Release notes Dub Knowledge 3.0.0

• General
• Sample Management
• Project Management

General

New Design.

Dub Knowledge has a new style. Besides the customized design of the main panel (see User Settings - more info our online manuals), the left menu has a new style. It is user friendly and well arranged into groups. The functionality remains unchanged, this means that you can use left menu and/or the main panel to navigate for some options. Note that you can use the Nebu's logo to return to the main panel:

New related items on project management screen.

Project management screen has been reorganized and new tabs were added. Each item has its own tab :



The following tabs were added :

• Versions - this tab allows you to create different versions of one project applicable for multilingual projects and sub panel projects. Further you can handle points from here. You can define points for each version if applicable. Note that if you want to create multilingual or sub panel versions you need to select at least one check box that belongs to Version in the 'General' tab. Selecting at least one box will activate options in this tab and you will be able to define different versions. If none of those boxes is selected you will be only able to define/assign points for this project. Read more about this tab here.
• Categories - moved from 'General tab (version 2.5.0), you can use your categories here. Simply select the category from a drop down and use button 'Add'.
• Samples - moved from 'General tab (version 2.5.0) allows you add samples or dynamic targets.
• URL values - used to be 'Questionnaires' (version 2.5.0) - it allows you to upload values URL values that can be used when creating links to send mails out. Use .csv file for your data.

Updates:

General tab

This tab has been reorganized and items from this tab has created new tabs 'Samples' and 'Categories'. Some new functionality has been added or renamed:

• Version - previously 'Divisions' and a new tab that is directly connected with this functionality has been added - 'Versions'
• Status - is a new item, allows you to monitor and change status of the project.
• Warning email address this field is not in use yet - it is intended for a future development.

Version tab

In this tab you can manage versions/links for the project based on sub-panel and/or the version features (language and country). In other words it is possible to have different links for different sub-panels, languages and countries in the same project. Note that in the 'Project Version list' is always one version set/to true. This version is used when the version properties of the respondent don't match with any specific version requirement. For example you have defined patterns for English/German/Dutch and mark English as the default version. When a Finnish respondent comes in the system forward him to the English URL but if a German comes in the respondent will get the German version. All of the properties (sub-panel/language/country) must match otherwise the system uses the default one.

You can also define how much points should respondents get when:

• Completed interview
• Quota full
• Screened out

See how the tab will look like for all general projects. Sub-panel, Preferred language and Country are not selected/ Not used. Only column Default is active. (When you select the version or click new you will be able to define URL pattern and points. All other fields will be grayed out.):



If you wish to use one of the options sub panel, language or country go to 'General tab' and check appropriate check box and when you return to this tab the tab will be activated.

To add a new version or define points for your project press button 'New'. This screen will open:

You can define :

• Sub panel - in our example is not active because we did not select the box sub-panel in the General tab. (Note that if you don't have defined sub panels this option will be grayed out - you will not be able to select it/)
• Preferred language and Country (1) - you can choose a country and language from a drop down menu. If you haven't select the check box 'Preferred language' and/or 'Country' these options will be grayed out - not active.
• Default (2) - in case of multilingual or sub panels projects you need to select a version that will be default. For all others there will be only one version so you do not needed to select anything.
• Status - you can updated status here. Note that before this project starts it is not possible to change status - option grayed out.
• URL pattern (3) - The URL pattern is just a string which contains the absolute URL to the 3rd party data collection system. We call it a pattern because it’s possible to embed dynamic values in it. These values get filled just before we use the URL for forwarding. You can use buttons that are present under this field such as:
  
  • URL value - if you have uploaded a file with your URL's. You can use this option when the client wants to get some specific value in the URL to be able to authenticate or at least register the respondent. It’s possible to upload a list of values into the database and later assign these values to the forwarding URL-s. Of course it’s also possible to define the pattern as just a custom value so the whole URL-s can be uploaded. The file of URL values is expected to be a text file containing rows of tab separated (if there are multiple values per row) list of Unicode strings. Let’s suppose we want to add two custom values to each URL. Then we need a file with a list having two values in each line and the values separated by a tab character. To reference the value in the URL pattern we use the following syntax: <#UploadedValue[1]>. Where 1 is the index of the value in the given row (indexing starts from 1). So in our example we should just use 1 and 2.
    The uploaded custom values are assigned only once. The application supports viewing, appending and deleting values from the uploaded list.
    If a respondent starts a questionnaire we assign the URL to him right before it is forwarded and stored so when he stops in the middle and later starts again we assign exactly the same URL to him again.
    
