Actions

Persona Work In Progress

From LimeSurvey Manual

Personas: LimeSurvey Users

1. Executive Manager

img/wiki_up/exec_man.jpg

  • Name: Lou Matsumoto
  • Role: Executive Manager
  • Jobdescription: Executive Manager in a bigger IT-Company called IT-Labs
  • Personal Info / private Interests:
    Lou has a wife and two little girls.
    Frustratingly the time he can spend with his family is strongly limited as he is often traveling all around the world meeting business partners.
    Because of him traveling his relationship is a permanent marriage crisis.
    In his few spare hours he is playing golf and go with friends and business partners (or both).
  • Working environment:
    Mostly working on a laptop in every kind of location, as i.e. office, airplane, hotel-room/-bar.
  • Background Knowledge:
  1. He has still some technical knowledge from his days as a student. But nowadays he is not interested in any technical detail.
  2. He is also not interested in statistical details on response calculations.
  3. His job is to make decisions (which is mostly based on his personal experience and company guidelines) and to stay informed about his clients.
  • Goals to accomplish with LimeSurvey
  1. Monitor responses (see whether results are still within certain boundaries)
  2. Query survey for the same reports
  3. Monitor the state of the survey (as how soon the survey will end, the latest results)
  4. Looking up responses from certain clients
  5. Occasionally he is building his report format using embedded LS tools
  • Successfactors working with LimeSurvey
  1. The Software just has to work (any call for technical support is perceived as disturbance, no time to read manuals).
  2. It is important to him to monitor responses of his clients quickly.
  3. With limited time and technical knowledge he needs an interface with a steep learning curve (little time - high mastery level)(keyboard short cuts and other tweaks are pointless to him)
  4. Reports and Report configuration has to work on smaller notebook screens.

Activity Scenarios

TODO

2. Marketing Manager

img/wiki_up/mark_man_2.jpg

  • Name: Stan Barber
  • Role: Marketing Manager
  • Jobdescription:  Marketing Manager of Market Research
  • Personal Info / private Interests
    He is married and has one son.
    In his free-time he likes to hang out with his friends, playing poker.
    He is a very communicative person and talkes a lot.
  • Working environment:
    Mostly working in the office. Occasionally at home.
    A lot of time he is spending talking/mailing to customers. He also has a lot of meetings on the schedule.
  • Background Knowledge:
  1. No technical knowledge beyond Office and his CMS.
  • Goals to accomplish with LimeSurvey:
  1. Gathering reports for executive managers
    most reports have to be delivered regularly with the same configuration
    additionally certain parameters have to be monitored and reported when they diverge from normal
  2. Statistics is not his profession, rather his boss is interested in nice looking figures, baselines and trends. (fancy eye-candy charting)
  3. Creating new surveys from time to time.
    These are often customer satisfaction surveys, but may also be used for internal data collection purposes.
  4. Note: This person is not installing/administrating the survey by himself.
  • Successfactors working with LimeSurvey
  1. As reporting is the most time-consuming task it has to work quick and easy.
  2. Generating regular reports automatically.
  3. Nice charts to present to the boss.
  4. Easy MS-Office integration for the reports to prepare presentation material
  5. Large variety on question types to try new fancy questionnaires
  6. Easy, non technical usage of conditions for questions
  7. Less interested in psychological validity - randomization, standardized likert-types etc.
  8. Extensive Help - As he is not so actively participating in the community a good help - especially on the topic of reporting is important to him.

