Hello CS Pro users
and welcome to CS Pro video tutorial:
introduction to CAPI Data Entry.
CS Pro supports computer-assisted personal interviewing.
(CAPI Data Entry)
In CAPI, the interviewer enters responses as they occur.
The interview is conducted face-to-face
and the entry application, sometimes called the instrument,
determines the question order
and performs editing of responses.
CAPI offers a flexible approach to collecting data
and can result in improved data quality
and more efficient interviewing and processing.
Creating good instruments requires training and experience
on the same level as creating batch edit programs.
In this tutorial, we will first review features
and then create a CAPI application
that will run on Windows and Android devices.
Let's begin by looking at some of the CAPI features.
These are:
Question text
Health text
Multiple languages
Response boxes
Notes
Support for partial save
Customized branching
and Immediate editing.
Let's look at each of these features beginning with question text.
Customized text for each question can be displayed at the top of the entry form.
Help text:
A help hotkey (F2) can bring up customized help information for each field.
Multiple languages:
The CAPI entry application can be developed with question and help text in several languages.
The interviewer can switch among languages as needed.
Response boxes:
During entry, a pick list of valid values for each question can be optional displayed.
This can make the interview go more smoothly.
Notes:
Interviewers can enter field level notes when needed.
Support for partial save:
If an enumerator is unable to complete an interview,
the enumerator can save the incomplete
case by selecting Save Partial Case.
The enumerator can then return later to the partially completed questionnaire and complete the interview.
Customized branching:
The entry application can determine on the fly
which forms our questions to present
based on the user's previous responses.
This is accomplished through program logic.
Immediate editing:
Responses can be edited and errors or possible mistakes
signaled to the interviewer.
This can help improve data quality.
Now that we have seen the features of CS Pro,
Let's create a CAPI application.
Open CS Pro and select Create New Application.
Click Ok.
This will be a CAPI data entry application.
So click on CAPI Data Entry Application
and click Ok.
Navigate to the folder where you wish to place the application
and then name the application.
I will give the application the name
"MyCAPI_intro".
Click on Save.
The next step is to add the dictionary
and define the items in the dictionary.
I will give the dictionary the same name as my application - MyCAPI_Intro.
Click Ok.
The dictionary does not exist yet; we'll create it.
And now CS Pro has given me a dictionary template.
We add our items to the dictionary
as we would any CS Pro dictionary
by entering the item, label, name, length, etc. for each item.
This dictionary defines, in the ID section,
the household ID.
In the person record,
a twenty character alpha field to enter a respondent name-
the name can then be included in the CAPI question text.
The Sex: A single digit, numeric field
with possible values of 1 for Male and 2 for Female.
Relationship: A one digit, numeric field
with possible values of 1 to 9
for up to 9 different relationships.
Age: A three digit, numeric field
allowing for ages 0 to 115.
Literate: A single digit, numeric field
with the possible values of one for Literate
and 2 for Not Literate.
This is how our CS Pro data dictionary will look when it is complete.
Take time to review the dictionary.
This is the dictionary we will be using for our application.
Once the dictionary is complete
switch to the Forms tab by clicking on the Forms button on the toolbar.
CS Pro now presents you with a forms template.
Select Edit, Generate Forms.
CS Pro tells you that a new set of forms based on the Input Dictionary will be generated,
and ask, "Do you want to continue?"
We'll say Yes
and we will accept the default.
Note for CAPI, it is important that Use Extended Controls is checked.
Click Ok.
CS Pro has generated the form for Household ID fields
and for the Person record.
Note that the controls have a blue outline.
These indicate an extended control.
See the CS Pro Helps for more details on extended controls.
The next step is to create the CAPI questions.
Make sure the Forms Tree is displayed
By clicking on the forms tab on the bottom of the screen.
The CAPI question will appear in this area.
Right click on the item in the Forms Tree
and select View CAPI Question
to bring up the dialog box to enter the CAPI question.
Enter the CAPI question in this panel.
This is the text that will appear on the device.
Let's enter the question text for household ID.
I will first add "Instruction to the enumerator: Enter the Household ID."
If items are not visible, make sure you click on the plus sign to make them visible.
Note the formatting options we can use them to change the formatting of the question text.
