Manual del EQ-Software - CCP
Contents
1. EQ Software User manual Versi n 0 2 0 15 2009 Dic 18 Jeisson Hidalgo C spedes jhidalgo ccp ucr ac cr Developer Diego Ap stegui Quesada dapestegui gmail com Translator Centro Centroamericano de Poblacion Universidad de Costa Rica http ccp ucr ac cr eqsoftware Index A cacc va es nga cece vcsicccadevee vase cauesaaaeekee E 3 2 Installing and Configuring EQ Software ooooccccccccccccccccccncnccnnnnncnnncnnnnnnnncnnncnnnnncncnnnccnncncccnncccccccccccccnccnss 3 2k Handheld Device SCLUD dit icddnita 4 ZA Palos GOVICCS Ss CUP iS lia 4 2 L2 Windows Mobile devices seta 5 2 1 3 General suggestions for PDA manipulatioN ooooooooooononanananonononnnncnnnnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnnnnnnononannnnnos 6 22 050 iware installation and CONNIGUTAION id AA id 6 2 2 1 EQ Control start up and CONFIGUratION ccccccccccccceceeccececeeceececeeaaeaeeeeeeseasssssssseeseeseeeceesaueecesseeaeceeeeees 7 2 2 2 EQ Palm Installation and configuratiON ccccccccncnnnnnnnnnnnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnns 9 22 5 E0 Mobile installation and CONAM seat 9 S QUES a APA A A A Aa 10 SS A NN 11 US PP E RO AS 12 42 Data MOU A A AA AA A A A se ersdceakecseyehosasebas 13 AL POV ROCESS ia oras 14 hed 2 DO O AS 14 AAA E II a a Gousapaeeddes 16 43 LEQ Pilm Area Assine Mts asa id 17 4 32 6 O WIODIIG ATea ASSIM A aiibe tua hinc T 18 A J EGP PAPC aANGSIOMINCIN anaes saat sais Seac2. ants gt Messaging Recent Programs l H Programs G4 Settings 5 Help Notification a Contacts Illustration 19 Windows Mobile s start menu Illustration 18 Depicts the Today screen which is similar to Windows PC s desktop The Today screen provides recent information like notes on the agenda or received mails Some devices are equipped with special buttons to turn on and off wireless internet WiFi bluetooth GPS or cellphone To save energy try to keep this features disabled If the Today screen is not visible you may do it so by clicking Start and then Today Installed programs are accessed by the Start menu located at the upper left part of the screen Illustration 19 this is divided into several sections above all stand out the more frequently used programs and two special groups 5 Data collecting 21 24 Programs and Configuration The first one allows access to all programs installed in the device the latter is a control panel to configure the device Windows Mobile allows to execute several programs at a time but all programs work in full screen so only the active one will be visible If access is needed to a program running in the background one may press the X on the upper right corner of the screen until such program is visible again or well by invoking the program again from the Start Menu Notice that the X on the upper right corner has a misleading
3. eqrf is among the generated files and that the PDA s folder where files are copied is the same as the one present in EQ Mobile s configuration Notice the interviews can be stored in the memory card if supplied So as to do this change the Survey directory path with one to the memory card usually Storage Card in EQ Mobile s configuration If done so be advised to insert the memory card every time EQ Mobile is used 4 3 3 EQ Pc Area Assignment 4 4 EQ Collector for PC also known as EQ Pc is the PC version of EQ Mobile and is available in the computer where EQ Control is installed EQ Pc may be used for error check and correction conduct telephone interviews using a set of computes or by the use of netbooks or tablet pc s To assign areas to EQ Pc copy the files generated for EQ Mobile TextRecords to the folder where EQ Pc expects to find them by default it s My documents Surveys This may be changed in the EQ Pc preferences menu it could even be the one chose in the Export data dialog shown in Illustration 15 Be advised that EQ Pc saves data in the eqea files located in this folder avoid accidental overwriting FTP Data Transfer If using EQ Mobile and an FTP File Transfer Protocol server is available one can take advantage out of it so that every time an interview is done a copy is sent to the FTP server Certain requirements must be satisfied to correctly use this feature 4 Survey cont
4. 3 Storage Card _ fore lig ta Cancel Space Needed 1883 KB Let Cancel like Cancel Space Available 27206 KB odule Downloading Complete xi rogre 468 ac J Lol Please check your mobile device screen to see if additional steps are necessary to complete this installation 13 Ogre o instant iogan to several devices WoL Car TOA TF ETE oftware choose Exit IF pou wish to continue installing this software cn Illustration 8 EQ Mobile device installation 3 Questionnaire design To collect data from census and surveys for the research required one is in need of a tool that allows capturing it This tool is called a questionnaire and in a simplistic approach it may be seen as a set of questions Through the years researchers have written questionnaires using office related software Microsoft Word Microsoft Excel OpenOffice org or graphic design programs QuarkXPress Adobe Illustrator These programs are designed to accommodate the aesthetic part of a questionnaire but are not as useful in the basic questionnaire making needs For example by changing a question s name a design tool might update all of the flow control related issues or could warn about orphan jumps in case that question was to be deleted EQ Software s EQ Design is intended to help researchers build a questionnaire in a user friendly way Unfortunately EQ Design is currently under development and its features are not discus
5. Create a new user account named fed C Select an existing user account En gt Cancel Help Illustration 4 Dialog for assigning the palm s name at first synchronization If the palm has been previously synchronized using a different computer and has a name already assigned Palm Desktop will keep the previously designated name If one is interested in changing a palm s name it can be done by selecting the Users menu which can be accessed in the upper right corner drop down menu of the Palm Desktop software and then selecting the Edit users option Illustration 3 You must synchronize the device afterwards so as to refresh the new name 2 1 2 Windows Mobile devices setup To let your PC communicate with a Windows Mobile device Microsoft ActivesSync for Windows XP computers or Microsoft Windows Mobile Device Center WMDC for Windows Vista computers is required This software is included in the CD bundled with the device or can be downloaded from the Microsoft download center Once the appropriate software is installed an icon will appear in the task bar this is a piece of software the silently waits for a device to be connected through a USB cable When this occurs the ActiveSync WMDC application will show up If it s the first time the device is connected an installation wizard will start this program will help in synchronizing contacts emails favorites and other This feature might be useful if you re interested in
