Getting Started: 45-Minute Tour of SSI Web

Getting Started: 45-Minute Tour of SSI Web

What is SSI Web?

SSI Web is a software system for creating Web-based questionnaires. These questionnaires can include standard survey questions, such as "What is your primary occupation?" or "How many people live in your household?". Other SSI Web studies may include specialized research techniques such as Maximum Difference Scaling (MaxDiff/Web), and conjoint (trade-off) analysis, including Choice-Based Conjoint (CBC/Web), CVA (traditional full-profile conjoint), and Adaptive Conjoint Analysis (ACA/Web). The standard survey questions and conjoint questions are developed using the same SSI Web system, and are integrated within the same continuous survey. ACA/Web, CBC/Web, CVA/Web, and MaxDiff/Web are just specialized components within the SSI Web system.

SSI Web stands for "Sawtooth Software Incorporated" and "Web" refers to the ability to create Web-based surveys.

This 45-minute tour focuses on general surveys rather than conjoint analysis. Even if your primary intent is to use SSI Web for its conjoint capabilities, you should find this tour useful, as we cover many topics that are essential to all SSI Web surveys, whether including conjoint questions or not.

The Big Picture

The SSI Web system should be installed onto your own desktop computer. (You can install a demo version of SSI Web from http://www.sawtoothsoftware.com/downloads.shtml ). SSI Web provides a simple point-and-click interface for writing questionnaires and previewing/testing them—all on your own computer. For example, you can make sure that any skip patterns, randomizations, and question verification (such as whether respondents filled out all the required questions on a page) are working properly using just your SSI Web system on your desktop PC.

You do not need to install the full SSI Web system on the Web Server. After you finish writing your questionnaire on your desktop, you just need to move certain files (e.g. questionnaire files, Perl program files) up to the Web Server in a process we describe in the online documentation that comes with SSI Web. This Web Server can be your own company's server, or a server that you "rent" from a third party provider, such as an ISP (Internet Service Provider). By the way, we don't charge you any per-project or per-respondent interviewing fees if you use your own or a "rented" server. You are free to interview as many people (who browse/connect to the Web Server) and conduct as many projects as you like.

If you don't want to deal with hosting issues or Web Server set-up, you can email your project files to us and we can host your survey. Fees start as low as $250 per survey.

You can use any number of inexpensive FTP (File Transfer Protocol) software programs to copy the needed files from your local computer to the Web Server. We won't go into how to set up your project on a web server in this 45-minute tour. If you want to read more about how this is done, within the SSI Web system, click on Help | SSI Web Help… | General Web Interviewing (CiW) Help… | Survey Installation on Web Server. Alternatively, visit http://www.sawtoothsoftware.com/products/ssiweb/howssiwebworks.shtml.

Starting a New SSI Web Study

From this point on, we'll assume you have installed the SSI Web system on your computer. (You can install a demo version of SSI Web at http://www.sawtoothsoftware.com/downloads.shtml ).

Start the SSI Web system by clicking Start | Programs | Sawtooth Software | Sawtooth Software SSI Web. If you are starting the system for the first time, SSI Web will ask you if you want to start a new study (otherwise, click File | New Study.) Go ahead and start a new study, which must be four characters or less (e.g. "demo"). Note that this name appears in the files you use on the internet, so you probably shouldn't use a word that reveals something about your project that you wouldn't want revealed, such as your client's name. It is also helpful to use all lower case letters (numbers may also be included).

Next, choose a folder on your hard drive (not a floppy drive) to store your project. Browse to the folder (by clicking the Browse… button) and/or create a new folder using the "Create a New Folder" icon on the dialog. Finally, select what type of study to create. For the purposes of this tour, select CiW Study.

When you start a new study (or open an existing study), the main menu is shown:

The first thing you should know is that while at any screen in SSI Web, you can press F1 to receive help related to the items on that screen. You can also receive help by clicking Help from the main menu and then by choosing SSI Web Help… or alternatively by clicking the ? button on the toolbar.

