Quick Start Guide version 4. Abstract Quick Start Guide for the use of EyeQuestion Software. Rignald Span

Transcription

1 Quick Start Guide version 4 Abstract Quick Start Guide for the use of EyeQuestion Software Rignald Span rignald@eyequestion.nl

2 Document index Author EyeQuestion Software Document name EyeQuestion Quickguide Date Distribution EyeQuestion Users Classification Public Status Production Document history Version Description Author Date First draft R. Span Production G.J. Ernst Production G.J. Ernst

3 CONTENTS Document index... 1 Document history Welcome to EyeQuestion About this Guide Before you Start Technical requirements Web Browser Controls Access EyeQuestion Log In Change Password Log Out Overview Step 1: Create New Project Workspace Overview Adding Questions/Screens Adding Answer Items Question Settings Screen Settings Preview Step 2: Setup Experimental Design Adding Product Information Print or Export a Design Step 3: Define Panel Step 4: Deploy Project Step 5: Conduct Test Start using a Link Start in Booths Monitoring your Project

4 9. Step 6: Exporting & Analysing Data Close your Project Export your Data Analyze your Data

5 Welcome to EyeQuestion Welcome to EyeQuestion, the world s first web application software for Sensory and Consumer Research. Our industry s leading product suite includes all features required for Sensory and Consumer Research: panel management, data collection, analysis and reporting. EyeQuestion is a highly flexible intranet or Internet application which covers your sensory and consumer research process from data collection to analysis and reporting. Although it can support different kind of surveys, it is especially developed for sensory research and product based consumer research. Flexibility, browser technology and user friendliness are important keywords describing this product. Using the open standards of web technology makes it easy to customize visual and functional parts of EyeQuestion and allow integration with other systems and databases. EyeQuestion also supports data collection on paper, Android and ios App, USB sticks and offline personal computers About this Guide This document acts as a quick guide to be used with EyeQuestion 4, covering all basic aspects of the EyeQuestion module. This guide is for users who are new to EyeQuestion and will explain users how to get started with EyeQuestion. It does not include a detailed workflow of EyeQuestion, EyeContact, EyeQuestion Mobile or EyeOpenR. For more detailed explanations please check out our other User Manuals Before you Start Make sure that your system meets the requirements to run EyeQuestion. If you are not sure, please contact the System Administrator of your company s Information Technology department. The minimum requirements for EyeQuestion are a device with a browser, such as Internet Explorer, Safari, Firefox or Chrome. Users are not required to have any familiarity with programming or software development knowledge, but should be generally familiar with the use of a PC/MAC and a browser Technical requirements 1. The minimum requirements of the browser for running questionnaires in booths is Internet Explorer IE8+, Edge, Firefox, Safari, Chrome. 2. The minimum requirements of the browser to create, edit, analyse and monitor projects, collect and analyse data is Internet Explorer IE10+, Edge, Firefox, Safari, Chrome. 3. The browser should support JavaScript and cookies. If you encounter problems in accessing the system, please check your browser configuration to ensure that both JavaScript and cookie support is enabled. 4

6 3.4. Web Browser Controls EyeQuestion dynamically creates the HTML screens displayed by the web browser when you click certain buttons. Using the browsers back and forward buttons can cause problems displaying these dynamically generated pages. For this reason, we do not recommend using these controls on your browser when operating EyeQuestion. The EyeQuestion interface to build questionnaires is responsive but ideally designed for a minimum of 1280x720 pixel screen resolution. The EyeQuestion interface to run questionnaires as a respondent is responsive and it will adapt to the screen resolution. For devices used in booths we advise a resolution of 1025x768. Access EyeQuestion To start working with EyeQuestion you will need to start your browser of choice and go to the URL address, provided by your system administrator. The URL where EyeQuestion can be accessed typically looks something like: Upon logging in as an admin, you are free to create your own users. If you have not received information to log in please contact us at support@logic8.com. 5

