layer 1 are likely to be those that relate to the questions that occur several times in the questionnaire. For example, a standard set of questions asked of each participant in the household, or a standard set of questions asked about each of two or more products tested by the participant. Select at least one variable and then click Next.
6. You can now define matching layers. Click New Layer to add another set of cases, and then select the equivalent variables which will be used in that set of cases. You can enter variables individually from the drop-down list. The variables must match the variable type defined in Layer 1. You can also specify all the variables by entering a range in the Layer box and then clicking Apply.

7. The Case Number variable will identify the number of the case of the source survey which is represented by the data at any case in the target survey. The Layer Number variable is used to identify which layer iteration each case in the target survey represents.Check the Ignore Not Asked layers box to stop the creation of cases where the layer information is empty and click Next.
8. A summary of the export specification is shown. It lists the variables to be included in the common group, and those for each individual layer. Click Back to make any changes. Click Finish to create the survey.

The post Exporting a hierarchical survey to multiple surveys appeared first on SnapSurveys.

The import matches records from the two surveys and appends the data from the donor survey to the current survey. If there is no match, you can decide to discard the data for that case or add the case to the end of the current survey as a new response.

The import process alters the variables from the donor survey. An initial letter or sequence of characters may be added at the start of the variable name with R used as the default. This helps to identify which survey a variable originated from.

Running the Join Import

1. In the Survey Overview window, select the survey that is the current survey.
2. Select File | Join Import. This opens the Join Import Wizard.

3. Click Next to move to the next step of choosing the donor survey.
4. Select the donor survey from the list of available surveys in the current folder. Click Browse to change folders if the donor survey is not in the list.
5. Click Next. Choose the variables that link the current survey with the donor survey.

6. Click Next to select the variables to import.
7. Select the variables by selected the Import checkbox. Click Select All if you want to import all the variables from the donor survey.
8. Click Include sources if variables derive from or depend upon other variables and include those variables as well.

9. Click Next to set the import options.
10. There are options to set a variable prefix, select how to import the data and select whether to include blank spaces when matching key variables.

11. Click Next to confirm the variable names and check for errors. If there are any errors, edit the variable name or click Generate Legal Names.
12. Click Next. This page shows a summary of the import settings.
13. Click Finish to import the variables and data responses from the donor survey to the current survey.

The post Join Import Wizard appeared first on SnapSurveys.

Viewing the statistics

1. Click Data Entry  on the Snap Desktop toolbar to display the Data Entry window for the selected survey.
2. Click Statistics   on the Data Entry toolbar to display the Data Entry Statistics window. The statistics available vary depending on the type of survey and data entry method. If you have scanning enabled, this displays a scanning summary.

Explanation of statistics

The post Data entry statistics appeared first on SnapSurveys.

Editing an individual response

You can change the responses of a completed questionnaire, for example, to correct spelling.

1. Click to display the Data Entry window for the current survey.
2. Click , or to display the data in the way you wish.
3. Scroll to or click on the relevant question and type in the new answer.
4. If you need to make changes to a selection of responses, you can search for responses using a filter.
5. Click to keep the changes.

Making bulk changes to the responses

The Bulk Changes option allows you to change a number of questionnaires in exactly the same way. This makes changes directly to the data file where the responses are stored. It is recommended that you back up the survey before making bulk changes.

An example is to make a bulk change to replace all Don’t know answers to grid questions to No Reply, in order to present reports.

1. Archive the survey prior to making the bulk changes.
2. Open the survey in the Data Entry window.
3. Click on the Data Entry toolbar to display the Bulk Changes dialog.

4. In Filter, enter the filter selection, such as Q6a=5 which filters all responses where Q6a is set to Don’t Know.
5. In Variable, enter the variable that is updated in the bulk change. The fields in the Change Details section become enabled depending on the type of variable entered.
6. In Change Type, select the type of change that will be made to the variable data. The Change Type for a closed question where the respondent selects from a selection of answers can be Clear response, Set response, Remove code, Replace code. In this example Clear response is selected. This sets the responses that match the filter and variable criteria to No Reply (NR).

7. The Change Type for an open ended question can be Clear response, Set response, Remove text, Find and replace. There are options available for the type of text search. The available options depend on the Change Type and Remove text or Set text entered.

8. Click OK to perform the bulk change.

Deleting a response

1. Click to display the Data Entry window for the current survey.
2. Click , or to display the data in the way you wish.
3. Scroll to the relevant case or click and type CASE=X (where X is the number of the case to be deleted)
4. Click to delete the case.

The post Making changes to the responses appeared first on SnapSurveys.

You can send the report to a printer or a file. For example, you could create a file of comments to import into a word processing package.

Creating a data report

1. Click to display the Data Entry window for the current survey.
2. Click to open the Data Report dialog.
3. Enter the title for the report in the Title field.
4. Enter the variable names and text to be included in the report for the Content field. If you leave this field blank, all the response data will be reported.
5. Some examples to enter
   • Individual questions , for example, Q4a
   • List of questions, for example, Q1,Q3,Q6
   • Range of questions, for example, Q1 TO Q3
6. If you wish, enter a filter in the filter field. For example, setting the Filter to q4a ok, means that the only cases included are those where the answer to q4 is valid. This example, from Crocodile Rock Cafe survey, prints a list of literal responses. Each response is printed as a line on the report. If the specified data for each case is longer than one line it will automatically wrap to the next line. Missing values, such as No Reply or Not Asked, are not shown in this example by using the filter Q4a OK. Without the filter missing values will be shown as blank lines.

You can also put a variable in the filter field to sort the data. For example, if you put a single-choice variable in the filter field (eg q2), the report will list all cases where q2=1, followed by all cases where q2=2 etc.

Changing the data report layout

The layout of the report is changed using the Setup options. The Page Setup dialog is shown by clicking the Setup button. The setup can be changed for the page margins, borders, headers and footers, and the printer setup.

The post Reporting data responses appeared first on SnapSurveys.

1. Click to display the Data Entry window for the current survey.
2. Click to display the Case Data Spell dialog box.
3. Set the Spell field to contain the names of the variables to be spell checked. If you leave it blank, all the data will be spell-checked.

If any spelling mistakes or unknown words are located in the data, the Spelling dialog box will be displayed and suggestions made for the correct spelling.

When the spell check has been completed, the final dialog box shows a count of the number of words checked and replaced.

For words that are not found in the main dictionary, click on the Add button in the Spelling dialog box. This word will now be added to the custom dictionary.

Click Options to open the Spell Checker Options dialog to make alterations to the search criteria of the dictionary. This is also accessible from the Tailor|Spelling menu

The post Spell checking data responses appeared first on SnapSurveys.

