Library Skills training online

The survey templates are comprised of a number of core questions. Please retain these questions if possible, to ensure consistency across Library Services feedback.

You might want to edit the questions to make them applicable for your training.

The central area is the Workpad, where you will see the core questions used for the survey.

If you want to edit a question in the Workpad, select the corresponding edit icon contained in the question. Make your changes and save but please do not 'Save to bank.'

To preview the survey at any time, select the blue Preview link to the top-right of the Workpad.

The survey templates have the core questions. If you have anything specific you need to use for a particular group, please see the questions in the Bank. The bank contains a list of ready-made core and optional questions which were developed based on research. Please choose a question from the bank if you need to add additional questions to your survey. If none of the questions in the bank are suitable you can create your own question.

• The bank tab is to the left of your WorkPad. You can search the bank or browse; note there is a scroll bar to see the full list.
• To preview a question in the bank, click on the eye icon.
• To add a question, click on the + icon.
  • If you don’t want to change anything about the question, click save and the question will be added to your survey. Please do not save to bank.
  • If you need to, make amendments as required and save. Note that there is a box at the bottom of the editor for you to select whether a response is required. Please do not save to bank.
• The question will appear at the bottom in your Workpad; use the arrow icon or the drop-down options to move it to the correct location.
• If you wish to make edits later you may also click its corresponding pencil icon from the WorkPad.
• Unsaved changes are indicated in red on the WorkPad.

It's best to keep demographic and permission questions at the end of the survey.

Field rules allow you to modify your survey based upon a session attendee's response to a certain question. If you have, for example, a multiple-choice question that asks: 'Did you experience any technical difficulties?', the question has two possible answers: 'Yes' and 'No'. If the session attendee's response is 'Yes', you might want to display a follow-up that says: 'Please provide details to help us make improvements in the future'.

With a field rule, you can show a hidden field, hide a visible field, or jump to another field in the survey.

To see the field rules, select Field rules at the bottom of the Fields tab. In the pop-up window that appears, select New rule.

• To configure a field rule, start with the If row to create the comparison you want to make (the ‘If’ statement determines when the rule activates) – see the screenshot below.
• In the first dropdown, select the field you want to evaluate (e.g. ‘Please indicate your status); then in the second dropdown, select the logic you want to apply (i.e. Contains, Equal, or Not Equal).
• If you select Contains, the ‘if’ statement will be true if the value in the third field is contained anywhere in the user's response.
• If you select Equal, the ‘if’ statement will be true only if the value in the third field matches the user's response exactly (this works best with multiple choice questions).
• If you select Not Equal, the ‘if’ statement will be true only if the user's response does not exactly match the value in the third field (this works best with multiple choice questions).
• In the third field, select or enter the value you want to compare to the user's response (if this is a multiple-choice field, select the option from the dropdown menu), e.g. ‘UCL Undergraduate’.
• In the Then row, specify the action you want this rule to take (the ‘then’ statement is what will happen when the rule is activated, i.e. when the "if" statement is true).
• In the first dropdown, select the action you want to apply (you can choose to Show a field or group, Hide a field or group, or Jump to a field or group)
• In the second dropdown, select the field or field group the action should apply to (this would be the field that is shown, hidden, or jumped to), e.g. ‘What is your course of study’, then select the Save button.
• Select the Else checkbox to hide the field or field group that the action should apply to if the rule is not met. E.g., to hide ‘What is your course of study’ if the status does not equal ‘UCL Undergraduate’.
• Select Save.

Note that if you have the same question twice in your survey (an example could be 'please provide further details'), the field rules become difficult, because you need to make sure the correct occurrence of the question is hidden / visible.

If you want to use the same survey for a set of sessions/tutorials which form a discrete set or series, you can remove the free text field for the first question and add a question with a drop-down list of possible answers instead. (An example can be seen on the survey Summer School: live training feedback form.)

• Open your survey for editing.
• Choose from one of two questions in the bank; ‘which session’ or ‘which tutorial’ and add to your Workpad.
• Edit the question to include the options for the session name/title. You may add more options, add/delete an ‘other’ field, etc.

Important! Ensure that the required box is ticked, and ensure that none of the boxes next to the options are ticked (this indicates the option which will appear on the form by default, which causes errors).

• Move the question up the workpad so that it is the first question
• Make sure you remove the free text session name question!

Note that you can still pre-fill the session/tutorial name using the unique URL tool - you would just select the appropriate option from the drop down list.

If you have made edits to the survey, you might like or need to add extra elements to affect the apperance

• Under the Fields tab, you will see options under Utility which are not question types but elements for formatting and displaying the survey.
• Click and drag the desired field type from the Fields tab to your Workpad, then drop it into position.