7 4.1. Log In To access EyeQuestion, enter the URL into your browsers address bar. A login screen where your credentials can be filled out should be visible upon entering the correct URL. If you do not see a login screen, please verify the entered URL or contact your systems administrator. To continue please enter a valid login and password. A user name and password should be provided to you by your system administrator or super user. Updating to an existing version of EyeQuestion will not require a new login. Clicking on the country flag below the login button will change the language of your interface, if you are logging in as a user, or the language of the questionnaire, if you are logging in as a respondent (if the language has been set up by the project manager). Currently, the following interface languages are available for a designer in EyeQuestion : English, Dutch, French, German, Spanish and Chinese. For respondents, the following languages are available : Arabic, Bulgarian, Chinese Simplified, Czech, Danish, Dutch, English (United Kingdom), English (Australia), English (US), Finnish, French, German (Germany), German (Austria), Greek, Hungarian, Icelandic, Indonesian, Italian, Japanese, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Spanish, Swedish, Turkish, Vietnamese, Korean, Malaysian, Thai. If you do not have a working keyboard it is possible to click the virtual keyboard icon next to the login and password input fields to show a virtual keyboard. 6

8 Unable to log in? Verify that your user name and password have been entered correctly as passwords are case sensitive. The inability to log in will be displayed as such on the log in screen, indicated by a Login failed message. 7

9 If you do not remember your password, please click the "Forgot password?" option. You will be asked to fill in your user name or . An with a new password will be sent to your mailbox. If no is attached to your EyeQuestion user account, please contact your system administrator Change Password When logged in, you can change your password by clicking on your account name in the right upper corner of the screen. This sub menu will give you additional options, such as checking the amount of users online, checking the amount of active sessions, viewing the release notes, logging out, switching to the Classic interface and changing your password. 8

10 Clicking the option will let you choose a new password for your account. Keep in mind that you have to adhere to the Password Policy, which is set up by your System Administrator. Clicking the Submit button will change your current password Log Out When you have finished working with the system, you should always log out rather than just closing the web browser. Logging out will automatically let the system perform certain clean up procedures. Click on your user s name on the top right hand side of the screen and click the button. 9

11 Overview The first thing you will see after logging in to EyeQuestion is a horizontal main menu and the Project Explorer. This Project Explorer is where you will be able to access your projects. After EyeQuestion is installed, a Coffee Demo project will be available by default. This is a very basic profiling questionnaire, consisting of three samples and a few different question types. The colour indicates the status of the project. If the icon is blue, then a project is undeployed. A green colour indicates that the project is deployed while a closed project is coloured orange. Undeployed project. Project can be edited and no data has been collected. Deployed project. Project cannot be edited and data can be collected. Closed project. Data has been collected, ready to be analysed. The horizontal main menu bar will give the user access to the other EyeQuestion options. When mentioning Main Menu in this guide we will refer to this general program menu. When mentioning to Workspace Menu in this guide, we refer to the menu that appears in the Project Workspace after you open an EyeQuestion Project. 10

12 We use the word project to describe a combination of a questionnaire, a panel, a data set and report. When creating your first questionnaire, you will start with creating your first EyeQuestion project. You will go through the following steps: 1. Create New Project 2. Setup Experimental Design 3. Define Panel 4. Deploy Project 5. Conduct Test 6. Export & Analyse Data 11

13 Step 1: Create New Project Click the option. button in the main menu bar and follow up by clicking the Create project A new screen will be loaded with the option to create your project based on an existing template, a custom template or an existing project. This screen will allow you to name, number and date your new project. You will also have the option to save the project in a folder of your choosing. If this field is left empty, the project will automatically be saved in the main folder. It can always be moved afterward to a different folder. Clicking the Template drop down will give the user an option to choose what template the new project will be based on. For a list of all default templates in EyeQuestion please see appendix A. You always need to select a template. If you do not know what to choose, select "01 STANDARD with Experimental design" or "99 COFFEE Demo". 12

14 There are three options when selecting a template: 1. Copy of template: base the new project on a copy of an existing template provided by EyeQuestion Software or custom company specific templates. 2. Copy of project: base the new project on a copy of an existing project. 3. Copy from archive: base the new project on a copy of an archived project. After clicking the CREATE button, a new project is created and opened immediately. The project is opened in the so called Project Workspace Workspace Overview EyeQuestion s Project Workspace consists of four panes; the menu (1), main (2), navigation (3) and edit (4) pane. The workspace will be visible after you open a project. Only undeployed projects can be altered using the workspace, deployed projects open in read-only mode. A project will have the status undeployed until the project is deployed/activated. 13

