add new tool to print matrix items + refactoring

Author: nmdefries

facebook/qsf-tools/generate-codebook.R

@@ -4,7 +4,7 @@
 ##
 ## Usage:
 ##
-## Rscript generate-codebook.R path/to/qsf path/to/codebook
+## Rscript generate-codebook.R [UMD/CMU] path/to/qsf path/to/codebook
 
 suppressPackageStartupMessages({
   library(tidyverse)
@@ -17,81 +17,33 @@ suppressPackageStartupMessages({
 
 
 process_qsf <- function(path_to_qsf,
+                        survey_version=c("CMU", "UMD"),
                         path_to_shortname_map="./static/item_shortquestion_map.csv",
                         path_to_replacement_map="./static/item_replacement_map.csv") {
+  survey_version <- match.arg(survey_version)
   q <- read_json(path_to_qsf)
   wave <- get_wave(path_to_qsf)
 
-  # get the survey elements with flow logic (should be one per block randomization branch)
-  ii_flow <- q$SurveyElements %>%
-    map_chr("Element") %>%
-    {. == "FL"} %>%
-    which()
-  ii_block_randomizer <- q$SurveyElements[ii_flow] %>%
-    map(~ .x$Payload$Flow) %>%
-    map(~ map(.x,~ .x$Type == "BlockRandomizer")) %>%
-    unlist() %>% 
-    which()
-  random_block_ids <- q$SurveyElements[ii_flow] %>%
-    map(~ .x$Payload$Flow) %>%
-    map(~ .x[ii_block_randomizer]) %>% 
-    map(~ map(.x,~ .x$Flow)) %>% 
-    map(~ map(.x,~ map(.x,~ .x$ID))) %>%
-    unlist()
-  
-  block_id_item_map <- get_block_item_map(q)
-  block_id_item_map <- block_id_item_map %>% filter(BlockID %in% random_block_ids) %>%
-    select(-BlockID)
-  
-  # get the survey elements that are questions:
-  ii_questions <- q$SurveyElements %>% 
-    map_chr("Element") %>%
-    {. == "SQ"} %>% 
-    which()
-  
-  # get the questions that were shown to respondents
-  shown_items <- get_shown_items(q)
-  ii_shown <- q$SurveyElements[ii_questions] %>% 
-    map_chr(~ .x$Payload$QuestionID) %>%
-    {. %in% shown_items} %>% 
-    which()
+  block_id_item_map <- map_qids_to_module(q)
+  displayed_questions <- subset_qsf_to_displayed(q)
 
-  # subset qsf to valid elements
-  displayed_questions <- q$SurveyElements[ii_questions][ii_shown]
-  
-  # Qualtrics auto-assigned question IDs
+  # get Qualtrics auto-assigned question IDs
   qids <- displayed_questions %>% 
     map_chr(~ .x$Payload$QuestionID)
 
-  # the items are how we will match these to the survey data:
-  items <- displayed_questions %>% 
-    map_chr(~ .x$Payload$DataExportTag)
-  
-  # B13 was originally named incorrectly. Rename manually as needed
-  items[items == "B13 "] <- "B13"
-  # V2a in Wave 13 was originally named incorrectly. Rename manually as needed
-  if (wave == 13) {
-    items[items == "V2a"] <- "V2d"
-  }
+  # get item names
+  item_names <- displayed_questions %>% 
+    map_chr(~ .x$Payload$DataExportTag) %>%
+    patch_item_names(survey_version, wave)
 
-  # get the text of the question:
+  # get question text:
   questions <- displayed_questions %>% 
     map_chr(~ .x$Payload$QuestionText)
 