Activity Scenarios

TODO

3. Survey Researcher/Developer

img/wiki_up/survey_res_fem.jpg

  • Name: Madeleine Holiday
  • Role: Survey constructor
  • Jobdescription: User Researcher at Surveys-Online
  • Personal Info / private Interests:
    Studied Industrial Psychology
    Unfortunately, still single.
    She is usually working overtime.
    The remaining free-time is filled with meetings friends and playing with her dog sally.
  • Working environment:
    She is working in a small office compartment.
  • Background Knowledge:
    She has limited knowledge about Webpublishing (html).
    She knows that a database is some special place to keep all the data in tables.
    Competent in survey research, test construction and statistical analysis.
  • Goals to accomplish with LimeSurvey:
  1. Survey construction, implementation
  2. Data analysis
  3. Report generation
  • Successfactors working with LimeSurvey:
  1. Layouting/templating with limited technical knowledge
  2. As questionnaires often resemble each other, it is important for her to transfer her work from one survey to another
  3. Descriptive statistical analysis (mean values, frequency distributions, percentages)
  4. Several measures have to be combined into a report easily, including charts
  5. Responsive support - She needs support when setting up a new type of survey from time to time.

4. Survey Admin

img/wiki_up/survey_developer.jpg

  • Name: Louis Parker
  • Role: System administrator
  • Jobdescription: System administrator at Market Research
  • Personal Info / private Interests:
    He has a girlfriend for almost 10 years now.
    Classic geeky type of person.
    He is a fan of final fantasy and other computer games.
  • Working environment:
    He shares an office with 2 other SysAdmins in the basement of the company building.
    Works on a powerbook.
  • Background Knowledge:
    Louis knows all about Networks, Operating Systems, Databases.
    He hardly knows what a survey is, for him LimeSurvey is a webapp with a database backend.
    He just loges into LimeSurvey to setup user-accounts or when something in the app seems to be broken.
  • Goals to accomplish with LimeSurvey:
  1. Installing/Setting up limesurvey.
  2. Creating User/Admin Accounts
  3. Connect LimeSurvey to repository of participants (as databases or LDAP)
  4. When people mess things up by doing strange things with the app, he is the one who has to fix it.
  • Successfactors working with LimeSurvey:
  1. Out-of-the-box installment
  2. It should just work like other webapps (1. extract the codebase, 2. setup and populate database, 3. configure webserver - done!)
  3. LimeSurvey has to be compatible with repositories of participants
  4. Reliability of the app and monitoring the state of the database (corrupt tables are a nightmare) - People should just not be able to mess up the application.
  5. Scalability, he has to administer one installation of LimeSurvey that includes many surveys and many people accessing this survey at the same time, while others administer other surveys and generate reports etc. (Maybe he even needs to cluster the database and webservers?)
  6. Responsive developer-community - he likes submitted bugs to be fixed soon.
  7. OpenSource App - When things are getting real bad, he wants to have an open source application to be able to fix bugs for himself

5. Academic Scientist (Project Leader)

img/wiki_up/researcher.jpg

  • Name: Endogan Davis
  • Role: Academic Scientist (Project Leader)
  • Jobdescription:
    Professor at the University of Heidelberg, Faculty of Developmental Psychology
    He is involved in a lot of studies conducted at his faculty.:
    State-aided projects, several BA-,MSc-,PhD-Thesis, own research projects
    He is mostly giving input in terms of project planning, experimental design and academic writing and not conducting studies (and surveys) himself.
    Although he has to monitor the research/survey progress.
  • Personal Info / private Interests:
    Married, 1 son.
    He lives in a one-family home outside the city.
  • Working environment:
    His Office at the University, or University Lab, occasionally computer rooms at conferences.
  • Background Knowledge:
    He has detailed domain knowledge in developmental Psychology.
    Expert knowledge of experimental design and survey research.
    Less technical knowledge of LimeSurvey itself.
    No computer experience beyond, office, powerpoint, email etc.
  • Goals to accomplish with LimeSurvey:
  1. Monitor the state of a survey (how many participants?, Data summary)
  2. Although not implementing the survey himself, he insists on controlling every detail that could lead to experimental bias or artifacts i.e.
    randomization
    theming
    presentation timing
  3. He needs advanced features of experimental design as:
    random assignment to groups(control vs. treatment)
    TODO
  4. He wants to test surveys, his students implemented.
  • Successfactors working with LimeSurvey:
  1. Low Hardware Requirements (communication with the computing-center is rather limited and difficult)
  2. Low-Budget
  3. Quick monitoring of the survey status
  4. Testing facility to look at the survey his students prepared, and possibility to quickly tell them what has to be changed (i.e. hard-links to questions?)

