Snap XMP Help

Moving your existing surveys from Snap 11 to Snap XMP

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This worksheet covers the steps required to transfer your Snap 11 surveys to online surveys in XMP.

Snap XMP consists of three products:

  • Snap Desktop is the latest version of Snap Surveys’ Windows based software.
  • Snap Online is the new web based product that lets you build and run surveys from your web browser.
  • Snap Offline Interviewer is an offline survey app that lets you run an online survey, without the need for a reliable internet connection.

As part of the process of moving onto using Snap XMP you will need to transfer your existing Snap 11 surveys to the latest version of the software.

Background

In Snap Desktop there are two types of survey; online surveys and offline surveys.

Online surveys are surveys that are available in both Snap Desktop and Snap Online. They can be organised in folders that are shown in both applications. The online surveys are kept up to date and the response data synchronized between the two applications.

Offline surveys are surveys that are available in Snap Desktop only. All existing surveys from Snap 11 are found in Offline surveys in the Survey Overview window.

Prerequisites

Your Snap Online account must be set up before you can use online surveys in Snap Desktop.

Upgrade Paths

Once you have archived your survey there are a number of different recommended upgrade paths that depend on how you would like to run your surveys. Please choose from the following

  1. For an inactive survey that is no longer in use please use Archiving and deleting a survey that is no longer in use
  2. For an active paper survey or an active scanning survey with no online editions please use Upgrading to a Snap Desktop Offline survey
  3. For an active online survey with or without a paper edition please use Upgrading to a Snap Desktop Online survey
  4. For an active online survey with a database of participants please use Upgrading to a Snap Desktop Online survey followed by Running the database link or using Snap Online participants

Archiving and deleting an inactive survey that is no longer in use

It is highly recommended that you archive the Snap 11 survey prior to upgrading.

Inactive surveys that you no longer use can be archived and then deleted. The survey can be restored if you need to access the survey at a later date.

Summary of Steps

Step 1: Archiving the survey

Step 2: Deleting the survey

Step 1: Archiving the survey

  1. Highlight the survey you wish to archive in the Survey Overview window.
  2. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. Snap will automatically generate a default file name and path, you can change these by clicking Browse
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If the raw data option is selected, then the .snpdf file is included in the archive file.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. A message confirming the survey has been archived is displayed. Click OK.

Step 2: Deleting the survey

Once you have archived your survey you can now delete the survey.

  1. In the Survey Overview window, select the survey you want to delete.
  2. Click DeleteSurveyIcon.png Delete Survey. The Delete Survey dialog is shown.
Delete the survey and survey data
  1. Select Survey definitions, which automatically selects Raw data and Temporary backup files, then click Delete.
  2. You are asked to confirm that you want to delete the survey. Click Yes to proceed with the deletion.

Upgrading to a Snap Desktop Offline survey

Summary of Steps

Step 1: Archiving the survey

Step 2: Upgrading the survey

Step 1: Archiving the survey

It is highly recommended that you archive the Snap 11 survey prior to upgrading.

  1. Highlight the survey you wish to archive in the Survey Overview window.
  2. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. Snap will automatically generate a default file name and path, you can change these by clicking Browse
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If the raw data option is selected, then the .snpdf file is included in the archive file.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. A message confirming the survey has been archived is displayed. Click OK.

Step 2: Upgrading the survey

  1. On the Survey Overview toolbar, click Offline Surveys 6.OfflineSurveysIcon.png to show the offline surveys. The Snap 11 surveys have a status Needs upgrade (Snap 11).
Survey overview window showing the offline surveys
  1. If you can’t find the survey you want to transfer to XMP, click Browse to locate your Snap 11 survey. When you find the folder containing the survey, select it and click open.
  2. In the Survey Overview window, select the Snap 11 survey that you want to transfer.
  3. Click Enter or double click the survey. A warning message is displayed and you are asked to confirm that you want to continue with the upgrade.
Upgrade survey warning message
  1. Click Yes to proceed with the upgrade.
  2. The Survey Details dialog is displayed. Click OK to open the upgraded questionnaire. In the Survey Overview window the survey status is updated to blank rather than Needs upgrade (Snap 11).

Upgrading to a Snap Desktop Online survey

Summary of Steps

Step 1: Archiving the survey

Step 2: Creating a folder to help organise the online surveys

Step 3: Browse to the location of the Snap 11 offline survey

Step 4: Clone the Snap 11 survey as a new online survey

Step 5: Using the online survey

Step 1: Archiving the survey

It is highly recommended that you archive the Snap 11 survey prior to upgrading.

