Difference between revisions of "User Defined Questions Overview"

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mTAB's User Defined Questions feature makes it possible to create new questions in a study. mTAB users who are familiar with recoding know that recodes are built from a single question. In contrast, when building User Defined Questions, multiple questions are used. This allows for a more powerful and versatile tool for research analysis.
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mTAB's User Defined Questions feature makes it possible to create new questions in a study. mTAB users who are familiar with recoding know that recodes are built from a single question. In contrast, multiple questions are used when building User Defined Questions. This allows for a more powerful and versatile tool for research analysis.
  
  
For example, creating a ''Lifestage'' question could be done by combining three separate questions in a study - ''marital status, family size, and age''. ''Loyalty Measures'' (purchased new, same make/model) or ''Product Category'' questions (Toyota Camry Sedan, 4 cylinder, 5 Speed) are other examples of User Defined Questions that are often created in mTAB.
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For example, creating a ''Lifestage'' question could be done by combining three separate questions in a study - ''marital status, family size, and age''. ''Loyalty Measures'' (purchased new, same make/model) or ''Product Category'' questions (Toyota Camry Sedan, 4 cylinder, 5 Speed) are other examples of User Defined Questions that are often created in mTAB.
  
  
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First add the responses that will be included in the new question. This is similar to adding new question responses when creating a recode. Right-click within the New Question Responses window and select Add New Response.
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First add the responses that will be included in the new question. This is similar to adding new question responses when creating a recode. Right-click within the New Question Responses window and select '''Add New Response'''.
  
 
[[File:UDQ UDQ-overview add-new-response.jpg|thumb|center|x350px]]
 
[[File:UDQ UDQ-overview add-new-response.jpg|thumb|center|x350px]]
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[[File:UDQ UDQ-overview description-single.jpg|thumb|center|x350px]]
 
[[File:UDQ UDQ-overview description-single.jpg|thumb|center|x350px]]
  
Add these questions into the Filter Questions section. Subset on the filter questions to define the response. When complete, the red “X” next to the new question response will change to a green check mark once the response is associated with the filter questions.  
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Add these questions into the Filter Questions section. Subset on the filter questions to define the response. When complete, the red “X” next to the new question response will change to a green check mark once the response is associated with all the filter questions.  
  
 
[[File:UDQ UDQ-overview new-response-single.jpg|thumb|center|x350px]]
 
[[File:UDQ UDQ-overview new-response-single.jpg|thumb|center|x350px]]
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'''Helpful Tip:'''
 
'''Helpful Tip:'''
 
   
 
   
Since every added response in a User Defined Question is linked to a unique mTAB filter, it sometimes helps to envision each of the responses as a separate filter. For example, "Single, No Children, Under 30" of the new Lifestage question consists of respondents who are single, have no children and are under 30 years old. To set this up as an mTAB filter, the definitions of [Single, With No Children, Under 30] will equate to:
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Since every added response in a User Defined Question is linked to a unique mTAB filter, it sometimes helps to envision each of the responses as a separate filter. For example, "Single, No Children, Under 30" of the new Lifestage question consists of respondents who are single, have no children and are under 30 years old. To set this up as an mTAB filter, the definitions of [Single, With No Children, Under 30] will equate to:
  
 
*the Marital Status question subset to Single
 
*the Marital Status question subset to Single
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'''Continuing With Adding New Responses'''
 
'''Continuing With Adding New Responses'''
  
When adding additional new responses, “Use the Current Filter Definition as a Starting Point” will appear as an option. If the next question response is similar to the one previously added, then use the filter definition as a starting point. This saves time and eliminates the steps of re-selecting many of the required filter questions.  
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When adding additional new responses, '''Use the Current Filter Definition as a Starting Point''' will appear as an option. If the next question response is similar to the one previously added, then use the filter definition as a starting point. This saves time and eliminates the steps of re-selecting many of the required filter questions.  
  
 
[[File:UDQ UDQ-overview use-current-response-as-starting-point.jpg|thumb|center|x350px]]
 
[[File:UDQ UDQ-overview use-current-response-as-starting-point.jpg|thumb|center|x350px]]
  
Since "Use the Current Filter Definition as a Starting Point" was selected previously, only parts of the filter that are not appropriate for this new response need to be edited. Adding a new response, "Married, With Children, Under 30" requires just changing the ''Marital Status'' subset from 'single' to 'married' and the ''# of Children in Household'' subset from 'none' to '1 or more'. The rest of the filter remains the same.
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Since "Use the Current Filter Definition as a Starting Point" was selected previously, only parts of the filter that are not appropriate for this new response need to be edited. Adding a new response, "Married, With Children, Under 30" requires just changing the ''Marital Status'' subset from 'single' to 'married' and the ''# of Children in Household'' subset from 'none' to '1 or more'. The rest of the filter remains the same.
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'''Note:''' the New Question Response starts off with a green check mark because it is associated with all the filter response to a previous filter definition. Thus, make sure to double check the filter responses with each New Question Response. A green check mark only means that there is an existing definition, not that the definition is accurate.  
  
