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create quota tag

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The create quota tag uses the specified value and description to create a quota variable when added to a question.

1. What is your gender identity?
type: radio
create quota: QGENDER { desc: Gender Male/Female/Other } 
1. Male
2. Female
97. Other

Details

  • The create quota tag requires a quota variable ID and a quota variable description in a desc decorator.
  • Multiple create quota tags can be used on a single question.
  • Radio (single-select) questions generate single option quotas. Checkbox (multiselect) questions generate multi-punch quotas.
  • When the create quota tag is applied to a checkbox question and more than one quota group can be assigned, the quota variable defaults to the maximum number allowed by the question it's based on.
  • The create quota tag accepts inclusion/exclusion syntax, e.g., create quota: QGENDER [1..2] and create quota: QGENDER -[97]. It also accepts conditional "if statements" within the square brackets, e.g., create quota: QGENDER [if [id]<97].
  • If a term: y decorator is added next to an option in a question that includes the quota tag, that option is automatically excluded from the quota groups created for the question.
  • Quotas are managed in the Quotas applet.

Tip! When creating quotas in a survey, there are several standard tags available, along with additional tags that can enhance functionality to meet your needs. See Common quota tags for more information.

Quotas in reporting

Derived quotas appear in the Quota variables chapter of the reporting field tree. To place a quota in a different chapter, use the quotachapter tag and specify the chapter label. When using the quotachapter tag, only the quota moves to the specified chapter; the question remains in its original location. Make sure the chapter is defined first with the define chapters widget. 

Respondents receive a status of 'T' ("Terminated") if they fail to qualify for a quota. If they qualify but the quota is full, they are marked as 'Q' ("Over Quota"). The oq variable tracks over quota data, and the oqtext tag can be used to add a custom description (e.g., oqtext: Gender Quota).

Additional examples

Multiple Tags with Inclusions

In the example below, two separate quotas will be created, QGENDER and QGENDER2. QGENDER will collect data only for those respondents that select 'Male' or 'Female' while QGENDER2 captures all respondents, including those that select 'Other'.

define chapters
S. SCREENER

1. What is your gender identity?
type: radio
create quota: QGENDER [1,2] {desc: Gender Male/Female}
create quota: QGENDER2 {desc: Gender All} 
1. Male
2. Female
97. Other

Option data

Another approach for isolating a subset of options is to use a conditional phrase to reference option data from a set list widget or a spreadsheet that has been referenced in the question. For example, the GENDERS list has option data to differentiate which options qualify for the quota QGENDER_MF versus the quota QGENDER_ALL. At QGENDER_MF, if the option data for GENDERMF has a value of '1' (true) for the option selected, the QGENDER_MF quota will be punched.

set list: GENDERS
1. Male   {{GENDERALL: 1}} {{GENDERMF: 1}}
2. Female {{GENDERALL: 1}} {{GENDERMF: 1}}
97. Other  {{GENDERALL: 1}} {{GENDERMF: 0}}
 
1A. What is your gender identity?
type: radio
optsfrom: GENDERS
create quota: QGENDER_MF  [if [GENDERMF]]  { desc: Gender Male/Female } 
create quota: QGENDER_ALL [if [GENDERALL]] { desc: Gender All }

'chapter' decorator

By default, quotas created with create quota are placed in the Quota variables chapter. You can assign a quota to a different chapter by placing the chapter decorator on each quota as needed. Below, we have assigned both quotas to the SCREENER chapter. 

define chapters
S. SCREENER

1. What is your gender identity?
type: radio
create quota: QGENDER [1,2] {desc: Gender Male/Female} {chapter: S}
create quota: QGENDER2 {desc: Gender All} {chapter: S}
1. Male
2. Female
97. Other

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