You can search for a specific subset of data cases by defining a filter. A filter is specified as a logical formula in the same way as a filter in tables and charts, but it is possible to include raw data in the specification. The following examples provide an indication of some of the uses:

Creating a data entry filter

1. Click to display the Data Entry window for the current survey.
2. Click to open the Data Entry Filter dialog.

3. Add a filter to identify the specified cases. The contents of the filter should be a logical expression. For example, Q4a = “Milkshake” filters all cases where the characters “Milkshake” appear in the text for Q4a.

4. Click OK and the first case that meets the filter criteria is displayed. It will display how many cases match the filter, for example “Filter 1 of 19” means this is the first case out of the 19 in total that match the filter criteria. It also gives the case number of the displayed case.
5. Use the arrow keys or scroll bars to move through the cases depending on which data entry method is being used. If no cases are found which meet the filter specified or there is an error in the filter expression, a warning message will appear.
6. Press again to remove the filter.

Examples of filters

• The filter Q2=1 will select all cases where the respondent has given answer 1 to question 2.
• The filter Q1 ER will select all cases where the results of processing the data have fallen outside all other codes, and have been set to Error. A similar filter can be used for No Reply (Q1 NR) and Not Asked (Q1 NA). The filter Q1 MISSING will select all cases where the results of processing the data have fallen into any one of the categories of Not Asked, No Reply or Error.
• The filter Q1 OK will select all cases where a valid response has been given for Q1.
• The filter CASE=20 will find case number 20. CASE>50 will select all cases beyond case number 50.
• The filter Q2=1 AND CASE>50 will select all cases where the respondent has given answer 1 to question 2 where the case number is higher than 50.

Using patterns in filters

You can use patterns in filters to enable you to provide a non case sensitive search for a string. For example, to search for “Milkshake” or “milkshake” (or any other combination of cases), you could apply the lower case system filter. The lower case system pattern converts text to lowercase. By using it in the filter, you convert all versions of the text to lower case before applying the filter.

For example; q4a as lower case= milkshake.

You can use the result of any transformative pattern in a filter. The data is transformed by the pattern before it is filtered. This is useful for searching for data that may have been entered in a non-standard format.

Example of setting up a variable for a complex filter

The following example assumes that it is regularly required to analyse survey data for the following groups: Males under 45, Males 45 plus, Females under 45, Females 45 plus. A variable can be set up to identify each group as a code thus making specification of the relevant filters quicker and easier.

1. Click to display the Variables window.
2. Click to add a new variable.
3. Specify the Variable Details. Each participant will only fall into one of the new codes.
   • Name: AgeGender
   • Label: Age and Gender
   • Type: Derived (the variable will derive its data from other existing variables.)
   • Response: Single
4. Specify the Code Details:

5. Click to save the variable.

You can now use the variable to filter data by age/gender groups when browsing or editing data. For example males aged 45 plus can be identified using the filter AgeGender=2.

Finding errors

If a case is showing a variable as Error, then there are a number of possible reasons for this.

• imported data does not match the variable set-up, for example, the variable has 5 codes but that case has a number 6 entered
• the variable itself has been altered after data was entered, for example a Multiple Response variable was changed to a Single Response variable, therefore any multiple answers would be displayed as errors
• new variables that rely on information from existing variables have been added since the data was entered but no data has been entered into the new questions

To find out what is causing the error:

1. Click to display the Data Window for the current survey.
2. Click to open the Data Entry filter dialog.
3. In the Data Entry filter dialog, type in the name of the variable followed by ER.

4. The data responses that match the filter expression are displayed. You can then work out why the answer is in error, and whether it is the variable or the response that needs to be edited

In this example the words ‘OK’ have been entered as the response to a quantity variable.

The post Filtering the data responses appeared first on SnapSurveys.

The survey used in the worksheet is Activate, which is included with Snap XMP Desktop. The survey has been cloned or copied without the raw data file.

This worksheet will show you how to:

• Enter test data
• Change settings to speed up data entry
• Enter live data

Step 1: Enter test data

This is a useful way to check that you have set up routing and question response types correctly.

1. From the Survey Overview window, open the survey. You can use an online or offline survey. In this example, an offline survey used is called Activate1 which is cloned from Activate.

2. Click OK on the Survey Details dialog.
3. Click on the Data Entry icon in the Snap XMP Desktop Toolbar.
4. There are three options for data entry
   • Questionnaire mode shows the same view as the questionnaire
   • Interview mode presents a single question on the screen at a time and shows the list of answers to make selections from.
   • Prompted mode shows each question as a separate line on the screen
5. In the Data Entry toolbar click Prompted Mode.
6. The responses from the image below are used as test data, click the image to open it in a new browser tab for printing. Close the new window to return to this worksheet.

Note: Snap XMP Desktop automatically routes from one question to the next, based on the Routing rules set for each variable. No Reply is the default value when no code is selected. Note type variables will be ignored unless set otherwise in Tailor-Data Entry.

7. Click Test Case to create a new test case. This will start at ID.interviewer

8. Follow the steps below to enter the test case data. As you progress through the questions press F5 or double click to open and close the answer options for a question.
   1. Press Enter
   2. Press Enter – today’s date is defaulted into ID.date
   3. The instruction type questions are skipped by default
   4. Type 1
   5. Press Enter
   6. Type 2
   7. Press Enter
   8. Press Enter
   9. Type 1
   10. Press Enter
   11. Type 3
   12. Press Enter
   13. Type Better changing rooms needed
   14. Press Enter

9. Click OK

Step 2: Change the settings to speed up data entry

When a question is set to a single response you can change the settings in Data Entry so that you don’t have to press enter to move to the next question.

1. In the Data Entry toolbar click on the Tailor icon
2. Change Answer Questions from Individually to Continuously

3. Click OK

Step 3: Enter a live case

1. In the Data Entry toolbar click  to create a new case

2. Enter the same data as you did for the test case by following these steps. The date and time paradata, such as ID.start, is automatically completed from the system date and time.
   1. Press Enter
   2. Press Enter
   3. Press Enter
   4. Press Enter
   5. Press Enter
   6. Press Enter
   7. Press Enter
   8. Press Enter
   9. Press Enter – today’s date is defaulted into ID.date
   10. Type 1
   11. Type 2
   12. Press Enter
   13. Type 1
   14. Type 3
   15. Type Better changing rooms needed
   16. Press Enter
3. At the end of the case an options dialog window opens.

4. Select the option required
   • Continue saves the current case and move straight on to the next one.
   • Modify allows the current case to be edited.
   • Cancel deletes the current case (delete it).
   • End saves the current case and not move on to another new one.
5. When you have completed your cases press End to save.
6. Click  to Spell check the literal response data
7. Data can be verified by being re-inputted, this is optional.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Entering data from paper surveys appeared first on SnapSurveys.

Step 1: Export response data in Excel format

1. Open the survey and click on the Data Entry button  to open the data entry window.
2. From the main toolbar select File | Export. This opens the Data Export window.