Writing a Simple Survey

From this point onward, we'll assume you've installed the SSI Web system, and created a new study on your hard drive. Let's consider a simple questionnaire:

Welcome to our survey! Today we are interested in ice cream preferences. Please type your user name and password and then click the "Next" button to continue…
-------------------------------------<Page Break>---------------------------------------

Q1. Please tell me how often you typically eat ice cream…

¡ Never

¡ Rarely

¡ Sometimes

¡ Often

-------------------------------------<Page Break>---------------------------------------

Q2. In the past week, how many times have you eaten ice cream?

   ______ times

Q3. Which of these flavors do you often eat? (Select all that apply)
<Randomize list>

¨ Chocolate   ¨ Rocky-Road
¨ Strawberry   ¨ Peach
¨ Vanilla   ¨ Neapolitan

-------------------------------------<Page Break>---------------------------------------

Q4. Please describe the last occasion in which you ate ice cream…

-------------------------------------<Page Break>---------------------------------------

Thank you very much. That's all we need to know today.

To write this survey, click Compose | Write Questionnaire.... The Write Questionnaire dialog is shown:

The panel displays the list of questions that are currently in your survey. SSI Web automatically adds a Start "question" on the first page of your survey.

To modify the Start question, highlight it within the List of Questions using the mouse, and click the Edit… button (or double-click the question).

The Questionnaire Access and Passwords dialog is shown:

This dialog lets you specify what the respondent sees on the first page of the survey, and also lets you specify respondent passwords if you want to include passwords in your survey.

Each question in SSI Web has different text areas where you can directly type text to show on the screen (and optional HTML). The three main areas for the introductory Start question are:

Header 1

Header 2

Footer

These text areas are arranged on the browser screen (if you were to preview the question) as:

"Header 1" "Header 2" and "Footer" provide an easy way for you to type information into SSI Web and have these sections separated by a blank line. Let's add the introductory text for our ice cream questionnaire. Within the "Header 1" field, type the text:

Welcome to our survey! Today we are interested in ice cream preferences. Please type your user name and password and then click the "Next" button to continue…

Note that you can directly type the text into the "Header 1" entry field, or you can click the

"Pencil" icon to open a larger window for typing/editing text.

After you have done this, the dialog should look like:

Create User Names and Passwords

We want to establish usernames and passwords for respondents in this study (it is optional to set up passwords for respondents). Click the Password Fields tab. The table on this tab is where you specify any passwords respondents must specify prior to accessing the survey. You can add many passwords, but it is typical to include just one or two password fields. In our survey, we'll be using a username and a password. We'll name the variables (fields) myusername and mypassword.

Edit the first row of the table, inserting the name of the password variable (myusername) in the first column. If you want the text to appear as dots when respondents type (to mask their password so that others viewing the screen cannot read what is typed), click the Masked box. If you want the passwords to be case sensitive (so that respondents have to use capital and lower case letters exactly as specified), then click the Case Sensitive box.

Specify the text that you want shown next to the myusername entry box in the Row 1 Password Label area. We'll use the text "User Name:". When you have finished supplying the settings for the myusername password variable, the table looks like:

To add a new password variable, type mypassword in the second row of the table. Let's mask mypassword when respondents type in their password, by clicking the Masked box in the second row of the table. Let's also add the label: "Password:" in the Row 2 Password Label field. After you've specified the mypassword row in the table, it should look like:

Next, click the Preview button at the bottom of the dialog.

A small browser window opens to give a representation of what this question would look like to your respondents:

Perhaps we would prefer to bold the text in the opening paragraph. Click OK in the Preview window to retire that window. Click the Start Question Text tab. To the right of the "Header 1" field, check the B box (for bold), and click Preview. The question now appears as:

(Alternatively, for those that know some HTML, you could have enclosed the text you typed into the Header 1 field within <B></B> tags to accomplish the same effect.)

Most surveys use a unique user name/password for each respondent. For simplicity sake, we'll use a single User Name and Password combination for all respondents in this practice survey.

