What’s New in Colectica 5.3 Part 1 Vamp EDDI 2016 - Cologne

Colectica Overview Standards-based metadata management Survey design and specification Data documentation Data lifecycle documentation As a brief overview, if you’re not familiar with Colectica, it is software for standards-based metadata management. [bullets]

Colectica and DDI Users National Statistical Organizations Longitudinal Studies Commercial Data Collectors Data Archives The types of organizations that use Colectica overlap with the types of organizations that use DDI. [bullets]

The Colectica Platform Colectica Designer Create, ingest, manage, and edit metadata Usable DDI 3 for end-users Colectica Repository Centralized, authoritative, metadata store built on DDI 3, ISO 11179, and Web Service standards Colectica Portal Search and browse metadata from Colectica Repository Colectica SDK Allows programmers to work with DDI 3 and interact with Colectica Repository 11/10/2018

New in Colectica 5.3 1. Desktop updates: SAS support 2. Portal 3. Colectica Questionnaires (preview) 4. Colectica Datasets (preview) This week we are launching Colectica 5.3, and today I will talk about what’s new in this version. First I’ll talk about what’s new in the desktop tools. Then I’ll show what’s new in Colectica Portal, though you’ll see a bit more of that when Barry gives his presentation next. Finally, two new programs which we are launching in Preview: Colectica Questionnaires and Colectica Datasets

Colectica Designer First, let’s start with Colectica Designer, the desktop metadata creation tool.

What’s new in Designer Many minor improvements and fixes One big one: SAS There have been many improvements in version 5.3. Most of these are minor, but there is one big one worth pointing out, and that is SAS support.

Ingest metadata from SAS What this looks like, is that we can now import from SAS, in addition to the other statistical file formats we support. I’ll select a sas7bdat file here. Next I’ll be prompted to choose a catalog file as well. This is going to give us the value labels that are important for interpreting the data. Then we’ll get a summary of what it’s brought in. Those are going to get brought into the local database here. Then I’ll drill into the dataset description, And it’s going to show us the list of variables it’s extracted from the SAS file. I always like to calculate the summary statistics so we can see what those look like. Now when I select the variables, we can see the descriptives statistics and any frequencies for the categorical variables.

Colectica Portal Next, Colectica Portal. I won’t spend too much time showing this, because in the next presentation Barry is going to show an example that’s live in production. We have several

Colectica Portal Built on Colectica Repository and DDI Lifecycle DDI 3 metadata format and descriptions Holistic views built up from metadata items Study or Series Comparable variables Questionnaire and question routing Allow users to easily experience the advanced features in DDI Lifecycle

Repeated and Longitudinal Support DDI Lifecycle supports harmonization We have great descriptions of longitudinal data in DDI Lifecycle Portal builds views from the metadata items Concordance tables Visualize data across time 11/10/2018

Longitudinal Support 11/10/2018

Longitudinal Support 11/10/2018

Compare Data Types

Search within views DDI items and their relationships create a large graph of metadata Portal allows searching within subsets of this metadata graph For example, searching for: Variables in particular studies or series Questions in specific survey questionnaires Concepts measured in datasets 11/10/2018

Data DDI Lifecycle has very precise data descriptions Very easy ingest process of documented data files Manage data with the Portal Variable baskets Data downloads Data subsets Custom DDI for the extract Custom Codebook documentation 11/10/2018

Data 11/10/2018

Question context DDI Lifecycle has very precise question descriptions Display question context What surveys was the question asked in? What questions were around this question in the questionnaire? 11/10/2018

Question context 11/10/2018

Questionnaire logic DDI Lifecycle has very precise questionnaire descriptions Display questionnaire logic Conditions and skip patterns Questions Sections 11/10/2018

Questionnaire logic 11/10/2018

Configuration 11/10/2018

Colectica Questionnaires On to the new apps. Colectica Questionnaires. Lon talked about this idea, and now we can take a look at what things look like.

Goals Build surveys with an intuitive user experience Use questions and blocks from question banks Multiple outputs from one survey specification Blaise PDF DDI, the open standard for survey documentation Metadata Portal Link collected data to the questionnaire using DDI metadata [bullets]

Demonstration Create a survey Reuse questions and blocks from a question bank Create new questions Add display logic Publish to Blaise and PDF Let’s take a look at some of this functionality.

Create a New Survey To start, let’s create a new survey. Just click the Create button and give our survey a name.

Welcome Next, let’s add a simple Welcome statement.

Add from a Question Bank Let’s not start from scratch. Let’s add a question from a question bank. In the palette, I can see the different types of things I can add to the design surface. But for now let’s add a question from the Repository. I have a few repositories configured here. Let’s pull from the NADDI repository. As I select a question, we can see where else the question has been used. When I choose select, it’s going to bring that question down, along with its response options.

Create New Questions Next, let’s create some new questions. We’ll start with a multiple choice question, and we’ll ask whether this is the first time the respondent has attended the conference. The choices are Yes, and No. Next, let’s ask how the respondent learned about the conference. This will also be multiple choice, and we’ll offer a few response options.

Display Logic We can also add display logic to a given question. Maybe we only want to ask how they found out about the conference if this is their first time attending. We have a built-in expression editor. It’s going to make sure we are creating valid expressions.

Add Blocks from Question Bank Next, let’s add some more content from the Repository. Instead of just a single question, let’s pull down an entire section of questions. Again I’m going to browse the NADDI repository I have configured. Let’s use this section about satisfaction with the conference. I can see it’s been used in two different surveys before. Let’s select that, and it’s going to bring down all the questions from the section. I can drill into it to see each of the seven questions it brought in. Let’s add one more sequence here. The conclusion section will bring in a couple extra items to close out the survey.

Questionnaire Visualizations Once we have created our questionnaire, we can do some different things with it. First, we can take a look at some different visualiations. IN this first one we can see a linear list of all the questions in the survey. We don’t have to drill into all the different areas, but we can see the context of each question in one view. Next we can see a flowchart of the entire survey, which gives us a birds-eye view of the routing structure of the survey.

Publish to Blaise Another thing we can do is generate some outputs. There are few different targets we support here that you can see, but for now let’s publish this to Blaise. I’ll hit Run and select the output location for the files that will be generated. If you have Blaise installed it will actually kick off the build process and launch the Blaise Data Entry Program, and we can see what this looks like.