  • Features - this allows you to send out information about any feature from your system - you can select feature from a list. This means that you can pass any of the panelist’s known attributes to the 3rd party system as a parameter in the URL. Syntax: <#DubKnowledge[7/First name]> or just <#DubKnowledge[7]>. The Dub Knowledge application helps to browse or look up a feature from the system when editing a URL pattern.
  • ID Parameter - When the respondent arrives to Dub Knowlegde routing application after the invitation he/she is identified and the project from a special parameter added to the start link in the invitation email. This ID parameter is a hash (encrypted information) of the person and the project id. The system immediately tries to set this as a cookie value in his browser (the life cycle is just for the browser session) to be able to identify him and project when we get back the control from the 3rd party data collection system. As cookies are not always working there’s also a possibility to pass and then get back this id hash as an URL parameter. The 3rd party system should be prepared to handle this of course. To pass this parameter the following syntax should be used: <#IdParameter[Name]>=<#IdParameter[Value]>. The system expects to get back the same parameter name and value when the router application gets back the execution.
  • ID Project -
  An example of such a link can be:
  
  http://www.dubinterviewer.com/scripts/DubInterViewer.dll/Frames?Quest=xx&password=<#DubKnowledge[1201/Password]>&project=<#ProjectID[]>
• Assign points (4) - you can define different points for each version if you wish.
• Preset - you can save your URL pattern for later use> For example when you want to create multiple versions for one project.

Important: Dub Knowledge sends out emails with invitations for a participation in a project. It is important to define a link back to Dub Knowledge so the data can be stored. Dub Knowledge uses web application to send out these links called Dub Knowledge routing (DKR) when this application is installed the following three properties are also set:

endActionName = end
endIdParameterName = id
endResultParameterName = rst

1. By default end must be the action which is the last part in the URL before the first parameter. For example:
   
   http://something.com/DKR/end?rst=1
2. If the 3rd party system gives back the id hash value then the parameter name must be the value of endIdParameterName (default: id).
3. It’s very important to pass the result code of the questionnaire in the parameter defined by endResultParameterName (default: rst). The valid values are 1 – Completed, 2 – Screened out, 3 – Quota full.

Samples tab

You can assing existing samples or dynamic targets to your project. The new functionality that has been added is 'Edit quotas'(2) from here after you selected sample or dynamic target(1):



Press button 'Edit quotas' and you will reach this screen:



You can define:

• NetN (1) - double clik in the field allows you to enter number of completes you need.
• Auto close (2) - check this check box if you wish to close this cell after the NetN has been reached.
• Global auto close (3) - check this check box if you wish to close all cells if the Total for all cells is reached.

Project progress overview.

You can monitor all your projects from one central point. Select menu item 'Overviews'(1) from the left menu and choose 'Project overviews'(2). You will reach this screen:



You can use filter(3) to narrow your list. It is possible to filter by 'Entity type'; 'Status'; Author (Created by) and time period.

The actual 'Project overview list'(4) contains detailed information about each project.

Critical actions log overview (with filtering).

A new option has been added to Dub Knowledge under 'System info'(1) -> Critical actions (2). This screen allows you to monitor all critical actions that can influence DubKnowledge. You can filter stored information (3). Further you can also see who has done what and when this has happened.

Routing Application.

Dub Knowledge (DK) is responsible for selecting and inviting respondents for a survey and keeping track of the individual status of the participation. Dub Knowledge sends out invitation mails which contain a link to the web application (called Dub Knowledge Routing ~ DKR). After checking some circumstances and registering the 'Started' status, Dub Knowledge Routing forwards the panelist to the 3rd party data collection system. When the questionnaire is finished we expect to get back the result in a pass back URL to be able to update the result and to show an end page to the respondent.

To manage the connection there are two main questions:

• How to set up and what are the possibilities for the 3rd party URL? --> See new features of Poject management -> URL values.
• How to link back and pass the result code to the DKR application? --> Also described above in the Project management release Routing back - Important

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Sample Management

Sample groups.