6. EQ Software 5 1 Introduction to hardware and operating system EQ Collector is a data collecting program it needs to be executed on a computer Additional knowledge on the hardware and operating system is required before data collecting starts This sections supplies a basic introduction on these matters 5 1 1 Introduction to Windows Mobile A Windows Mobile device is a small computer similar to a PC with many limitations but suitable to carry out personal interviews thanks to its portability It provides a touch screen that utilizes a stylus that comes with the device Avoid the use of extreme pressure while handling it since may become damaged If possible protect the screen with adhesive plastic sheets sold separately as accessory A rechargeable battery supplies the energy the device needs its duration varies according to many factors To extend its charge the PDA will turn off automatically after a certain time if inactivity has passed but it may be configured as told in section 2 1 2 The PDA can be turned on and off as pleased at any time without incurring in data loss eStart E eo A Today 9 42 PM Sunday 9 23 PM August 09 2009 Tap here to set owner information Mo unread messages Mo tasks E No upcoming appointments Live Search Device unlocked Notification Contacts m Illustration 18 Today s screen D Office Mobile ES Calendar information FS Contacts EQMobile Internet Explorer
7. effect it doesn t close the program but minimizes it and will still run on the background If terminating a program is intended do so by clicking Start Configuration System Memory Running 5 1 2 Introduction to Palm OS Palms usage is very similar to traditional computers but some differences must be bear in mind These devices are notoriously more limited than desktop computers but useful enough for collecting statistical data Palm s screen is touch sensitive and is operated using a plastic pencil or stylus kept in the right side of the device as Illustration 20 shows Pressing over an area in the screen is known as tap or tapping The whole area of the screen is sensitive and must not be pressed in excess in order to avoid damages It s advisable to add protective adhesive plastic sheets sold separately as accessories sold by Palm Palms power up from a rechargeable battery its charge duration is in direct relationship with many factors To extend the battery s life the device turns off automatically after 2 minutes of inactivity this may be changed in the preferences menu A palm device can be turned on and off as desired at any time without incurring into any data loss Available programs are presented as icons drawings in the Application s Launcher menu shown in Illustration 21 To start a program just tap over it s icon Only one program may be active at a time To exit a program or to start another return to the
8. is installed Hot Sync Manager icon will appear in the task bar Illustration 2 this program is part of Palm Desktop and is silently waiting for a palm to connect and synchronize So as to synchronize a Palm device it must be connected to the computer usually using a USB cable turn on the device and look for a program called HotSync press the huge center button that has the same icon as HotSync Manager Illustration 2 As the synchronization takes place the software will show animations in the computer as in the device until the process is completed Notice that the palm is the one that starts the HotSync process User PSim Edit Users Illustration 2 HotSync icon Illustration 3 Palm Desktop s users palms list Palm Desktop detects which devices belong to it by assigning a name This name is assigned the first time a palm is synchronized In the case a palm has never been synchronized HotSync Manager will ask for a name to be selected or a new one to be assigned Illustration 4 Choose names shorter than 6 characters so as to avoid future conflicts One may use names such as E01 E02 o Z01 etc for Tungsten E or Zire respectively 2 Installing and configuring EQ Software 4 24 Create or Select HotSync User This Palm Powered TM handheld does not have a user account associated with it Please create a new user account or select an existing User account to synchronize with the handheld what do you want to do amp
9. using the device for managing personal information but if the PDA is used for census and surveys data collecting this might not be the case so you may cancel the assistant ActiveSync WMDC allows the internal memory and the memory card if available of a device connected to be accessed using Windows Explorer It can be launched from different places for example by right clicking over the ActiveSync WMDC icon in the taskbar and then Explore This file manager has a reduced set of features such as copy or move files between the computer s hard drive and PDA It is important that each device has a unique name associated this will make the identification of each interviewer easier and quick The device s name can be changed in the device itself it s not necessary to connect it to a computer this can be accomplished by clicking PDA Start Setup System About Device ID If possible stick a permanent label with it s name in the back of the device EQ Software uses this ID for identifying the device where the survey was done After a few seconds of inactivity Windows Mobile dims the backlight or turns off the screen in order to save battery Since the interviewer might take a while reading the question or waiting for the answer the previous behavior may be inadequate to avoid this the following is advised e Disable the backlight completely by clicking PDA Start Setup System Backlight e After 2 minutes of inactivity
10. EQ Software suite takes part in the different stages that take place in a typical survey Installing and configuring EQ Software Although EQ Software is multi platform software only the Microsoft Windows procedure is described in this document EQ Software can use handheld devices such as Palm OS or Windows Mobile to collect data In order to do this it s necessary to have access to Palm Desktop or Microsoft Active Sync software according to the device 2 Installing and configuring EQ Software 3 24 used If you are planning to collect data using these devices and have not yet installed the corresponding software it is advised that you do this before installing EQ Software 2 1 Handheld Device Setup This section discusses the process of setting up the handheld devices so that data may be collected Firstly for those using Palm OS afterwards for those using Windows Mobile At the end of the section recommendations are presented in order to physically protect the devices this part may be omitted 2 1 1 Palm OS devices setup So that information may be exchanged between the computer and the devices acquired Palm Desktop Palm s official software is necessary Palm Desktop can be found in a bundled CD that comes with the device or can be downloaded from Palm s website Reinstalling isn t necessary When selecting the destination folder it is advised to leave the default one usually C Program Files PalmOne Once Palm Desktop