3. In Format, select Excel (CSV) for exporting the response data in a format for Excel.
4. In the Destination section, select File showing the response data will be exported to a file. A temporary file name is generated that can be changed, if required. Alternatively, click Browse to select an existing file.
5. In the Export section, you can enter Filter that specifies the response cases to export, and Content to export specific questions in the response cases. If you want to export all questions and responses leave Filter and Content blank.
6. In the Export Options section, select Expand Multiples when you want to expand multiple choice questions into individual columns – that is one column per answer rather than one column per question. Select Code Labels to export the codes as labels rather than numerical values. Select Label Row if you want to export the question text as a second header row in the CSV.
7. Click OK. A message showing the number of cases exported to the file is displayed. Click Done to close the window.

Step 2: View response data in Excel

1. Open Excel.
2. Browse to locate your saved file. Set the file type to All Files to show files with extensions other than XLS (Excel files).
3. Open up the file and view the data.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Exporting data from Snap XMP Desktop to Excel appeared first on SnapSurveys.

Deleting a survey in Snap XMP Online

1. After logging into Snap XMP Online, the first page shown is Your work.
2. Select the survey you want to delete. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.

3. There are four states of a survey. This is shown on the Summary tab for the survey.
   • Not started where the survey has not yet been published
   • Interviewing in progress/Started where the survey has been published and interviewing has started
   • Paused where the survey has been published, interviewing has started and is now paused
   • Closed/Stopped where the survey has been published, interviewing has taken place and is now closed.
4. Check the state of the survey on the Summary tab. If the status is Interviewing in progress or Paused then you should stop interviewing prior to deleting the survey.
   • Click the Collect link in the Summary tab.
   • In the Collect tab, click Stop Interviewing.
   • Click OK to confirm that you want to stop interviewing
5. Click Summary in the Snap XMP Online toolbar to return to Your work and display the summary page of the selected survey.

6. Click on the survey action menu and select Delete survey. This displays a confirmation dialog.

7. Click Delete to delete the survey from Snap XMP Online. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.

Deleting a survey in Snap XMP Desktop

1. On the Snap toolbar, click Survey Overview to display the Survey Overview window.
2. Select the survey you wish to delete. Deleting an online surveys in Snap XMP Online also deletes the survey in Snap XMP Desktop due to the synchronization between the products in Snap XMP.
3. On the Survey Overview toolbar, click Delete survey to delete the survey and/or the data. When deleting a survey, you can:
   • delete all variables, reports and weights (.mdf file)
   • delete the survey data, if available (.rdf file)
   • delete the temporary back up files (.mdo/.rdo file)
4. Select the components of the survey that you wish to delete and click Delete.

5. Click Yes to confirm your selection on the warning message.

6. Once the deletion is successful, you should also delete any archives of the survey.

If there is a topic you would like a tutorial on, please email snapideas@snapsurveys.com.

The post Deleting a survey in Snap XMP appeared first on SnapSurveys.

• the participants’ submitted response data
• the participant details used for the email invitations and survey login information

Removing submitted responses held within the survey

Removing in Snap XMP Desktop

1. In Snap XMP Desktop, open the Survey Overview window .
2. Select the online or offline survey that you need to amend, and open by pressing Enter. If it is an offline survey that is not displayed, use Browse to find the folder containing it.

3. For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking Synchronize Responses on the main Snap Toolbar.
4. Open the Data Entry window .
5. Find the responses associated with the participant. Use Filter Cases to help you find any responses from the participant.

6. Use the delete icon to clear the response data for that case (the record will show as a deleted case).
7. For offline surveys you may have archive files; you can update them by overwriting the archived data. In the Survey Overview window, select the survey and click Archive Survey .

.

8. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
9. Check the Include Raw Data box to include the case data in your archive.
10. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
11. A confirmation message is displayed when the archived is completed. Click OK.

Note: To fully remove the participant’s data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be removed. This includes re-running any reports containing information that can identify the individual participant.

Removing in Snap XMP Online

You can also permanently remove the data responses stored for an individual participant in Snap XMP Online.

1. In Snap XMP Online, select the survey that is linked to the participants’ file.
2. In the Summary tab, click the Collect link.
3. Click the Responses option in the side menu panel
4. Click Find and erase.
5. In the adjacent box type the filter condition that identifies the participant then click on the Find matching responses button.

6. The filtered data to be removed will appear in a list below. Click on the Erase button to permanently remove the data.

Removing a participant’s details from the mailing and logins list

In a survey that uses a list of participants to provide email invitations and/or logins, you may need to update the participants’ information. The participants’ details for a survey are initially uploaded from a database or file in Snap XMP Desktop or Snap XMP Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap XMP Desktop or Snap XMP Online again.

Removing in Snap XMP Desktop

1. Open your database of participants and remove the relevant participant(s).
2. In Snap XMP Desktop, open the survey that is linked to the database of participants.
3. Choose File | Database links, select the relevant database link and click Run.

4. In the Run Database Link dialog, select Replace all participants in the Participants and Seeding list. This replaces the existing participants with the updated list, removing any participants that were removed from the database.

5. Click OK to update the participants’ email invitation and login information.

Removing in Snap XMP Online

1. Open your Excel, CSV or TSV file and make the relevant amendments.
2. In Snap XMP Online, select the survey that is linked to the participants’ file.
3. In the Summary tab, click the Collect link.

4. Select Participants in the side menu and then select the Participant list. This shows a list of all the participants for the survey.

5. Click Upload Participants, select the updated participant file and click Next.
6. There are three options. Select Replace all participants. This replaces the existing participants with the updated list, removing any participants that were removed from the list.

7. Click Next to proceed through the Upload Participants wizard. Click Upload to update the participants’ email invitation and login information.

You can also locate and select the participant in the Participant list then click Delete to remove the individual participant. If you choose this method, you must remember to update the Excel, CSV or TSV file containing your participants as well.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Removing an individual’s information held in Snap XMP appeared first on SnapSurveys.

• the participants’ submitted response data
• the participant details used for the email invitations and survey login information

Amending submitted responses held within the survey

Amending the response data is done in Snap XMP Desktop. The following steps outline the process.

1. In Snap XMP Desktop, open the Survey Overview window .
2. Select the online or offline survey that you need to amend, and open by pressing Enter. If it is an offline survey that is not displayed, use Browse to find the folder containing it.

3. For an online survey, the responses synchronize when the survey is opened. If required, you can synchronize your survey responses by clicking Synchronize Responses on the main Snap Toolbar.
4. Open the Data Entry window .
5. Find the responses and amend the data as necessary. Use Filter Cases to help you find any responses from the participant.

6. Save the changes .
7. For offline surveys you may have archive files; you can update them by overwriting the archived data. In the Survey Overview window, select the survey and click Archive Survey .

8. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
9. Check the Include Raw Data box to include the case data in your archive.
10. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
11. A confirmation message is displayed when the archived is completed. Click OK.

