1. What’s New in Colectica 5.3 Part 1
Vamp
EDDI Cologne

2. Colectica Overview Standards-based metadata management
Survey design and specification
Data documentation
Data lifecycle documentation
As a brief overview, if you’re not familiar with Colectica, it is software for standards-based metadata management.
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3. Colectica and DDI Users
National Statistical Organizations
Longitudinal Studies
Commercial Data Collectors
Data Archives
The types of organizations that use Colectica overlap with the types of organizations that use DDI.
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4. The Colectica Platform
Colectica Designer
Create, ingest, manage, and edit metadata
Usable DDI 3 for end-users
Colectica Repository
Centralized, authoritative, metadata store built on DDI 3, ISO 11179, and Web Service standards
Colectica Portal
Search and browse metadata from Colectica Repository
Colectica SDK
Allows programmers to work with DDI 3 and interact with Colectica Repository
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5. New in Colectica 5.3 1. Desktop updates: SAS support 2. Portal
3. Colectica Questionnaires (preview)
4. Colectica Datasets (preview)
This week we are launching Colectica 5.3, and today I will talk about what’s new in this version.
First I’ll talk about what’s new in the desktop tools.
Then I’ll show what’s new in Colectica Portal, though you’ll see a bit more of that when Barry gives his presentation next.
Finally, two new programs which we are launching in Preview: Colectica Questionnaires and Colectica Datasets

6. Colectica Designer
First, let’s start with Colectica Designer, the desktop metadata creation tool.

7. What’s new in Designer Many minor improvements and fixes
One big one: SAS
There have been many improvements in version 5.3.
Most of these are minor, but there is one big one worth pointing out, and that is SAS support.

8. Ingest metadata from SAS
What this looks like, is that we can now import from SAS, in addition to the other statistical file formats we support.
I’ll select a sas7bdat file here. Next I’ll be prompted to choose a catalog file as well. This is going to give us the value labels that are important for interpreting the data.
Then we’ll get a summary of what it’s brought in.
Those are going to get brought into the local database here. Then I’ll drill into the dataset description,
And it’s going to show us the list of variables it’s extracted from the SAS file.
I always like to calculate the summary statistics so we can see what those look like.
Now when I select the variables, we can see the descriptives statistics and any frequencies for the categorical variables.

9. Colectica Portal
Next, Colectica Portal. I won’t spend too much time showing this, because in the next presentation Barry is going to show an example that’s live in production. We have several

10. Colectica Portal Built on Colectica Repository and DDI Lifecycle
DDI 3 metadata format and descriptions
Holistic views built up from metadata items
Study or Series
Comparable variables
Questionnaire and question routing
Allow users to easily experience the advanced features in DDI Lifecycle

11. Repeated and Longitudinal Support
DDI Lifecycle supports harmonization
We have great descriptions of longitudinal data in DDI Lifecycle
Portal builds views from the metadata items
Concordance tables
Visualize data across time
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12. Longitudinal Support
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13. Longitudinal Support
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14. Compare Data Types

15. Search within views
DDI items and their relationships create a large graph of metadata
Portal allows searching within subsets of this metadata graph
For example, searching for:
Variables in particular studies or series
Questions in specific survey questionnaires
Concepts measured in datasets
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16. Data DDI Lifecycle has very precise data descriptions
Very easy ingest process of documented data files
Manage data with the Portal
Variable baskets
Data downloads
Data subsets
Custom DDI for the extract
Custom Codebook documentation
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17. Data
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18. Question context DDI Lifecycle has very precise question descriptions
Display question context
What surveys was the question asked in?
What questions were around this question in the questionnaire?
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19. Question context
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20. Questionnaire logic
DDI Lifecycle has very precise questionnaire descriptions
Display questionnaire logic
Conditions and skip patterns
Questions
Sections
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21. Questionnaire logic
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22. Configuration
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23. Colectica Questionnaires
On to the new apps.
Colectica Questionnaires. Lon talked about this idea, and now we can take a look at what things look like.

24. Goals Build surveys with an intuitive user experience
Use questions and blocks from question banks
Multiple outputs from one survey specification
Blaise
PDF
DDI, the open standard for survey documentation
Metadata Portal
Link collected data to the questionnaire using DDI metadata
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25. Demonstration Create a survey
Reuse questions and blocks from a question bank
Create new questions
Add display logic
Publish to Blaise and PDF
Let’s take a look at some of this functionality.

26. Create a New Survey
To start, let’s create a new survey. Just click the Create button and give our survey a name.

27. Welcome
Next, let’s add a simple Welcome statement.

28. Add from a Question Bank
Let’s not start from scratch. Let’s add a question from a question bank.
In the palette, I can see the different types of things I can add to the design surface.
But for now let’s add a question from the Repository. I have a few repositories configured here. Let’s pull from the NADDI repository.
As I select a question, we can see where else the question has been used. When I choose select, it’s going to bring that question down, along with its response options.

29. Create New Questions
Next, let’s create some new questions. We’ll start with a multiple choice question, and we’ll ask whether this is the first time the respondent has attended the conference.
The choices are Yes, and No.
Next, let’s ask how the respondent learned about the conference. This will also be multiple choice, and we’ll offer a few response options.

30. Display Logic
We can also add display logic to a given question. Maybe we only want to ask how they found out about the conference if this is their first time attending.
We have a built-in expression editor. It’s going to make sure we are creating valid expressions.

31. Add Blocks from Question Bank
Next, let’s add some more content from the Repository. Instead of just a single question, let’s pull down an entire section of questions.
Again I’m going to browse the NADDI repository I have configured. Let’s use this section about satisfaction with the conference. I can see it’s been used in two different surveys before.
Let’s select that, and it’s going to bring down all the questions from the section. I can drill into it to see each of the seven questions it brought in.
Let’s add one more sequence here. The conclusion section will bring in a couple extra items to close out the survey.

32. Questionnaire Visualizations
Once we have created our questionnaire, we can do some different things with it.
First, we can take a look at some different visualiations.
IN this first one we can see a linear list of all the questions in the survey. We don’t have to drill into all the different areas, but we can see the context of each question in one view.
Next we can see a flowchart of the entire survey, which gives us a birds-eye view of the routing structure of the survey.

33. Publish to Blaise Another thing we can do is generate some outputs.
There are few different targets we support here that you can see, but for now let’s publish this to Blaise.
I’ll hit Run and select the output location for the files that will be generated.
If you have Blaise installed it will actually kick off the build process and launch the Blaise Data Entry Program, and we can see what this looks like.