Quick start guide - LimeSurvey 2.50+/nl

NB: Let op, dit is alleen een beknopte handleiding. Het doel is om nieuwe gebruikers de hoofdfuncties en kenmerken van LimeSurvey uit te leggen. Er is ook een gewone handleiding. Je kunt ook vragen stellen op ons forum of je aanmelden op LimeSurvey IRC channel. Doe met ons mee!

Wat is LimeSurvey?

LimeSurvey is een open source applicatie voor on-line enquêtes, het is geschreven in PHP en het is beschikbaar onder de GNU General Public License 2. De gebruiker kan met de applicatie on-line enquêtes ontwerpen en publiceren, de reacties verzamelen, statistieken aanmaken en gegevens exporteren. Je kunt LimeSurvey installeren op je eigen webserver (LimeSurvey CE) of je kunt een van de hosting services gebruiken.

In deze handleiding gaan we uit van het gebruik van een hosting service, ook bekend als LimeSurvey Pro. Als je LimeSurvey op je eigen webserver wilt zetten, lees dan installatie section in de LimeSurvey Handleiding.

Aanmaken gratis LimeSurvey account

LimeSurvey staat elke gebruiker toe om een gratis account aan te maken om de applicatie uit te kunnen proberen. Ga met de muis over Editions & Pricing in de kopregel van LimeSurvey website heen en zoek de knop Editions & Pricing onder de LimeSurvey Pro tab:

Controleer de korte vergelijking tussen LimeSurvey Pro en LimeSurvey CE.

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De options zijn: free, basic, expert en enterprise. Klik op de knop Register Now onder de optie FREE:

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Vul de volgende velden in:

• Username: de username van je account, met dit account krijg je ook toegang tot je LimeSurvey installatie;
• Email: het e-mailadres waarheen de link voor activatie wordt gestuurd;
• Password: het password van je account.

Als je met de muis over een veld gaat komt er een pop-up met een toelichting over dat veld. Je kunt je ook aanmelden voor de nieuwsbrief, je krijgt dan de laatste nieuwtjes, ondersteuning en eventueel kortingen.

NB: Je kunt je op elk moment weer uitschrijven voor de nieuwsbrief via je profiel.

LimeSurvey ondersteunt dat een gebruiker zich aanmeld via een eigen Twitter, Gmail of GitHub account. LimeSurvey neemt dan de benodigde basisinformatie over.

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Na het aanmaken van je LimeSurvey-account door het klikken op de knop SIGN UP, wordt er een e-mail naar je verstuurd. Hierin staat een activatie-link, je moet door op de link te klikken je account activeren. Als je dit doet dan ga je vanzelf door naar de LimeSurvey website, je bent dan ingelogd met je net geactiveerde account.

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Je begint hmet het aanmaken van een installatie. Klik op je username en ga naar your LimeSurvey profile:

Kies op het Profile Menu de keuze Installations om een installatie aan te gaan maken:

Daarna kun je invullen:

• de Domain name, de url-link van de enquête;
• de Server location, de serverlocatie die je het beste past.

Na het invullen en opslaan van deze velden start de installatie, die ongeveer 10 seconden duurt. De instellingenpagina ziet er ongeveer als volgt uit:

Je kunt nu de webserver benaderen door op de administration URL te klikken. Log daarna in met je LimeSurvey.org inloggegevens:

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Het eerste gebruik van LimeSurvey

Na het inloggen kom je op de installatie-pagina. van LimeSurvey. Rechtsboven is er een taakbalk. In het midden staan er zes blokken, elk met een van de LimeSurvey functionaliteiten.

De taakbalk heeft de volgende opties:

