Setting up the chaining example
The following instructions describe how to setup and run the chaining example project using the phone_chaining_sample.mrs sample script.
The example files and scripts mentioned in this topic are in:
[INSTALL_FOLDER]\IBM\SPSS\DataCollection\7\DDL\Scripts\Interview\CATI\Chaining
Setup
Add columns for each of the secondary projects to the phone_chaining_sample.txt file. The phone_chaining_sample.txt file contains columns for PhoneChainingDemographics, ProjectA, ProjectB, ProjectC, and ProjectD, which should be renamed as appropriate.
Activation
Activate the PhoneChainingDemographics project with the phone_chaining_sample.txt and the phone_chaining_sample.mrs files, using the following steps (a second activation will be required to setup quotas).
You can also use UNICOM Intelligence Interviewer - Server Admin to setup the project.
1 In UNICOM Intelligence Author, open the PhoneChainingDemographics.mdd file.
2 Select Activate from the UNICOM Intelligence Author Tools menu and login to the appropriate UNICOM Intelligence Interviewer - Server. After logging in, the Activate dialog displays.
3 Select More >> to define the project activation details.
4 On the Project page, select the Use participants and Use telephone interviewing options to specify who to interview.
5 On the Project > Roles page, add the roles for testing.
6 On the Participants > Upload page, select Upload participants, then click Browse, and select the phone_chaining_sample.txt file (the With phone interviewing support option should be pre-selected).
7 When the file has been imported, change the Age type to Long and the project field values (PhoneChainingDemographics, ProjectA, and so on) to ensure that the expression quotas will work properly. Set the default to 0 for the PhoneChainingDemographics field and the project fields.
8 On the Participants > Database page, you should be able to use the default server, database, and table values.
9 On the Participants > Script page, click Browse… and select the phone_chaining_sample.mrs file.
10 On the Advanced > Others page, ensure that the Check for next project at end of interview check box is selected.
The default values for the remaining page options should be acceptable.
11 Click Activate and, when prompted, click Yes to confirm your request.
12 Click Close when the activation is complete.
Configuring the quotas
1 Once the queued activation has completed, open the desktop Quota program using the UNICOM Intelligence Author Tools > Quota > Configure menu option.
This example does not include table quotas. Select Open Participants from the Quota File menu. Login to the appropriate UNICOM Intelligence Interviewer - Server and select the details for the Sample Management table that you created in Participants.
Using the PhoneChainingDemographics_sm tab, you can create expressions for testing purposes. The quota name must include the project name followed by an underscore character. The following examples use the original project names. Your expressions will need to use updated project names:
|
Quota name
|
Expressions
|
|
ProjectA_1
|
ProjectA >= 0 and Gender = "Male"
|
|
ProjectA_2
|
ProjectA >= 0 And Gender = "Female"
|
|
ProjectB_1
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ProjectB >= 0 And Gender = "Male" And Age <> 18
|
|
ProjectB_2
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ProjectB >= 0 And Gender = "Male" And Age >= 18 And Age < 40
|
2 Enter appropriate target values for each expression.
3 Save the quota file as PhoneChainingDemographics.mqd.
4 Close the Quota application.
Activating the target quotas
1 Select Activate from the UNICOM Intelligence Author Tools menu and login to the appropriate UNICOM Intelligence Interviewer - Server. After logging in, the Activate dialog displays. This activation will be used to define the quota targets.
2 Select More >> to define the project activation details.
3 On the Project page, select the Use quota control option.
The default values for the remaining page options should be acceptable.
4 Click Activate and, when prompted, click Yes to confirm your request.
5 Click Close when the activation is complete.
6 In UNICOM Intelligence Interviewer - Server Admin, select the PhoneChainingDemographics project, and then select the Quotas activity.
Choose Prioritization from the Edit list.
Click the Expressions button.
Select Least Full (Ratio) as the Prioritization and select 2 for the Number of cells.
Click OK to confirm the update.
Exit the Quotas activity.
7 In UNICOM Intelligence Interviewer - Server Admin, select the PhoneChainingDemographics project, and then click Edit Project Properties from the toolbar above the project list. This opens the Project Editor.
Select the Properties tab, and then select Interviewer Server (Data Collection) from the Application menu.
Scroll to the bottom of the project list and click to Add property.
Set the name to QuotaAutoCommit, the value to False, and the type to Boolean.
Exit the Project Editor.
Creating secondary projects
Create the other projects to be used as secondary projects. You can use the MultiMode1 project for the secondary projects but you must rename them to match the project names that were setup in the phone_chaining_sample.txt participants file (ProjectA, ProjectB, ProjectC, ProjectD). Activate and setup these projects following the same instructions as for the initial project, with the following exceptions:
▪When activating
On the Project page, select the Use quota control from Project > Interviewing option.
On the Participants > Upload page, select the Use existing participants option.
On the Participants > Database page, select the PhoneChainingDemographics table to share the sample between projects.
On the Quota page, select Use existing quota database and then select the PHONECHAININGDEMOGRAPHICS database to share quotas between projects.
It is not required to enable Check for next project at end of interview under Advanced > Other.
▪After activation
Use Project Editor to create a QuotaAutoCommit property and set it to False (as in step 2.6).
You are now ready to test the project: see
Testing the chaining example.
See also