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| <div style="float:right;"><div class="simplebox">Additional pages:{toc}</div></div>
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| __TOC__ | | __TOC__ |
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| =Overview=
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| To create a new survey, click on the Add button [[File:add.png]] on the right side of the administration button bar and a "Create New Survey" screen will appear. You can edit most of these settings later again by click the 'Edit survey settings' icon [[File:token_manage_30.png]] in the 'Survey properties' dropdown menu of the survey toolbar.
| | {{Alert|title=注意|text=このチュートリアルでは、LimeSurvey 3.xx向けの説明やスクリーンショットが使われています。LimeSurvey 3.xxとLimeSurvey 2.xxの間には、特にデザイン面で少し違いがあります。}} |
| | {{Box|[[Survey settings version 2/ja|バージョン2.xx]]向けのアンケート設定についてはリンク先を参照してください。}} |
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| =Settings=
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| All survey settings and functions are organized in tabs. The following is a description of each tab and field.
| | =はじめに= |
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| ==General==
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| #'''Base language''': This sets the base language for the survey. Once saved, you cannot change it later. The language-set is the base language for possible translations of the survey. That way you can have multilingual surveys. During survey creation you cannot add additional languages. You will be able do that if you edit the survey properties again, later.
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| #'''Title''': This is the brief descriptive name of the survey (ie: "Enterprise Bargaining Survey 2003", or "Views on Ice Cream"). This title will be displayed on every page of the public survey.
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| #'''Description''': This allows you to enter a description of the survey. (ie: "A survey to collect your ideas on the next round of enterprise bargaining" or "A survey to find out the popularity of chocolate ice cream"). You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor. By default, description is used on invitation email.
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| #'''Welcome message''': This allows you to enter a message that will display when a participant first logs into your survey. (ie: "Thank you for taking the time to participate in this survey..") You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor.
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| #'''End message''': This allows you to enter a message that will display when a participant completes your survey. (ie: "Thank you for completing our survey. We will publish results soon."). You can incorporate HTML elements such as images or videos in this section using the WYSIWYG editor.
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| #'''End URL''': This URL will be presented as a link at the end of the survey, and allows you to direct your participants back to your home page (or, in fact, anywhere). The End URL has to be entered with "http://" at the beginning, eg. http://www.limesurvey.org. <br/>You can use they placeholder {SAVEDID}, {TOKEN}, {SID} and {LANG} in this URL.<br/>SAVEDID is the id assigned to this particular submission, TOKEN is the token used to participate in the survey, SID is the survey ID and LANG is the language code<br/>eg. http://www.limesurvey.org/test.php?var1={SAVEDID}&var2;={TOKEN}&var3;={SID}⟨={LANG} <br/>From version 1.82+ you can use [[URL fields]] with this field to pass parameters from the start URL to then end URL. <br/>You can also use {INSERTANS:SGQA} in this URL (since 1.82+). This allows adding the response to a specific question in the survey to the final url. This can be useful for sending a response to an external script (ie an email address collected during the survey). eg: "http://www.limesurvey.org/test.php?email={INSERTANS:1234X56X7}"
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| #'''URL description''': The description for the link using the End URL.
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| #'''Administrator''': This is the name of the contact person who administers the survey. It will be included in emails sent out inviting participants to respond.
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| #'''Admin email''': This is the email address of the administrator (as above) and is used as the 'reply to:' address on any emails sent. You can also enter several email addresses separated with a semicolon - that way survey administrator notifications are sent to more than one person. (Example: "firstaddress@test.com;secondaddress@test.com")
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| #'''Bounce email''': This is the email address where a delivery error notification email should be sent. By default, this is the same as the administrator's email address. If you want to use a custom script to parse delivery error emails, then use a special Bounce Email address here and automatically process emails reaching this address with your script. This script could then update the Email Status field of the token line corresponding to this email address (see tokens).
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| #'''Fax to''': This field is used to give a fax number on the "printable survey" - ie: when you want to send someone a hard copy because they cannot use the online survey.