Note: To fully amend the data, all previously created archive files, cloned surveys, or other copies of the survey data that specifically identify the individual also need to be amended. This includes re-running any reports containing information that can identify the individual participant.

Amending a participant’s details from the mailing and logins list

In a survey that uses a list of participants to provide email invitations and/or logins, you may need to update the participants’ information. The participants’ details for a survey are initially uploaded from a database or file in Snap XMP Desktop or Snap XMP Online. The details should be first updated in the source database or file. The following instructions show how to upload to Snap XMP Desktop or Snap XMP Online again.

Amending in Snap XMP Desktop

1. Open your database of participants and make the relevant amendments. (If you have uploaded multiple database files to your survey already, you can create a new database with just the necessary participants’ details, clone the existing database link and select the new file.)
2. In Snap XMP Desktop, open the survey that is linked to the database of participants.
3. Choose File | Database links, select the relevant database link and click Run.

4. In the Run Database Link dialog, select Update Participants in the Participants and Seeding list.

5. Click OK to update the participants’ email invitation and login information.

Amending in Snap XMP Online

1. Open your Excel, CSV or TSV file and make the relevant amendments.
2. In Snap XMP Online, select the survey that is linked to the participants’ file.
3. In the Summary tab, click the Collect link.

4. Select Participants in the side menu and then select the Participant list. This shows a list of all the participants for the survey.

5. Click Upload Participants, select the updated participant file and click Next.
6. There are three options. Select Update Participants to update with the changes made to the participant file.

7. Click Next to proceed through the Upload Participants wizard. Click Upload to update the participants’ email invitation and login information.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

The post Amending an individual’s information held in Snap XMP appeared first on SnapSurveys.

Snap the Snap XMP Desktop file structure to ensureDesktop can be used to find the relevant responses to the survey and then export them so they can be made available to the participant. In order to identify an individual’s survey responses, there must be some personal information that can be used to link them to their responses. This could be a login id, case number or personal information such as a name or address. If the survey allows multiple responses, there may be more than one response.

This tutorial shows you how to find the data responses and then export them using Snap the Snap XMP Desktop file structure to ensureDesktop.

Finding the responses

1. In the Survey Overview window, open the survey. This may be an online or offline survey.
2. Click Data Entry on the main toolbar.
3. In the Data Entry window, click Filter Cases .
4. In the Data Entry Filter dialog, enter the Filter.
   • If the survey requires a login you can identify the participant by entering ID.name = login id, for example ID.name = “1001”
   • If you know the case number you can identify the participant by entering case=case number, for example case = 1
   • If there is a question that contains personal information such as surname enter question = surname, for example Q3 = “Smith”. Note: the search is case sensitive.
5. This example will use the case number to identify the participant.

6. Click OK.
7. The Data Entry window shows only the cases that match the filter. If no cases are found, the message No cases match the filter expression is shown.
8. Check the data cases contain the correct data for exporting. The filter entered is automatically used in the Data Export window described in Step 2.

Exporting the responses

1. In the Data Entry window, click the File | Export menu.
2. Select the Format for the type of export required. In this example, the Excel format is used.
3. If required, select File. A default file name is entered automatically. This can be changed by clicking Browse to select the file location.
4. The Filter automatically contains the filter entered in the Data Entry Filter dialog.

.

5. In Export Options, clear the Responses Only checkbox. This exports both raw response data and any derived variables.
6. Click OK. A message is shown with the number of cases in the export file. Click Done to close the message.
7. Check the export file to make sure that it contains the correct data responses.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com.

The post Exporting an individual’s survey responses appeared first on SnapSurveys.

Archive the survey

1. In the Survey Overview window, select the survey that you want to anonymise.
2. If it is an online survey, click Clone survey . Select to clone as an offline survey and select Also include raw data to include the data responses.
3. Select the offline survey and click Archive Survey .

.

4. A generated file name with the .adf extension is defaulted. If required, change the location and file name to match the archived file you wish to overwrite, by clicking Browse.
5. Check the Include Raw Data box to include the case data in your archive.
6. Click OK to archive the survey. If the survey has previously been archived to that location, you will be asked if you want to overwrite the existing file. Click Yes.
7. A confirmation message is displayed when the archived is completed. Click OK.

Apply bulk changes

1. In the Survey Overview window, open the survey.
2. Open the Data Entry window .
3. Click Bulk Changes on the Data Entry window toolbar to display the Bulk Changes dialog.

1. Filter is used to select the data responses to be changed or to exclude the ones that you do not want to change. Setting Filter to “Q8 OK” finds all valid responses to Q8.
2. Variable is used to specify the variable that you want to change.
3. Set the Change type to Clear response to clear the response data for the selected Variable.

4. Click OK to make the bulk changes to the data. A message with the number of cases changed is displayed.
5. Repeat from Step 3 to apply Bulk changes to all the variables containing data you wish to remove.

Check the data

1. In the Survey Overview window, open the survey.
2. Open the Data Entry window .
3. Scroll through the cases and check the data has been removed.

4. Alternatively, you can also use the analyses or reports.

You should now have a file with the personal data removed.

Delete the backup

Locate the archived survey file you created in Step 1 above, archived files have the .adf file extension and delete it.

If you created a cloned survey as a backup for an online survey, this should be deleted.

Remember if you have made backups to your own systems they will also need to be deleted.

You should make sure that you don’t have any other Snap XMP files on your system that may contain personal data.

If there is a topic you would like a tutorial on, email to snapideas@snapsurveys.com.

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Usually, data entered by one person is verified by another person who enters some or all of the data for a second time. We do not recommended that operators verify their own input as they can often repeat their own mistakes. The verification process identifies any differences between the first time of data entry and the second. If any differences are identified, data entry stops and both sets of data are shown, so that the verifier can re-enter the correct value.

You must specify the verification criteria before the verification process starts.

Setting up verification

You can choose the verification settings in the Data Entry Tailoring dialog.

1. Click or select the menu option Tailor | Data Entry to display the Data Entry Tailoring window.
2. In Filter, enter a filter to reduce the scope from the entire file of case data to a specified group. For example, to verify the first 100 cases, specify filter CASE<=100.
3. In Selection, specify the number of cases to be verified, either as a number or a percentage. If you want to verify all of the cases, specify the selection 100% rather than the number of cases. When more cases are added later they are automatically available for verification.
4. Specify the method of selection of cases to be verified
   • At Random means cases are verified entirely at random from those available after the filter and the selection have been applied.
   • In Random Steps means cases to be verified are chosen in case number order and at random intervals. For example, if 10% of 100 cases are verified in random steps, one case at random is chosen from each group of ten, e.g. 5, 17, 21, etc.
   • In Fixed Steps means cases to be verified are chosen in case number order and at fixed intervals. For example if 10% of 100 cases are verified in fixed steps then cases 1, 11, 21, 31, 41, etc. will be chosen.
5. In Erroneous data you specify how to handle incorrect data during verification.
   • Remain Unchanged leaves the data as it is until confirmed.
   • Replaced by No Reply changes the errors to No Reply until you confirm the result.
6. Select Ignore literals, Ignore Paradata and Paper Editions only as required. If selected, this skips all responses that are literal, paradata and from online editions.