11. MINIO P 4R Este texto ha sido introducido con el SIFIUIVIU abajo con operaciones comunes a realizar sobre el texto seleccionado 12131516171814 EEn AI Illustration 25 Graffiti s help menu Illustration 26 On screen keyboard Illustration 27 Command bar Other drawings appear in the upper part of A and B areas Illustration 20 To the left is clock icon that allows to check and change the device s date time The sun icon to the right allows to change the screen s brightness When using the palm in a bright place the screen s brightness must be increased so as to be capable of reading it however this must be used wisely because as brighter the screen is more battery charge is used 5 Data collecting 24 24
12. NumHou2 Home csv PCCDD Seg NumHouse NumHou2 NumHome HomeMemeber PCCDD Seg NumHouse NumHou2 NumHome NumHM Name In the above fragment PCCDD is understood as the codes for Province State or department County Municipality District Parrish and Seg for censual segment Enumeration and observation entities will become optional in future versions of EQ Software Please notice that the names of csv files for these two entities must be in English 4 Survey control 15 24 4 3 Area assignment Once the sample has been imported to the survey s data base you ll have a set of empty areas To fill them up it s necessary to distribute the enumeration areas among the interviewers It s not convenient to assign all areas to every collector but just a few chosen carefully In general a manner to do this is as presented next 1 Use the tree like structure in the collected data panel to choose the areas Illustration 14 shows 4 areas selected in blue To multi select hold down the Ctr1 key while clicking over the desired areas or holding the Shift key to select a range The arrow keys can be used as well An area can be quickly found by using the Search text box in the lower part of the collected data panel EQ Control LapopCol Miel Ei Survey Edt Wer Tools Help Celne peer ae Properties searhfs2 k Datos recolectados TX E Bello 14 4 E3 0091 Bello 03 E 0092 Maniza
13. al ae Bit cora de eventos x MEAR Ready Illustration 6 Plain EQ Control main screen EQ Control preferences Palm 03 Enable Palm OS 4 Enable using of Palm OS collectors HotSync program Palm Hors nc HotSync directory C Program Files palmine A Palms directory C Program Files palmOne Install in exporting IY Show install dialog after exporting to Palm Windows Mobile Coming soon Web Collector Each web collector is configurated in the Collectors tab of the main window x mw aoe Illustration 7 EQ Control Collectors Configuration 2 2 2 EQ Palm Installation and configuration EQ Collector for Palm OS EQ Palm can be installed manually in each device using Palm QuickInstall this program is included with Palm Desktop Nevertheless this procedure is carried out automatically by EQ Control when a questionnaire is installed in the device so this step may be omitted in most cases If for example you wish to install EQ Palm in order to update an older version of the program without modifying the existent questionnaires in the collector open the folder where EQ Collector for Palm OS executable is For simplicity EQ Software installer will leave a shortcut to such folder in the start menu Illustration 5 Inside this folder there will be one folder for the English en and one for the Spanish es versions of EQ Palm Open the desired folder double click the EQCollector prc file Palm Qui
14. amten case sae E E E E N 19 ARABE UA Woh 5 T eRe Re E Te Cen mm eT OME on CVC Try wh Nee Mn OT E E te Cerne a nem ene nr renee 19 Data CONG CINING sacan EEE E EEE ered caeeneneueatas coves etereueesnyeccsseoceoseavoesaeses 21 5 1 Introduction to hardware and Operating SYStCM ccccccccssssssesssseeccccecceaaneesssseeeecceeeessauaesseceesceceeseeauaaaesessaass 21 Dl introducion to Windows Mobles ceiba 21 9 12 INTOdUCAOAtO PAM OS neta caxauen ve decnaduenavancncexadealr neice snecceauamenchienes 22 21 24 1 Introduction EQ Software is a set of tools for collecting statistic data from census and surveys using computer aid and electronic devices due to this instead of filling out paper forms data is gathered using an electronic questionnaire EQ Electronic Questionnaires which is a way to represent the questionnaire relying on the advantages computer usage allows Warning EQ Software is currently under development Many features are not yet available This manual is valid for partially working applications but functional enough for census and survey s data collection In order to successfully collect data from the field using this software the process shown in Illustration 1 must be followed The first thing to get done is building an electronic questionnaire for this purpose is that EQ Software s EQ Design exists it is intended to help in the questionnaire s design in a user friendly way 5 Enumerat
15. application s launcher by tapping over the Home icon located near the lower left corner of the screen On off button Stylus Battery level Application indicator categories Lord Info A Area to input letters Papen B ea to input numbers System time Memo Pad E EQSuperw Expense HotSync Mail Merno Pad Mote Pad Returns to the Brightness control application launcher Application s menu Screen keyboard Screen keyboard numbers letters Hardware buttons Illustration 20 Palm OS hardware controllers Illustration 21 Palm Os start menu Applications programs are sorted into categories Games Utilities System etc To show programs belonging to a certain category select such category on the upper right corner of the screen Illustration 20 Tapping several times over Home will change the categories in a cyclic order 5 Data collecting 22 24 Most applications have an option menu available by tapping over the title bar in the upper left part of the screen clock in Illustration 20 If the title bar isn t available use the button located bellow the home button Illustration 21 shows the application s lunch menu notice the Delete option which allows to uninstall applications Prefs is one of the most important programs included in a Palm Illustration 22 it allows to choose the date time among many other characteristics Appearance may vary according to the device For successful data collection it s nec
