
Jump into the hands-on introduction to ODC and Kobo Toolbox. Learn to create forms from the ground up using mobile and web data collection tools.
Explore open source ODK for mobile data collection used by humanitarian organizations like the WHO and Red Cross. Learn how Excel forms become X forms via Kobo Toolbox for surveys.
In the previous lesson, we learnt about various definitions. We learnt about XLSForms, that they were simply a standard for development of ODK tools. You may notice that from now on I will use the words tool and form interchangeably.
Don’t worry about that, because I will be saying this while I am referring to the same thing. These are the ODK based digital surveys that we shall be building on this course.
Now let’s just get right into it. As of now you understand that XLSForms are just worksheet documents, that can be edited on a worksheet software such as Excel. I’m sure most of my students are familiar with Excel, just in case you are using a Linux system such as Ubuntu you may use LibreOffice to accomplish this.
In the next video, we shall learn about the general structure of an XLSForm.
Imagine this, you have been given the task to conduct a survey for the International Child Health Organization (ICHO). In the previous years, ICHO has been collecting survey data using paper-based questionnaires. You are required to convert physical survey forms to digital tools.
How do you begin? We shall be learning how to do it from now on. Please head over to the resources section of this lecture, and download the attached Excel file name basic_format.xlsx. This is a basic template which we shall use to get started.
Disclaimer: ICHO is not a real organization, but we we shall use it for learning purposes.
An XLSForm is made up of three worksheets, we may as well refer to them as tabs:
· The survey worksheet
· The choices worksheet
· The settings worksheet
Explore open data kit as a standard for building data collection tools and use Excel forms to design them, review the resources folder, and prepare for lessons on skip patterns.
Deploy your first ODK tool by uploading an Excel form to Kobo Toolbox, naming the project, and deploying a digital survey tool for a child nutrition study.
Configure the ODK on mobile by connecting Kobo Collect to the Kobo Toolbox server, entering the URL, username, and password, then download, fill, and submit blank forms with consent.
Define the survey structure in the XLSForm worksheet by setting per-row questions and appearance details, with the server tab mapping rows to questions and exploring widgets.
Explore the choices worksheet in XLSForms to define predetermined options, link each row to survey questions, and note mandatory columns: list name, name, and label.
Out of the three worksheets we have discussed, this one is not mandatory but is highly recommended to include.
There are many more column names that the ODK standard provides for inclusion, however the following should not miss from your settings tab:
form_title
form_id
version
As you’d notice on the basic_format.xlsx file you downloaded previously, there is a column named “allow_choice_duplicates”. This is not a mandatory column, it was added to the tool as a fix for a previously encountered error.
You can read more about this from this link https://forum.getodk.org/t/error-allow-choice-duplicates/21440
Dissect XLSForm in Excel and Kobo Toolbox to analyze settings, survey items, groups, and calculate fields, enabling robust digital surveys for field data collection.
Celebrate your progress as you continue your journey in the hands-on ODK, XLSForm, KoboToolbox, digital surveys masterclass.
Explore widgets and question types in ODK, XLSForm, and KoboToolbox to design digital surveys. Learn how radiobuttons, drop-down menus, and text input fields function as selectable widgets in survey forms.
Learn about text widgets in ODK forms, including default text and number text widgets, and how they collect free responses, alphanumeric or numeric data on Android devices.
Master text widget data collection by filling a blank form in Kobo Toolbox, using Kobo Collect with Android submissions, and avoiding conflicts by using a single app, with internet connectivity.
Learn to implement a number widget in Kobo Toolbox using integer and decimal questions, with labels, hints, and required fields, and manage appearance for thousand step and unique form IDs.
Upload the finished form by clicking new, choose Excel form from the desktop XLS Forms folder, locate and open it, then refresh if prompted to contact support.
Deploy and test a number widget by creating a project, deploying it, and validating integer and decimal inputs online with thousand separators, euros, and comma-separated values.
demonstrates using the number widget in KoboCollect on Android to collect numeric data, including integer and decimal questions, with hints and comma-delimited formatting, and best practices for single app usage.
Understand the default date widget in an Excel form and set form and question identifiers for Kobo Toolbox; explore date, time, hints, and required fields in ODK surveys.
Create a date widget with a spinner input, defining type as date, giving a unique name and label, and adding a no calendar appearance hint for clean data collection.
Create a year-only date widget by inserting a date field, then add a label and a hint to clarify the date type.
Explains four date types, comparing the default calendar date and the no-calendar appearance, with labels and hints. Demonstrates setting appearances for month-year and year-only widgets, and naming the types accordingly.
Configure the time widget by setting the type to time, naming it time, adding a label such as what time do you have your lunch, and leaving the appearance blank.