Running verification

1. Click to display the Data Window.
2. Click Questionnaire , Interview or Prompted mode to display the data response in the preferred mode.
3. Click to commence verification. The first case that meets the specification will be shown on the screen.

4. Enter the data for that case from the original questionnaire. If any data is different from that originally entered a warning message appears showing the original response and the current response.

5. Click OK to return to verifying and enter the correct response for the question. This could be either the original response or the current response.
6. Continue with the verification. At the end of the case a dialog box will appear. This shows how many questions have been corrected and prompts to Continue, Modify, Cancel or End.
   • Continue to verify the next case that meets the specification.
   • Modify to return to verifying the current case.
   • Cancel to abandon changes and the case will revert to being unverified.
   • End to save the verified case and halt verification.

The post Verifying data entry appeared first on SnapSurveys.

Masks define which options the respondent has available when answering a question, using information provided from a previous question. You can add masks in the questionnaire design window.

Masks are used for:

• unprompted/prompted questions
• asking follow-on questions about items mentioned in a list
• forcing a code within a list through the questionnaire whether or not it has been selected by the participant
• removing codes from subsequent ranking questions after they are selected by the participant

Set up the mask

1. Set up two identical questions where Q2 is a follow-on question to Q1.

2. Select Q2 and click Variable Properties then enter Q1 in the Mask property. The mask enables only the answers selected in Q1 when entering the response in Q2.

3. In the Data Entry window, the participant has given three answers for Q1.

4. Q2 is a follow-on question where the answers the respondent gave to Q1 are enabled and the other answers are disabled.

Auto answer

Auto answer can be set on questions so where there is only one possible response to the question, this answer is automatically selected and the next question is shown in the Data Entry window.

1. Select Q2 and click Variable Properties then select Yes in the Auto answer property.

2. There is only one answer chosen in Q1. Press Enter and Q2 is automatically answered with the same selected answer. The next question is displayed.

The post Data entry using masks and auto answer appeared first on SnapSurveys.

1. If the Survey Overview window is not showing on the screen, display it by selecting File | Survey Overview or click .
2. Highlight the survey to be deleted by clicking on it with the mouse or by using the arrow keys on the keyboard to move through the list and locate it.
3. Click to delete the survey. You will be prompted to select which part of the survey you wish to delete.

4. Clear the Survey Definitions option and check the Raw Data option.
5. Click Delete.
6. A warning dialog box will appear requesting confirmation. Click Yes to confirm that the survey raw data is to be deleted.

The post Deleting data responses appeared first on SnapSurveys.

1. On the main toolbar, click to open the Data Entry window.
2. Select the menu option File | Export to display the Data Export dialog box.
3. Specify the Format for the exported data. This will depend on the requirements of the package that the data is destined for. The available formats are
   • Comma separated (CSV)
   • Tab separated (TSV)
   • Excel (CSV)
   • Plain text (TXT)
   • There is a database link option available for data export that opens the Database Linkage Wizard at the import or export stage, as appropriate.

4. Specify the Destination for the data report as either File or Clipboard. The Clipboard provides the most straightforward method of output and will be suitable for most surveys. However if there is a very large number of cases the computer may not have enough memory to hold all the required data on the clipboard in which case the file option should be used.
5. Specify the Content as the name of the variable or variables to be printed. You can enter:
   • Individual questions (e.g. Q4a)
   • List of questions (e.g. Q1,Q3)
   • Range of questions (e.g. Q1 TO Q3)
   • Informative text strings enclosed in single quotes e.g., ‘My report’.
6. Leaving the Content field blank will include all data in for each case that meets the Filter Specification.
7. Select Expand Multiples if you wish to place each multiple response code in a separate column on export.
8. Select Responses Only to omit derived variables. (This will export all user responses, including paradata.)
9. Select whether you want the exported data to overwrite an existing file of data or append the exported data to the current one. The default setting is to overwrite.
10. Click OK. The data is exported to the clipboard or specified file. This can then be opened or imported into the appropriate package.

The post Exporting data to another program appeared first on SnapSurveys.

1. Consider what response type is needed for each data type in the spreadsheet
2. Ensure that the columns in your spreadsheet match variables in your survey.
3. Provide a column for each possible response for a multiple response variable.
4. Ensure you have a header row as the first row in the spreadsheet with the variable names corresponding to each column’s contents. The header for each column for a multiple response variable should be in the format Variable name:code (e.g. Q12:3 )
5. Import the spreadsheet data into the data window of the Snap survey.
6. Build an analysis table to check that the spreadsheet data has been interpreted as expected.

The example below describes importing Comma Separated data.

Prepare the spreadsheet

1. Inspect the spreadsheet and determine an appropriate Response Type for each column.

In the example shown:

2. Dates should be associated with Snap Date response variables, time with the Time response variables and free text responses or other types of (non-numeric) data should be associated with the Literal response variables.
3. Save the spreadsheet as a comma-separated (*.csv) or tab-separated (*.tsv or *.txt) file as appropriate.

Create the survey variables

This example uses data appropriate for the crocodile survey.

1. In Snap Desktop, select the Data Entry Window.
2. Select the File | Import option. Specify the Format to correspond with the saved spreadsheet, then enter the name of the spreadsheet file or browse to it.

3. Select the Code Labels option if the file contains responses as code labels rather than values. (For example, the answer “Monthly” to Q2 could be expressed as the code 4 or the label “Monthly”.

4. Select the Label Row option if there is an additional row of variable labels under the initial variable names row in the spreadsheet. The picture below shows the result of an export with row labels turned on, and code labels turned off.

5. Click OK.
6. If you import data into a survey which already contains data, the new data will be appended to the existing data. If you wish to replace the current data, you must first delete the current data file.
7. When the data has been imported, verify that all data has been interpreted correctly. Check through the data cases or look at the analysis tables.

The post Importing spreadsheet data appeared first on SnapSurveys.

If it is an import link, making it a hot link means that when you identify a new case by entering a unique value in the link variable, data from the external file or survey is copied into the new case. This means that details such as name, address and email address could be loaded into the survey as soon as the case was identified.

If it is an export link, the data entered in the Snap survey is copied to the external file or survey. If it is a new case, a new case or record is created. This allows you to keep a database or other survey up to date.

Creating a Hot Link

You must first create a database link using a link variable. The Import/Export options must be set to Join cases where the link variables match or Join matching cases and append unmatched cases.