16. apter 6 Export data Export selected instances Selected instances All database questionnaire JIS ea ULD W Enumeration rea 0097 Target options Target Format TextRecords El Target directory C Lapopi2009LapopColmobile Es e Export Questionnaire Empty target directory Recursively coat ia Illustration 15 Data export dialog used to assign areas to the collectors 4 3 1 EQ Palm Area Assignment After generating palm files in the destination folder EQ Control will launch Palm QuickInstall which will allow to choose the device where the generated files are to be sent Illustration 16 Choose the name of the desired device and click the accept button Plug in the PDA and start the HotSync procedure The generated files will be installed in the palm without the risk of overwriting the previous data EQ Control s Palm Desktop link directory should be properly configured so that Palm QuickInstall is invoked correctly as mentioned in section 2 2 1 4 Survey control 17 24 Confirm Add The following files will be placed on pour handheld andor 2 expansion card during the nest HotSync operation E LapopLol 009 pdb Handheld El LapopLol 0093 pdb Handheld E LapopLol 0096 pdb Handheld E LapopLol 009 pdb Handheld bot 1 LI no 11 4 T Do not show this dialog again La mi 5 Cancel Illustration 16 Choose the destination palm where the files are to sent 4 3 2 EQ M
17. bile 5 or higher Several reasons support the absence of a digital signature in EQ Mobile one of them is to maintain compatibility with PocketPC 2003 When the wizard finishes up accept the final message To start EQ Mobile for the first time search it s icon in the PDA menu this can be done by clicking PDA Start Programs EQMobile EQ Mobile will start for the first time and probably won t be able to find a survey to collect data so it Il show instructions for installing questionnaires and areas Later on this manual this procedure will be explained EQ Mobile s language and other preferences can be modified by clicking Edit Preferences in the application s main menu For these changes to take effect restart EQ Mobile by clicking the cancel button in the lower part of the EQ Mobile screen then initiate it from the start menu of the PDA If EQ Mobile must be installed in other devices unplug the current one and repeat steps 1 to 9 in each one of them If an older version of EQ Mobile is installed in any of the PDAs the same procedure will update the software to the one present in the computer 2 Installing and configuring EQ Software 9 24 or your Windows CE device Before you begin please look through N kep to view the remaining portion SEITE Se A en 9 20 l Installing Applications i Mi Choose a location to install CCP e N EQMobile i natali oble j P dere m dire
18. ckInstall will then pop up and let you choose the device where the program is to be installed Choose the desired palm from the list and press OK The program will be installed the next time the device is synchronized Plug in the PDA and start the HotSync procedure 2 2 3 EQ Mobile installation and configuration If several Windows Mobile PDAs are going to be used first install EQ Mobile in each one of them In general EQ Mobile can run in PocketPC 2003 Windows Mobile 5 and 6 moreover it supports any device that uses a pen to pin point over the screen whether they are cell phones or not In order to install EQ Mobile follow these steps 1 2 10 Using the USB cable plug in the PDA to the computer where EQ Software is installed ActiveSync WMDC will now become active If a wizard shows up you may cancel it If ActiveSync WMDC hasn t been installed refer to section 2 1 2 Open the EQ Mobile installer by clicking Start Programs EQ Software EQ Mobile installer Illustration 5 The installation program will take care of installing EQ Mobile in the PDA currently connected Illustration 8 Follow the steps indicated by the wizard when notified check the PDA to finish the installation If a memory card is installed in the device when prompted always choose to install EQ Mobile in the main memory If warned about the absence of a digital signature proceed to install anyway this only occurs in devices running Windows Mo
19. e transported to any operating system Almost any electronic worksheet or data base table can become a CSV file CSV files importation and exportation is supported by most related applications If EQ Control had to import electronic worksheets directly it 1l have to evaluate the formulas so as to obtain the values whereas a CSV file only has the values Even though it has a freely format CSV files must comply with the restrictions below to accomplish a successful importation 1 The CSV file must have a valid syntax The file must respect the previously explained notation If a comma is contained in a value it must be enclosed by quotation marks as shown in the preceding example Usually programs that export CSV files take care of this matter 2 The file s name and the entity s analysis unit name must match A CSV file is an entity table Since there s not a field inside the file where to put the entity s name EQ Control needs for the file s name to have the entity s exact name 3 All the variables must be in the questionnaire and belong to the same entity Each CSV column must make reference to a questionnaire variable s name and all CSV s variables must belong to the same entity Even though it s not necessary for the variables to be in the same order as in the questionnaire or to be case sensitive it s advisable to do this so as to make it easier to correct errors in case EQ Control reports them 4 Entity s hierarchy
20. e syntax this means ensuring that the questionnaire complies with some minimal requirements It s likely that EQ Control will find some errors and report them by highlighting in red as shown in Illustration 11 Create new survey E SA Prglapon 2009 LapoptoliLapoptCo eqri Ci 10 38 26 Analyzing file C Prolapopi2009 LapopColLapopCaol eqrl lt p 10 38 2 Survey analyzed in 821 ms a 10 38 27 File is valid Press Create button to stare Generate SQL file Create Cancel Illustration 10 Create new survey dialog In Illustration 11 EQ Control reports that a type variable wasn t supplied for question qPROT2 The designer must correct the error and reopen or drag again the eqml file This should be repeated as needed until a positive answer as the one in Illustration 10 is received The create button will be enabled once EQ Control realizes the questionnaire is valid By pressing it an empty database from the questionnaire will be created in the same folder such file has an eqdb extension In addition an eqcf extension control file will be created this is a list of files corresponding to the survey plus some other details If both files are created successfully EQ Control will open a survey just like the one in Illustration 12 When an interview is opened in EQ Control it ll show several panels that the user may relocate The Collected Data panel shows the data collected and saved in the data base up to that moment To