-  # get the type of question:
-  type_map <- c(MC = "Multiple choice", TE = "Text", Matrix = "Matrix")
-  qtype <- displayed_questions %>%
-    map_chr(~ .x$Payload$QuestionType) %>% 
-    {type_map[.]}
-  
-  ii_multiselect <- displayed_questions %>%
-    map_chr(~ .x$Payload$Selector) %>%
-    {. == "MAVR"} %>% 
-    which()
-  qtype[ii_multiselect] <- "Multiselect"
-  qtype[items == "A5"] <- "Matrix" # this will be treated like C10
-  
-  # get the choices (for MC and Matrix):
+  # get question types
+  qtype <- get_question_formats(displayed_questions, item_names, survey_version)
+
+  # get choices for multiple choice (MC) and Matrix items:
   choices <- displayed_questions %>% 
     map(~ .x$Payload$Choices) %>% 
     map(~ map(.x, "Display"))
@@ -122,8 +74,8 @@ process_qsf <- function(path_to_qsf,
     map(which) %>%
     map(names) %>%
     unlist()
-  other_text_items <- paste(items[ii_other_text_option], text_elem, "TEXT", sep="_") %>%
-    setNames(items[ii_other_text_option])
+  other_text_items <- paste(item_names[ii_other_text_option], text_elem, "TEXT", sep="_") %>%
+    setNames(item_names[ii_other_text_option])
 
   # some questions port the choices from other questions
   ii_carryforward <- displayed_questions %>%
@@ -189,7 +141,7 @@ process_qsf <- function(path_to_qsf,
       paste(c(qid, selectable_text, option_code), collapse="")
     }, .x)) %>% 
     # Replace QID with question number (A2, etc)
-    map(~ gsubfn("(QID[0-9]+)", function(qid) {items[qids == qid]}, .x)) %>% 
+    map(~ gsubfn("(QID[0-9]+)", function(qid) {item_names[qids == qid]}, .x)) %>% 
     # Collapse logic into a single string.
     map(~ paste(.x, collapse=" "))
 
@@ -203,7 +155,7 @@ process_qsf <- function(path_to_qsf,
     unlist()
 
   # format all qsf content lists into a single tibble
-  qdf <- tibble(variable = items,
+  qdf <- tibble(variable = item_names,
                 question = questions,
                 type = qtype,
                 choices = choices,
@@ -213,7 +165,7 @@ process_qsf <- function(path_to_qsf,
 
   # Add on module randomization
   block_id_item_map <- block_id_item_map %>%
-    left_join(data.frame(qid=qids, item=items), by=c("Questions"="qid"))
+    left_join(data.frame(qid=qids, item=item_names), by=c("Questions"="qid"))
   qdf <- qdf %>% left_join(block_id_item_map, by=c(variable="item")) %>%
     rename(group_of_respondents_item_was_shown_to = BlockName)
 
@@ -272,12 +224,17 @@ process_qsf <- function(path_to_qsf,
     select(new) %>% 
     unnest(new)
 
-  # A5 and C10 are special cases b/c of they are matrix of text entry questions:
-  # also C10 needs an extra _1.
-  matrix_items <- matrix_items %>% 
-    mutate(variable = if_else(str_starts(variable, "C10"), paste0(variable, "_1"), variable),
-           type = if_else(str_starts(variable, "A5|C10"), "Text", type),
-           choices = if_else(str_starts(variable, "A5|C10"), list(list()), choices))
+  # Custom matrix formatting
+  if (survey_version == "CMU") {
+    # A5 and C10 are special cases b/c they are matrices of text entry questions:
+    # also C10 needs an extra _1.
+    matrix_items <- matrix_items %>% 
+      mutate(variable = if_else(str_starts(variable, "C10"), paste0(variable, "_1"), variable),
+             type = if_else(str_starts(variable, "A5|C10"), "Text", type),
+             choices = if_else(str_starts(variable, "A5|C10"), list(list()), choices))
+  } else if (survey_version == "UMD") {
+    # pass
+  }
 
   qdf <- bind_rows(nonmatrix_items, matrix_items)
 
@@ -448,11 +405,12 @@ add_qsf_to_codebook <- function(path_to_qsf, path_to_codebook) {
 
 args <- commandArgs(TRUE)
 
