Chapter 6 - Survey Setup
Overview

What's in this Section

This chapter describes the parts of the Survey program and how they fit together. It talks about how these parts are set up during installation of the Survey program. When the Survey's directories are set up and installation complete, the Survey program is ready to receive database records from the Manager program. These records are exported as files from the Manager to directories where the Survey program can locate and read them.

In order for the Survey program to locate the files to read and the records with which to begin, several of its setup files must be delineated. These setup files (*.ini, *.inf, *.fpw) are for the most part configured by the Manager program during export and provide the links necessary for the Survey program to find the exported database files and records. In some cases, they may also be edited by the survey professional to create or alter the desired environment for Survey execution.

Once the environmental setup is successful and the Manager records can be read, the Survey program will start and carry out the instrument. Its use should be transparent, a vehicle that displays and conducts the Survey to the interviewer.

Before Running the Survey

Before Manager records are transferred to the Survey program, Manager diagnostics should be run. When the designer is certain that the records are ready for the Survey program, they must then be exported from the Manager to the appropriate instrument's directory as specified in the Survey program's Capi.ini file.


Survey Program Topics
  • Survey parts
  • Survey program installation
  • Survey setup files
  • Survey Main Menu
  • Associated Topic Links
  • Configuration of Instrument and Module environments
  • Manager Export utility
  • and Export file directories
  • Case Information Files
  •  

    Parts

    The Survey 'program' is made up of an executable program, Survey.exe, in a default directory, Win_Surv that also contains some support files; two configuration files; Capi.ini and Config.fpw and some subdirectories. You will not have to be concerned with the Config.fpw configuration file.

    When installation is run, setup asks for a directory and path, default C:\Win_Surv, in which to place the executable program, the support files, the two configuration files, and the subdirectories. If the Capi.ini configuration file is defined in advance, installation will automatically create the necessary subdirectories for each instrument defined. In most cases the designer will have to 'tinker' with the Capi.ini file whenever an instrument/module is added to the Survey. Before starting the installation process, it might be good to look at the Capi.ini file in Notepad or WordPad and set up the known instruments and their directories. See Capi.ini, Instruments and Instrument Directories sections.

    Setup Files
    There are three configuration-like files that the designer or supervisor must keep in order so that the Survey program can locate and open instrument and case files. Click on the file names below for more detail on each file.
  •  Capi.ini
  • Controls Survey program and links to instrument directories. Usually, found in the root directory, Win_Surv.
  •  <Instrument>.ini
  • Controls an instrument's links, the opening or restart question, screen options, pointers to alternate languages, etc. Found in each instrument's directory. The instruments directories are usually file folders grouped under the root directory, Win_Surv. Named after each instrument/directory with an extension of .ini
  •  <Case-ID>.inf
  • Information Sheet file that provides case-specific information for each individual 'household', if applicable. Found in the <Instrument's> directory, Infsheet folder. Named after the case-id

     

    Installation from CD-ROM

    Open the CD-ROM drive on your computer, then open the Survey directory. Double-click on the Setup.exe to install the Survey utility.

    The standard Windows installation shield will guide you through the set up. The default drive and directory for the Import utility is C:\Win_Surv. You may browse to change the drive. It is a good idea to keep the same directory, as this will entail the fewest changes in the Survey setup. The utility will create the specified directory.

     

    Setup of Survey Directory

    The figure below shows the contents of the default Survey directory, Win_srv, (C:\Win_srv) in Windows95 Explorer. This directory was created during installation as the default but its location and name could have been specified by the user. The directory contains the Survey program, Survey.exe, the setup file, Capi.ini, several database support files, and the directories of the instruments to be used by the Survey program. The configuration file you will be working with is Capi.ini.

    An additional Sound directory may be included that contains audio files (*.wav) for particular survey instruments, languages, and pick list database files.

     

    Capi.ini

    The Capi.ini file configures instrument directories, instrument names within the directories, associates screen displays with instruments and titles, and identifies some necessary case and patch file information. The file is divided into sections each represented by [SECTION_NAME]. A brief description of each section follows.