1. On the main toolbar click Database Links to open the Database Links dialog.

2. Click the Hot Link button.
3. The Hot Link dialog appears. Select the appropriate option
   • Automatic update: updates the matched variables of each case when the key link field is entered.
   • Manual update: update the matched variables when you click the refresh button on the Data Entry window toolbar.

4. Click OK.The Database Linkage dialog shows the amended link specified as a Hot Link.
5. Click Run to activate the link.

Hot Links in use

1. Open the survey, and click to open the Data Entry window.
2. Create a new case by clicking in the data entry window.
3. Enter your data as normal, either online or by keying data into the Data Entry window.
4. If you are using an export link, when a case is added, deleted or modified, the changes are made to the linked database or survey when you click the Refresh button on the Data Entry window toolbar, or automatically, depending on the Hot Link settings.
5. If you are using an import Hot Link, when the unique Id in the link variable is entered, this imports all the other information in the external database or survey that you linked in the Database Link Wizard.

The post Using Hot Links appeared first on SnapSurveys.

1. As a precaution, archive your survey first before merging the data.
2. From the Survey Overview window, open the survey that you want to add data to.
3. On the main toolbar click Database Links to open the Database Links dialog.

4. Click New to open the Database Linkage Wizard which guides you through the process of creating a new database link.
5. In the Linkage Type section, select Export from Snap Survey and then click Next
6. A list of all the surveys in the default directory is shown. Select the survey you want to import from and then click Next. (If the survey you require is not shown use the Browse button to find the appropriate directory.)

7. On the next page of the wizard select the type of Import/Export option you want:
   • Join cases where the link variables match
   • Only import/export data where the value in the link variable matches between the two surveys (E.g. a survey containing customer ID numbers matches the information in the link survey with the same ID number.) This imports all requested data where two ID numbers are matched, and ignores all data in cases where the ID number does not match.
   • Join matching cases and append unmatched cases
   • This option works as above, and also adds the unmatched data as new cases at the end of the file.
   • Append unmatched cases
   • This option only imports/exports cases that do not find a match between the link variable in the surveys.
   • Append all cases
   • This option imports/exports every case of data into your survey as a new data case. It does not try to match the link variables.
8. Select the link variable in your current survey marked as This Survey and then select the variable containing the matching data in the Link Survey you are importing from. The link variables must contain a value that is unique for each case, and which matches between the two surveys. For example they could both be ‘Customer ID’ variables. (Link variables are also known as database keys).

9. Click Next to move to a list of variables in the Link Survey to import from and variables in This Survey on the right. Map the variables between the surveys. The default mapping between the variables is shown, where possible. To change a mapping, select a row in the right hand column, and click to display a list of available variables in the Link Survey. Select a variable to load data from, or select blank to load nothing.
10. If you match variables with multiple responses, the possible responses are shown below the variable list. Match the responses in the same way as you match the variables. The example shows an extra code, Wine/Beer, is an extra code in the survey that you are importing data to. You can assign Wine/Beer to the Other code.

You could also create a new code in the current survey for Wine/Beer by right clicking the row and selecting New code from the context menu.
You can create a new variable to match an existing variable in the same way. Right-click in the right hand row, and select New variable from the context menu. Any variable that you create in this way can be modified or deleted.

11. Click Next to display a summary of how the link will merge the data.
12. Check the details are correct, and enter a Name for the database link.
13. Click Finish to return to the Database Links dialog now showing the new link.

14. If you wish to alter any part of the link, click Modify. To delete a link, click Delete. To make a copy of the link, click Clone, and then modify the new link as required.
15. Select the link and click Run to import the data. Snap displays a brief report. Click OK to close it.
16. Now you can check your data by looking at a summary of the results. In the Questionnaire Design window, click Data View Mode and choose Counts on the toolbar. Scroll down through the questionnaire checking the figures for each question are correct.

The post Exporting data to another Snap survey appeared first on SnapSurveys.

1. As a precaution, archive your survey first before merging the data.
2. From the Survey Overview window, open the survey that you want to add data to.
3. On the Snap toolbar click Database Links to open the Database Links dialog.

4. Click New to open the Database Linkage Wizard which guides you through the process of creating a new database link.
5. In the Linkage Type section, select Import from Database and then click Next
6. Depending on the data source you have choose Select a database file or Build a database link. If the database type you need is not listed as one of the defaults in the Select Database File dialog box then you can use the Build Data Link button to create the connection.

7. Click Select Database File and browse to the file you need in the Select Database File dialog box and click Open. This example uses an Excel spreadsheet called Customers.xls.
8. Select which area of your database contains the data to use in the Select Table area. For example, the required worksheets in a spreadsheet file.
9. On the next page of the wizard select the type of Import/Export option you want:
   • Join cases where the link variables match
   • Only import/export data where the value in the link variable matches between the two surveys (E.g. a survey containing customer ID numbers matches the information in the link survey with the same ID number.) This imports all requested data where two ID numbers are matched, and ignores all data in cases where the ID number does not match.
   • Join matching cases and append unmatched cases
   • This option works as above, and also adds the unmatched data as new cases at the end of the file.
   • Append unmatched cases
   • This option only imports/exports cases that do not find a match between the link variable in the surveys.
   • Append all cases
   • This option imports/exports every case of data into your survey as a new data case. It does not try to match the link variables.
10. If you select one of the first three Import/Export Options, you must set up the Link Variables options.

Select a database field which contains unique identifiers which identifies cases in the response data (either a unique identifier or a unique case number which matches the case number).

Select a survey variable that contains the equivalent unique identifier, or select Use Snap case number if the database you are linked to contained case numbers,.

11. Click Next.
12. The next step of the wizard asks which data fields you would like to import into your survey. The left column displays all of the fields from the database. The right column asks you to select the survey variables that will contain the imported data fields. You need to click each of the rows in the right hand column in order to activate the drop-down boxes.
13. If you wish to import a field into your survey that does not already have a variable set up, select Create variable in the menu adjacent to the field you wish to import. The Create Variable dialog is displayed. The Name and Label use the database field name as a default. You can edit these. Click OK to create the new variable.

14. Click Next.
15. You are shown the name of the database link you have just set up and a summary of the import or export you have specified. The name and label can be modified if required. When ready, click Finish.
16. Snap shows the Database Links dialog including the new link.
17. If you wish to alter any part of the link, click Modify. To delete a link, click Delete. To make a copy of the link, click Clone,and then modify the new link as required.

17. Click Run to match up the required information and fulfil the command specified. In this case, any cases that cannot be matched will be appended to the end of the case data.

When using the Database Link Wizard ensure the spreadsheet or database you have specified is not open in the background as it can cause problems when running an import or export.

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1. As a precaution, archive your survey first before merging the data.
2. From the Survey Overview window, open the survey that you want to add data to.
3. On the main toolbar click Database Links to open the Database Links dialog.