21. en they wear out simply replace by another one Afterwards both can be charged or new ones can be bought 3 Power booster accessories could be available for some models They use 4 AA batteries for supplying energy The interviewer carries the charger in his pocket when the device is running low on charge he she connects the adapter to the PDA Among the advantages of this capability is the AA batteries long lasting charge great availability and use among many other devices EQ Software installation and configuration To install EQ Software download the latest version of the program it can be found in the following address http eqsoftware ccp ucr ac cr en download double click on it and follow the steps Once this is done a new set of tools is accessible through Start Programs EQ Software as shown in Illustration 5 El Downloads page r EG Control El EQ Design EQ Manual es A EQ Mobile installer EG Palm a EQ Pc Examples y Uninstall EQ Software Illustration 5 EQ Software tool set menu bar Each of the tools is explained next e Downloads page A link to the EQ Software download page Here you can check for newer versions of the programs or other files not included with the installer e EQ Control is the program in charge of coordinating the field work tasks This will be explained in chapters 4 and 6 e EQ Design is a tool intended to aid in the design of questionnaires in a user friendly manne
22. essary to set the date time correctly and that the device is capable of receiving wireless data Beam receive on this can be found in the Power or General tab Illustration 23 If by any chance while tapping another area than the one desired is selected calibration may solve the problem do this by using the Digitizer option Illustration 22 Hardware buttons located in the lower part of the device Illustration 20 work for starting programs in charge of handling personal information such as the Date Book Contact List Memo pad among others Since such buttons are not of great use for data collecting they might be used to launch EQ Collector calculator HotSync or others useful features This can be configured in the Buttons tab as Illustration 24 shows Connection l Select an applica Address Auto off After ee Time Auto off After v 2 minutes etom eeh a Digitizer j gt System Sound Arial System Sound High A EQCollector Alarm Sound paar Alarm Sound High Q K Alarm Vibrate Graffiti 2 Tuner Alarm Vibrate v Off TEQCollector _ Network T noaress HotSync Alarm LED AlarmLED On y wner l E Memo Pad Game Sound Phone Game Sound High O esti Prefs t Beam Receive SoU Mis ralla Colors Original Colors Original To Do List Default Pen Welcome Illustration 22 Palm OS preferences Illustration 23 Allowing wireless data transfers Illustration 24 Setting up hardware buttons with a
23. ion areas csv EQ Design _ 7 SPSS expor Stata Electronic Questionnaire Database eqdb CSPro EQML EQ Collector PalmOS PocketPC PC Win Lin Mac Illustration 1 Steps needed to conduct an EQ Software survey Once a questionnaire is built you must identify which places are of interest for you and potential informants This is known as the sample and must be divided among the interviewers Step 3 EQ Software provides a tool known as EQ Control with is intended to help in field work tasks coordination Once the enumeration areas are assigned to the interviewers they will apply the survey and write down the answers from the informants using EQ Collector Step 4 The previously mentioned program is in charge of the questionnaire s filling out flow control executing the appropriate jumps automatically and checking for data inconsistencies which is in great help for assuring data quality As each interviewer enters the answers EQ Collector will save them Logically you re interested in the statistical analysis of the data extracted and accumulated in the data base to answer this need EQ Control will aid in the extraction and visualization of the collected data Step 5 while also allowing to export them in formats that Stata SPSS and many other statistic analysis programs may understand Step 6 This document is intended as to describe in much more detail the process previously mentioned and to show the way
24. ion gt Which tags can a designer use to form a question These will be formally written in a document called Electronic questionnaire specification eqml version pdf that will be available in the EQ Software web page currently in development This document will specify the tag s names what they mean the attributes allowed and how are they used The following code shows the previously presented question written in EQML lt question name pQ12 gt lt text gt How many living children do you have lt text gt lt variable name Q12 type num range 0 25 99 gt lt text gt Children lt text gt lt categories gt lt category code 00 gt None lt category gt lt category code 99 gt DK DA lt category gt lt categories gt lt variable gt lt question gt From the earlier code EQ Software infers that the question name is pQ12 the text that should be read to the interviewee is How many living children do you have and that a numeric answer ranging from 0 to 25 or 99 is expected and should be saved in variable Q12 Out of those values two have special meanings 0 means he she has no living children and 99 means the interviewee doesn t know the answer or doesn t want to respond Since EQ Design is not yet functional a tailored questionnaire can be built using an existing one these are available in the Examples folder where EQ Software was installed it s also accessible by entering the Start P
25. les 03 E 0093 Manizales 1 E 0094 Neiva 09 eatin ES 0095 Neiva 19 MICA aa 0036 Armenia New some 0057 Armenia Si Remove Propiedades x EJ 0099 Pereira 03 Cut E3 0100 Ibague 02 Copy values El 0101 Ibague 02 re MO Caldas MA Illustration 14 Areas selection for assignment Once the collector s designated areas are chosen export them to a format the collector can understand There are several ways to accomplish this You may right click and press the Export option in the menu or by clicking Survey Export in the main menu also by clicking the Export button in the tool bar or by pressing Ctr1 E An Export data dialog as the one presented in Illustration 15 will appear In the Export data dialog choose the destination format according to the collector device in use For example choose Palm to generate areas in Palm OS format or TextRecords if Windows Mobile or EQ Pc is going to be used These formats will be discussed later on this document In the Export data dialog choose the destination directory where the exported files are going be sent Since these files are disposable once they re on the collector this directory may be disposable Avoid using the same directory as where the questionnaire is since the exportation may produce many files and most of them would be considered unimportant for the researcher s purpose Check the Export questionnaire option if it s the first time