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| <div class="simplebox">'''Caution''': the HTML WYSIWYG editor doesn't allow you to upload files during the survey creation process. Trying to do so will end up with an error message like: "''This file uploader is disabled''". If you need to upload pictures or any other ressources, please do so after survey creation, by editing the newly created survey.</div>
| | アンケート設定メニューでは、アンケート関連の様々な設定を編集できます。下記のアンケート設定が既定で利用可能です。 |
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| ==Presentation & navigation==
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| #'''Format''': Choose from "Question by question", "Group by group" or "All in one".
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| **'''Question by Question''': Public survey will display one question per page.
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| **'''Group by Group''': Public survey will display all questions in a group per page. Group at a time surveys still have a separate "welcome" page and "submit" page, like "One at a time" surveys.
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| **'''All in one''': Public survey will display all questions in one single page. Activated All in one surveys do not have a "welcome" page or "submit" page - the welcome message and submit button all appear on the same page.
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| #'''Template''': Choose from the installed templates in your system. The default template is rather dull, but functional. More information on creating your own templates is available in the LimeSurvey [[Templates / The Template Editor]] Guide.
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| #'''Show welcome screen''': Yes/No. If Yes, then the welcome message defined in Text Elements section will be displayed. Default is Yes.
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| #'''Navigation delay''': Number of seconds before Previous and Next buttons are enabled. Default 0 seconds
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| #'''Show <nowiki>[</nowiki><< Prev] button''': This option defaults to yes, however if you set it to "No" then users will not have the option of moving to a previous page while completing the survey.
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| #'''Show question index / allow jumping''': Yes/No. Default No. When Yes, an index will be displayed on the right side. Users can jump to any section in the survey.
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| #'''Keyboard-less operation''': By activating this setting there will be a virtual keyboard available for certain question types.
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| #'''Show progress bar''': Yes/No. Default Yes. Allow the administrator to turn off the Progress bar
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| #'''Participants may print answers?''': This option defaults to no. When it is set to yes, a participant can print a summary of responses at submit time.
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| #'''Public statistics''': Yes/No. Default No. If set to "Yes" users who have submitted the survey will be presented a link to statistics of the current survey. The admin can set which questions should be included at these statistics by [[Advanced question settings|#public_statistics|applying the according question attribute]].
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| #'''Show graphs in public statistics''': (''since 1.80'') Determines if public statistics for this survey include graphs or only show a tabular overview. Creating graphs for huge surveys with lots of answers takes some time and server resources so this is the switch to turn them on/off (default setting: ''off'').
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| #'''Automatically load URL when survey complete''': Yes/No. Default No. If yes, when the survey is submitted, it will automatically redirect to the End URL. The end URL can be defined in the Text Elements Section. Please note that this only works on an active survey.
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| #'''Show "There are X questions in this survey"''': Yes/No. Default Yes. If Yes, the message will be displayed on the Welcome Screen. This option will not affect the print version.
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| #'''Show group name and/or group description''': Will control the display of Group Names and Descriptions. This option will not affect the print version. Four Options:
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| **'''Show Both''' - Default
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| **'''Show Group Names Only'''
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| **'''Show group description Only'''
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| **'''Hide Both'''
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| #'''Show question number and/or code''':
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| **'''Show Both''' - Default
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| **'''Show Question Number Only'''
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| **'''Show Question Code Only'''
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| **'''Hide Both'''
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| #'''Show "No answer"''': Yes/No. Default Yes. When Yes, the No Answer will be displayed as the default option for non-mandatory single-select questions. Be aware that if you switch this off, the partticipant won't be able to unselect a chosen answer option in a non-mandatory question.
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| ==Publication & access control==
| | <center>[[File:Settings Menu screen.png]]</center> |
| #'''List survey publicly''': Yes/No. Default No. When it is set to yes, your survey will be listed in the 'available surveys' portal
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| # '''Start date/time''': Set this to some date if you want your survey to start on a certain date. The survey will start on midnight of that day and only then will people be able to answer to it. To disable this just clear the date from the input field.
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| #'''Expiry date/time''': Set this to some date if you want your survey to expire on a special date. This is the last date on which the public survey script will let people participate. (Example: If you set it for the 31st of December, then people will no longer be able to use the survey script on the 1st of January). To disable this just clear the date from the input field.