• Configuratie: Na selectie kun je de installatie beheren.
  • Instellingen: Op deze tab staan de opties waarmee je de installatie kunt aanpassen.
    • Startpagina instellingen: Gebruikers kunnen hun startpagina aanpassen;
    • Algemene instellingen: Deze gegevens gelden voor alle gebruikers en beheerders;
    • Pluginbeheer: Een gebruiker kan plugins activeren en ook plugins toevoegen aan de installatie.
  • Gebruikers: Op deze tab staan de opties die gerelateerd zijn aan gebruikers en beheer van deelnemers aan enquêtes.
    • Gebruikersbeheer: Beheerders beheren;
    • Aanmaken/wijzigen gebruikersgroepen: Gebruikers indelen in groepen;
    • Deelnemersdatabase: Een beheerder kan deelnemers beheren in een centrale database onafhankelijk van een token-table (die altijd bij één enquête hoort).
  • Geavanceerd: Alle functies die niet te maken hebben met gebruikers of instellingen.
    • Sjablooneditor: beheren van sjablonen. Een sjabloon bepaald het uiterlijk en de werking van een pagina in de enquête;
    • Beheer labelsets: Een labelset is een lijst codes met per code een tekst die bij de meeste vraagtypes gebruikt kan worden als antworoden of subvragen;
    • Controleer dataintegriteit: Controleer de data op consistency en redundancy;
    • Maak een back-up van de gehele database: Als je een upgrade wilt doen of een installatie wilt verplaatsen is een back-up handig;
    • ComfortUpdate: Een eenvoudige manier om je LimeSurvey installatie via je webbrowser simpel bij te werken.
• Surveys: A survey includes via different interconnected databases: languages, question groups, questions, question attributes, answers, subquestions, default answers, assessments, quotas, quota members, and quota language settings. By clicking on the green arrow, a window with the following options will load up:
  • Create a new survey: New surveys can be created and added to the surveys list;
  • Import a new survey: If you want to import a survey to your list of surveys, use this function;
  • Copy a survey: It allows the user to quickly copy a survey. This will appear in the surveys list from where it can be edited;
  • List surveys: It allows you you to get an overview on all the existing surveys.
• Response balance: It shows the number of responses left from your subscription. Because you have access only to a free account at the moment, 25 responses per month are available to you. If you run out of responses, purchase more from the following link;
• Storage: it represents the amount of MBs that are at your disposal to store your surveys and answers.Because you created a free account, you get 10 MB storage space. If you would like to receive more storage space, choose one of the following options from here;
• Username: By clicking on it, you can either access your user preferences or sign out from your account;
• Notifications: Different notification related to your LimeSurvey installation will be displayed here.

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Er staan 6 blokken op de startpagina van LimeSurvey:

• Enquête aanmaken
• Toon de enquêtes
• Algemene instellingen
• ComfortUpdate
• Labelsets
• Sjablooneditor

Elk blok staat voor een functie in LimeSurvey. De blokken zijn in aantal en tekst aanpasbaar in Configuratie -> Startpagina instellingen.

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Enquête aanmaken

Om een enquête aan te maken, klik op het blok Enquête aanmaken.

The Create survey page will be displayed:

The following options will be displayed:

• Base language: It is the main language of the survey. Additional languages can be added later from the settings of the survey;
• Survey title: The title of the survey has to be typed here. It can be later changed;
• Sample question: It comes disabled by default. If you enable it, a question group and question examples will be added to your survey.
• Description: A short description of the survey can be added here;
• Welcome message: The survey participants will be prompted by this welcome message if something is typed in;
• End message: Type in a message that will be displayed to the survey participants when they submit the answers to the questionnaire.

In the right part of the window, you will observe five options: General options, Presentation & navigation, Publication & access control, Notification & data management, Tokens. By clicking on each of them, more advanced menus will show up. They are used to enhance your survey. We will not insist on them because they can be edited later from the settings of the survey once it is created.

If you are done completing the fields, click on the Save and close button located in the upper-right part of the window. You will be redirected to the home page of your recently added survey:

Create a question group

A question group is used to group different elements of a survey like descriptions, questions, and answers.

To create a question group, you have to first access the survey to which you want to add the question group. To do that, click on the Surveys button located on the top toolbar from the LimeSurvey home page:

Click on the survey you wish to add the question group to. The survey page will show up. Look for the Add group panel in the middle of the page:

The following page will be displayed:

• Title: The name of the survey group;
• Description: A short description of the question group can be typed in. It can be displayed to the survey participants if the corresponding option is enabled from the settings of the survey;
• Randomization group: This function is used when you would like to randomize certain question groups (the same has to be allocated to the respective question groups);
• Relevance equation: It is used to make survey participants answer only to certain question groups, according to their prior answers.

Once done, click on the Save and close button located in the upper-right part of the window.

The last two fields from the screenshot are left empty because knowledge about the expression manager of LimeSurvey is required. If you would like to read more about it, start with our wiki on question groups.

  You must create a question group first in order to start adding questions to your survey.

To get an overview of all question groups, go to the Survey menu and click on: Questions and groups -> List question groups:

Create a question

To create a new question, you need to first create a question group. Please check the steps presented above to see how you can add a question group to a survey. Once done creating the survey group, select the List question groups button from the survey menu:

A list with the all the survey question groups will show up. Now, look in the last column. It shows you four buttons, representing the available question group actions:

• Add new question to group: It is used to start adding questions to the corresponding question group;
• Edit group: It allows the user to edit the respective question group;
• Group summary: If clicked, a summary page of that question group will be displayed;
• Delete: One option to delete the question group is to click on the red trash button.