15 Below an explanation of every pane: 1. Menu pane The main menu contains the options to navigate within the workspace to access specific features like export data or editing a panel; a collection of buttons to perform a certain action directly linked to the project. The screens accessed by these options are shown in the Main pane. 2. Main pane In this pane you can see and edit the questions of your questionnaire. It will also show the screens triggered by the menu buttons. Clicking on a screen or question in the Navigation pane will show all questions of that specific screen. You can edit the questions or screens, by clicking on the edit button 3. Navigation pane Depending on the structure of your questionnaire this pane shows the sections, screens and questions in a hierarchical tree. After clicking on a section, it will expand and show all available screens within that section. Expanding a screen will show all available questions. When a section is linked to an experimental design, a DESIGN icon will appear behind the section's name. In most templates three sections will be available: - "Start Questions": For asking general questions (e.g. age or gender) at the beginning of a questionnaire that are not product related or give instructions to the respondents. - "Design questions": Containing questions that are linked to an experimental design. This section contains all your product related questions. If you have more than one sample, you do not have to make different questions for each sample. The questions that are in this section will be asked for every product in the experimental design. - "End Questions": For asking general questions at the end of a questionnaire that are not product related or questions about all products used in the experimental design. And of course, the ideal section for a word of thanks to the participating respondent. 4. Edit pane The edit pane is used to edit the screen and question options. When adding questions or screens to a questionnaire, they will automatically appear in the Navigation pane. 14

16 6.2. Adding Questions/Screens To add a question on a screen click the button, located on the right side of the Workspace menu. Clicking this button will open your question library in the Edit pane. When you have found the question type that you would like to add, you can just click on its name and a new question is added to the active screen. Alternatively you can drag a question to certain location in the screen and drop it to insert it into that specific location. Users can cut, copy, paste and delete questions by using the Alternatively, deleting screens or questions can be done on the main pane by using the the icons in the Navigation pane. icon while icon is used for editing the screen or question. If there are too many questions on one screen, you have the option to split the screen using the split button. To move a screen or question, you can use drag & drop. Just click an item, hold the mouse button, drag it to a different location and release the button to insert the item on that new location. 15

17 Alternatively you can drag and drop questions within the Main pain by grabbing the question using. The behaviour of a question can be altered by changing its Question Settings in the Edit pane. 16

18 6.3. Adding Answer Items In some question types, multiple choice questions, answer items have to be added as possible answers to the questions. For instance all multiple choice question types like "Category". To set up the list of answer options, items will have to be added as possible answer options. Use the button to add items after entering a description. To remove an item, first click the to display a icon next to every item in the list. Clicking the red trashcan icon will delete the item. Every item has a DESCRIPTION and a VALUE. The description is what is shown in the questionnaire, the VALUE is what is stored in the data set. In the example below "Coffee Milk" is the DESCRIPTION of the item and "1" is the VALUE. Mostly you only need to think about the DESCRIPTION, but sometimes you want to change the VALUE as well. 17

19 Clicking the icon will unlock the VALUE field, indicated by a icon, where you can enter an alternative value for the item. When you enter the text "other" in the VALUE field an Other-item will appear as an option and in the DESCRIPTION field you need to enter the text that is visible for the panellist. The panellist can now enter a text of their choice in this field. Clicking the icon will expand the available options, making it possible to fix an item when randomising or use add an image to the item. 18

20 To change the behaviour or look & feel of a question, you need to edit its Question Settings Question Settings Every question has several common and advanced settings. You can find these settings in the Edit pane. They will appear as soon as you click to edit a question. 19

21 These setting help you to set the behaviour, look and feel of your question during a test. Most of them are question specific, but some of them are available for (almost) every question type. There are different sections of question settings like standard, advanced, layout and multi-sample. Question specific common settings such as mandatory, extra info, randomize, amount of items selectable, type of data, anchors, default text / value and positioning of question. Question specific advanced settings such as adding a marker, use of text/display/image, height & width adjustment and additional anchors. Various settings to change the layout of the question such as background colour, width/height objects and image size. Settings that determine the behaviour if the question is linked to an experimental design that offers all samples to be evaluated at the same time. Within each question type there are different options to choose from, based on the type of question selected. Click on the setting title to expand the section and see and edit the settings. When Mandatory is set to Yes the panellist is forced to answer the question. When Randomise (only in case of multiple choice question types) is set to Yes the display order of the items of a multiple choice question will randomized when used. If Randomise is set to Once the items will only be randomized once for every panellist and the items will be in the same order for each sample. 20