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| #'''Set cookie to prevent repeated participation?''': If you set this to 'Yes', and your survey does not use a tokens table to control participant access, then a cookie will be saved to the client computer of each survey participant once they have submitted a survey. This cookie will stop the same user on that computer from accessing the survey more than once. There are inherent limitations in the 'security' strength of such a system, but, in general, it allows you to retain some control over multiple entries on public surveys.
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| #'''Use CAPTCHA for''': With this option you can decide when you want a CAPTCHA to be used. Default is to enable CAPTCHA only for the public Registration page, but you can also enable it before accessing the survey, and before Load/Saving partial answers.
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| ==Notification & data management==
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| #'''Send basic admin notification email to:''' and '''Send detailed admin notification email to:''' These fields allow you to send notifications or survey responses to additional email addresses once the survey is submitted. You can edit the templates for these emails under 'Email templates'. Multiple recipients can be set by seperating the entries with a semicolon (;) - eg "yourname@test.com; myname@test.com;hisname@test.com" OR when using placeholders "yourname@test.com;{INSERTANS:82733X12X73};{TOKEN:EMAIL}". Make sure that at least your administrator email is set properly in the survey settings - otherwise no email will be sent or there will be an 'Invalid address:' message when a participant finishes a survey. Please note that there are three different ways for entering an address:
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| ##Enter a specific ''email address'' (ie: yourname@test.com)
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| ##Enter a ''SGQA code'' and the response will be sent to an email address entered as an answer to that particular question (use the format {INSERTANS:9999X88X12}, in the same way you would [http://docs.limesurvey.org/tiki-index.php?page=Adding+a+question&structure;=English+Instructions+for+LimeSurvey#Information_from_previous_answers Re-use information from previous answers]
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| ##Enter a ''Token code'' (only possible if your survey is ''not'' anonymous) and the response will be sent to an email address retrieved from a token field (use the format {TOKEN:EMAIL} or {TOKEN:ATTRIBUTE_1} in the same way you would [http://docs.limesurvey.org/tiki-index.php?page=Adding+a+question&structure;=English+Instructions+for+LimeSurvey#Information_from_tokens_table Re-use Information from the Tokens Table]
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| ##''As of Version 1.92:'' Enter a valid expression conforming to [[Expression Manager|Expression Manager]] syntax. This lets you use question code instead of SGQA syntax (for easier readability), plus conditional logic (e.g. route the notifications to different people depending upon the data entered into the survey).
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| #'''Date stamp?''': This field allows you to determine whether the survey will datestamp all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response indicating the time and date that the response was made. (See configuration settings for $timeadjust setting.)
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| #'''Save IP address?''': This field allows you to determine whether the survey will save an IP-address for all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response indicating the ip-address of the participant.
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| #'''Save referrer URL?''': This field allows you to determine whether the survey will save the referrer URL for all responses. If you choose "Yes", then when a response is submitted, a field will be included in that response where this URL is saved. A referrer URL is the URL from which the user was led to your survey URL.
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| #'''Enable assessment mode?''': With this setting you can enable/disable [[Assessments|assessments]] for this survey.
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| #'''Save timings''': If activate then on survey activation a separate table will be created where timings for your questions will be saved, e.g. how long a user stays on one page during taking the survey.
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| #'''Participant may save and resume later?''': This setting allows a participant to save his responses and resume to answer the survey at a later time. Please note that this makes most sense with open surveys or surveys with anonymized answer. If you are using tokens and the survey is not anonymous in most cases it is better to activate 'Token-based response persistence' in the token tab.
