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Creating a Matrix Survey

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The keystone of a matrix survey is metadata. Typically metadata consists of a key and a key value. (You may find it more natural to think of these as a variable and a value for that variable.) For example, a key might be "pedagogy" and one of the values for that key might be "lecturing." Another value for that key might be "discussion". Some respondent pools might get just questions on lecturing, others just questions on discussion, and still other respondent pools might get questions on both pedagogies. That's all controlled by the metadata. The author has complete freedom to define keys and values.

Creating your metadata: It's probably easier to begin with question groups. Use the "edit question group" button to create a key and a value to identify that group. (You can use more than one key, and more than one value, for each group, if need be.) Keep a record of your keys and values.

To make sure that some respondent pools see those questions and others do not, use the metadata tab after you create a Respondent Pool. Fill in the key and value for the question group you'd like to this respondent pool to see. Then use the test button to make sure that the response form for this pool does indeed ask the right questions.

If you don't define any metadata for question group, all the respondent pools will be asked those questions.

Note: when you're creating a matrix survey, it's useful to create your own list of keys and values, and keep track of how you've assigned these metadata to a) question groups and b) respondent pools.


View a video tutorial on how to create a matrix survey.

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