22 Default will set up the default value while Extra info will give the panellist additional information when clicking on the question mark. In case of a Linescale question type for instance, the Standard settings also have the following settings: Value Left - The starting value of the line scale, mostly 0. Value Right - The ending value of the line scale, mostly 100. Anchor Left - The label and position of the Left Anchor Anchor Right - The label and position of the Right Anchor 6.5. Screen Settings By clicking on the screen name in the Navigation pane, the screen and its questions will appear in the Main pane. With the buttons in the top right of the Main pane, you can do the following with a screen: Access the screen conditions. Move to the next or the previous screen in the questionnaire. Small screen preview. Will only show a preview of the screen that is currently visible in the Main pane. 21

23 Delete screen. Clicking the button in the Main pane load all Screen Settings in the Edit pane. In the Screen Settings, you can give the screen a name (not mandatory), set a waiting time before continuing to the next screen and many other settings that change the behaviour of the questionnaire in relation to this particular screen. Below a quick overview of a few settings that are available: Screen: Edit the name of the screen. STANDARD Close session: Enable/disable the close session option. Set to Yes, this setting considers this screen as the last screen. The system will finish the test and store the data. Feedback Screen: Enabling this option will allow results to be displayed at the end of the screen. Used only in combination with the Feedback questiontype. Auto Submit: Automatically continue to the next screen when an option of a multiple choice question is checked (only works with one question in the screen). 22

24 Logoff screen: When this option is set to Yes a logoff button will appear. When the respondent logs in again he will go to the next screen. ADVANCED Random Questions: Randomise the questions which are on the same screen (Yes/Once/All). Random Group: Screens that belong to a certain group will be randomized throughout the group. Alternative button text: The text that will be displayed on the button that is used to move to a following screen. Default: "Next". Action: Action that can be used on a screen. Available options are URL call and URL redirect. LAYOUT SETTINGS Group Questions: Set to Yes, all questions in the screen will be asked for every active product. Display Questions: The number of columns used to display all questions. One column is default. WAIT SETTINGS Days: Set up the amount of days the respondents have to wait before they can continue to the next screen. Hours: Set up the amount of hours the respondents have to wait before they can continue to the next screen. Minutes: Set up the amount of minutes the respondents have to wait before they can continue to the next screen. Seconds: Set up the amount of seconds the respondents have to wait before they can continue to the next screen. Show wait bar: Show a progress bar when panellists are waiting to continue. This option is used in combination with the days, hours, minutes and seconds option. Show Countdown: Show a countdown when panellists are waiting to continue. This option is used in combination with the days, hours, minutes and seconds option. URL call: The URL that will be used when performing the Action URL Redirect: URL needed to redirect to an external system. 23

25 6.6. Preview After building your questionnaire, you can preview the result by using the two types of Preview: 1. Preview a Screen To preview a screen, just click the in the top right screen buttons in the Main pane. 2. Preview the Complete Questionnaire To preview the complete questionnaire, just click the Workspace menu. 24

26 Step 2: Setup Experimental Design Clicking the button in the workspace menu will open the experimental design page. In this page you can setup your sample rotation plan and configure how it will be used when running your questionnaire. The design page contains three sections. The Runtime Options, Design Tools and Design Sets. The Design Sets show you actual rotation plan, the design tools allow you to generate or modify your rotation plan and the Runtime Options state how you will use your rotation plan in your questionnaire. The DESIGN SETS section shows your rotation plan and includes among other the following important information: Set: Specifies a specific sample set; a specific sample order for one panellist. Sequence Number: The position of the sample in the design set (First sample, Second sample etc.). Product Number: The identification of the products. Every rotation plan has an internal numbering of products used in the plan. In case the plan contains 3 products, there will be a product 1, 2 and 3. Blinding Code: The unique three-digit code (or other type of coding) to identify a sample during the test. This is the coding a panellists uses to identify a sample. The DESIGN SETS view can change depending on the type of experimental design you generate. The above example is a monadic sequential design in which you serve one sample at a time. Set 1 serves first product 2 and then product 1. Set 2 servers first product 1 and then product 2. For product 1 blinding codes 123 and 768 and for product 2 blinding codes 456 and 872 are used. 25

27 If you want to generate a new rotation plan click the button form will pop up that help you to generate a new rotation plan. in the DESIGN TOOLS. A Fill out a few fields to generate a new design. Design Type : the type of experimental design. You can select from the following list: Balanced, Balanced incomplete, Triangle, Duo Trio, Duo Trio Constant Reference, A/not A, Paired comparison, Paired comparison full and Balanced blocks design. When you are not familiar with the available types, just use Balanced. This will balance the presentations of products over your panellists. Products/Objects (t) : the total number of products you want to use. If you want to evaluate 4 products, set this parameter to 4. 26