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| #'''Google Analytics API Key for this survey''': Allows for integration with Google Analytics. The API key can be inserted into templates using {GOOGLE_ANALYTICS_API_KEY}. The full JavaScript that Google Analytics expects (including the key) can be included in templates via {GOOGLE_ANALYTICS_JAVASCRIPT}
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| #'''Google Analytics Style for this Survey''': Choices are:
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| ##'''Do not use Google Analytics''' - so {GOOGLE_ANALYTICS_JAVASCRIPT} is an empty string
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| ##'''Default Google Analytics''' - {GOOGLE_ANALYTICS_JAVASCRIPT} uses the standard Google Analytics code, inserting the proper Google Analytics Key
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| ##'''SurveyName-<nowiki>[</nowiki>SID]/GroupName''' - {GOOGLE_ANALYTICS_JAVASCRIPT} contains customized Google Analytics code to log the URL as {SURVEYNAME}-<nowiki>[</nowiki>{SID}]/{GROUPNAME}. This can be helpful if you want to analyze navigation paths through your survey, time spent per page, and drop-off rates per page.
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| '''Google API howto''':
| | *[[Survey settings/ja#.E6.A6.82.E8.A6.81|概要]] |
| # Register/login on Google Analytics (GA): [http://www.google.com/analytics/ www.google.com/analytics/]
| | *[[Survey settings/ja#.E4.B8.80.E8.88.AC.E8.A8.AD.E5.AE.9A|一般設定]] |
| # Create a key (the site should not point to the survey, but to the part before 'index.php?') The key should be UA-xxxxx. | | *[[Survey settings/ja#.E3.83.86.E3.82.AD.E3.82.B9.E3.83.88.E8.A6.81.E7.B4.A0|テキスト要素]] |
| # Go to your survey's global settings in Limesurvey. | | *[[Survey settings/ja#.E3.83.87.E3.83.BC.E3.82.BF.E3.83.9D.E3.83.AA.E3.82.B7.E3.83.BC.E8.A8.AD.E5.AE.9A|データポリシー設定]] |
| # Put the key in appropriate field (Google Analytics API Key). It's probably the best to set GA Style to track all pages as you can have more info. | | *[[Survey settings/ja#.E3.83.86.E3.83.B3.E3.83.97.E3.83.AC.E3.83.BC.E3.83.88.E3.82.AA.E3.83.97.E3.82.B7.E3.83.A7.E3.83.B3|テンプレートオプション]] |
| # You don't need to do anything in shipped templates, as the {GOOGLE_ANALYTICS_JAVASCRIPT} part is already there. | | *[[Survey settings/ja#.E8.A1.A8.E7.A4.BA|表示]] |
| # Activate the survey. | | *[[Survey settings/ja#.E5.8F.82.E5.8A.A0.E8.80.85.E8.A8.AD.E5.AE.9A|参加者設定]] |
| # Do the survey. | | *[[Survey settings/ja#.E9.80.9A.E7.9F.A5.E3.81.A8.E3.83.87.E3.83.BC.E3.82.BF|通知とデータ]] |
| # Go to GA panel mainsite. (select appropriate account in left-hand upper corner if you have more than one). You should see some graphs with the statistics. Beware of the dates in upper right corner. | | *[[Survey settings/ja#.E5.85.AC.E9.96.8B.EF.BC.86.E3.82.A2.E3.82.AF.E3.82.BB.E3.82.B9|公開＆アクセス]] |
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| ==Tokens==
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| #'''Anonymized responses?''': This allows you to determine whether responses to your survey are matched up with information from your surveys tokens table, or kept 'anonymous'. The default is 'No'. If you choose 'Yes' then your survey is set to radically anonymize responses - there is really no way to connect answers and participants. Even the admin can't link response data and participant/token data. However you will always be able to specifically view each response entered by your participants in the survey. Thus individual, but anonymous, statistics is still possible to do. '''''Attention:''''': If this feature is activated the response submission date and the token completed date are always set to 1980-01-01 00:00, no matter of other settings. Why? Invalidating the submission date ensures no match with webserver logs where the token key might show up when a survey is started. Invalidating the token completed date makes sure that you can't align the order of submitted responses to the order of the token date/time.
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| #'''Allow editing of answers after completion?''': Default: No If you activate this setting the participants may return to his survey by clicking the invitation link, even if he already submitted the survey. This only works with non-anonymized surveys.