From the Questionnaire Access and Passwords, Password Fields tab, click the Password Data... icon:

First, you are asked if you'd like to save your work so far. Click Save and Continue. A table opens that looks a bit like a spreadsheet. This table displays the contents of your passwords file. Edit this table to add a User Name of "sawtooth" and a Password of "software" with 1000 total respondents allowed to use that password. When finished, the screen should look like:

Earlier, when we first created the two password field variables, we had specified that the username and password were not case sensitive, so respondents can access the survey by typing "sawtooth" and "software" with either upper- or lower-case letters.

Each time you add a new row (a new myusername and mypassword combination), an empty row appears at the bottom of the table. A million or more password combinations could be specified, if needed. You can Auto-Generate... many random password combinations, or you could Import... password information from an existing text file.

For simplicity sake, we have allowed 1000 respondents to use the same password combination. In most studies, each respondent receives a unique password combination (Max Respondents=1). With unique passwords for each respondent, respondents that terminate early can return and restart the survey where they left off.

Adding Questions

·	Now let's add question 1. Click *Close* to close the passwords file, and click OK to close the *Questionnaire Access and Passwords* dialog to return to the *Write Questionnaire* screen. The question to be added is:

Q1. Please tell me how often you typically eat ice cream…

¡ Never

¡ Rarely

¡ Sometimes

¡ Often

Whenever you add a question to the List of Questions, the new question is placed directly below whatever question (or page break) is highlighted. If no question is highlighted, then the new question is placed at the bottom of the list. If you want to rearrange the questions within the list, you can highlight them and use the "Up" and "Down" arrows next to the list. Or, you can cut, copy and paste questions by using the cut, copy and paste icons.

We want the first question to appear below the first page break. Highlight the page break on the list of questions, then click the Add… button. The Add Question dialog is shown:

First, choose the question type from the radio buttons shown. This is a "Select-type" question, so click Select. Next, specify a name for the question in the Name field. Type "Q1" and click OK.

The Select Question dialog is displayed:

This question requires just a single response (a radio button), so you should click the Settings tab, and select Radio button (single response) in the upper-left hand corner of this dialog (it is already selected by default).

Back on the Question Text tab, in the Header 1 Text field, type:

Q1. Please tell me how often you typically eat ice cream…

Don't forget to click the B (bold) check box in the Header 1 row.

Next, let's specify the response options:

¡ Never

¡ Rarely

¡ Sometimes

¡ Often

Click the Response Options… tab. On the Response Options tab, click Add..., and type the first response "Never". Press the ENTER key twice, and type the next item "Rarely." Repeat for "Sometimes" and "Often."

(Time-Saving Hint: Many users already have their questionnaires prepared in Microsoft Word. You can directly cut and paste a list of response options into SSI Web by highlighting the array of items in Microsoft Word or Excel, pasting to the clipboard using Ctrl+C or the Copy button in Microsoft Word or Excel (or another text editor), and then (within SSI Web) by clicking the Paste from word processor or spreadsheet icon

.)

Click OK to return to the Select Question dialog, and click Preview: Your question should look like:

Click OK (twice) to return to the Write Questionnaire dialog.

We hope by now you are starting to get a feel for adding questions to SSI Web. We won't give you click-by-click details for the next three questions. Instead, we'll give you some bullet-pointed suggestions.

Q2. In the past week, how many times have you eaten ice cream?

______ times

This is a "Numeric" question

Type the "times" label in the Question text area

From the Settings tab, specify a Minimum value of 0 and Maximum of 24

Also from the Settings tab, check the Input Box to Left of Question box

When you are done and click Preview, the question should look like:

Next comes Q3:

Q3. Which of these flavors do you often eat? (Select all that apply)
<Randomize list>

¨ Chocolate      ¨ Rocky-Road
¨ Strawberry      ¨ Peach
¨ Vanilla      ¨ Neapolitan

This is a "Select" type question

From the Settings tab, choose Check Box (multiple response)

Also from the Settings tab, for Number of Columns, specify 2

When at the Response Options tab, make sure to click Randomize Response Options

When you are done, click Preview and the question should look like (notice the randomized order):

Next comes Q4:

Q4. Please describe the last occasion in which you ate ice cream…

This is an "Open-end" type question

Under the Settings tab choose Free Entry (multiple lines)

When you are done, click Preview and the question should look like:

The final part of the survey is a sign-off screen thanking respondents and letting them know they are done. This really isn't a "question" in the sense that it doesn't require a response, but for the purposes of adding it to the list, SSI Web considers it a Terminate/Link "question":

Thank you very much. That's all we need to know today.