28 Repetitions (r) : the number of repetitions you would like to use. For example if you set the number of products to 4 and the number of repetitions to 2 the system will generate a design with sets containing 8 samples. Every product is presented twice. These 8 samples are balanced in each sample set, they occur equally on each place. Sets/Subjects (b) : the total number of sample sets to generate. When all panellist need one set, you should generate at least the number of panellists. Codes per product : the amount of different numbers to generate for one product. When set to 1, every sample has one unique sample blinding code. When set to 100, every sample has a unique blinding code. My blinding codes : set the blinding codes you want to use. Separate the codes with a comma. For example: 567, 241, 839. Multi Product : set to Monadic Sequential and the system generates a monadic design. Set to 1 to 4 Combinations and it generates a "blocked" design. Every block of samples is considered as an combination/block of samples which is presented to the panellist as one treatment. Use a blocked design for ranking and binning tests. For example when the Number of Products is 4 products and the Number of Blocks is set to 2. The generator will generate a design with two blocks containing two products. Sessions : with sessions you can split your design into multiple sessions. Suppose you have 8 samples to be evaluated. Today you will ask your panellists to evaluate four of them and tomorrow the remaining ones. In this case you specify the amount of sessions to two. Repeat design : the number of times you would like to repeat the design in the sample set. After all the parameters are given, click the button to generate the design. The example above is a monadic sequential balanced design in which 4 products are presented twice split into two sessions (2 days). The rotation plan shows two extra columns of information: Replica and Session. Replica shows R2 to identify that the product is presented twice and this sample is considered 27

29 to be replica 2. Session shows S1 to identify the first session (Day 1) and S2 to identify the second session (Day 2). To finalise the setup of your experimental design, you need to tell the system how to link a panellist to a design set and how to validate if the panellist has received the right product. This is done in the RUNTIME OPTIONS section. If you are new to the system, please use the settings above: By setnumber, Confirm every samplecode and Fixed sequence. It tells the system that panellists first need to enter a SET number that they receive from the panel leader to tell the system they need to be presented the treatment identified by SET number X. Every time they receive a new sample, they need to confirm that they received the correct sample identified by the blinding code in the screen and on the product. There are a lot of reasons to change this setup and there are also a lot of options to do so. Below an overview of all those options. Settings sets how the design sets are assigned: Automatically : the assignment is done automatically; the first respondent gets the first sample set, the second respondent the second set and etc. By first block code: the assignment happens based on the first code entered. The sample set which has the same first code is assigned to the respondent. This is only a valid method when all blinding codes are unique. By set code : the assignment happens based on the set code entered. By set code unique : the assignment happens based on the set code entered. A set code can only be used once. By panellist : every respondent is linked to a certain set before the test is started. To be able to use this type of assignment, you need to have a panel defined. By location : assign sets to a certain room or booth. By any block code : the system assigns the set that contains the code entered by the panellist. By set number : the assignment happens based on the set number (1 to N). By set number unique : the assignment happens based on the set number (1 to N). A set number can only be used once. 28

30 Inherit from parent project : inherit the design setting from the parent project (sub project and parent project needed) Set Validation sets up how the design is validated. It has the following options: Ask for every block code : every sample is validated. The panellist has to enter the code of every sample before he can continue. When the code is not correct, the panellist cannot continue with the test. No validation : there is no check. The system assumes the panellist received the correct product. Confirm block code : the panellist only has to confirm that the product he received is labelled with the same code as the code shown on screen. Ask for first block code : only validate the first sample. The panellist has to enter the code of the first product he received. When the code is not correct, the panellist cannot continue with the test. The Set Order setting sets up whether the panellist is allowed to evaluate the samples in a different order or that the sequence of the samples is strictly controlled. It has the following settings: Free sequence : the sequence doesn t matter. What only matters is whether the code exists in the sample set. Fixed sequence : the sequence does matter. Codes are accepted only when they are evaluated in the correct sequence. While a test is in progress, the distribution of sample to panellists can be monitored using a computer screen or just manually by using a print out of the rotation plan. It is important to note that there are two types of experimental designs. The above example is a Monadic Sequential design in which every sample is evaluate one by one. A second type of design is called a Multi-product (or Blocked) design in which all samples are presented to the respondent at the same time; evaluated in one treatment. A good example of a experimental design like that is Triangle design. The rotation plan looks different in case of a Multi-product design. In a rotation plan like that the view shows three extra columns: 29