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| #'''Enable token-based response persistence''': If your survey uses tokens and your responses are not anonymized, then you may want to enable this feature. If you turn this on, then your participants can leave your survey and resume later at any time without using the 'Resume later' function - for example if he/she gets distracted or his browser crashes. Upon clicking the invitation link again he will find his survey answers so far still in place when returns to the survey and will even continue on the last page seen.
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| #'''Allow public registration''': If you use tokens to control access to your survey, the only people who can use the survey are those who have an entry and a unique token from the token table. If you would like to use tokens, but also allow public registration, set this to "Yes". The "Yes" setting will allow a visitor to register his name and email address. The script will create a new entry in your tokens table for this person, then send them an invitation email. The script will ensure that only one person per email address can complete your survey.
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| #'''Use HTML format for token emails?''': When set to yes, all emails sent by the token management interface (invite, reminder, confirmation) will be formatted as HTML. You'll then be able to use rich formatting for this emails. Default is Yes at survey creation. Caution, when you switch on/off this feature, you'll have to double check that your email templates are still displayed as you want.
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| #'''Set token length to''': Usually you don't need to change this, the default setting of 15 digits (max. supported value: 99) is fine. If changing this setting please enter a number (X) which should be greater than 5 (if the number entered is <5 it will be converted to the default value of 15). When generating tokens all tokens will use a length of X digits.
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| ==Import==
| | 上記のスクリーンショットでは、2つのボタンが強調されています。アンケート設定メニューを好きなようにアレンジすることができます。メインのアンケート設定メニューをアレンジするには、'''3点'''ボタンをクリックしてメニューの右側を左右にドラッグします。'''左向きの矢印（<）'''をクリックすると、メニューがたたまれ、サイドメニューがアイコンだけ残して最小化します。アンケート設定メニューを元に戻すには、アンケート設定メニューの'''右向きの矢印（>）'''ボタンをクリックします。 |
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| Alternatively you can [[Importing a survey structure|import a survey structure]] from this tab on survey creation. You have the option to let LimeSurvey automatically convert relative URLs to local images/media files and INSERTANS tags (recommended).
| | <div class="simplebox">[[File:help.png]] '''注意''': メニューは、[[Menu configuration/ja|メニュー設定]]と[[Menu entries configuration/ja|メニュー項目設定]]ページから変更・編集できます。LimeSurveyの設定ダイアログからアクセスします。'''メニュー編集は上級者が行うことを推奨します。'''</div> |
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| ==Copy==
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| Alternatively you can copy an existing survey from this tab on survey creation. You have the option to let LimeSurvey automatically convert relative URLs to local images/media files and INSERTANS tags (recommended). The other options are pretty self-explaining. Please note that when copying a survey the start date and the end date of a survey cleared.
| | {{Note|アンケート設定の下にあるアンケートメニューについては[[Survey menu/ja|こちら]]を参照してください。}} |
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| ==Panel integration (URL parameters)== | | =概要= |
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| <div class="simplebox"> Please note that this tab is currently not visible on survey creation but only when you edit the survey settings after saving them for the first time.</div>
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| On this tab you can set which additional URL parameters will be accepted by your survey. If you like you can also save the value as a response of a "Short text question" or "Multiple short text question" type (you will be able to select any short text question to save it to). Even if you do NOT save the value of the URL parameter you will be able to use this parameter in the end URL. Please have a look at the documentation of the End-URL for further information.
| | 概要ページでは、アンケートの全般的な情報を確認できます。2つのパートに分かれています。 |
| | *'''概要ツールバー:''' ツールバーからは、アンケートの実行・停止、ロジックのチェック、保存と出力、アンケート参加者の追加、手動によるアンケート参加者データの取り込み（オフラインアンケートを行ったときに利用します）などの機能が利用できます。 |
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| ==Resources==
| | *'''アンケート概要:''' アンケートに関する簡単な情報が掲載されています。 |
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| This tab lets you manage files (pictures, media files) that were uploaded in the HTML Editor and it is only visible if you edit a survey - not during survey creation.
| | 詳細は、[[Overview/ja|概要パネル]]ウィキページを参照してください。 |
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| You can:
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| * Browse available files
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| * Export files as a ZIP archive
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| * Import a ZIP archive of files
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| Important hints:
| | =一般設定= |
| * Authorized files extensions are defined in config-defaults.php.