6. Academic Researcher

img/wiki_up/survey_res2.jpg

  • Name: Jonathan Shepp
  • Role: Academic Survey Constructor
  • Jobdescription:
    Jonathan is working on his PhD thesis in the field of computer science. After each run of his experiments, he has appended a post-questionnaire to measure certain experimental variables.
  • Personal Info / private Interests:
    Has a girlfriend whom he met on a conference recently. Loves mountain biking, climbing and other outdoor activities
  • Working environment:
    He is working in a computer room for PhD-Students and in a lab where he runs his experiments.
  • Background Knowledge:
    Jonathan has an extensive computer/programming background.
  • Goals to accomplish with LimeSurvey:
  1. He has to set up LimeSurvey for himself on a computer in the lab.
  2. He needs to control the experimental environment carefully (i.e. controlling of error sources, randomization to avoid response bias)
  3. He has a lot of special needs to adapt the survey to particular experimental situations.
  4. He has different scientific tools to integrate into LimeSurvey (from brian: probably know about datavers and may want to decouple certain aspects of LS's out of the box settings ???)
  5. As the report functionality in LimeSurvey is not sufficient for doing statistical analysis, he needs to export his results in various formats as CSV, SPSS, SQL.
  • Successfactors working with LimeSurvey:
  1. Money is more critical than time
  2. He can also search for a workaround to achieve his special needs - it just has to be possible.
  3. To implement additional stuff he needs, a Plugin/API Interface is highly desired.
  4. He needs documented code and detailed support for questions concerning the source-code.

7. Data Entry Agent

  • Name: Joanne Paperfill
  • Role: Data Typist
  • Jobdescription:
    Joanne is working in a marketing company which is doing combined online and field paper surveys. Her task is to enter the data of paper surveys which have been created in interviews with pedestrians on the street into the same survey that is done with people filling it online.
  • Working environment:
    She is working in a little office room, only half-days.
  • Background Knowledge:
    Joanne is a student or single mother, has basic Office knowledge and knows how to use a browser.
  • Goals to accomplish with LimeSurvey:

+Dataentry for the paper surveys

  • Successfactors working with LimeSurvey:
  1. Ease of Data Entry with according liability, she is working without the mouse wherever possible. Keyboard shortcuts are essential to be really fast on data entry.
  2. Time is important since she has only four hours each day. She needs to start and finishes her work on time

8. LS Developer

  • Name
  • Role
  • Jobdescription:
  • Personal Info / private Interests
  • Working environment
  • Background Knowledge
  • Goals to accomplish with LimeSurvey
  • Successfactors working with LimeSurvey

9. LS Survey Tester

  • Name
  • Role
  • Jobdescription: Test surveys and gives feedback.
  • Personal Info / private Interests
  • Working environment
  • Background Knowledge
  • Goals to accomplish with LimeSurvey "Test surveys for glitches. Be able to comment on every question via a textfield. Be able to skip groups/pages/questions. Be able to active/deactivate validation/conditions. Be able to manipulate variables during runtime.
  • Successfactors working with LimeSurvey

Personas: LimeSurvey Takers

Annonymous survey-taker

  • Name
  • Role
  • Jobdescription:
  • Personal Info / private Interests
  • Working environment
  • Background Knowledge
  • Goals to accomplish with LimeSurvey
  • Successfactors working with LimeSurvey

Aware survey-taker

  • Name
  • Role
  • Jobdescription:
  • Personal Info / private Interests
  • Working environment
  • Background Knowledge
  • Goals to accomplish with LimeSurvey
  • Successfactors working with LimeSurvey
Retrieved from "http://www.limesurvey.org/manual/index.php?title=Persona_Work_In_Progress&oldid=66586"