If you are upgrading a live survey that is using WebHost we recommend that, where possible, you wait until there is break in interviewing or the survey is closed before upgrading to Snap Desktop. If this is not possible then we recommend upgrading at a time when fewer people are accessing the survey.

Please note that when upgrading, the URL links for the survey will change for the survey when upgrading from WebHost to Snap Online.

  1. Prior to archiving and upgrading the survey, pause interviewing in Snap WebHost and download all the response data into Snap 11. Participants will not have access while the survey is paused.
  2. In Snap Desktop, highlight the survey you wish to archive in the Survey Overview window.
  3. Click on ArchiveIcon.png to access the Archive Survey dialog.
Archive the survey
  1. Snap will automatically generate a default file name and path, you can change these by clicking Browse
  2. In Options, select Include Raw Data to archive the raw data (.rdf file) as well. (If the raw data option is selected, then the .snpdf file is included in the archive file.)
  3. If you have archived the survey on an earlier occasion, you will be asked whether you want to replace it. Click Yes to replace the file.
  4. A message confirming the survey has been archived is displayed. Click OK.

Step 2: Creating a folder to help organise the online surveys

Folders help to organise your online surveys. Creating your folders first allows you to create or transfer your online surveys to the place you want straight away.

  1. On the Snap toolbar, click Survey Overview SurveyOverviewIcon.png which opens the Survey Overview window.
  2. On the Survey Overview toolbar, click Online Surveys 5.OnlineSurveysIcon.png to show the online surveys. When you open the online surveys for the first time there will only be a top level folder called Your work.
Survey overview window showing the online surveys
  1. Click on Your work then right click to show a popup menu and click New Folder.
Adding a new online folder
  1. In the New Folder Name dialog, enter a name for the folder. In the example, Demo Surveys is entered as the new folder name.
New Folder Name dialog
  1. Click OK and the new folder is shown in the Survey Overview window.
Survey overview window showing the new folder in online surveys

Step 3: Browse to the location of the Snap 11 offline survey

  1. On the Survey Overview toolbar, click Offline Surveys 6.OfflineSurveysIcon.png to show the offline surveys.
Survey overview window showing the offline surveys
  1. If you can’t find the survey you want to transfer to XMP, click Browse to locate your Snap 11 survey. When you find the folder containing the surveys, select it and click open.
  2. In the Survey Overview window, select the Snap 11 survey that you want to transfer.

Step 4: Clone the Snap 11 survey as a new online survey

  1. On the Survey Overview toolbar, click Clone CloneSurveyIcon.png to create a copy of the Snap 11 survey. This copy is used to transfer your Snap 11 survey to the Snap XMP format, leaving the original Snap 11 survey untouched.
  2. In the Clone Survey dialog, select Online surveys to create the clone as an online survey. Select Also clone the raw data, if you want to transfer the survey with a copy of all the raw response data.
Clone as a new online survey
  1. Click OK and the New Online Survey dialog is displayed. In the New Online Survey dialog, you can change the name of the survey and select the folder location for your online survey.
  2. Enter the survey name, if required (for example, Crocodile XMP).
  3. Select the folder where you want your survey to go (for example, Demo Surveys, the folder created in Step 1).
New Online Survey dialog
  1. Click OK. An information bar is displayed while the survey is cloned. Once complete the Survey Overview window switches to the online survey view with the new survey selected.
Survey overview window showing the cloned online survey
  1. You can now delete the Snap 11 version in the Offline surveys list.

Step 5: Using the online survey

Once the survey is transferred to XMP you can use the online survey in both Snap Desktop and Snap Online. When you log into your account on Snap Online you can see the new folder and cloned survey.

Viewing the online survey in Snap Online

Running the database link or using Snap Online participants

If you have set up participants, invitations and/or seeded data for your survey you will need to run the database link. This will generate the participant and invitation data for the online survey making it available in Snap Online.

  1. Select File | Database Link to display the Database Links dialog box.
  2. Select the link that you want to run.
Database links dialog showing an online survey link
  1. Click Run to generate the new participant data. The Run Database Link dialog appears.
  2. In Participants and Seeding choose Replace all participants to load all the participants.
  3. In Invites and Reminders choose Define or replace to load the invitations.
  4. Click OK to load the participant data.

You can also use Snap Online to run participants. Further information can be found at https://www.snapsurveys.com/support-snapxmp/snapxmp/managing-your-participants.

If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com

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