31 Block number: A unique code to identify that specific combination of products in that specific set. Block code: A code starting with a "B" that identifies a the unique order of samples in this design. In case of a triangle design there are 6 of these combinations; B1 to B6 (112,121,211,221,212,122). Sequence Number: Refers in this case to the position of a sample in the combination. The above example of a blocked design, shows a situation in which every respondent is presented with two triangle test. The first set/respondent get two triangle test in which the first has a combination of Product 2, Product 1 and Product 1 using the blinding code 516, 921 and 638. To generate a Multi-product/Blocked design use the field Multi-product when generating a new design. 30

32 7.1. Adding Product Information The experimental designs identifies the products used by numbering them from 1 to N. To be more specific on what Product 1 exactly is, you add product properties. To access the product properties page, click the button of the toolbar in the DESIGN TOOLS section. It will open a view of all your product in the experimental design, numbered from 1 to N. To edit the properties of a specific product, just click its icon. 31

33 In this page you can set the product description, can add an product image or set other properties. 32

34 7.2. Print or Export a Design An existing design can be exported to Excel or printed to paper. Click in the main menu and then the button to export your questionnaire design to an excel format. This will give you an overview of the products, sets and blinding codes in your design. Use the button to download a word document that can be used for labelling your samples. Labels can be printed by set or blinding code. The label format is in standard Avery and can be adapted to a specific format used in your situation. 33

35 Step 3: Define Panel In most situations you can simply skip this step. If your panel (Access List) is empty, all valid panellists in the system are allowed to participate. You only need to setup a panel if you: 1. Want to link a specific treatment to a specific panellist without letting them enter a SET code. 2. Invite panellist by to do the test online. 3. The questionnaire contains content that can only be seen by a limited group of panellists. If you do want to setup a Panel for your project, click on the button. The Panel screen has two panes. A Panel Database that contains all valid panellists in the system and the Access List that show the panel of this particular project. Initially this Access List will be empty. Which allows all panellists in the Panel Database to participate. Panellists can be added, removed and contacted for your project. The panel database is located on the left side, while the access list is located on the right. Using the access list one by one. All panellists can be added using the icon panellists can be added to the icon. Removing panellists can be done by using the button to remove a single panellist, and the icon to remove all panellists from the access list. In top left of the screen above the Access List a toolbar is shown with several actions. Generate/Excel: Will generate/export an Excel file containing unique links per panellist to start the project. Load: Load a previously saved panel. Import: Import a custom external panel by using an Excel file. Save: Save panel. In case the system is configured to send out , a few extra buttons will appear: Invite: Send an invite to your panel including a personal link to start the test. Remind: Send a reminder to your panel based on the previously sent invite. Send an to your panel. 34

36 Step 4: Deploy Project After creating your project, you need to activate it. This action is called Deploy. By deploying a project, it becomes immediately available for data collection. A deployed project can be allocated to a location or booth or start links can be sent to the panellists by . To open the deployment page, click the button in the Workspace menu. You will be redirected to the project's life cycle page, where the status of the current project is visible. If the current status is undeployed, you can click the Deploy button to activate the project. A project can have 4 statuses. Depending on the status, a different action button will appear. An undeployed project is not available for panellists. As long as the status of the project is undeployed, you can edit the questionnaire. With the Deploy button you can activate the project. The status will change to "deployed". As long as a project has this status, you can remove or archive the empty project. Click the button to remove the undeployed project permanently from your project list. 35

37 The project is ready to collect data and it can be allocated to certain locations or test booths. A database table is available and you are able to invite people by mail to do the test. As long as there is no data collected, the status will keep being "deployed". And as long as it has the status "deployed", you can undeploy the project by clicking the button. At the moment the first data is collected, the Undeploy button will disappear and it will be replaced by a button. Closing a project means that all open sessions are closed and the data will be (with possible missing data) added to the projects database. The status will change to Closed. A closed project is an undeployed project with data. Information can be found when a project is deployed or closed, such as the amount of closed and open sessions. The project is not available for panellists and it collected at least one data record. You can run analyses, export data and generate reports. With the a archive. button you can remove the project and save it in The project is not available anymore, but stored in the EyeQuestion archive. You can open the archive and restore the project if required by clicking on the button. 36

