1.6/admin/admin-survey.xml

   1 <?xml version="1.0" encoding="utf-8"?>\r
   2 <section xml:id="lsa-survey" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
   3     xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
   4     <info>\r
   5         <title>Surveys</title>\r
   6         <indexterm><primary>surveys</primary></indexterm>\r
   7     </info>\r
   8     <para>This section illustrates how to create a survey, shows where the survey responses are saved\r
   9         in the patron record, and explains how to report on surveys.</para>\r
  10 \r
  11     <para>Survey questions show up on the 6th patron registration screen, or on the 6th patron edit\r
  12         screen. Surveys questions can be optional or required. Some examples of survey questions\r
  13         might include: <emphasis>Would you use the library if it were open on a Sunday?</emphasis> \r
  14             <emphasis>Would you like to be contacted by the library to learn about new\r
  15             services?</emphasis>  <emphasis>Do you attend library programs?</emphasis></para>\r
  16 \r
  17     <para>Surveys come up when a patron is first registered. If you would like staff to ask the\r
  18         survey questions when the patron’s library card is renewed, you’ll need to make that part of\r
  19         local procedure.</para>\r
  20 \r
  21     <para>It is possible to run reports on survey questions. For example, you could find out how\r
  22         many people say they would use the library if it were open on a Sunday, or you could get a\r
  23         list of patrons who say they would like to receive marketing material from the library.\r
  24        </para>\r
  25     <procedure>\r
  26         <step>\r
  27             <informalfigure>\r
  28                 <para>From the <guimenu>Admin (-)</guimenu> menu, select <menuchoice>\r
  29                         <guimenu>Local Administration</guimenu>\r
  30                         <guimenuitem>Surveys</guimenuitem>\r
  31                     </menuchoice>.</para>\r
  32                 <para>\r
  33                     <mediaobject>\r
  34                         <alt>surveys interface</alt>\r
  35                         <imageobject>\r
  36                             <imagedata scalefit="0" fileref="../media/survey-1.png"/>\r
  37                         </imageobject>\r
  38 \r
  39                     </mediaobject>\r
  40                 </para>\r
  41             </informalfigure>\r
  42 \r
  43         </step>\r
  44 \r
  45         <step>\r
  46             <informalfigure>\r
  47                 <para>The <guilabel>Survey List</guilabel> will open. In this example the table is\r
  48                     empty because no surveys have been created. Click <guibutton>Add New\r
  49                         Survey</guibutton>. </para>\r
  50                 <para>\r
  51                     <mediaobject>\r
  52                         <alt>surveys interface</alt>\r
  53                         <imageobject>\r
  54                             <imagedata width="100%" scalefit="1" fileref="../media/survey-2.png"/>\r
  55                         </imageobject>\r
  56 \r
  57                     </mediaobject>\r
  58                 </para>\r
  59             </informalfigure>\r
  60 \r
  61         </step>\r
  62 \r
  63         <step>\r
  64             <informalfigure>\r
  65                 <para>Fill out the <guilabel>New Survey</guilabel> form, then click <guibutton>Save\r
  66                         Changes</guibutton>. </para>\r
  67                 <para>\r
  68                     <mediaobject>\r
  69                         <alt>surveys interface</alt>\r
  70                         <imageobject>\r
  71                             <imagedata scalefit="0" fileref="../media/survey-3.png"/>\r
  72                         </imageobject>\r
  73 \r
  74                     </mediaobject>\r
  75                 </para>\r
  76             </informalfigure>\r
  77             <para>A few tips when creating a new survey:</para>\r
  78             <itemizedlist>\r
  79                 <listitem>\r
  80                     <para><guilabel>Start Date</guilabel> must always be in the future. It is not\r
  81                         possible to add questions to a survey after the start date.</para>\r
  82                 </listitem>\r
  83                 <listitem>\r
  84                     <para>Dates should be in YYYY-MM-DD format</para>\r
  85                 </listitem>\r
  86                 <listitem>\r
  87                     <para><guilabel>OPAC Survey?</guilabel> and <guilabel>Poll Style?</guilabel> are\r
  88                         not yet implemented - leave unchecked</para>\r
  89                 </listitem>\r
  90                 <listitem>\r
  91                     <para>Check <guilabel>Is Required</guilabel> if the survey should be mandatory\r