26. ne at a time in the same order as they were listed then as the process goes on it 11 show an event log at the bottom of the screen New data will be shown in the Collected data panel Import data Files Info Options Cillapop 2010 GuyanalEnumeration rea cov oC Lapop 2010 Guyana Observation csy Import Cancel Illustration 13 Import data dialog 4 2 2 Import restrictions The files you wish to import need to comply with certain restrictions EQ Control allows only three file formats comma separated values csv palm pdb and text records eqea files Microsoft Excel 97 2003 xls OpenDocument Spreadsheet ods Stata dta and possibly SQLite3 db3 files may be supported in the future A comma separated values file CSV is a table transferred to a text file each line is a row and each column is separated by a comma A CSV file s first line is special and has the names of the columns Below is a hypothetical 4 Survey control 14 24 table and its conversion to a CSV file LotId LotDescr Province 429 El Ceibo 6 430 Convento Uni n 6 432 Las Esperanzas 1 LotId LotDescr Province 429 El Ceibo 6 430 Convento Union 6 432 Las Esperanzas 1 EQ Control prefers CSV files for many reasons They re not limited to 256 columns or 65535 rows but to the amount of space available in the hard drive They have a simple structure They re universal meaning they can b
27. obile Area Assignment Direct communication between Windows Mobile s PDAs and EQ Control isn t supported in the present version of EQ Software instead the file s transfer must be done manually by the field coordinator This procedure is explained below 1 Using a file explorer find the destination directory indicated in the Export data dialog Illustration 15 as done in the explorer s left side on Illustration 17 Copy the files present in the folder to the PDA s memory as explained next Plug in the PDA to the computer ActiveSync WMDC will now start Press the Explore button Another file explorer will start this program allows the PDA s main memory and memory card if supplied exploration Using the PDA s file explorer search for the folder where EQ Mobile expects to find the surveys The default EQ Mobile s folder for this is located at My documents Surveys always in English the left side of file explorer in Illustration 17 points this out Drag the selected files from the PC s folder to the Surveys folder in the PDA If asked for file conversion by the ActiveSync WMDC program answer positively Be careful not to overwrite files If areas containing data and already assigned to PDA are overwritten by new empty ones the information gathered will be lost Keeping a PDA s files back up is the only way of preventing possible data loss due to the situation mentioned above Repeat the previous steps to
28. ol 4 2 Data import In a newly created survey an empty database is expected and it should be filled up as the field work advances It s common that some data is known before interviews are done This is called pre known data Visiting place samples or people to interview are good examples of this behavior Yet any available variable may have a pre set value using 4 Survey control 134 24 the importation mechanisms explained in this section 4 2 1 Import process The usual way to enter data into the data base is by importing them from sources external to EQ Control Electronic worksheets data bases palm files or other files can become data sources Importation process is rather simple just locate the files and or folders you wish to import and drag them over EQ Control Import data dialog will show up as in Illustration 13 here you be able to check the files list before importation process begin When the import list is rather large or the files are distributed in many folders one may drag a directory over the program s main screen EQ Control will go over the directory and folders adding the files that can be imported Searching inside many levels of folders is known as recursive scan and can be enabled in the Options tab in the Import data dialog By clicking the check box next to any of the files you may exclude it from importation Once all files are ready for import press the Import button EQ Control will import them o
29. order which is declared in the questionnaire must be followed when importing files Entities relate to each other in a hierarchy so that they depend among them To add an instance to the survey its parent instance must already exist in the data base For example using a housing survey to add a Home member it s necessary for a Home to already exist in the data base and to be able to add a Home a House must had been added Up to this date EQ Software imposes the existence of two entities the enumeration area EnumerationArea and the observation Observation as a child of the first one An enumeration area is a geographical unit usually assigned to a single interviewer An observation corresponds to the interview done inside an enumeration area Naturally these are the first entities needed and the researcher must generate the two corresponding CSV files EnumerationArea csv and Observation csv in order to import data from other entities The contents of these files are usually known as the survey s sample Every instance to be added in the data base must be identified and the researcher must choose the keys for the enumeration observation and other instances A CSV file must contain the keys belonging to its superior entities For example to identify homes these might be the CSV variables EnumerationArea csv PCCDD Seg DescriptionArea Observation csv PCCDD Seg NumHouse NombreBoss LName House csv PCCDD Seg NumHouse
30. password with an encrypted one Not implemented yet So that the PDA realizes it needs to send interviews copies to the FTP a copy of the ftp file is necessary in the PDA s electronic questionnaire s folder Surveys folder Once an interview is completed EQ Mobile will try to connect silently to the FTP server If succeeded a copy of the interview will be placed on the server under a folder with the PDA s name and the date time of the copy EQ Control can access the FTP server and download the files sent by the collectors while they re still on the field Unfortunately this feature wasn t implemented at the time this manual was written Instead the coordinator can download the complete folder from the FTP server to his her hard disk using any FTP client software such as FileZilla and then drag the folder to the EQ Control main screen so as to import the information into the collected data base 4 Survey control 20 24 5 Data collecting Once each collector has a copy of the questionnaire and enumeration areas assigned they must be hand over to the personnel on the field enumerators and supervisors so as to search for informants and carry out the interviews Field personnel must be trained of how to operate the computer where work shall be done both on hardware and software as in the program used to carry out the interviews EQ Collector This chapter is dedicated to these three aspects for each collector supported by