This is a "Terminate/Link" type question

You can name the question "Finish"

From the Settings tab, make sure to check the Terminate Respondent box

When you are done and click Preview, the question should look like:

The "Powered by Sawtooth Software, Inc." is shown on the last page of the survey, but you can turn this message off if you would like, under the Global Settings area accessed from the Write Questionnaire dialog (we'll discuss this dialog more at a later point).

Page Layout and Skip Patterns

While you were inserting questions into your question list, you may have also been adding page breaks by clicking the Add Page Break button from the Write Questionnaire dialog. If you have not already added page breaks between questions, we are ready to divide them into separate pages and add any skip patterns.

Go to the Write Questionnaire dialog. Note that the Start question is on Page #1. If you haven't already inserted page breaks, all other questions are on Page #2. The original questionnaire instructions called for:

Q1 to be followed by a page break

Q2 and Q3 on the same page

Q4 on its own page

The termination screen at the very end, on its own page

This is actually quite easy to accomplish. With the mouse, highlight Q2 on the question list, then click Add Page Break. Add a page break after Q3 and Q4. When you are done, your question list should look like:

Now for the skip pattern. We know that if respondents answer item 1 (never eat ice cream) in Q1, they should be terminated. We therefore want to set a skip pattern with the following logic:

From Q1, Skip To Finish If Q1=1

To do this, from the Write Questionnaire dialog, click Skip Logic…. The Page Skip Logic dialog is shown. Click Add to add a skip pattern. Fill this next screen out as follows:

For simplicity sake, we only have created one terminating page both for people who disqualify (eat no ice cream) and those who complete the survey fully. You could include multiple terminating points and mark records that terminate as Qualified or Disqualified, or even assign "disposition numbers" to track respondents who terminate at various points in the questionnaire.

Now that we have added our questions to the study, added page breaks, and defined skip logic, let's preview our questionnaire.

Previewing the Questionnaire

We have already shown you how to preview each question, one at a time. We'll now show you how to preview the entire survey. At the Write Questionnaire dialog (accessed from the main menu by clicking Compose | Write Questionnaire or by clicking the

"Pencil" icon), click Preview….

When you click Preview…, you can choose what to preview. Choose Questionnaire from Page 1. A browser window automatically opens page 1 for your review. In the background, SSI Web has created a Temp folder inside your study folder on your hard drive, and written separate static HTML pages to that folder named TempWeb1 through TempWeb5 (you have 5 pages in this questionnaire). These files are linked one to another by the Next button, for your convenience, so you can browse from page to page by just clicking the Next button. Another convenient way to preview the questionnaire (or share the questionnaire with colleagues) is to save the survey to a single HTML file or PDF-format file. Click File | Print Study to print the study in either of these formats (select Graphical View and click Print to File).

Note: The Preview Survey mode is just for preview purposes only—no data are stored, and no skip patterns are executed. These static pages are not uploaded to the Internet for data collection purposes. Instead, your questionnaire file is uploaded to the Internet, and the Perl scripts on your Web Server understand the instructions within the questionnaire file and create each questionnaire page, as requested by the respondent, "on the fly."

Test Running Your Survey Using "Local Web Server"

Although the Preview Survey function is nice, you generally will want to test your survey in runtime mode, with any skip patterns, response verification, and randomizations in place. You could upload your files and the Perl scripts to the Web Server, but SSI Web provides a more convenient way to test run your survey.

When SSI Web was installed on your computer, web server software called "Apache" was also installed. Apache lets your computer run the questionnaire just like a remote Web Server would.

Local Web Server

Click Test | Run on Local Web Server… (or click the "Globe" Icon). The Local Web Server dialog is shown:

This dialog informs us that a new folder "demo" will be created on your hard drive for the Local Web Server (Apache) to access and run. Click the Upload Questionnaire button to copy the needed files to this folder. A message appears informing you that the survey has been uploaded. Click OK to retire the message, and then click Run Questionnaire... to start the survey.

