Testing and distributing a survey
2. Create a data codebook (complex surveys)
A codebook is a separate file that describes the different parts of surveys and statistical data. This could include descriptions of variable names, units of measurement, how information is weighted, codes for questions and answers, what numbers stand for (1 - Ontario 2 - BC 3 - Quebec), or what each record in the survey represents (a single person, a household, one measurement of several for a single subject in a longitudinal study). Codebooks also include the layout and structure of the survey. They are especially helpful for surveys that are complex and will be analysed using statistical analysis software (R, SPSS, SAS). The Health and Medical Care Archive provides a great overview and examples in What is a Codebook?
LimeSurvey currently does not have capacity to export a codebook, but it does offer two features that could serve a similar function:
- Check the Survey Logic File: Located in the Tools menu, this feature is designed to validate surveys. However because it includes question codes and layout/structure, it can be used to help produce a codebook as well.
- Display/Export survey: Exporting your survey will also give you an idea of the flow of questions and options. There is an "Export" button at the top of the survey page. While not as detailed as the survey logic file, it can be helpful to export both and merge them into one unified codebook.
If you have any questions about codebooks, organizing data, and standards, contact McMaster Research Data Management Services - rdm@mcmaster.ca. For help with statistical analysis, the Data Analysis Support Hub (DASH) offers consultations.
3. Expire or Deactivate your survey
Ensure you understand the difference between expiring and deactivating a survey.
4. Check the Survey logic file
This functionality is important when you use complex relevance, tailoring, and validation equations
5. Share / advertise your survey
- Make the survey URL user-friendly:
- Use a URL shortener such as bitly or TinyURL
- Redirect a webpage to the survey
- MacSites / WordPress - Use Redirection
- Plone: insert a link
- Check out the Library's Inclusive Social Media resources