qualtRics

Jasper Ginn

2018-02-05

This project contains an R package to download surveys from Qualtrics using the API.

Note that your institution must support API access and that it must be enabled for your account. Whoever manages your Qualtrics account can help you with this. Please refer to the Qualtrics documentation to find your API token.

I am not affiliated with Qualtrics and they do not offer support for this package.

Usage

Currently, the package contains three core functions:

  1. getSurveys() fetches a list of all surveys that you own or have access to from Qualtrics.
  2. getSurvey() downloads a survey from Qualtrics and loads it into R.
  3. readSurvey() allows you to read CSV files you download manually from Qualtrics.

It further contains four helper functions:

  1. registerOptions() stores your API key and root url in environment variables.
  2. getSurveyQuestions() retrieves a data frame containing questions and question IDs for a survey.
  3. qualtRicsConfigFile() prints information on how to make a .qualtRics.yml configuration file that stores your qualtRics API key, root url and other options in your working directory.
  4. metadata() retrieves metadata about your survey, such as questions, survey flow, number of responses etc.

Note that you can only export surveys that you own, or to which you have been given administration rights.

Registering your Qualtrics credentials

There are two ways to register your Qualtrics credentials (your API key and institution-specific root url) and other options in R. As in earlier versions of the qualtRics package, you can register your credentials at the start of each R session:

registerOptions(api_token="<YOUR-API-TOKEN>", root_url="<YOUR-ROOT-URL>")

You can set some global options via the registerOptions() function:

  1. verbose: Logical. If TRUE, verbose messages will be printed to the R console. Defaults to TRUE.
  2. useLabels: Logical. TRUE to export survey responses as Choice Text or FALSE to export survey responses as values.
  3. convertvariables: Logical. If TRUE, then the function will convert certain question types (e.g. multiple choice) to proper data type in R. Defaults to TRUE. (see below for more information)
  4. useLocalTime: Logical. Use local timezone to determine response date values? Defaults to FALSE.
  5. dateWarning: Logical. Once per session, qualtRics will emit a warning about date conversion for surveys. You can turn this warning off by changing the flag to FALSE. Defaults to TRUE.

You can change some of these options without having to pass the api_token or root_url parameters every time as long as you have registered the api token and root url previously:

registerOptions(verbose=FALSE, useLocalTime=TRUE)

The second method involves placing a configuration file called .qualtRics.yml in your working directory.

Using a configuration file

qualtRics supports the use of a configuration file to store your Qualtrics credentials. Executing qualtRicsConfigFile() returns information that explains how you can do this:

Copy-paste the lines between the dashes into a new plain text file, replace the values for the
api_token and root_url if they are not yet filled out. and save it in your working directory 
as '.qualtRics.yml'. Execute '?qualtRics::qualtRicsConfigFile' to view an explanation of the additional arguments. Visit https://github.com/JasperHG90/qualtRics/blob/master/README.md#using-a-configuration-file 
for more information.

--------------
api_token: <YOUR-API-TOKEN-HERE>
root_url: <YOUR-ROOT-URL-HERE>
verbose: TRUE
uselabels: TRUE
convertvariables: TRUE
uselocaltime: FALSE
datewarning: TRUE
--------------

You can also call this function while passing api_token and root_url values to the function, in which case <YOUR-API-TOKEN-HERE> and <YOUR-ROOT-URL-HERE> will be replaced by your credentials. After saving the file, you can register your credentials by calling registerOptions() without passing any parameters.

When you load the qualtRics package, it will automatically look for a .qualtRics.yml file in the working directory, in which case you don’t need to call the registerOptions() function to register your qualtRics credentials at the beginning of your session.

You can override your configuration file settings by calling registerOptions() with the changes you want to make:

registerOptions(verbose=FALSE, useLabels=FALSE, root_url="myinstitution.qualtrics.com")

Setting up a config file

Open an existing R project or start a new one. Then, open up an empty text file:

Execute qualtRicsConfigFile(api_token="<YOUR-API-TOKEN-HERE>", root_url="<YOUR-ROOT-URL-HERE>") and copy-paste the text between the dashes to the empty text file: