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214490 SYSTEM ADMINISTRATOR MANUAL USC Dornsife Center for NubiS

SYSTEM ADMINISTRATOR MANUAL

USC Dornsife Center for Economic and Social Research

September 2019

PREFACE

Supporting every successful survey is a strong data collection tool.

At the Uniǀersity of Southern Californias Center for Economic and Social Research (CESR), we haǀe

developed NubiS, accessible and versatile software for administering a questionnaire. NubiS: Runs on any server, PC, laptop or netbook, as well as on Android tablets or smartphones. Works with surveys that are self-administered, face-to-face and via telephone (i.e., all traditional modes of data collection). Can collect continuous information from smartphones, tablets or other external sources, such as accelerometers, GPS devices and blood-pressure meters. Following NubiS deǀelopment in 2014, it has been the foundation of CESRs Understanding America Study, a panel of thousands of households representing the entire United States. NubiS also has been used in several large-scale longitudinal surveys and other projects around the world. You, as a system administrator, want a survey that is easy to install, program and run - yet not so simple as to elicit only the most rudimentary information. We think you will find NubiS provides the underpinnings for data collection of breadth and depth while remaining user-friendly to you, surveyors and researchers. NubiS is free software; it may be redistributed and/or modified under the terms of the GNU Lesser General Public License, version 2.1 and later, as published by the Free Software Foundation. For more information, feel free to contact us. CESR also can help with access to the Understanding

America Studys panel, as well as proǀiding assistance for surǀey hosting, design and management.

surveys.

Sincerely,

The NubiS team

TABLE OF CONTENTS

Preface

Table of Contents

1. Getting Started

1.1 System Requirements

1.2 Component Details

1.3 Installation

1.4 Interaction Between the NubiS Sample Management System and Survey System

2. Concepts

2.1 General Concepts

2.2 Sample Management System Concepts

2.3 Survey System Concepts

3. Running Example

4. Setting Up Your First Survey

5. Adding Your Own Content

6. More Settings for Variables

7. Getting NubiS to Ask a Question

8. Asking Multiple Questions at the Same Time

9. Asking Questions Under Certain Conditions

10. Using Dynamic Text in Questions

11. Asking the Same Questions Multiple Times

12. Randomly Asking Questions

12.1 Ask Multiple Questions in a Random Order

12.2 Ask Multiple Sections in a Random Order

13. Defining and Managing Similar Questions

14. Configuring the Display of Questions

15. Validating Respondent Answers

16. Additional Interview Modes and/or Languages

17. Advanced Features

17.1 Nested Loops and Variables of Type Section

17.2 Using While Loops Instead of For Loops

17.3 On-Screen Interactive Behavior

17.4 Dont Know, Refuse and Not Applicable

17.5 Update Button

17.6 Progress Display

17.7 Remarks

17.8 Showing A Different Screen on Re-Entry

18. Custom Functionality

18.1 Using Custom Functions in the Routing

18.2 Using Custom Functions on Button Click

18.3 Modifying the Auto-Generated Question Display

18.4 Parallel Sections

19. Preparing for Fielding/Sample Management

19.1 Checking and Testing the Survey

19.2 Generating and Removing Test Data

19.3 Output Settings

19.4 Configuring the Respondent Navigation Experience

19.5 Setting Up Survey Access

19.6 Adding A Sample

19.7 Managing Fieldwork

20. Exporting Data

20.1 Data

20.2 Statistics

20.3 Meta-Data

21. User Management

22. Importing and Exporting Surveys

1. GETTING STARTED

Installing and setting up NubiS has been designed to be as easy as possible. Therefore, it should work on almost any computer, operating system and browser, as long as the requirements listed below are met. However, if you encounter problems during the installation process, help can be found by contacting nubissurveying@gmail.com.

1.1 System Requirements

NubiS has been designed as a web application and as such its system requirements are similar to NubiS

SYSTEM ADMINISTRATOR MANUAL

USC Dornsife Center for Economic and Social Research

September 2019

PREFACE

Supporting every successful survey is a strong data collection tool.

At the Uniǀersity of Southern Californias Center for Economic and Social Research (CESR), we haǀe

developed NubiS, accessible and versatile software for administering a questionnaire. NubiS: Runs on any server, PC, laptop or netbook, as well as on Android tablets or smartphones. Works with surveys that are self-administered, face-to-face and via telephone (i.e., all traditional modes of data collection). Can collect continuous information from smartphones, tablets or other external sources, such as accelerometers, GPS devices and blood-pressure meters. Following NubiS deǀelopment in 2014, it has been the foundation of CESRs Understanding America Study, a panel of thousands of households representing the entire United States. NubiS also has been used in several large-scale longitudinal surveys and other projects around the world. You, as a system administrator, want a survey that is easy to install, program and run - yet not so simple as to elicit only the most rudimentary information. We think you will find NubiS provides the underpinnings for data collection of breadth and depth while remaining user-friendly to you, surveyors and researchers. NubiS is free software; it may be redistributed and/or modified under the terms of the GNU Lesser General Public License, version 2.1 and later, as published by the Free Software Foundation. For more information, feel free to contact us. CESR also can help with access to the Understanding

America Studys panel, as well as proǀiding assistance for surǀey hosting, design and management.

surveys.

Sincerely,

The NubiS team

TABLE OF CONTENTS

Preface

Table of Contents

1. Getting Started

1.1 System Requirements

1.2 Component Details

1.3 Installation

1.4 Interaction Between the NubiS Sample Management System and Survey System

2. Concepts

2.1 General Concepts

2.2 Sample Management System Concepts

2.3 Survey System Concepts

3. Running Example

4. Setting Up Your First Survey

5. Adding Your Own Content

6. More Settings for Variables

7. Getting NubiS to Ask a Question

8. Asking Multiple Questions at the Same Time

9. Asking Questions Under Certain Conditions

10. Using Dynamic Text in Questions

11. Asking the Same Questions Multiple Times

12. Randomly Asking Questions

12.1 Ask Multiple Questions in a Random Order

12.2 Ask Multiple Sections in a Random Order

13. Defining and Managing Similar Questions

14. Configuring the Display of Questions

15. Validating Respondent Answers

16. Additional Interview Modes and/or Languages

17. Advanced Features

17.1 Nested Loops and Variables of Type Section

17.2 Using While Loops Instead of For Loops

17.3 On-Screen Interactive Behavior

17.4 Dont Know, Refuse and Not Applicable

17.5 Update Button

17.6 Progress Display

17.7 Remarks

17.8 Showing A Different Screen on Re-Entry

18. Custom Functionality

18.1 Using Custom Functions in the Routing

18.2 Using Custom Functions on Button Click

18.3 Modifying the Auto-Generated Question Display

18.4 Parallel Sections

19. Preparing for Fielding/Sample Management

19.1 Checking and Testing the Survey

19.2 Generating and Removing Test Data

19.3 Output Settings

19.4 Configuring the Respondent Navigation Experience

19.5 Setting Up Survey Access

19.6 Adding A Sample

19.7 Managing Fieldwork

20. Exporting Data

20.1 Data

20.2 Statistics

20.3 Meta-Data

21. User Management

22. Importing and Exporting Surveys

1. GETTING STARTED

Installing and setting up NubiS has been designed to be as easy as possible. Therefore, it should work on almost any computer, operating system and browser, as long as the requirements listed below are met. However, if you encounter problems during the installation process, help can be found by contacting nubissurveying@gmail.com.

1.1 System Requirements

NubiS has been designed as a web application and as such its system requirements are similar to