4. Click New to open the Database Linkage Wizard which guides you through the process of creating a new database link.
5. In the Linkage Type section, select Import from Snap Survey and then click Next
6. A list of all the surveys in the default directory is shown. Select the survey you want to import from and then click Next. (If the survey you require is not shown use the Browse button to find the appropriate directory.)

7. On the next page of the wizard select the type of Import/Export option you want:
   • Join cases where the link variables match
   • Only import/export data where the value in the link variable matches between the two surveys (E.g. a survey containing customer ID numbers matches the information in the link survey with the same ID number.) Snap Desktop imports all requested data where two ID numbers are matched, and ignores all data in cases where the ID number does not match.
   • Join matching cases and append unmatched cases
   • This option works as above, and also adds the unmatched data as new cases at the end of the file.
   • Append unmatched cases
   • This option only imports/exports cases that do not find a match between the link variable in the surveys.
   • Append all cases
   • This option imports/exports every case of data into your survey as a new data case. It does not try to match the link variables.
8. Select the link variable in your current survey marked as This Survey and then select the variable containing the matching data in the Link Survey you are importing from. The link variables must contain a value that is unique for each case, and which matches between the two surveys. For example they could both be ‘Customer ID’ variables. (Link variables are also known as database keys).

9. Click Next to move to a list of variables in the Link Survey to import from and variables in This Survey on the right. Map the variables between the surveys. A default mapping between the variables is shown, where possible. To change a mapping, select a row in the right hand column, and click to display a list of available variables in the Link Survey. Select a variable to load data from, or select blank to load nothing.

If you match variables with multiple responses, the possible responses are shown below the variable list. Match the responses in the same way as you match the variables.
The example shows an extra code, Wine/Beer, is an extra code in the survey that you are importing data to. You can assign Wine/Beer to the Other code.

You could also create a new code in the current survey for Wine/Beer by right clicking the row and selecting New code from the context menu.
You can create a new variable to match an existing variable in the same way. Right-click in the right hand row, and select New variable from the context menu. Any variable that you create in this way can be modified or deleted.

10. Click Next to display a summary of how the link will merge the data.
11. Check the details are correct, and enter a Name for the database link.
12. Click Finish to return to the Database Links dialog now showing the new link.

13. If you wish to alter any part of the link, click Modify. To delete a link, click Delete. To make a copy of the link, click Clone, and then modify the new link as required.
14. Select the link and click Run to import the data. A summary report is displayed. Click OK to close it.
15. Now you can check your data by looking at a summary of the results. In the Questionnaire Design window, click Data View Mode and choose Counts on the toolbar. Scroll down through the questionnaire checking the figures for each question are correct.

The post Importing data from another survey appeared first on SnapSurveys.

• exported from Snap Desktop for use in other surveys or other packages
• imported into Snap Desktop from other surveys or other packages

Common uses of exporting and importing data are:

• exporting data from one Snap survey into another to merge a number of surveys
• exporting or importing data between other applications such as a spreadsheet or database
• exporting literal response data to a word processor application

There are a number of ways to export and import data in Snap Desktop

• Database Link Wizard
• Data Import window
• Data Export window

Using the Database Linkage Wizard to import and export data

Snap Desktop has the facility to import and export data, variables and codes between surveys. The easiest way to do this is using a database link to import or export the data. The Database Link Wizard provides the following import and export options:

• Import from a database
• Export to a database
• Import from a Snap survey
• Export to a Snap survey

In the Database Linkage Wizard you are guided through the process and you can choose settings to select the data required and to match the variables and codes that are not identical.

To open the Database Linkage Wizard

1. From the Survey Overview window, open the survey that you want to add data to.
2. On the Snap toolbar click Database Links to open the Database Links dialog.

3. Click New to open the Database Linkage Wizard.
4. Select the required import or export option and click Next.
5. Information on each page of the Database Linkage Wizard guides you through the process of creating a new database link Further details for each option can be found at:
   • Import from a database
   • Export to a database
   • Import from another survey
   • Export to a Snap survey

The database link can also automatically import and export information as data is entered using a Hot Link.

Using the Import and Export dialogs

These windows are used to

• Import from the clipboard
• Import from a file
• Export to the clipboard
• Export to a file

Common formats are

• Comma separated (CSV)
• Tab separated (TSV)
• Excel (CSV)
• Plain text (TXT) for exporting data only
• Database link which opens the Database Linkage Wizard at the import or export stage

Further information can be found at

• Exporting and importing a questionnaire
• Exporting and importing a survey
• Moving variables between surveys
• Exporting analyses
• Moving reports between surveys
• Moving weights between surveys

Import dialog

There are different versions of the import dialog that are used for importing data, variables, weights, styles, tables and charts to Snap Desktop. Different options are available depending on the type of import.

Export dialog

There are different versions of the import dialog that are used for importing data, variables, weights, styles, tables and charts to Snap Desktop. Different options are available depending on the type of import.

Possible value for Contents field

The post Overview for importing and exporting data appeared first on SnapSurveys.

• keying the data into the Data Entry window
• designing the questionnaire as a scanned survey and scanning the questionnaires

Choosing the data entry mode

Choosing a method of data entry depends on the type of survey being undertaken as well as the personal preference and experience of the operator.

1. Select the preferred mode of data entry. This can be
   • Questionnaire
   • Interview
   • Prompted
2. Set the chosen mode in Data Entry Tailoring as the default setting for the survey so that each time the Data Entry window is opened it appears in this mode. You can also choose other settings for the data entry.

Testing the questionnaire

Before keying in a survey’s response data, you should test the questionnaire to ensure that no errors have been made in the setting up process. This involves entering one or more test cases into the questionnaire to check the questions and survey logic such as routing and validation. The test data is not stored and does not affect the survey analysis.

These are some tests to perform:

• Test the routing of the questionnaire to make sure that the correct questions are displayed according to the responses given.
• Test the question response settings for every question, such as checking that a multiple response question accepts more than one answer.
• Check that the codes are in the right order for single-response, multi-response and grid questions.

Testing in different data entry modes

1. Click to display the Data window for the current survey.
2. Set the Data Entry Tailoring to the options you require.
3. Click one of the mode buttons Questionnaire , Interview or Prompted to display the data in the required mode.
4. If there is no data entered then a test case will automatically appear, otherwise click to create a new test case. The cursor will move to the first question.
5. The questionnaire can be checked by entering a value for each question and pressing Enter to move to the next question. If Continuously has been selected in the Data Entry tailoring options the cursor moves onto the next question.
6. In prompted mode, press F5 or double click in the reply field and a full list of codes will be displayed for the current question.

7. In Questionnaire and Prompted modes, if you wish to test individual questions you can move up and down through the questionnaire using the up and down arrow keys or by scrolling. In Interview mode:
   • Click or press Enter to move to the next question or note.
   • Click to move to the previous question or note.
   • Click to move to a specific question or note.

8. If you enter invalid data, such as a letter in a quantity question, an error message is displayed. Press OK to enter the data for that question again.
9. At the end of the questionnaire, you will be informed that you have finished entering a test case. The data entered will not be saved.

