Setting up the chaining example
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 set up 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 Click Tools > Activate, and then login to the appropriate UNICOM Intelligence Interviewer - Server.
The Activate dialog opens.
3 Click More.
4 On the Project page, select Use participants and Use telephone interviewing.
5 On the Project > Roles page, add the roles for testing.
6 On the Participants > Upload page, select Upload participants. Click Browse, and then select the phone_chaining_sample.txt file. Make sure that With phone interviewing support is selected.
7 After the file has been imported, change Age type to Long, and then change the project field values (PhoneChainingDemographics, ProjectA, and so on) to ensure that the expression quotas work. Set the default values for PhoneChainingDemographics and the project fields to 0.
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 then select the phone_chaining_sample.mrs file.
10 On the Advanced > Others page, make sure that Check for next project at end of interview is selected.
The default values for the remaining page options should be acceptable.
11 Click Activate, and then click Yes to confirm your request.
12 When the activation is complete, click Close.
Configuring the quotas
1 In UNICOM Intelligence Author, click Tools > Quota > Configure.
The desktop Quota program opens.
2 Click File > Open Participants.
3 Login to the UNICOM Intelligence Interviewer - Server, and then select the details for the Sample Management table that you created in Participants.
4 Click the PhoneChainingDemographics_sm tab, and then 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 must use updated project names:
|
Quota name
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Expressions
|
|
ProjectA_1
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ProjectA >= 0 and Gender = "Male"
|
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ProjectA_2
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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
|
5 Enter target values for each expression.
6 Save the quota file as PhoneChainingDemographics.mqd, and then close the Quota application.
Activating the target quotas
1 In UNICOM Intelligence Author, click Tools > Activate, and then login to the UNICOM Intelligence Interviewer - Server.
The Activate dialog opens. 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 then click Yes.
5 When the activation is complete, click Close.
6 In UNICOM Intelligence Interviewer - Server Admin, select the PhoneChainingDemographics project, and then select the Quotas activity.
7 Choose Prioritization from the Edit list.
8 Click Expressions. Select Least Full (Ratio) as the Prioritization, and then select 2 for the Number of cells.
9 Click OK, and then exit the Quotas activity.
10 In UNICOM Intelligence Interviewer - Server Admin, select the PhoneChainingDemographics project, and then click Edit Project Properties from the toolbar above the project list.
The Project Editor opens.
11 On the Properties tab, click Application > Interviewer Server (Data Collection).
12 At the bottom of the project list, click Add.
13 Set the name to QuotaAutoCommit; the value to False; and the type to Boolean.
14 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 Use quota control from Project > Interviewing.
On the Participants > Upload page, select Use existing participants.
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.
You do not need to select 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 can now test the project: see
Testing the chaining example.
See also