Fielding Surveys with formr

---

## .center[Fielding Surveys with formr]

]

### <svg aria-hidden="true" role="img" viewBox="0 0 448 512" style="height:1em;width:0.88em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:white;overflow:visible;position:relative;"><path d="M272 304h-96C78.8 304 0 382.8 0 480c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32C448 382.8 369.2 304 272 304zM48.99 464C56.89 400.9 110.8 352 176 352h96c65.16 0 119.1 48.95 127 112H48.99zM224 256c70.69 0 128-57.31 128-128c0-70.69-57.31-128-128-128S96 57.31 96 128C96 198.7 153.3 256 224 256zM224 48c44.11 0 80 35.89 80 80c0 44.11-35.89 80-80 80S144 172.1 144 128C144 83.89 179.9 48 224 48z"/></svg> John Paul Helveston, Ph.D.
### <svg aria-hidden="true" role="img" viewBox="0 0 512 512" style="height:1em;width:1em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:white;overflow:visible;position:relative;"><path d="M243.4 2.6l-224 96c-14 6-21.8 21-18.7 35.8S16.8 160 32 160v8c0 13.3 10.7 24 24 24H456c13.3 0 24-10.7 24-24v-8c15.2 0 28.3-10.7 31.3-25.6s-4.8-29.9-18.7-35.8l-224-96c-8.1-3.4-17.2-3.4-25.2 0zM128 224H64V420.3c-.6 .3-1.2 .7-1.8 1.1l-48 32c-11.7 7.8-17 22.4-12.9 35.9S17.9 512 32 512H480c14.1 0 26.5-9.2 30.6-22.7s-1.1-28.1-12.9-35.9l-48-32c-.6-.4-1.2-.7-1.8-1.1V224H384V416H344V224H280V416H232V224H168V416H128V224zm128-96c-17.7 0-32-14.3-32-32s14.3-32 32-32s32 14.3 32 32s-14.3 32-32 32z"/></svg> The George Washington University | Dept. of Engineering Management and Systems Engineering
### <svg aria-hidden="true" role="img" viewBox="0 0 448 512" style="height:1em;width:0.88em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:white;overflow:visible;position:relative;"><path d="M152 64H296V24C296 10.75 306.7 0 320 0C333.3 0 344 10.75 344 24V64H384C419.3 64 448 92.65 448 128V448C448 483.3 419.3 512 384 512H64C28.65 512 0 483.3 0 448V128C0 92.65 28.65 64 64 64H104V24C104 10.75 114.7 0 128 0C141.3 0 152 10.75 152 24V64zM48 248H128V192H48V248zM48 296V360H128V296H48zM176 296V360H272V296H176zM320 296V360H400V296H320zM400 192H320V248H400V192zM400 408H320V464H384C392.8 464 400 456.8 400 448V408zM272 408H176V464H272V408zM128 408H48V448C48 456.8 55.16 464 64 464H128V408zM272 192H176V248H272V192z"/></svg> June 15, 2023

]

---

# Making a survey in formr

---

# Building a survey in [formr](https://formr.org/)

<br>

## - Use _RMarkdown / html_ to create survey elements

## - Copy elements to a _Google Sheet_

## - Import Google Sheets into formr _surveys_

## - Link surveys together in formr _runs_

---

# My Recommentation:<br>Draft your survey in RMarkdown

### .center[Survey content in `demoSurvey.Rmd`]

]

### .center[[Google sheet](https://docs.google.com/spreadsheets/d/13jSdlIDFRVsIHbiObgyZlPTGovIcB-xDQ0dkhL75fZQ/edit?usp=sharing)]

]

### .center[[Live survey](https://demosurvey.formr.org/)]

]

---

# .center[formr row types [(more here)](https://formr.org/documentation#available_items)]

Type | Description
-----|---------------------
`note` | Display content in `label` column
`submit` | Next page button
`mc` | Multiple choice question (single choice)
`mc_multiple` | Multiple choice question (multiple choices)
`mc_button` | Multiple choice question (large buttons)
`select_one` | Drop down menu (choose one)
`text` | Open text, single row
`textarea` | Open text, block

---

# Some Guidelines

- Be sure that any data / images are hosted somewhere on the web

- Consider each new page a **New R Session** (reload libraries, etc.)