  92                         for all new patrons</para>\r
  93                 </listitem>\r
  94                 <listitem>\r
  95                     <para>Check <guilabel>Display in User Summary</guilabel> to make survey answers\r
  96                         visible from patron records</para>\r
  97                 </listitem>\r
  98             </itemizedlist>\r
  99 \r
 100         </step>\r
 101 \r
 102         <step>\r
 103             <informalfigure>\r
 104                 <para>A summary of your new survey will appear. Type the first survey question in\r
 105                     the <guilabel>Question</guilabel> field, then click <guibutton>Save Question\r
 106                         &amp; Add Answer</guibutton>. Survey questions are multiple\r
 107                     choice.</para>\r
 108 \r
 109                 <para>\r
 110                     <mediaobject>\r
 111                         <alt>surveys interface</alt>\r
 112                         <imageobject>\r
 113                             <imagedata scalefit="0" fileref="../media/survey-4.png"/>\r
 114                         </imageobject>\r
 115 \r
 116                     </mediaobject>\r
 117                 </para>\r
 118             </informalfigure>\r
 119 \r
 120 \r
 121         </step>\r
 122 \r
 123         <step>\r
 124             <informalfigure>\r
 125                 <para>Enter possible multiple choice answers and click <guibutton>Add\r
 126                         Answer</guibutton>. Each question may have as many answers as you\r
 127                     like.</para>\r
 128                 <para>\r
 129                     <mediaobject>\r
 130                         <alt>surveys interface</alt>\r
 131                         <imageobject>\r
 132                             <imagedata scalefit="0" fileref="../media/survey-5.png"/>\r
 133                         </imageobject>\r
 134 \r
 135                     </mediaobject>\r
 136                 </para>\r
 137             </informalfigure>\r
 138 \r
 139         </step>\r
 140 \r
 141         <step>\r
 142           <informalfigure>  <para>Repeat the steps above to add as many questions and answers as you wish. When\r
 143                 finished click <guibutton>Save</guibutton>, then <guilabel>Go Back</guilabel> to\r
 144                 return to the survey list.</para>\r
 145             <para><mediaobject>\r
 146                 <alt>surveys interface</alt>\r
 147                 <imageobject>\r
 148                     <imagedata scalefit="0" fileref="../media/survey-6.png"/>\r
 149                 </imageobject>\r
 150                 \r
 151             </mediaobject></para></informalfigure>\r
 152             \r
 153         </step>\r
 154         <step>\r
 155             <informalfigure><para>Your new survey will appear in the <guilabel>Survey List</guilabel> table.  To make further changes click the survey name to open the detailed view.</para>\r
 156        \r
 157             <para><mediaobject>\r
 158                 <alt>surveys interface</alt>\r
 159                 <imageobject>\r
 160                     <imagedata width="100%" scalefit="1" fileref="../media/survey-7.png"/>\r
 161                 </imageobject>\r
 162                 \r
 163             </mediaobject></para></informalfigure>\r
 164                 \r
 165         </step>\r
 166     </procedure>\r
 167     <informalfigure><para>This is what the survey looks like in the patron registration/edit screen. Note that in\r
 168         this example this survey question appears in red and is required as the\r
 169             <guilabel>Is Required</guilabel> box was checked when creating the survey.</para>\r
 170     \r
 171     <para><mediaobject>\r
 172         <alt>surveys interface</alt>\r
 173         <imageobject>\r
 174             <imagedata width="100%" scalefit="1" fileref="../media/survey-8.png"/>\r
 175         </imageobject>\r
 176         \r
 177     </mediaobject></para></informalfigure>\r
 178     \r
 179     <informalfigure><para>To see a patron’s response to a survey, retrieve the patron record. Click <menuchoice><guimenu>Other</guimenu><guimenuitem>Surveys</guimenuitem></menuchoice> to see the response.</para>\r
 180     <para><mediaobject>\r
 181         <alt>surveys interface</alt>\r
 182         <imageobject>\r
 183             <imagedata scalefit="0" fileref="../media/survey-9.png"/>\r
 184         </imageobject>\r
 185         \r
 186     </mediaobject>\r
 187        <mediaobject>\r
 188             <alt>surveys interface</alt>\r
 189             <imageobject>\r
 190                 <imagedata scalefit="0" fileref="../media/survey-10.png"/>\r
 191             </imageobject>\r
 192             \r
 193         </mediaobject></para></informalfigure>\r
 194 </section>\r