31. pplications Many programs need text or numbers to be entered This can be fulfilled by two means using Graffiti or by the on screen keyboard Graffiti is a feature consisting of drawing traces similar to the ones made while writing with a pencil over area A in Illustration 20 for lower case letters or on B area for numbers If the trace is made between these two areas higher case letters are produced Most traces are made similar to the way writing on paper is done but if help is needed tap over A or B areas and drag the stylus to the upper part of the screen this will trigger the help menu of Illustration 25 the dot in each trace marks the starting point The other way to enter text is using the on screen keyboard it s accessed by tapping over the ABC icon for letters or 123 for numbers These are found on the far lower end of the A and B areas in Illustration 20 Once the keyboard is active tap over the keys to enter the text when ready press the Done button IIlustration 26 To select a text fragment tap in the starting place and drag the stylus up to the point where selection is intended Selected text can be cut copied o pasted using the Edit menu provided by most programs Context menu is not available in Palm OS nevertheless a command bar is available by drawing the Y trace in the A zone of Illustration 20 5 Data collecting 231 24 Graffiti 2 Preferences gt Keyb d AIBICIDIEIIGih 1 Este texto ha sid ETT con el J KILI
32. r At the time this document was written EQ Design was still under development and is not yet functional e EQ Manual is this same document 2 Installing and configuring EQ Software 6 24 e EQ Mobile installer is an EQ Mobile installer for Windows Mobile devices It ll be explained in section 2 2 3 e EQ Palm allows the interaction with Palm OS devices This icon links directly to the folder where the Palm OS executable files are prc files you shouldn t need to install them manually EQ Control can do it for you this is shown in section 4 3 e EQ Pc is a program for carrying out interviews on the same computer where EQ Control is installed possibly throughout a telephone interview It can also be used for viewing the data entered by another collector e The Examples folder contains real census and surveys questionnaires they can be used for illustrative purposes o by creating your own questionnaire out of one of them Quick instructions on how to work with these can be found in the same folder e Uninstall EQ Software allows you to quickly uninstall EQ Software from your computer EQ Mobile EQ Palm and EQ Pc are collector programs A collector is the program used by an interviewer to apply a survey In the future EQ Software might include collectors using other platforms or technologies The usage of the collectors is discussed in chapter 5 Summing it up the tools previously described work together in this way To gather
33. rograms EQ Software Examples menu Extra help might be found in the EQ Software web page Survey control Once the questionnaire s design stage is done all we get is a text file saved in the computer s memory so as to collect data it s necessary to create a survey point out the places where data is going to be gathered who are the interviewees and assign this to the interviewers EQ Control is in charge of this step its features are discussed in this chapter 4 Survey control 11 24 4 1 Survey creation An electronic questionnaire is not enough for collecting data A data base to save the interviewee s answers point out the enumeration areas where to gather data and which interviewers will do the field work are needed All of this information is what EQ Control calls a survey Using the electronic questionnaire you must create a survey This can be done by one of the following ways e If the electronic questionnaire eqm1 is open in a file explorer just drag and drop the file into EQ Control The Create new survey dialog will pop up Illustration 10 e Press the New Survey button in EQ Control s main screen or click the Survey New menu or press Ctr1 N An empty Create new survey dialog will appear Illustration 10 Press the browse button find the eqml file and click the accept button By any of both means EQ Control will open the file and check for consistency with the languag
34. rol 19 24 e Devices must be connected to the internet The most popular ways of doing this are by 1 connecting to a wireless network Wi Fi or 2 purchasing an internet mobile plan GPRS Any other type of connection might work as well it s not necessary to have a continuous connection for example interviewers working in remote areas could upload the interviews at the end of the day or on weekends e An FTP server is accessible to everyone It s needed to create an account username and password and allow EQ Software to use it this is explained later on this manual e Network bandwidth If there are many interviewers uploading information to the server be sure there s enough disk space and bandwidth to satisfy the needs Each enumeration area s size varies according to the amount of variables in the questionnaire You may get an approximation by completing an interview and checking for the eqea file s size EQ Software will know an FTP server is in use when there s an ftp extension file in the questionnaire s folder Initially the file must have one line with the server s address username password and path where files are meant to be copied Use the following notation ftp username passwordWmyftpserver com home user folder Underlined words must be replaced by the real values the rest should stay the same Type the password literally and save the ftp file When EQ Control opens the ftp file it ll replace the
35. sed in this document Nevertheless one can still exploit EQ Software advantages by using plain text questionnaires that respect Electronic Questionnaire Markup Language EQML syntax this being a questionnaire writing markup language just as HTML is a web page writing language that can be understood by web browsers Since electronic questionnaires are plain text files they can be created by any text editor program as long as it complies with EQML notation Assume a designer wants to write the question presented in Illustration 9 using EQML it s composed of a text field a numeric variable ranging from 0 to 25 or a special 99 value in case the interviewer doesn t know or doesn t answer 3 Questionnaire design 10 24 Q12 Cu ntos hijos vivos tiene usted PO eager E NINGUNO suser aea 00 SII orena E cate 99 Illustration 9 Numeric variable question Each of the question s parts can be written on a text file But it s necessary to enclose the text label variable and categories using tags so that the program can distinguish between the different elements of a question these are highlighted in the piece of code that comes next lt question gt lt text gt How many living children do you have lt text gt lt variable gt lt text gt Children lt text gt lt categories gt lt category gt None lt category gt lt category gt DK DA lt category gt lt categories gt lt variable gt lt quest