---

# Embedding images

I recommend just writing html code, like this

```html
<img src="https://github.com/jhelvy/2023-qux-conf-conjoint/blob/main/images/logo.png?raw=true" width=250>
```

---

# Centered image

I recommend just writing html code, like this

```html
<center>
<img src="https://github.com/jhelvy/2023-qux-conf-conjoint/blob/main/images/logo.png?raw=true" width=250>
</center>
```

---

# Check your urls carefully!

<br>

This is the link to the **Github page** with the image:

https://github.com/jhelvy/2023-qux-conf-conjoint/blob/main/images/logo.png

This is the link to the **actual image**:

https://github.com/jhelvy/2023-qux-conf-conjoint/blob/main/images/logo.png?raw=true

---

# Two ways to define choice options

Add "choice" columns

]

Use `choices` tab<br>(when you have a lot of choices)

Example: "Year of birth" in [this demo](https://docs.google.com/spreadsheets/d/13jSdlIDFRVsIHbiObgyZlPTGovIcB-xDQ0dkhL75fZQ/edit?usp=sharing)]

]

---

# Control the way things look in `class` column

# ([options here](https://formr.org/documentation#sample_survey_sheet))

---

# Importing survey into formr

### formr.org --> Admin --> Surveys --> Create new survey

### (Make sure your Google Sheet is visible!)

---

# Make a run

## formr.org --> Admin --> Runs --> Create new run

<br>

# Insert survey with <svg aria-hidden="true" role="img" viewBox="0 0 448 512" style="height:1em;width:0.88em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:currentColor;overflow:visible;position:relative;"><path d="M64 32C28.7 32 0 60.7 0 96V416c0 35.3 28.7 64 64 64H384c35.3 0 64-28.7 64-64V96c0-35.3-28.7-64-64-64H64zM325.8 139.7l14.4 14.4c15.6 15.6 15.6 40.9 0 56.6l-21.4 21.4-71-71 21.4-21.4c15.6-15.6 40.9-15.6 56.6 0zM119.9 289L225.1 183.8l71 71L190.9 359.9c-4.1 4.1-9.2 7-14.9 8.4l-60.1 15c-5.5 1.4-11.2-.2-15.2-4.2s-5.6-9.7-4.2-15.2l15-60.1c1.4-5.6 4.3-10.8 8.4-14.9z"/></svg>

<br>

# Insert stop with <svg aria-hidden="true" role="img" viewBox="0 0 384 512" style="height:1em;width:0.75em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:currentColor;overflow:visible;position:relative;"><path d="M0 128C0 92.7 28.7 64 64 64H320c35.3 0 64 28.7 64 64V384c0 35.3-28.7 64-64 64H64c-35.3 0-64-28.7-64-64V128z"/></svg>

---

## Change order by adjusting numbers & clicking "Reorder"

---

# Make it "live" with the volume buttons

---

# Fine tune look & feel in "Settings"

---

# Making a _conjoint_ survey in formr

# (Detailed demo in [this blog post](https://www.jhelvy.com/posts/2021-09-18-choice-based-conjoint-surveys-in-r-with-formr/))

---

## Full demo in the [formr4conjoint](https://github.com/jhelvy/formr4conjoint) repo from GitHub

(code used in the related [blog post](https://www.jhelvy.com/posts/2021-09-18-choice-based-conjoint-surveys-in-r-with-formr/))

---

# 3 Parts

<br>

- ### **Part 1**: Intro
- ### **Part 2**: Conjoint questions
- ### **Part 3**: Other / demographic questions

---

# 3 Parts

<br>

- ### **Part 1**: Intro --> .red[screen for target population]
- ### **Part 2**: Conjoint questions --> .red[screen for random answers]
- ### **Part 3**: Other / demographic questions

---

# .center[Displaying your choice questions online]

.center[(See example in [part two](https://docs.google.com/spreadsheets/d/1Ih3Pt6uz-gp5vc0SBxBzl4K0aZoRLwI6dtdtZiXSLz0/edit#gid=1611481919) demo google sheet)]

<br>

### 1. Export your choice questions as a .csv file
### 2. Upload your .csv file somewhere (e.g. GitHub)
### 3. Use R code to extract the values to display 
### 4. Use RMarkdown to display the values

---

### 1. Export your experiment design (from [{cbcTools}](https://github.com/jhelvy/cbcTools)) as a .csv file

```r
write_csv(design, here('choice_questions.csv'))
```

### 2. Upload your .csv file somewhere

### Inside a formr run (private)

]]