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| * Files for the survey are in the upload/surveys/<sid> subdirectory.
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| * Uploaded files will only been seen while browsing resources on this survey (groups, questions, answers) not in other surveys or objects (labels).
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| * Do not expect this limited visibility to ensure confidentiality of the resources as they are reachable with a simple browser to anyone who know the URL to the file.
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| * You can't import a ZIP file containing subdirectories.
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| =2nd Step - Additional languages=
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| To add more language to a survey you have to create and save it - then edit it again. Now you can add and remove additional languages to the survey. If you remove a language from a survey the complete contents of that language in that survey is deleted permanently so be careful what you are doing.
| | アンケートの一般設定では、アンケートオーナー、管理者のメールアドレス、アンケートで利用するテンプレートなどのアンケートに関する基本的な情報を編集します。 |
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| By clicking on the button 'Save and continue' on the first page in the survey settings you will be taken to the language-specific page which lets you change all texts for each language like ''Survey name'', ''Welcome Text'', etc. You can also edit the date format which should be used for a certain language.
| | 詳細は、[[General settings/ja|ウィキ]]ページを参照してください。 |
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| Previous [[Creating surveys - Introduction]]
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| Next [[Importing a survey structure]]
| | =テキスト要素= |
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| | '''テキスト要素'''パネルからは、アンケートのタイトル、説明、ようこそ・終了のメッセージ、終了URL、小数点や日付のフォーマットなどを設定します。 |
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| | 詳細は、[[Text elements/ja|テキスト要素]]セクションを参照してください。 |
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| | =データポリシー設定= |
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| | このオプションの下に表示されるオプションは、アンケートの記入を続ける前に回答者に示すセキュリティテキスト/ポリシー設定に関連するものです。 |
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| | 詳細については、[[Data policy settings/ja|データポリシー設定]]のウィキセクションにアクセスしてください。 |
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| | =テンプレートオプション= |
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| | このパネルでは、継承機能やbootswatchテーマを使ってテンプレートを拡張したいときに使います。 |
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| | 詳細は、[[Theme options/ja|テンプレートオプション]]を参照してください。 |
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| | =表示= |
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| | このパネルでアンケートの表示やナビゲーションに関連した設定を編集することができます。変更すると、アンケートが参加者にどう見えるかに影響を与えます。アンケートに質問をいくつ表示するか、進捗バー、アンケート完了後の統計表示などを選択できます。 |
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| | 詳細は、[[Presentation/ja|こちら]]を参照してください。 |
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| | =参加者設定= |
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| | このメニューから様々なアンケート参加者テーブルの設定を編集できます。例えば、アンケートの回答をすべて匿名にしたり、アンケートへの登録をできるようにしたりできます。 |
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| | このオプションの詳細は、[[Participant settings/ja|アンケート参加者設定]]を参照してください。 |
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| | =通知とデータ= |
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| | 回答に関連する詳細データを回答テーブルに保存するには、このパネルにアクセスします。より詳細な分析を行うため、リファラーURL、IPアドレス、時刻などを保存できます。さらに、LimeSurveyではGoogleアナリティクスのトラッキングIDを使用することもできます。 |
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| | 詳細は、[[Notifications & data/ja|通知とデータ管理設定]]を参照してください。 |
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| | =公開＆アクセス= |
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| | この設定によって、アンケート参加者がどのようにアンケートにアクセスするかを選択します（例えば、CAPTCHAコードによってアンケートのセキュリティを向上させることができます）。このほか、開始・有効期限の日時もここから設定します。 |
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| | それぞれの設定の詳細は、[[Publication & access/ja|公開＆アクセス]]を参照してください。 |
注意 : このチュートリアルでは、LimeSurvey 3.xx向けの説明やスクリーンショットが使われています。LimeSurvey 3.xxとLimeSurvey 2.xxの間には、特にデザイン面で少し違いがあります。
アンケート設定の下にあるアンケートメニューについてはこちらを参照してください。