    [DEFAULT]
    section identifies information about the default instrument: 1. its directory if the interviewer makes no survey selection, and goes directly to the Case button; and 2. the title of the default instrument that will appear in the upper right of the interviewer's screen.
    [INSTRUMENTS]
    links survey-recognizable keywords to a list of the names of the multiple instruments.
    [INSTRUMENT DIRECTORIES]
    links the names of the instruments to a list of directory folders for each instrument.
    [INSTRUMENT TITLES]
    links the names of the survey instruments with a list of titles to use in the Select a Survey button. This list of options will appear in the drop down menu when the Survey button is activated on the Survey Main Menu screen.
    [CASE SIZE PER INSTRUMENT]
    limits the maximum number of cases allowed in an instrument.
    [PATCH FILE NAMES PREFIX]
    reflects the file name or directory for the multiple instruments that need patching. If no patch is needed, it need not be specified here.
    [INTERVIEW MODE TYPE]
    identifies the type of interview for the case.

    To view a more detailed configuration of the Capi.ini file that contains multiple instruments and patches extensions, see the Survey Instruments section "Modified Capi.ini" configuration.

     

    CONFIG.FPW

    The Config.fpw file sets some computer modes and survey functions for different purposes such as testing, training, interviewer use, mouse on-off, etc. It normally should not be changed.

    MEMLIMIT sets the limits for associated FoxPro applications and should not be changed.

    TITLE is no longer used.

    The rest of the keywords in the file are toggles that set various parameters for screen display environment, test modes, etc. The syntax is:

    Listed below are all of the keywords and their variable equivalents as listed in config.fpw.

    The last two groups, Fn="" and _XXXX="", are blank and are not used by the Survey program.

     

    Keywords in Config.fpw
    MEMLIMIT = 100, 4096, 32180
     
    TITLE=THE OHIO STATE UNIVERSITY
     
    ANSI=OFF
    AUTOSAVE=ON
    BELL=OFF
    BLOCKSIZE=64
    BRSTATUS=OFF
    CARRY=OFF
    CATMAN=OFF
    CENTURY=ON
    CLEAR=OFF
    CLOCK=OFF
    CODEPAGE=1252
    CONSOLE=ON
    CURSOR=OFF
    DEBUG=OFF
    DECIMALS=2
    DELETED=OFF
    DEVELOPMENT=OFF
    DEVICE=SCREEN
    DOHISTORY=OFF
    ESCAPE=ON
    ECHO=OFF
    EXACT=ON
    EXCLUSIVE=ON
    FIXED=OFF
    FULLPATH=ON
    LOCK=OFF
    LOGERROR=OFF
    MEMOWIDTH=120
    MOUSE=ON
    NOTIFY=OFF
    OPTIMIZE=ON
    PRINTER=OFF
    REFRESH=0,0
    REPROCESS=AUTO
    RESOURCE=OFF
    SAFETY=OFF
    SCOREBOARD=OFF
    STATUS=OFF
    STATUS BAR=OFF
    SYSMENU=OFF
    TALK=OFF
    TEXTMERGE=OFF
    TRBETWEEN=OFF
    TYPEHEAD=20
    VIEW=OFF
    F1=""
    F2=""
    F3=""
    F4=""
    F5=""
    F6=""
    F7=""
    F8=""
    F9=""
    F10=""
    F11=""
    F12=""
     
     
    _FOXDOC=""
    _GENGRAPH=""
    _GENSCR=""
    _GENMENU=""
    _GENPD=""
    _GENXTAB=""
    _TRANSPORTER=""
    _SPELLCHK=""
    _BEAUTIFY=""
    _STARTUP=""

     

    Survey Main Menu Screen

    If the minimal default setup was accepted as discussed above and the Survey program is run (double-click on Survey.exe), the accompanying Survey Main Menu screen appears. The buttons on the screen allow the interviewer to access various options on the screen. These options are listed and discussed briefly below.

    Selecting a SurveySelect one instrument from a list.
    Alternate LanguageSelect one alternate language from a list.
    Opening a CaseSelect one case from a list and start the Survey program.
    Restart an Old CaseSelect one case from a list of interrupted cases and start the Survey program.

    Survey ParametersChange some parameters in the instrument.
    Transmit CasesOpen the transmit cases procedures.
    HelpAccess help information
    ExitExit the Survey program

      

    Next Step

    Run the Survey program from the Main Menu.
    Go back to Table of Contents.
    Go to Post-Processing.