Define Data to Collect for an Instance
Okay, you've read through the other pages and know:
- What a dataset is;
- How to create a new dataset and the basic setup options;
- Metadata options - field types and how they display on the screen.
Now: Start with one of the instances you brainstormed and map out what you'd like to track in that instance.
|In instruction, you might want to know:|
Map Metadata to Field Types
Great! Now that you've figured out what data points you want to track, it's time to figure out what field type you want to use for each one.
Look at your data points: which field type would be best for each one?
- One of the entry fields at the top?
(Entry Labels in Dataset Basics)
- Do you want to use the date/time stamp?
If so, which option?
- Single select
- Mutli select
- Free text
- Sliding Scale
Remember, you have 3 entry fields & up to 50 fields per instance.
Continuing our instruction example...
We decided not to use the timestamp at the top, instead opting to use some Date/Time fields in the form to get the exact date/time sessions were requested / happened. The system still records a date/time stamp, though, which will be useful to see generally when things are recorded.
|Course/Session Name||Entry Label 1|
|Faculty Name||Free Text|
|Date originally requested?||Date/Time|
|Date/time of the session?||Date/Time|
|How was it scheduled?||Single Select|
|Was a guide created?||Single Select|
|How long was the session?||Numeric|
|How many people attended?||Numeric|
|What topics were covered?||Multi Select|
|Who taught the class?||Multi Select|
|How successful was the session?||Sliding Scale|
|Other Feedback||Free Text|
Field Values & Display Options
Now you need to figure out:
- the values you want to add for the select fields,
- if any of the select fields should use the "comments" box,
- how you want the fields to display on the page,
- which fields should be required,
- what instructions, if any, to add.
Continuing our example, here are potential values, display options, etc. for the various fields. Asterisks denote required fields.
|Single Select:||Field Values||Form Display|
|College/Campus/Branch||All college / campus / branch names||Dropdown|
|Audience*||All user group types||Dropdown|
|How was it scheduled?||Request Form
|Was a guide created?||Yes
Comments Text: Guide URL, if created/existed:
|Multi Select:||Field Values||Form Display|
|What topics were covered?||Assignment Specific
|Who taught the class?||Each librarian's name||Vertical List|
|Free Text:||Form Display||Instructions|
|Faculty Name||Single Line Input||Last Name, First Name|
|Other Feedback||Textarea (multiline)|
|Prep Time||5 Characters Wide||In full hours (round up)|
|How long was the session?||5 Characters Wide||In minutes|
|How many people attended?||5 Characters Wide||Include faculty member.|
|Date originally requested?||Date Only||If known, enter the date you were initially contacted.|
|Date/time of session?*||Date/Time|
|Sliding Scale:||Form Display||Left/Right Labels|
|How successful was the session?||Radio Boxes / 10 Steps||Leftmost: It bombed
Rightmost: It killed
Choose Field Order
Now that you have your metadata fields chosen and mapped, it's time to decide what order you'd like them to display in on the form.
This is the last step before having your admin create the instances in your site - exciting!!
There are 3 columns on the form to play with. It's up to you how many columns you want to use and how many questions are in each column.
|Column 1:||Column 2:|
Date session requested
Date/time session happened
How was it scheduled?
Was a guide created?
How long was the session?
How many people attended?
What topics did it cover?
Who taught the class?
How successful was the session?
Result: Add Transaction Form for our Example Instance
This is our In-page iFrame widget - you can really fill out this form and see how it works!