Your browser opens up the first survey page. Enter your User Name (SAWTOOTH) and password (SOFTWARE) and click the Next button. This is your survey, as it would appear to a respondent over the Internet (there are slight visual differences from browser to browser).

When testing your survey locally, each time you take the survey, a respondent record is written into the Local Web Server folder on your hard drive. If you upload the survey again, a new copy of your questionnaire is written to this folder and any of your practice data are deleted.

To close the survey, simply close the browser window (using the X in the upper-right hand corner). To run the survey again, click Run Questionnaire from the Local Web Server dialog.

Go ahead and take a few surveys, as we'll need the data for the next section of this tour.

The Admin Module

When you eventually upload your project files and the Perl scripts to your Web Server (or if you have Sawtooth Software set up your project on our servers), an administrative area is available for you. You can access this administrative area from any computer connected to the Web. You protect this area using a password, so that others cannot access your survey settings or the survey data.

With the Admin Module, you can…

Check how many completed records you have

View respondent data

Tabulate responses for individual questions

Download data to your hard drive

Reset survey (delete all data and start fresh)

Download passwords for respondents who have completed/not completed

In this tour, we'll cover viewing respondent data and downloading.

First, let's review your password for the Admin Module. From SSI Web's Main Menu, click File | Study Settings…. On the Study Settings dialog, you can review the randomly-generated password that SSI Web prepared for this project. You can modify this password if you'd like by simply editing the password fields. However, these new passwords would not be implemented within your Local Web Server project unless you uploaded the files again. Uploading the files again would overwrite any practice data you had created, so let's not modify them for this example.

Write your User Name and Read-Modify Password down on a scrap piece of paper, so you can refer to it when we next log onto the Admin Module (case sensitive). It is also useful at this point to review what folder you are using for your project and write this on the scrap paper, as you'll need to know this when working with the Admin Module. The project folder is shown in the bottom panel of the main SSI Web dialog, as "Path: <Your Path>".

Logging onto the Admin Module

From SSI Web's main menu, click Test | Run on Local Web Server…. Click Run Admin Module... and your browser opens up the Login screen for the Admin Module. Again, we are only simulating what occurs when your survey is actually installed on a remote web server. The Admin Module appears just as it would over the Web, but we are only working with files installed on your hard drive.

Log onto the Admin Module using your User Name (by default, "admin") and Password (this is customized for each project, and if you followed instructions from the previous section, you should have written this on a scrap piece of paper). Otherwise, you can review your administrative passwords by returning to the main SSI Web program, and clicking File | Study Settings.

When you successfully log onto the Admin Module using a Read-Modify password, the main menu is displayed:

Downloading Data

For this quick tour, we'll just download completed data records to your project folder. Downloading completed surveys places all the complete respondent records into a single data file.

Click Download Data. Now, select whether to Download Finished Surveys Only or to Download All Data. Select Download Finished Surveys Only. The browser asks whether you'd like to open the file or save it to your computer. Select to save it to your computer, and browse to your main project folder on your hard drive (in the previous section, we asked you to write this down on the scrap paper).

The master file of respondent data is called STUDYNAMEdat.dat, where STUDYNAME is the four-character study name you created. Before proceeding, you may want to make sure that this file is indeed within your main project folder. A quick way to browse to your folder to check this is by clicking the Explore Study icon

on the tool menu, which automatically opens the study folder. The STUDYNAMEdat.dat file must be saved to that same folder.

Exporting (Converting) Data to Excel(TM) Format

After you have collected data and downloaded the data file to your hard drive, you typically will want to convert the data to a common format for analysis. SSI Web can convert the data (and labels) to SPSS^TM, Excel^TM or Text-Only (ASCII) formats. For this tour, we'll just use the .CSV format which may be opened using Excel.

If you haven't already done so, close the browser window for the Admin Module and return to the main SSI Web menu. Click File | Export Data | All Data… (or click the Export Data icon

), and the Export All Data dialog is shown:

The Export File Type tab lets you specify the type of file and filename/folder to save to. The Respondent Filter tab lets you choose which respondents to include, the Data to Export tab lets you choose which variables to export, and the Data Formatting tab lets you specify additional format settings.

For this example, we'll just use the default settings. Click the Export button, and the .CSV file is created in the indicated folder.

To see the result, using your Windows Operating System, browse to the folder and double-click the STUDYNAME.csv file (probably called demo.csv if your study was named "demo"). If you have Excel on your computer, it should be associated with a .csv file, so this action should immediately open your data file within Excel. If you don't own Excel, the .csv file may be opened using Notepad or another simple text editor.

Here are our results (yours will be different):

Responses for Q1 and Q2 are quite straightforward. Q1 was a single-select question, and the first respondent answered with the first response option (coded as a "1"). This response option disqualified the respondent, so no more data are available for this case.

Respondent number 2 clicked the second option for Q1 and typed a 3 for Q2 (how many times eaten ice cream in last week). Q3 is a multiple-response (check box) question. Respondent number 2 checked the first and fourth items (a "1" indicates checked and a "0" indicates not checked). SSI Web automatically unscrambles the random order and presents it here in the natural order you specified when you created the survey.

Global Settings

Before we finish this tutorial, we'd like to show you the "Global Settings," which is a useful area for customizing the way your questionnaire looks. For example, you can change the fonts, colors, and text used for the "Next" button. "Global" refers to the idea that any settings here are applied across the entire survey.

From the main SSI Web menu, click Compose | Write Questionnaire | Global Settings… The Global Settings dialog is displayed:

There are various "tabs" on this menu for controlling different aspects of your survey.

On this first tab "Format Settings," among other things, you can choose the background color/graphic, choose a global font (such as Arial or Times) and specify the text to use for the "Next" button. A Preview button lets you quickly preview how these changes might affect the survey.

For the sake of brevity, we won't cover all aspects of Global Settings. However, if you take a few minutes to investigate, you'll discover that you can create Global Headers/Footers (text and/or graphics) to place at the top or bottom of each survey page. You can also add a progress bar, or create a "simple browser" window for the respondent that strips away the standard browser controls and maximizes the "real estate" that can be used for your survey. And, from the Style tab, you can select different visual styles to apply to your survey. These change the entire look of your survey using a set of pre-defined templates.

Adding Graphics

As a last point, we'd like to show you how easy it is to add graphics to your survey. The typical kinds of graphics files you use for web surveys are in .GIF or .JPG format. You can likely find a number of graphics files with this format on your hard drive (use the File Find capability within Windows if you do not immediately know of a .GIF or .JPG file on your computer).
You may recall that in SSI Web, most any place that you provide survey text, there is also a

"Pencil" icon, which opens up a larger Window for typing text. This larger window also includes a toolbar, as shown below:

For example, this toolbar helps you bold (B), italicize (I), or Underline (U) text within your survey (using the toolbar buttons automatically insert HTML instructions, which browsers know how to interpret to create the desired effects).

You can also use the toolbar to add graphics. Place your cursor at the place in your text at which you wish a graphic to show. Then, click the

"camera" icon. A dialog appears that asks you to type a file name or browse to find the graphic to add to the survey. Type the name, or browse to the file and click the Open button to insert the graphic. Special HTML instructions are added to your text to tell the browser what file to display and where to find it on the server.

When you preview or run the questionnaire using Local Web Server, the graphic is displayed. (Make sure to keep your graphics small, as large graphics files can take a long time to show for respondents with slow connections. Typical graphics sizes for surveys are about 20KB or smaller.)

Conclusion

This quick tour has only touched on the basics. We encourage you to search the online help, or to print out the complete documentation. The documentation is provided in a .PDF format called "SSI Web Documentation.PDF" within your SSI Web installation folder. And of course, if you have any questions, you can contact us at 360/681-2300 or write us at info@sawtoothsoftware.com. Our hours are 7:00 AM to 5:00 PM Pacific, Mon-Fri.