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create quota tag

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The create quota tag uses the specified label (ID) 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 description in a desc decorator.
  • If the quota variable ID starts with a letter, a leading Q will not be automatically appended, instead add it as part of the ID as in the example above.
  • The question's option set is used as the quotas options. If a term: y decorator is added next to an option, it is automatically excluded from the quota's option set.
  • Radio questions generate single-select quotas. Checkbox questions generate multi-select quotas.
  • Multi-select quotas default to the maximum allowed selections by the question it's based on.
  • The create quota tag supports 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].
  • Several common tags can be added as decorators to the create quota tag, including if over, if none, defer if over, defer if none, and cross by.
  • Multiple create quota tags can be used on a single question.
  • The cross by decorator can be placed directly inline with the create quota tag to create a crosslist quota.
  • 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 oq text tag can be used to add a custom description (e.g., oq text: 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} {if over: NEXT} {if none: NEXT}
create quota: QGENDER2 {desc: Gender All} 
1. Male
2. Female
97. Other

Crosslist quota with 'cross by'

At QS2, the cross by decorator is placed inline with the create quota tag, creating a crosslist quota that crosses QS2's income options with the country options from QS1. Exclusion syntax then filters out option '97' from the quota option set.

S1. What country are you in?
type: radio
1. US
2. UK
97. Other {term: y}

S2. What is your income?
create quota: CNTRY_INC {desc: Country x Income} {cross by: QS1 -[97]}
type: radio
1. -29,999
2. 30,000 - 49,999
3. 50,000 - 99,999
4. 100,000 - 349,999
5. 350,000+

Option data

Another way to isolate a subset of options is to use a conditional phrase to reference option data from the set list widget or sheet that used 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 GENDERMF has a value of '1' 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 } {if over: NEXT} {if none: NEXT} 
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 the quota to the SCREENER chapter. 

define chapters
S. SCREENER

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

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