Displaying sample variables in the list pane
When your sample records contain personal data such as age, gender, or brand tried, you can apply quotas based on this data either in the sample management authentication script or in the questionnaire script. For example, you could set up sample management quotas that restrict the survey to 500 men and 500 women, and then apply quotas in the script based on age or brand tried once respondents have started the interview.
You can create quotas based on variables in the sample records. Once you have told UNICOM Intelligence Quota Setup to make the sample variables available (they appear on a separate tab in the List pane), the procedures for using them to build quota definitions are the same as for questionnaire variables.
UNICOM Intelligence Quota Setup cannot use the sample information directly from the sample files so it creates a separate .mdd file for them in the same location as the project’s .mdd and .mqd files. The new file is called tablename_sm.mdd, where tablename is the name of the sample table containing the sample records.
Note Most sample variables are not categorical variables and would not normally be visible in the List Pane, so UNICOM Intelligence Quota Setup automatically selects the option to display all variable types in the List Pane when you display sample management variables.
To display sample variables in the list pane
1 Choose File > Open Sample Management
This opens the UNICOM Intelligence Login dialog box.
2 Enter your login details.
If you are connected to your local network:
▪Enter or select the name of the project management (DPM) server on the cluster to which the database server belongs. The first time you use this login dialog, the server’s name is shown as localhost. Thereafter, it shows whatever machine name you entered the last time you logged in.
▪Choose whether you will log in using your UNICOM Intelligence Interviewer - Server Admin user name and password or your standard Windows account, and enter a user name and password if required.
If you are not connected to your local network, you can log in over the internet:
▪Enter the URL for UNICOM Intelligence Interviewer - Server Admin on the cluster.
▪Enter your UNICOM Intelligence Interviewer - Server Admin user name and password. This type of connection does not support Windows logins.
3 For both types of connection, click Login. A message reports whether or not you are successfully logged in.
This opens the Open Participants dialog box.
The defaults for Server, Database, and Tables are set using information in the project management database (also known as DPM), as follows:
Server
If there is a project in DPM with the same name as the current .mdd or .mqd file and that project references a sample management object, then the value set in the sample management property Queueing > Queues > Properties > INIT_DATASOURCE is used as the server name. Otherwise, the value of the DPM site property INIT_DATASOURCE is used.
Database
If there is a project in DPM with the same name as the current .mdd or .mqd file and that project references a sample management object, then the value set in the sample management property Queueing > Queues > Properties > INIT_catalog is used as the server name. Otherwise, the Database box is empty.
Tables
If there is a project in DPM with the same name as the current .mdd or .mqd file and that project references a sample management object, then the value set in the sample management property Queueing > Queues > Properties > Table is used as the server name. Otherwise, the Tables box is empty.
4 In Server, choose the name of the database server you want to use.
5 In Database, choose the name of the participants database.
6 In Table, choose that name of the table that holds the project’s sample records.
The names of the columns in the table appear in the Columns box.
7 In Columns, choose the variables that you want to use for quotas. The default is to make all sample variables available. (It might be quicker to click Clear all, and then select the columns you want to use rather than canceling unwanted columns individually.)
8 Click OK.
See also