36. setup other devices If each PDA has different areas assigned it s advisable to clean the destination folder at each export choose the desired areas export them as TextRecords and repeat from step 2 4 Survey control 18 24 TE lel File Edt View Favortes Tools Help ae Fle Edt View Favortes Tools Help CD Back E Fi Search gt Folders CD Back A Search e Folders 12 i 3 gt Address E C Lapop 2009 LapopCol mobile EJ Go Address My Documents Surveys Ej Go Folders E Control Panel g Mobile Device BI A My Windows Mo H Business Notepad Document EGE File EQEA File EQES File EW Sottware record f FTP File Notepad Document ANS May Pictures BES My Ringtones Er Personal y SUVs E 4 Templates al nj a el objects selecte 161 KE e My Computer 2 1 objectis ve Illustration 17 How to copy exported enumeration areas to the PDA s memory 1 1 1 ENEA File 1 ANE My Music 1 1 1 1 Notepad Document Up to this point the questionnaire and enumeration areas are assigned to one o more Windows Mobile devices EQ Mobile is now ready to carry out the interviews as explained in chapter 5 If the start up instructions still show up when EQ Mobile is opened exit EQ Mobile and restart it press the button located in the button bar or click Menu Exit menu If after doing this a survey isn t yet available check that the questionnaire s file
37. the data using EQ Software a questionnaire is needed first then open it using EQ Control create an enumeration areas list import it to the data base assign collectors to each area apply the interviews extract the data review the data in the data base export it to statistic analysis tools The remainder of this chapter will teach you how to install and configure each tool you need to start collecting data 2 2 1 EQ Control start up and configuration When executing EQ Control for the first time a screen like the one in Illustration 6 will appear EQ Control tries to guess the language in which the operating system Microsoft Windows was installed If you wish to change it you may do so by clicking Tools Preferences General Language From now on the English version of the program will be used Also when running for the first time EQ Control will try to guess where is Palm Desktop installed This can be checked in the Tools Preferences Collectors Palm OS menu as seen in Illustration 7 If using a Palm device for collecting data check that the folders are the appropriate ones corresponding with the location of the Palm Desktop program If you installed Palm Desktop after installing EQ Control press the Detect button so that EQ Control may find the location of the program If this can t be achieved enter them manually 2 Installing and configuring EQ Software 7 124 EA Control al Survey Edt Wer Tools Help DADO
38. the right is the Properties panel that shows details about a selected element above this panel is the Tools panel which is divided in several tabs among them is the Collectors tab the names of the palms synchronized will be shown here Illustration 12 shows these panels empty since there s no data collected yet To start working it s very likely that you l need to import some data beforehand 4 Survey control 12 24 Create new survey Survey ee El 15 14 14 Analyzing File Z Proywcilapopi2010 GuyanalLapopGur eqn ij X 15 14 14 variable type is required A 15 14 14 question qPROTS is ignoring variable child element A 15 14 14 questionnaire QLapopGuy is ignoring question child element AN 15 14 14 survey LapopGuy is ignoring questionnaire child element x d4 14 Surwex file is mot walid Generate SOL file Illustration 11 Create new survey dialog with errors EQ Control LapopGuy Survey Edit View Tools Help Pm a fs fh Oo oO El ee Ell a gt Gatos recolectados AM Herramientas x 4 amp Collectors x Fropiedades x 5 e Bit cora de eventos e J 16 40 38 Levent control file C lapop4201 O GuyanasLapopGuy egch created successfully TP 16 40 38 Loading control tile C Slapop5201 0 GQuyanasLapopGuy eqct 1 16 40 38 Control file C Alapops 0 O5 GuyanaslLapopG uy egef was loaded Ready Illustration 12 Empty survey in EQ Contr
39. turn off the device this can be done by clicking PDA Start Setup System Power Advanced 2 Installing and configuring EQ Software 5 24 2 1 3 General suggestions for PDA manipulation 2 2 The following sections discuses some general suggestions for a better use of the devices employed to collect data Some PDA s use a plastic pen to enter the data this may cause the screen to damage due to the continuous pressure over some areas It s advisable to acquire adhesive plastic sheets that can be stuck over the screen once the sheet has been used enough it can be replaced by another one The device s battery life might limit the amount of interviews an interviewer can complete in a day From 3 to 5 hours of intensive work can be achieved according to the quality of the battery This restriction can be elongated if you consider the following 1 Interviewers must carry the assigned PDA s power adapter at all time Every day before going out to the field they must have the device fully charged If the device is soon to run out of battery he she must get to a power outlet for example a restaurant at lunch time and within a few minutes the battery will gain a good part of its charge it s not necessary to wait until it reads 100 2 Batteries can be replaced depending of the model in use Usually this is done once the battery is depleted but the possibility of replacing them allows the interviewer to always carry new ones Wh
40. you re sending files to a collector or if a questionnaire update is intended A questionnaire is essential for fulfilling the interviews This check box can be unchecked once the collector has the questionnaire in it If many collectors have different areas assigned it may be convenient to use the same destination directory The empty target directory option allows emptying the output directory before exportation is done this could be useful if one is in need of only copying the files corresponding to a specific collector and is a time saver since there s no need to select among many other meaningless files The Recursively option 4 Survey control 16 24 is used when emptying nested folders inside of destination directory is needed 7 Once all the appropriate options are chosen on the Export data dialog click on the Export button EQ Control will generate the areas the questionnaire if requested and other files into the destination directory Open a file explorer navigate to the output directory and copy the exported files into the collector This step may vary according to the collector it 11 be explained in more detail later on the chapter 8 Once step 7 is done EQ Collector is ready to start making interviews this process is explained in chapter 5 All collected data will be saved within the exported areas in the device s memory Instructions on how to extract this data and update the data base will be presented in ch
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