Preparing to enter replies

When entering case data from paper questionnaires, it is a good idea to:

• Number each paper questionnaire to correspond with the case number shown on the screen, giving an easy cross-reference should editing or verification be required. If you are keying data on more than one PC you might want to add a letter to identify to which set of cases the questionnaires belong.
• Produce some tables after entering about 20 cases to check that data is being entered correctly.

Enter the replies from the paper questionnaire

Data is stored as each completed case is entered so in the event of power failure only the case currently being entered would be lost.

1. Click to display the Data window for the current survey.
2. Set the Data Entry Tailoring to the options you require.
3. Click one of the mode buttons Questionnaire , Interview or Prompted to display the data in the required mode, if it is not automatically selected.
4. Click to enter a new data case and the case number will be incremented by one. The first question will be highlighted.
5. Type in a valid value code number for a single choice or multiple-choice question or a valid value for an open-ended literal, quantity, date or time.
6. If you do move automatically to the next question, click Enter. In Interview Mode you may click instead of Enter.

7. At the end of the questionnaire, you will be presented with the options to Continue, Modify, Cancel or End.
   • Continue will save the current case and move straight on to the next new case.
   • Modify will allow modifications to be made to the current case.
   • Cancel will cause the current case to be abandoned without saving the changes.
   • End will save the current case and halt data entry.

Useful tips

• If you are unsure of the available codes in prompted mode, press the F5 key or double click in the reply field and a full list of codes will be displayed for the current question.
• If text substitution has been used in the setting up of the questionnaire, its effects will be shown in the data entry screen, such as, question text changes depending on previous answers
• To check or make changes to previous questions in Interview mode:
  • Click to move to the previous question or note.
  • Click to move to a specific question or note.
• You can use the up and down keys to move around the questionnaire or use the mouse to click on the scroll bars on the right hand side of the screen in Questionnaire Mode or Prompted Mode.
• Pressing Esc at any point during data entry will cause the Continue / Modify / Cancel / End dialog box to be displayed. Selecting End or Continue will save the case at the point Esc was pressed.

The post Entering data from paper questionnaires appeared first on SnapSurveys.

• Questionnaire mode
• Interview mode
• Prompted mode

The buttons and menu options available are the same in all modes.

Button and Menu options

Button	Menu Option	Alternative	Description
	Edit | New	Ctrl + N	Enter a new case. Each new case will be allocated the next sequential case number.
Click in required field	Edit | Modify	Ctrl + M	Make changes to the current case.
	Edit | Clone	Ctrl + C	Create a new case by making a copy of the currently displayed one. The new case may then be modified.
	Edit | Delete	Delete	Delete the current case. Confirmation will be required before the case is marked as deleted. Note that deleted cases are still present on the system but are stored as blank records. They are not included in any analysis.
			View, edit and enter case data in Questionnaire mode.
			View, edit and enter case data in Interview mode.
			View, edit and enter case data in Prompted mode.
			Keep changes made to the current case.
			Abandon changes made to the current case.
	Tailor | Data Entry		Create the default settings for data entry.
	Edit | Filter		Browse through raw data cases that meet the Filter Specification.
	Edit | Run		Make bulk changes to several data cases based on a filter specification.
	Edit | Test		Perform a test case to check questionnaire but not save the results.
	Edit | Verify		Perform verification on the case data to ensure that data entry errors have not been made.
	Edit | Spell Check	F9	Carry out a spell check on the case data.
	File | Print Report	Ctrl + P	Produce a report of survey data in the current survey.
	View | Statistics		View data entry statistics on an existing survey. Displays number of characters entered, time taken, verification rate etc
			Update data fields from a manually updated Hot Link.

Questionnaire mode

Questionnaire Mode operates on Question and Note variables only, and is ideal for computer assisted interviewing situations, either over the telephone, or face-to-face. Data can be entered using the mouse and/or the keyboard. This is the only data entry mode that supports rotation of grid questions.

Questionnaire mode shows the same view as questionnaire design. When data is entered the screen displayed resembles that of the Case Data view in questionnaire design.

If Tailor | Data Entry has been set to Continuous, the next question will automatically be displayed as soon as a value for a Single Response has been accepted. This can greatly increase the speed of data entry. Note that when entering data for a Multiple, Literal, Quantity, Date or Time Response, you will need to press Enter to continue keying. It will automatically route from one question to the next, based on the Not Asked code or Mask set within each variable. If no code is selected, a value of No Reply will be recorded.

Interview mode

Interview Mode operates on Question and Note variables only, and is ideal for computer assisted interviewing situations, either over the telephone, or face-to-face. Data can be entered using the mouse and/or the keyboard.

Interview mode presents a single question on the screen at a time and shows the list of codes to make selections from.

After entering the data for a question, press Enter to display the next questions. If Tailor | Data Entry has been set to Continuous, the next question will automatically be displayed as soon as a value for a Single Response has been accepted. This can greatly increase the speed of data entry. Note that when entering data for a Multiple, Literal, Quantity or Date Response, you will need to press Enter to continue keying. It will automatically route from one question to the next, based on the Not Asked code set within each variable. If no code is selected, a value of No Reply will be recorded.

Prompted mode

Prompted Mode operates on Question and Note variables only and is generally used for entering data from paper questionnaires where the code lists can be referenced. The keyboard would usually be used to enter data in this view in preference to the mouse.

Each question on the questionnaire is displayed as a separate line on the screen.

Code lists are not automatically visible on the screen, but can be displayed by pressing the F5 function key or double clicking in the reply field.

If Tailor | Data Entry has been set to Continuous, the next question will automatically be displayed as soon as a value for a Single Response has been accepted. This can greatly increase the speed of data entry. Note that when entering data for a Multiple, Literal, Quantity, Date or Time Response, you will need to press Enter to continue keying.

It will automatically route from one question to the next, based on the Not Asked code set within each variable. No Reply will be the default value if no code is selected.

Data entry tailoring

The Data Entry Tailoring is used to set up the default data entry settings for the current survey. It is split into two main areas. The first deals with the mode of data entry, the second deals with verification.

• Click Tailor to open the Data Entry Tailoring dialog and change the settings for the current survey.

The post Introduction to the Data Entry window appeared first on SnapSurveys.

• participants completing the questionnaire online
• participants filling in paper questionnaires
• importing from a file, database or other survey

Online questionnaires

When a participant completes the questionnaire online the response data is

• sent to Snap Online and is available in Snap Desktop and Snap Online
• stored on a mobile device using Snap Offline Interviewer and synchronised at another time

Paper questionnaires

Responses received as a paper questionnaire need further processing to retrieve the data. They can:

• be entered via the Data Entry window in Snap Desktop
• be set up for scanning

The post Collecting the replies to your survey appeared first on SnapSurveys.