-if (length(args) != 2) {
-  stop("Usage: Rscript generate-codebook.R path/to/qsf path/to/codebook")
+if (length(args) != 3) {
+  stop("Usage: Rscript generate-codebook.R [UMD/CMU] path/to/qsf path/to/codebook")
 }
 
-path_to_qsf <- args[1]
-path_to_codebook <- args[2]
+survey_version <- args[1]
+path_to_qsf <- args[2]
+path_to_codebook <- args[3]
 
 invisible(add_qsf_to_codebook(path_to_qsf, path_to_codebook))

facebook/qsf-tools/list-matrix-items.R

@@ -0,0 +1,48 @@
+#!/usr/bin/env Rscript
+
+## Print a list of survey questions that we handle as matrices.
+##
+## Usage:
+##
+## Rscript list-matrix-items.R [UMD/CMU] path/to/qsf
+
+suppressPackageStartupMessages({
+  library(jsonlite)
+  library(tidyverse)
+  source("qsf-utils.R")
+})
+
+
+print_matrix_items <- function(path_to_qsf, survey_version=c("CMU", "UMD")) {
+  survey_version <- match.arg(survey_version)
+  q <- read_json(path_to_qsf)
+  wave <- get_wave(path_to_qsf)
+  
+  displayed_questions <- subset_qsf_to_displayed(q)
+  
+  # Get survey item names
+  item_names <- displayed_questions %>% 
+    map_chr(~ .x$Payload$DataExportTag) %>%
+    patch_item_names(item_names, survey_version, wave)
+  
+  # Get survey item formats
+  qtype <- get_question_formats(displayed_questions, item_names, survey_version)
+  
+  qdf <- tibble(variable = item_names,
+                type = qtype)
+  
+  print(qdf %>% filter(type == "Matrix") %>% pull(variable))
+  
+  return(NULL)
+}
+
+args <- commandArgs(TRUE)
+
+if (length(args) != 2) {
+  stop("Usage: Rscript list-matrix-items.R [UMD/CMU] path/to/qsf")
+}
+
+survey_version <- args[1]
+path_to_qsf <- args[2]
+
+invisible(print_matrix_items(path_to_qsf, survey_version))

facebook/qsf-tools/qsf-utils.R

@@ -7,10 +7,10 @@
 #'
 #' @return list of Qualtrics Question IDs (QIDs) of items shown to respondents
 get_shown_items <- function(qsf) {
-  block_out <- Filter(function(elem) { elem[["Element"]] == "BL" }, qsf$SurveyElements)[[1]]$Payload
+  all_blocks <- Filter(function(elem) { elem[["Element"]] == "BL" }, qsf$SurveyElements)[[1]]$Payload
 
   shown_items <- list()
-  for (block in block_out) {
+  for (block in all_blocks) {
     if (block$Type == "Trash") {
       next
     }
@@ -27,10 +27,10 @@ get_shown_items <- function(qsf) {
 
 
 get_block_item_map <- function(qsf) {
-  block_out <- Filter(function(elem) { elem[["Element"]] == "BL" }, qsf$SurveyElements)[[1]]$Payload
+  all_blocks <- Filter(function(elem) { elem[["Element"]] == "BL" }, qsf$SurveyElements)[[1]]$Payload
 
   items <- list()
-  for (block in block_out) {
+  for (block in all_blocks) {
     if (block$Type == "Trash") {
       next
     }
@@ -56,7 +56,7 @@ get_block_item_map <- function(qsf) {
 get_wave <- function(path_to_qsf) {
   qsf_name_pattern <- "(.*Wave_)([0-9]*([.][0-9])?)([.]qsf)$"
   if (!grepl(qsf_name_pattern, path_to_qsf)) {
-    stop("qsf filename should be of the format 'Survey_of_COVID-Like_Illness_-_Wave_XX.qsf'")
+    stop("qsf filename should be of the format '<survey prefix>Wave_XX.qsf' where 'XX' is an integer or float")
   }
 
