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Key Considerations

  • Questions laid out as a table in a questionnaire are not necessarily entered as grids.
  • Questions laid out as separate questions in a questionnaire may be entered as a grid.
  • For a question or questions to be input as a grid, there must be overarching text that can be input as the grid literal.
  • All questions (Y axis) in the grid must have the same response(s) (X axis). In some cases, questions with different responses may be broken off from the grid and input as a separate question.

A question grid contains multiple questions with the same response domain answer, along with any instructions and headings. When entering groups of related questions, lists of questions, or tables in Archivist, it can be useful to use a question grid to express the information rather than separate question items.

It is important to remember that original information appearing in a table does not mean that it should always be represented as a question grid in Archivist. The intent of metadata archiving is to record the semantic meaning and order of the questionnaire, not the exact style of presentation.

The key feature of a question to look for when assessing whether a question is a grid or not is whether the question has an overarching question with multiple sub-questions or statements. In Example 1, if the overarching text "For how many children in your class do you have to keep medication?" is removed, the overall question would lose meaning, becoming an abstract list. These questions could be documented individually, by repeating the overarching text before each medication, but this would mean the question texts ended up longer, and input would not be as efficient.

For information about deciding when to use a question grid, see the Questions page.


Grid architecture

Grids work by translating related questions into positions on an X and Y axis.

When deciding what aspects of a question to assign to which axis/header, the X axis usually hosts the answers/response domains, and the Y contains the questions. Code lists are used to construct these respective axes, usually labeling both with the question number followed by a '_X' or '_Y'. In some cases, these code lists are labelled differently according to the structural needs of the grid (see Construct a Label).

Example 1 Questionnaire: ALSPAC About your Class

Questionnaire layout:

Archivist view (alspac_00_ayc):

Grid axes labels

Depending on the question, question grids can contain single or multiple columns on the X axis to hold a mixture of response domains.

Single-column grids

Example 2 shown below, is a single-column grid, it has as many rows as it needs for all of the questions (five in this case) and then one column to address the code answer for all of these, '1 - Yes'.

If there is no clear label for the column, a dummy heading is used to maintain structure. This is done by creating a code list with a single category of a hyphen ( - ), which the required code answer is attached to. This is always labelled cs_dash.

The cs_dash code list used to structure the X axis of the grid (boxed in green), with the code answer '1 - Yes' attached to it can be seen in Example 2 below.

Example 2 Questionnaire: ALSPAC About Your Class 2000

Questionnaire layout:

Archivist Build / Code Lists:

Archivist view (alspac_00_ayc):

Multi-column grids

Example 3 shows a grid with multiple columns, headed by three categories in its X axis code list. The three categories have response domains attached to them, addressing the three parts of each question section. A mixture of two numeric answers and one text answer (Age, Generic Text, How Many).

Example 3 Questionnaire: ALSPAC My Son/Daughter's Health

Questionnaire layout:

Archivist Build / Code Lists:

Archivist view (alspac_00_msdh):

Corner labels

On occasion, groups of questions are laid out in such a way that they have a small sub-heading which adds information to one of the axes of the grid. This is not quite overarching question text, or an instruction, and would be out of context as a statement. In this case, we can use the corner label function of question grids. The corner label is added to the to either axis, this is done by naming the code list label the corner label text and selecting a corner label when building the grid for either the X or Y axis.

Example 4 shows how a corner label appears in the original questionnaire, and how this is entered in Archivist. Both versions of the corner label are boxed in blue. The example shows the corner label entered as "A4 In the past 12 months:". Note the question number has been entered in addition to the corner text as "In the past 12 months:" is used in several questions throughout the questionnaire. The label must still be unique, therefore a unique identifier is added, which is striped out before being deposited in CLOSER Discovery. A label.txt file is created which contains the label as entered in archivist, followed by the correct sequence name (tab separated).

Example 4 Questionnaire: ALSPAC My Son/Daughter's Health 2000

Questionnaire layout:

Archivist build / Code Lists:


Archivist Build / Question Grid: 

Archivist view (alspac_00_msdh): 

Break-off questions

Single-column grids

Questions are 'broken off' from their group in a grid if the response domain in the list of questions changes in some way. For example, if a question grid has a single column on the X axis and there is a Y axis item with a different response domain from the others or a mixed response domain (for example a code list and a text response), that question is broken off from the grid and entered as a separate question item. If the item is numbered/lettered, for example the letter e in Example 5, it is included in the qi and qc labels for the separate question item.

Example 5 Questionnaire: ALSPAC My World

Questionnaire layout:

Archivist view (alspac_00_mw):

Multi-column grids

If the questionnaire grid has multiple columns on the X axis and there is a Y axis item with an additional text answer, the item is left in the grid with the response domain it has in common with the other Y axis items. However, it is also repeated as a single question item after the grid to address the text answer.

See Example 6 below, pay particular attention to how d) is repeated inside and outside of the grid in the Archivist view. This also occurs with l) 'Bitten by animal or human (please tick and describe) ...' further down question E7.

Example 6 Questionnaire: ALSPAC My Son/Daughter's Health

Questionnaire layout:

Archivist view (alspac_00_msdh):

Rosters

Rosters represent situations where the respondent extends the Y axis with further information that meets the requirements of the question. These were previously known as editable rows. In Example 7, the respondent is asked to list up to nine extra members of their household after the stated member ( 'Study child') and then give repeating details about them, in this case their name, sex and age. Study child, is entered into the Y axis code list and then rosters are used for the remaining 9 spaces in the Y axis.

Example 7: Questionnaire: NCDS Parental interview form 1974

Questionnaire layout:

Archivist build / Code Lists

Archivist build / Question Grid:

Archivist view (ncds_74_pq):


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