38 Step 5: Conduct Test There are two ways to run a project in EyeQuestion. 1. Use a URL link to start the test 2. Allocate the test to a particular booth/location Start using a Link The first is by using the deploy links on the deploy page. After a project has been deployed, three unique links will be made available to send out to the panellists. This method is mostly used for at-home testing. The links and the QR codes in the screen can be used to start a test session. Anonymous: an anonymous link to the questionnaire. The panellist will not have to log into the software. Data is collected anonymously. Anonymous (Start Screen): an anonymous link with the EyeQuestion start screen. The panellist will not have to log in to the software but will have to click the 'Start' button prior to starting the questionnaire. Data is collected anonymously. Panellist with Login : A panellist will have to log in prior to starting a questionnaire. Every panellist has to be a valid, authenticated panellist. Alternatively you can also setup a panel and invite panellists by . In that case every panellist will receive a unique link and they do not have to login prior to starting the questionnaire. Inviting a panel by is a feature that can be found in the PANEL page when the system is setup for sending out s. 37

39 10.2. Start in Booths NOTE: This Quick Guide assumes that you system is setup for using the ALLOCATE feature. That your locations and booths are properly setup. If this not the case please contact your administrator or superuser. If you are a super-user and need to setup one or more locations, please check the regular EyeQuestion Manuals on how to do this or contact our support desk. Central Location Testing is mostly done using unique booth links. After setting up your location and amount of booths in the system management menu, click the enter the location menu. button on the main menu to First you select the location at which you want conduct your test. It will list all Booths for that particular location. In the above example it shows 6 booths for RoomA. Link your test to a certain booth by selecting your deployed project from the list of all deployed projects in the system. If using the booth All, all available booths in this location are linked to the project of your choice. In this case, click Apply to save your changes. The number in the Booth column are links that will present the booth starting screen. The same links that are setup as home page in the booths of the location. 38

40 10.3. Monitoring your Project While collecting your data, you can monitor the progress of your this process. First of all you can go to the page in your Project Workspace. It shows how many OPEN SESSIONS are active; panellists that started a test session but did not finish yet. It also shows all FINISHED SESSIONS. 39

41 If you want more details on the open sessions, you can open a live monitoring screen. In this screen you can see which panellist is sitting in what booth and how far they are progressing with their questionnaire. By default this monitoring screen shows all configured locations. If you want set it for a specific location, click the to open a configuration pane. Besides other aspects of the look & feel of this monitoring screen, you can select the specific location/room you want to monitor. 40

42 Step 6: Exporting & Analysing Data Once data has been collected it can be exported, analysed and reported Close your Project When all panellists have finished their questionnaire or when you want to prevent panellists to start a new session, you can close a project. A closed project is no longer available for panellists. Open sessions will be closed during this action. Data from open session, containing missing data, will be stored in the database. Before closing a project, first open it and click the button in the project workspace menu. A window appears with the current status of the project. It also gives information about the total number of saved sessions and the open sessions. By clicking the sessions are closed. button all open NOTE: There is no need to close the project as data can be analysed when a project is still deployed Export your Data To export collected data click the button in the project workspace menu. Data can be exported to various formats by clicking on the button. A drop down selection will appear with a wide range of options. 41

43 The following options are available from the data drop down list: Excel : Export to an Excel file. Basic Excel : This exports creates a simple form of the Excel export. This format can be used by various analysis programs. Raw Excel : Export will be made of the raw data. EyeOpenR Excel : Export data in the EyeOpenR format. HTML : Export data in HTML format. R-project : optional format. An R file can be read with the command: read.table("c:/temp/rdata.txt",header=true) PanelCheck : optional format. SAS : Download Data in a format that can be imported in SAS. SenPaq Excel : Exports an Excel sheet in SenPaq format. SPPS : Download a SPSS data and syntax file. SPSS SAV : Download a SPSS SAV data file. Text : Download the data in a text format. With separator : text format with a replaceable separator (<sep>). 42

44 11.3. Analyse your Data To access the analysis tool from a Project Workspace, click the button and proceed to click on. There are several options. The three most important are: Auto report Word Generates a Word document with analyses and static charts from R appropriate for your test. 43

45 Auto report Excel Generates an Excel document with analyses and dynamic Excel charts appropriate for your test. EyeOpenR: Our analysis tool in which you can analyse your data using a comprehensive analysis library. 44