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Exporting

Source: vignettes/exporting.Rmd
exporting.Rmd

User interface

In Survey Solutions’s user interface, exporting involves a few sequential steps:

  • Select a template
  • Select a version of that template
  • Specify the status of interviews to export (default: all)
  • Select:
    • Data type: microdata or paradata
    • Whether to include questionnaire paradata
    • Data export format: tab-separated, Stata, or SPSS
  • Click on ADD TO QUEUE
  • Cick on DOWNLOAD when the export files are available

API

Via the API, the steps are similar but different:

  • Submit an export job
  • Check whether the job is complete
  • Download the file when the job is complete

susoapi

With susoapi, this translates to the following sequence of function calls.

First, start an export job, by specifying all of the particulars:

# set server authentication credentials
set_credentials(
  server = "https://exampleserver.com",
  workspace = "myworkspace",
  user = "My_API_user10",
  password = "MySecretPassword2Day123"
)

# start an export job
# specifying same same options as in user interface
# optionally specifying other options--including some not available in the UI
start_export(
  qnr_id = "72f7160c-12dc-4dd4-9df1-66af819e434d$1",
  export_type = "STATA",
  interview_status = "All",
  include_meta = TRUE
) -> started_job_id

Then, check on the job’s status:

# check export job progess,
# specifying ID of job started in prior step
get_export_job_details(job_id = started_job_id)

Repeat job status queries until the job is complete.

Next, download the file produced by the completed job:

# download the export file, 
# specifying:
# - job ID
# - where to download the file
get_export_file(
    job_id = started_job_id,
    path = "C:/your/file/path/"
)

Alternatively, see susoflows for functions that automate this and similar export worflows.