### github.com (public)

.font200[[<svg aria-hidden="true" role="img" viewBox="0 0 496 512" style="height:1em;width:0.97em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:currentColor;overflow:visible;position:relative;"><path d="M165.9 397.4c0 2-2.3 3.6-5.2 3.6-3.3.3-5.6-1.3-5.6-3.6 0-2 2.3-3.6 5.2-3.6 3-.3 5.6 1.3 5.6 3.6zm-31.1-4.5c-.7 2 1.3 4.3 4.3 4.9 2.6 1 5.6 0 6.2-2s-1.3-4.3-4.3-5.2c-2.6-.7-5.5.3-6.2 2.3zm44.2-1.7c-2.9.7-4.9 2.6-4.6 4.9.3 2 2.9 3.3 5.9 2.6 2.9-.7 4.9-2.6 4.6-4.6-.3-1.9-3-3.2-5.9-2.9zM244.8 8C106.1 8 0 113.3 0 252c0 110.9 69.8 205.8 169.5 239.2 12.8 2.3 17.3-5.6 17.3-12.1 0-6.2-.3-40.4-.3-61.4 0 0-70 15-84.7-29.8 0 0-11.4-29.1-27.8-36.6 0 0-22.9-15.7 1.6-15.4 0 0 24.9 2 38.6 25.8 21.9 38.6 58.6 27.5 72.9 20.9 2.3-16 8.8-27.1 16-33.7-55.9-6.2-112.3-14.3-112.3-110.5 0-27.5 7.6-41.3 23.6-58.9-2.6-6.5-11.1-33.3 2.6-67.9 20.9-6.5 69 27 69 27 20-5.6 41.5-8.5 62.8-8.5s42.8 2.9 62.8 8.5c0 0 48.1-33.6 69-27 13.7 34.7 5.2 61.4 2.6 67.9 16 17.7 25.8 31.5 25.8 58.9 0 96.5-58.9 104.2-114.8 110.5 9.2 7.9 17 22.9 17 46.4 0 33.7-.3 75.4-.3 83.6 0 6.5 4.6 14.4 17.3 12.1C428.2 457.8 496 362.9 496 252 496 113.3 383.5 8 244.8 8zM97.2 352.9c-1.3 1-1 3.3.7 5.2 1.6 1.6 3.9 2.3 5.2 1 1.3-1 1-3.3-.7-5.2-1.6-1.6-3.9-2.3-5.2-1zm-10.8-8.1c-.7 1.3.3 2.9 2.3 3.9 1.6 1 3.6.7 4.3-.7.7-1.3-.3-2.9-2.3-3.9-2-.6-3.6-.3-4.3.7zm32.4 35.6c-1.6 1.3-1 4.3 1.3 6.2 2.3 2.3 5.2 2.6 6.5 1 1.3-1.3.7-4.3-1.3-6.2-2.2-2.3-5.2-2.6-6.5-1zm-11.4-14.7c-1.6 1-1.6 3.6 0 5.9 1.6 2.3 4.3 3.3 5.6 2.3 1.6-1.3 1.6-3.9 0-6.2-1.4-2.3-4-3.3-5.6-2z"/></svg>](https://github.com/)]

[apples example](https://github.com/jhelvy/formr4conjoint)

]]

---

# .center[Serialize the experiment design]

```r
df
```

```
#>   profileID altID price fuelEconomy accelTime powertrain
#> 1         9     1    25          30         6   Gasoline
#> 2        11     2    20          20         7   Gasoline
#> 3        23     3    20          25         8   Gasoline
```

```r
df_json <- jsonlite::serializeJSON(df)
df_json
```

```
#> {"type":"list","attributes":{"names":{"type":"character","attributes":{},"value":["profileID","altID","price","fuelEconomy","accelTime","powertrain"]},"class":{"type":"character","attributes":{},"value":["data.frame"]},"row.names":{"type":"integer","attributes":{},"value":[1,2,3]}},"value":[{"type":"integer","attributes":{},"value":[9,11,23]},{"type":"integer","attributes":{},"value":[1,2,3]},{"type":"double","attributes":{},"value":[25,20,20]},{"type":"double","attributes":{},"value":[30,20,25]},{"type":"double","attributes":{},"value":[6,7,8]},{"type":"integer","attributes":{"levels":{"type":"character","attributes":{},"value":["Gasoline","Electric"]},"class":{"type":"character","attributes":{},"value":["factor"]}},"value":[1,1,1]}]}
```

---

### Using the `calculate` type ([example sheet](https://docs.google.com/spreadsheets/d/1Ih3Pt6uz-gp5vc0SBxBzl4K0aZoRLwI6dtdtZiXSLz0/edit#gid=1611481919))

RMarkdown

```r
# Read in the choice questions
library(tidyverse)
design <- read_csv("https://raw.githubusercontent.com/jhelvy/formr4conjoint/master/survey/choice_questions.csv")

# Define the respondent ID
respondentID <- sample(design$respID, 1)

# Create the subset of rows for that respondent ID
df <- design %>%
    filter(respID == respondentID) %>%
    mutate(image = paste0("https://raw.githubusercontent.com/jhelvy/formr4conjoint/master/survey/images/", image))

# Convert df to json
df_json <- jsonlite::serializeJSON(df)
```

]

Google sheet

]

---

## Random choice questions as **buttons**

Use the `mc_button` question type

### `label`

- Show your question text
- Insert a code chunk to create one-row data frame for each alternative