Learn to use the date time widget to select a time by defining the type as date time in camel casing. Define labels and save, then upload the Excel form.
Access Kobo Collect on Android, sign in, and download the date and time widget form. Use calendar and spinner date widgets, then fill, finalize, and send the form.
Master the select one widget with no appearance, learn single versus multiple selection, and understand how enumerators and choices shape the user view in digital surveys.
Explore how the select one minimal widget shows six choices compactly. Group two questions on one screen with minimal appearance to reduce scrolling and fatigue, keeping six choices required.
Explore the select one auto advance widget for digital surveys. It immediately advances to the next question, such as campsite, with quick appearance and no extra taps, required true.
Learn how the select one autocomplete widget filters long lists, like 57 countries, enabling users to type and select quickly, with label, hint, and required appearance settings.
Explore the select widget with columns pack, which fits many choices in one line. If labels vary in length, options may wrap to the next line, with country and campsites.
Explore how to implement select multiple questions in ODK/XLSForm with appearances such as autocomplete, columns pack, and minimal, transforming from select one to select multiple.
Learn to troubleshoot deployment errors in ODK, XLSForm and KoboToolbox by fixing spaces in choice names, converting them to underscores or numeric codes, and deploying successfully.
Learn how to reference a selected option in notes within ODK, XLSForm, and KoboToolbox surveys, mapping numeric values to enumerator names and displaying chosen options in notes.
Explore hidden calculate fields in ODK by using the jr:choice-name function to display a chosen enumerator’s real name in a consent question, ensuring readable prompts.
Explore how jr:choice-name powers form logic with a select one widget, revealing calculated and hidden fields, and learn to upload an XLS form, deploy, and test on web and mobile.
Showcases jr:choice-name on KoboCollect within a select one field, using a names form with calculated and hidden fields and form logic for consent and yes-no questions in ODK.
Group questions on a single screen to reduce enumerator fatigue and minimize scrolling. Use note widgets and previously designed surveys to group items, such as demographics, for easier analysis.
Learn how Kobo Collect manages grouped questions with field list on mobile, using autocomplete and paging to reduce enumerator fatigue and clutter.
Set a fixed repeat count in the survey by placing a repeat_count value on the begin repeat row, so questions appear two times before end repeat.
Explore dynamically defined repeat count, where calculations based on previous responses determine how many times a set of questions repeats, for example when the answer is three.
Implement repeating questions driven by a condition using the count function to determine how many times to show items, streamlining surveys without manual dialogue.
Deploy and test repeating questions in the Kobo Toolbox web app by uploading an XLS form, exploring user-controlled, fixed, dynamic, and conditional repeats.
Explore how repeat questions loop in a mobile KoboCollect form, including fixed two-set repeats and dynamically defined repeats, with user-controlled add repeats and multiple child entries.
Master conditional repeats in KoboCollect by looping questions while a condition holds, handling zero or more times, and finalizing and sending completed surveys.
Content gets reviewed from time to time, this is the most updated course on ODK and KoboToolbox, so be sure to find new topics!
Also, the instructor is ready to answer your questions any time through the messaging platform.
By the end of this course, you should be able to do the following:
Getting Started with ODK and XLSForm Fundamentals
Definitions
XLSForms Structure
Getting work environment ready
ODK Aggregate
Deploy our first ODK Tool
Configurations
Worksheets : Survey , Choices, Settings
Project 1: Design an NGO Research Tool
Widgets: Text, Number, Date/Time, Select One, Select Multiple, GPS , Image e.t.c. and how to program them for various needs.
Validation logic for example how to ensure only certain data is allowed on some widgets.
Load forms into ODK Collect/KoboCollect on an Android device.
Use ODK Collect/KoboCollect to fill out forms with participants.
Reducing Enumerator Fatigue: Using Question Groups and Looped Questions.
Implementing skip logic to determine the way questions flow within a digital survey.
Upload survey data from KoboCollect to an Aggregate Server such as KoboToolbox.
Export data from an Aggregate server
Why should you use ODK?
•ODK allows for built-in checks and skip patterns, meaning they do not have to be done manually by an enumerator. All this is meant to ensure higher quality of data collected.
•Data collection processes can be monitored remotely, and it is possible to make adjustments to a survey even after data collection has started. Submissions can be viewed, and they show when and what data has been submitted. With some adjustments, it is possible to record names of the submitters.
•Promotes a better use of time and saves on costs especially with no need for time-consuming data entry, as seen while using traditional paper based questionnaires.
Thank you so much for making a purchase of this course, it is because of learners like you that my team and I produce this kind of content. We really do hope you shall have learnt a lot by the time you are done with this course.