   wave <- as.numeric(
@@ -65,3 +65,109 @@ get_wave <- function(path_to_qsf) {
 
   return(wave)
 }
+
+#' Create mapping of QIDs to module name
+#'
+#' @param qsf contents of QSF file in JSON format
+#'
+#' @return dataframe with `BlockName` (module name) and `Questions` (QIDs) columns
+map_qids_to_module <- function(qsf) {
+  # get the survey elements with flow logic (should be one per block randomization branch)
+  ii_flow <- qsf$SurveyElements %>%
+    map_chr("Element") %>%
+    {. == "FL"} %>%
+    which()
+  ii_block_randomizer <- qsf$SurveyElements[ii_flow] %>%
+    map(~ .x$Payload$Flow) %>%
+    map(~ map(.x,~ .x$Type == "BlockRandomizer")) %>%
+    unlist() %>% 
+    which()
+  random_block_ids <- qsf$SurveyElements[ii_flow] %>%
+    map(~ .x$Payload$Flow) %>%
+    map(~ .x[ii_block_randomizer]) %>% 
+    map(~ map(.x,~ .x$Flow)) %>% 
+    map(~ map(.x,~ map(.x,~ .x$ID))) %>%
+    unlist()
+  
+  block_id_item_map <- get_block_item_map(qsf)
+  block_id_item_map <- block_id_item_map %>% filter(BlockID %in% random_block_ids) %>%
+    select(-BlockID)
+  
+  return(block_id_item_map)
+}
+
+#' Get only questions that were shown to respondents, using definition in `get_shown_items`
+#'
+#' @param qsf contents of QSF file in JSON format
+#'
+#' @return QSF subsetted to only displayed questions
+subset_qsf_to_displayed <- function(qsf) {
+  # get the survey elements that are questions:
+  ii_questions <- qsf$SurveyElements %>% 
+    map_chr("Element") %>%
+    {. == "SQ"} %>% 
+    which()
+  
+  # get the questions that were shown to respondents
+  shown_items <- get_shown_items(qsf)
+  ii_shown <- qsf$SurveyElements[ii_questions] %>% 
+    map_chr(~ .x$Payload$QuestionID) %>%
+    {. %in% shown_items} %>% 
+    which()
+  
+  # subset qsf to valid elements
+  displayed_questions <- qsf$SurveyElements[ii_questions][ii_shown]
+  
+  return(displayed_questions)
+}
+
+#' Replace erroneous question names
+#'
+#' @param item_names character vector of survey question names
+#' @param survey_version either "UMD" or "CMU"
+#' @param wave integer or float survey version
+#'
+#' @return character vector of repaired survey question names
+patch_item_names <- function(item_names, survey_version, wave) {
+  if (survey_version == "CMU") {
+    # B13 was originally named incorrectly.
+    item_names[item_names == "B13 "] <- "B13"
+    # V2a in Wave 13 was originally named incorrectly.
+    if (wave == 13) {
+      item_names[item_names == "V2a"] <- "V2d"
+    }
+  } else if (survey_version == "UMD") {
+    # pass
+  }
+  
+  return(item_names)
+}
+
+#' Fetch and customize question format types.
+#'
+#' @param qsf contents of QSF file in JSON format
+#' @param item_names character vector of survey question names
+#' @param survey_version either "UMD" or "CMU"
+#'
+#' @return character vector of repaired survey question names
+get_question_formats <- function(qsf, item_names, survey_version){
+  type_map <- c(MC = "Multiple choice", TE = "Text", Matrix = "Matrix")
+  
+  qtype <- qsf %>%
+    map_chr(~ .x$Payload$QuestionType) %>% 
+    {type_map[.]}
+  
+  ii_multiselect <- qsf %>%
+    map_chr(~ .x$Payload$Selector) %>%
+    {. == "MAVR"} %>% 
+    which()
+  qtype[ii_multiselect] <- "Multiselect"
+  
+  if (survey_version == "CMU") {
+    qtype[item_names == "A5"] <- "Matrix" # this will be treated like C10
+  } else if (survey_version == "UMD") {
+    # pass
+  }
+  
+  return(qtype)
+}