### `choice` columns

- Insert RMarkdown code to display each alternative

]

]

---

## Random choice questions as **buttons**

Create separate data frames for each alternative

```r
library(dplyr)

alts <- jsonlite::unserializeJSON(df_json)
alt1 <- alts %>% filter(altID == 1)
alt2 <- alts %>% filter(altID == 2)
alt3 <- alts %>% filter(altID == 3)
```

]

Use RMarkdown formatting to display content in each alternative

```r
***Option 1**

***Price**: $ `r alt1$price`
***Powertrain**: $ `r alt1$powertrain`
***Fuel Economy**: `r alt1$fuelEconomy` mpg
***0-60 Accel. Time**: `r alt1$accelTime` s
```

**Option 1**

**Price**: $ 25<br>
**Powertrain**: $ Gasoline<br>
**Fuel Economy**: 30 mpg<br>
**0-60 Accel. Time**: 6 s

]

---

## Random choice questions as **table**

- Use the `mc_button` question type

- Show your question text
- Insert a code chunk to modify `alts` data frame & display it using `kable()`
- Use [kableExtra](https://haozhu233.github.io/kableExtra/awesome_table_in_html.html#Basic_HTML_table) to control table styling

### `choice` columns

- Simple text / number for each option

]

]

---

## Random choice questions as **table**

```r
library(dplyr)

alts <- jsonlite::unserializeJSON(df_json) %>% 
  # Add $ sign to price
  mutate(price = scales::dollar(price)) %>% 
  # Make nicer attribute labels
  select(
    `Option:`             = altID, 
    `Powertrain:`         = powertrain,
    `Price:`              = price, 
    `Fuel Economy (mpg):` = fuelEconomy, 
    `Accel. Time (s):`    = accelTime)

# Drop row names
row.names(alts) <- NULL
```

]

Display the _transpose_, `t(alts)`

```r
kable(t(alts))
```

<table>
<tbody>
  <tr>
   <td style="text-align:left;"> Option: </td>
   <td style="text-align:left;"> 1 </td>
   <td style="text-align:left;"> 2 </td>
   <td style="text-align:left;"> 3 </td>
  </tr>
  <tr>
   <td style="text-align:left;"> Powertrain: </td>
   <td style="text-align:left;"> Gasoline </td>
   <td style="text-align:left;"> Gasoline </td>
   <td style="text-align:left;"> Gasoline </td>
  </tr>
  <tr>
   <td style="text-align:left;"> Price: </td>
   <td style="text-align:left;"> $25 </td>
   <td style="text-align:left;"> $20 </td>
   <td style="text-align:left;"> $20 </td>
  </tr>
  <tr>
   <td style="text-align:left;"> Fuel Economy (mpg): </td>
   <td style="text-align:left;"> 30 </td>
   <td style="text-align:left;"> 20 </td>
   <td style="text-align:left;"> 25 </td>
  </tr>
  <tr>
   <td style="text-align:left;"> Accel. Time (s): </td>
   <td style="text-align:left;"> 6 </td>
   <td style="text-align:left;"> 7 </td>
   <td style="text-align:left;"> 8 </td>
  </tr>
</tbody>
</table>

]

---

<br>

## .center[Back to workshop website:<br><br> https://jhelvy.github.io/2023-qux-conf-conjoint/]

@JohnHelveston <svg aria-hidden="true" role="img" viewBox="0 0 512 512" style="height:1em;width:1em;vertical-align:-0.125em;margin-left:auto;margin-right:auto;font-size:inherit;fill:white;overflow:visible;position:relative;"><path d="M459.37 151.716c.325 4.548.325 9.097.325 13.645 0 138.72-105.583 298.558-298.558 298.558-59.452 0-114.68-17.219-161.137-47.106 8.447.974 16.568 1.299 25.34 1.299 49.055 0 94.213-16.568 130.274-44.832-46.132-.975-84.792-31.188-98.112-72.772 6.498.974 12.995 1.624 19.818 1.624 9.421 0 18.843-1.3 27.614-3.573-48.081-9.747-84.143-51.98-84.143-102.985v-1.299c13.969 7.797 30.214 12.67 47.431 13.319-28.264-18.843-46.781-51.005-46.781-87.391 0-19.492 5.197-37.36 14.294-52.954 51.655 63.675 129.3 105.258 216.365 109.807-1.624-7.797-2.599-15.918-2.599-24.04 0-57.828 46.782-104.934 104.934-104.934 30.213 0 57.502 12.67 76.67 33.137 23.715-4.548 46.456-13.32 66.599-25.34-7.798 24.366-24.366 44.833-46.132 57.827 21.117-2.273 41.584-8.122 60.426-16.243-14.292 20.791-32.161 39.308-52.628 54.253z"/></svg><br>
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