A new functionality has been added to Sample Management screen. This functionality allows you to create sample groups within your sample. Here is a simple illustration how the system is designed when option 'Used grouped sampling' selected. This option is available for both samples normal and scheduled:

Note: You can define as many groups as you want. Important you can switch back from grouped mode to normal mode any time during creation of your sample but remember that groups will be deleted and if you decide to switch back to grouped mode you will need to define your groups again!!!

As mentioned above to use this functionality you need to check the box in the first screen 'Use grouped sampling':





When this option is selected you will need to go through 'Groups main screen'. This screen comes after you create a first base selection. In this screen you can create as many groups as you wish. Follow the wizard and define for each group:

1. their own selection (narrowing the base selection – and not the entire panel)
2. elimination (sub-set of the base elimination criteria)
3. balancing (rim conditions and quotas) settings
4. membership without overlapping members within the sample: one member of a sample group can’t be a member of another group in the same sample

Elimination and elimination report.

It is a new functionality that has been added to Sample management screen. It allows you to create elimination selection from the base selection. To use this functionality you need to check the option 'Use elimination'. The system is designed in the following way. (Note if you use grouped sampling after elimination selection screen you will be able to define different groups.) :



As mentioned above to use this functionality you need to check the box 'Use elimination' in the first screen of the wizard. This option is available for both samples normal as well as scheduled.:



You will reach the 'Sample elimination screen' after you define the base selection.

In this screen you can define elimination conditions [1] for the whole sample in case you don't use groups or you can define conditions for different groups. Note that by default all eliminations will be marked for use while creating different groups. This means that if you don't want to use some elimination condition for one of the groups you need to deselect it.

You can create an elimination report by checking the button 'Create report' [2]:

In case you want to define different groups option 'Grouped sampling' will be selected. You will be able to select if you want or don't want to use elimination conditions defined in the base elimination screen for each group. This screen depends on the conditions set in the 'Base elimination screen' described above:



In the list [1] you will see all conditions that you have defined. You can uncheck the box with your mouse or use the buttons [2] to select or deselect conditions from the list. These buttons are useful in case you have many conditions. Above the selection you will get an amount (not for scheduled samples) [3] of eliminated members.

Elimination report

If you have selected option 'Create report' in the elimination screen you can view your report immediately after the sample is created. Select the sample [1] en use the button 'Details'[2]:



A pop up wil opens and you will get details of your Sample:



You can view all kinds of information from the General information to Execution information (how long took the creation of the sample). You can view:

Selection information - this can be imported as a text so you can copy past it if needed.
Selection report - if this option was checked



Elimination information those can be also imported as a text.
Elimination report - if as mentioned above this option selected. You will be able to view how many members were eliminated from each criteria :



Cell/Rim information - also possible to import as a text.

Selection report.

It is an optional report that allows you to create a report from your selection use button 'Create report'. This report is available:

• For direct samples it is available as a real-time functionality.
• For finished scheduled samples it is available only from the sample details.
• For samples where the selection part is ready. The result of this report is stored in the database since it is valid only for a snapshot of the database.

New operator type: dynamic filters are usable as selection conditions.

It is now possible to use dynamic filters as a selection requirement. Press button 'Dynamic filter req'(1):



The following dialog will pop up and you will be able to select dynamic target that you want to use from a drop down menu (2). You will see all dynamic targets that are present in your system.

New operator type: category exclusions can be used as selection conditions and the operator is extended for projects, include option also available.

It is now possible to use category as a selection requirement. Press button 'Category req'(1):



The following dialog will pop up:



Define category(2), operator(3) and if needed filter (4) and press 'Ok'(5).

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Project Management

Point handling: points can be set according to questionnaire statuses, and can be set up by version. Passing point values different from the declared ones under statuses is also possible, as an URL parameter.

You can define this when creating/editing project. Select tab 'Versions' and select existing or create new 'Versions'. You will reach the following screen:



You can define different points (1) for:

• Completed points
• Quota full points
• Screened out points

Project versions (exchanging project divisions) with URL pattern presets.

It is possible to save URL for later use:

Possibility of loading the content of previously generated mails.

When creating 'Mail schedules' you can use mail content of the previously generated mails. Select tab 'Mail content'(1) and create 'New'(2):



Choose again a tab 'Mail content' (1) and use a drop down menu to select one of the previous mails (2) and press 'Load'(3):

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