 
[[File:UDQ UDQ-overview new-response-married.jpg|thumb|center|x350px]]
 
[[File:UDQ UDQ-overview new-response-married.jpg|thumb|center|x350px]]
If needed, continue to add new responses and apply filters to them. Complete the User Defined Question by naming it. Clicking the 'Apply' button completes the creation process and saves the User Defined Question.
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If needed, continue to add new responses and apply filters to them. Complete the User Defined Question by naming it. Clicking the '''Apply''' button completes the creation process and saves the User Defined Question.
  
  
 
[[File:UDQ UDQ-overview lifestage-complete.jpg|thumb|right|x200px]]
 
[[File:UDQ UDQ-overview lifestage-complete.jpg|thumb|right|x200px]]
 
By default, the User Defined Question appears within a newly created topic, located at the bottom of the list of questions. The hammer icon identifies these questions as User Defined. The User Defined Question is now ready for use.
 
By default, the User Defined Question appears within a newly created topic, located at the bottom of the list of questions. The hammer icon identifies these questions as User Defined. The User Defined Question is now ready for use.

Revision as of 17:55, 29 July 2013

mTAB's User Defined Questions feature makes it possible to create new questions in a study. mTAB users who are familiar with recoding know that recodes are built from a single question. In contrast, multiple questions are used when building User Defined Questions. This allows for a more powerful and versatile tool for research analysis.


For example, creating a Lifestage question could be done by combining three separate questions in a study - marital status, family size, and age. Loyalty Measures (purchased new, same make/model) or Product Category questions (Toyota Camry Sedan, 4 cylinder, 5 Speed) are other examples of User Defined Questions that are often created in mTAB.


Getting Started

To begin building a User Defined Question, right click in the Questions panel and select Define New Question.

UDQ UDQ-overview define-new-question.jpg

The following images illustrate the steps needed to create a User Defined Question for Lifestage.


First add the responses that will be included in the new question. This is similar to adding new question responses when creating a recode. Right-click within the New Question Responses window and select Add New Response.

UDQ UDQ-overview add-new-response.jpg

After adding a new response, select the existing study questions that will define it.

UDQ UDQ-overview description-single.jpg

Add these questions into the Filter Questions section. Subset on the filter questions to define the response. When complete, the red “X” next to the new question response will change to a green check mark once the response is associated with all the filter questions.

UDQ UDQ-overview new-response-single.jpg
UDQ UDQ-overview subset-editor.jpg

Helpful Tip:

Since every added response in a User Defined Question is linked to a unique mTAB filter, it sometimes helps to envision each of the responses as a separate filter. For example, "Single, No Children, Under 30" of the new Lifestage question consists of respondents who are single, have no children and are under 30 years old. To set this up as an mTAB filter, the definitions of [Single, With No Children, Under 30] will equate to:

  • the Marital Status question subset to Single
  • the # of Children in Household question subset to zero
  • the Respondent Age question subset to under 30


Continuing With Adding New Responses

When adding additional new responses, Use the Current Filter Definition as a Starting Point will appear as an option. If the next question response is similar to the one previously added, then use the filter definition as a starting point. This saves time and eliminates the steps of re-selecting many of the required filter questions.

UDQ UDQ-overview use-current-response-as-starting-point.jpg

Since "Use the Current Filter Definition as a Starting Point" was selected previously, only parts of the filter that are not appropriate for this new response need to be edited. Adding a new response, "Married, With Children, Under 30" requires just changing the Marital Status subset from 'single' to 'married' and the # of Children in Household subset from 'none' to '1 or more'. The rest of the filter remains the same.

Note: the New Question Response starts off with a green check mark because it is associated with all the filter response to a previous filter definition. Thus, make sure to double check the filter responses with each New Question Response. A green check mark only means that there is an existing definition, not that the definition is accurate.

UDQ UDQ-overview new-response-married.jpg

If needed, continue to add new responses and apply filters to them. Complete the User Defined Question by naming it. Clicking the Apply button completes the creation process and saves the User Defined Question.


UDQ UDQ-overview lifestage-complete.jpg

By default, the User Defined Question appears within a newly created topic, located at the bottom of the list of questions. The hammer icon identifies these questions as User Defined. The User Defined Question is now ready for use.