For example, we can select and change "Instruction to the enumerator" to italics.
We can select and change the color.
Here, I select Household ID and change it to red.
I select Household ID again and change it to bold.
We can select and change the font.
Here, I will select enter the Household ID and change the font to 20 point.
Take some time to explore the various formatting options available to you for the CAPI question text.
We will continue to enter the CAPI question for the remaining items.
Let's now enter the question text for Sex: "Is... Male or Female?"
We can use a fill to customize the question text.
We do this by specifying the item name surrounded by percent marks.
Here instead of using "..."
I will enter "%NAME% male or female?"
And I will change the color of NAME to make it red so we can easily identify it.
I do that by selecting the color button on the toolbar
and choosing the color I wish to use.
What appears here as NAME will be in bold red.
When the question text appears to the enumerator
%NAME% will be replaced by the name that had been entered under NAME.
In this example if John Doe is entered for the name,
the question text for Sex will be is John Doe Male or Female?
We can continue down the remaining variables by following the same procedure.
Here we see the CAPI question text we will be using in our application.
We will need a method to end the roster.
The method we will use to complete the data entry for the household,
that is ending the roster and continue the next household,
is to leave the name field blank.
That is, if the name is blank,
ask the operator whether to continue with the roster
or end the household roster.
To do this we will test to see if the name is empty.
If the first option is selected,
that is if selection is equal to one,
then we continue with the household roster.
Otherwise we end the roster by using "endgroup".
This is how it will appear entering the names on the desktop.
If we want to continue with this household we would enter a new name.
If we want to end this household and continue with the next one we leave it blank.
The accept statement gives us our option
of continuing or ending the household roster.
I'm going to end it by clicking on End Household Roster
and this case is now complete.
Now that we have written the code for our CS Pro application,
we are ready to transfer the application to our Android device and run the code.
If CS Pro is not already on the device, we install it on the device.
We get CS Pro from the Play Store.
Once CS Pro is installed, we transfer the application to the device.
The steps for transferring an application to an Android device are:
1) Create the .PFF file if it does not already exist.
2) Create the .PEN file.
3) Copy the .PFF and the .PEN file to the CSentry folder on the device.
Step 1 - Creating the .PFF file:
Running the application on Windows will automatically create the .PFF file
in your data entry application folder.
Step 2 - Creating the .PEN file:
Select - File, Publish Entry Application
from the File Menu and select Save.
This will create the .PEN file.
Step 3 - Copy the .PFF and the .PEN file to the CS Entry folder on the device.
We can use the USB cable to connect the device to the computer.
Set up the folder for the application within the CSS Entry folder on the device.
In this example the application is in the MyCAPI_Intro folder
of the CSEntry folder on the device.
After we've copied the .PFF and the .PEN files,
we are ready to execute the application on the device.
Tap on CS Entry to launch CS Pro CAPI Data Entry.
Select the application to open.
In this case it will be MyCAPI_Intro.
Once the application is open start adding new cases by tapping on Start New Case.
We begin with household #1.
So I enter "1" for the household number and tap forward.
We enter a name in the name field.
I enter the name Fred.
Tap next.
The application asks for sex.
Is Fred male or female?
Tap on the appropriate choice, then on Next.
Note that the name Fred is in the question text.
This is because we are using a fill for Name: %NAME%.
The next question we see is relationship.
What is Fred's relationship to the head of household?
In this case Fred is the head of household so we select head of household and tap Next.
We enter Fred's age.
Let's say it's 56.
Tap Next.
Can Fred read or write with understanding in any language?
Let's say, Yes.
Tap Next
and we are back at the name field.
The next person is Wilma.
Tap the Next button.
We go through the same set of questions:
Is Wilma male or female?
Tap on female.
I tap Next to go to the next field
and continue to add the remaining household members.
When I am done, I will leave the name field blank.
This tells the CS Pro application that I am done entering the members of the household.
The application displays the question,
"Are you finished entering household members?"
with two possible responses.
Continue Entering Household Roster
or End Household Roster.
I will choose End Household Roster.
I am done with data entry for this household.
This tutorial has shown the basics of CAPI Data Entry in CS Pro.
Please view the CS Pro Helps for more information on using CAPI in CS Pro.