Click on the first button and start adding your question to the desired question group. The Create question page will load up. It contains the following options:

• Code: It represents the individual question name/code with which the survey is saved in the database and can be used further in more complex and advanced types of questions;
• Question: The name of the question that will actually appear in the survey for the survey participants;
• Help: A short text can be provided in order to help the survey participants better understand the question;
• General options: The functionalities located under this option allow you to modify the most important question-related settings. It includes four options:
  • Question type: Many question types can be used in LimeSurvey. To better understand them, hover the mouse over each option or read our wiki on questions;
  • Question group: You can choose here which question group you would like to add the question to;
  • Validation: This feature is available on all free text type or numeric questions. It is used for response validation. If the response is not validated, the user will be prompted to try again before they can progress;
  • Mandatory: It is available for all question types. This setting allows you to require users to answer the question before they can move on to the next question;
  • Relevance equation: It is a setting for advanced users. It is recommended to use the default value of "1" (it means that the item will be always shown);
• Advanced settings: The advanced settings are different for each question type. Please consult the documentation for your particular question type.

Click on the Save button. Once done, you will be redirected to a page that contains the summary of the recently added question:

To add more questions, click on the Add new question button located in the Question quick actions menu.

Add subquestions and answers

Different types of questions require subquestions, predefined sets of answers, both or none. For example, a question that requires the age of a survey participant does not require any subquestion or predefined set of answers. On the other hand, a simple array question requires both subquestions and set of answers.

The lack of subquestions and/or sets of answers is emphasized in the question summary if they are absent.

The next screenshot contains an array-type question:

Add subquestions

To add subquestions, go to the top toolbar and click on Edit subquestions. Type in the subquestions you wish the survey participants to answer to:

Click on the green plus sign located under the Actions column to add more fields.

Add answers

To add a set of predefined answers, go to the top toolbar and click on Edit answer options. Type in the answers:

Click on the green plus sign located under the Actions column to add more fields.

Save the set of answers and preview the question (look for the Preview question button located on the top toolbar).

Congratulations! You have successfully created your first array-type question.

Organize questions

If your survey already contains dozens of questions, it is a time-consuming process to access each question and/or question group and edit the order one-by-one. Therefore, to quickly reorganize your questions and question groups, use the Question organizer function (Survey menu -> Questions and groups -> Question organizer).

To reorder them, just drag the question/group and drop it to the desired position. Do not forget to click on the Save button to save your changes.

Activate/Stop survey

Now that you have at least one question and question group added to your survey, you can activate it. Go to the home page of your survey by clicking on the Survey button, located on the top of the survey menu:

Check the toolbar. The Activate this survey option should be available:

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Before activation, a window will be displayed, asking you about some general survey settings:

  If you decide to activate a survey, no edits can be done to the groups, questions, subquestions, and their corresponding codes.

• Anonymyzed responses: This option allows you to determine whether responses to your survey are matched up with information from your survey's token table, or kept "anonymous". If you decide to enable it, your survey is set to anonymize responses - there will be no way to connect answers and participants;
• Save IP address: If enabled, the IP address of the survey respondent will be stored together with his/her answers;
• Save timings: If enabled, the time spent on each page of the survey by each survey participant is recorded;
• Date stamp: Turn it on if you would like to see the date the answers were submitted;
• Save referrer URL: If enabled, the referrer URL will be stored together with the answers.

Once you are done enabling the desired functionalities, click on the Save & activate survey button. The following message should be displayed:

Select the option No, thanks to disable the closed-access mode! In this way, everyone will have access to your survey.

Congratulations! You have activated your first survey! If you want to start sharing the survey URL, go to the home page of your survey, and look for the survey URL in the Survey summary:

Copy the link and start sharing it.

If you want to stop the interview, access the home page of the survey and look for the Stop this survey button located on the top toolbar:

Statistics

To quickly see your survey statistics, click on the Survey button located on the top toolbar of your LimeSurvey home page. A list with all the available surveys will be displayed. Now, go to the last column and click on the Statistics button () that corresponds to the row of the survey you wish to analyse:

A new window with a set of graphs will be loaded up. If you want to use them in a report, scroll down and click on the Export images button located on the bottom-left part of the page. All the charts will be separately saved as .png files and archived in a .zip file.

On the upper-right part of the window, you can see the Expert mode button. Click on it in order to access more statistics-related filters.

Once you select the filters according to your desired analyses, click on the View Statistics button located on the upper-right part of the window.

According to the chosen output, the results are displayed in HTML, Excel or PDF.

Exporting the questions and responses

If you want to export the results in a different format in order to produce statistics and graphs using other apps such as SPSS, R, STATA, etc., access the survey you want to analyse. Click on the Responses button located on the top toolbar, and then on Responses & Statistics:

Now you are on the Browse responses page. Look at the top toolbar for the Export button and select the desired format you wish to export to. If you select the first option, all the availalbe formats in which you can export the data will be displayed:

Once the filters are set, click on the Export button located in the upper-right side of the window.

Other LimeSurvey features - advanced users

Check the features of LimeSurvey Pro package by clicking on the following link: https://www.limesurvey.org/editions-and-prices/limesurvey-pro/professional-features.

If further questions arise, please post them on our forum or join the IRC channel.