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README.html
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<!-- README.md is generated from README.Rmd. Please edit that file -->
<!-- badges: start -->
<p><a href="https://github.com/ppssphysics/QualtricsInR/actions"><img src="data:text/plain; charset=utf-8;charset=utf-8,Not%20Found" alt="R-CMD-check" /></a></p>
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<p>You can find the official documentation <a href="https://qualtrics.psaouter.com/">here</a>.</p>
<h1 id="qualtricsinr">QualtricsInR</h1>
<p>The <strong>QualtricsInR</strong> package provides a general R wrapper for the Qualtrics <a href="https://api.qualtrics.com/reference">API v3 references</a>. The package is built accross the main API calls to manipulate survey objects and responses, as well as general survey and account admnistration functions.</p>
<p>The package was created in order to address the needs of large scale survey projects where the management and handling of multiple surveys can benefit from automation through the API.</p>
<ul>
<li><a href="#installation">Installation</a></li>
<li><a href="#authentication">Authenticatication</a></li>
<li><a href="#dev-pipeline">Development Pipeline</a></li>
</ul>
<p>There are other important R packages available to automate different aspects of survey manipulation in Qualtrics. The <a href="https://github.com/ropensci/qualtRics">qualtRics</a> R package implements the retrieval of survey data using the Qualtrics API and is currently the only package on CRAN that offers such functionality.</p>
<p>Other related packages are available through Github. <a href="https://github.com/jbryer/qualtrics">Jason Bryer’s</a> R package to work with the previous version of the Qualtrics API. <a href="https://github.com/emmamorgan-tufts/QualtricsTools/">QualtricsTools</a> creates automatic reports in shiny and <a href="https://github.com/jamesdunham/qsurvey">qsurvey</a>, by James Dunham, focuses on testing and review of surveys before fielding, as well as the analysis of responses afterward.</p>
<h2 id="getting-started">Getting Started</h2>
<p>You can install QualtricsInR from github using the devtools package.</p>
<div class="sourceCode" id="cb1"><pre class="sourceCode r"><code class="sourceCode r"><span id="cb1-1"><a href="#cb1-1" aria-hidden="true"></a>devtools<span class="op">::</span><span class="kw">install_github</span>(<span class="st">'ppssphysics/QualtricsInR'</span>)</span></code></pre></div>
<p>The package is made available on GitHub in order to collect feedback from the community before we consider a submission to CRAN.</p>
<h3 id="authentication">Authentication</h3>
<p>We provide two authentication methods to set-up your Qualtrics credentials:</p>
<ol>
<li>Using a plain Token</li>
<li>Using the OAuth 2.0</li>
</ol>
<p>Both are valid methods. All information on how to retrieve identification parameters and generete tokens from your Qualtrics account can be found <a href="https://api.qualtrics.com/v3/docs/api-general-instructions">here</a>.</p>
<h3 id="setting-a-plain-text-api-token">Setting a plain text API Token</h3>
<p>For convenience, we recommend you define your API token and Qualtrics Data Center ID (optional) in your .Renviron with the names <code>QUALTRICSINR_TOKEN</code> and <code>QUALTRICSINR_DATA_CENTER</code> respectively. Upon loading the QualtricsInR package, your credentials will be automatically set as internal <em>encrypted</em> parameters.</p>
<p>You can always custom set your credentials by calling the <code>set_qualtrics_opts()</code> function:</p>
<div class="sourceCode" id="cb2"><pre class="sourceCode r"><code class="sourceCode r"><span id="cb2-1"><a href="#cb2-1" aria-hidden="true"></a><span class="co"># set auth options assuming definition in .Renviron</span></span>
<span id="cb2-2"><a href="#cb2-2" aria-hidden="true"></a><span class="kw">set_qualtrics_opts</span>()</span>
<span id="cb2-3"><a href="#cb2-3" aria-hidden="true"></a><span class="co"># set auth options by hand</span></span>
<span id="cb2-4"><a href="#cb2-4" aria-hidden="true"></a><span class="kw">set_qualtrics_opts</span>(<span class="st">"9ssssss83jsl83282032932sds2"</span>, <span class="st">"mydatacenter"</span>)</span></code></pre></div>
<p>If you use this method, you will have set your credentials for every new session.</p>
<h3 id="setting-up-an-oauth-client-manager">Setting-up an OAuth Client Manager</h3>
<p>To generate an OAuth application, follow the steps below in your Qualtrics account:</p>
<ol>
<li>Go to Account Settings</li>
<li>Create an OAuth application</li>
<li>Use the client id, client secret, and data center id in <code>qualtrics_auth</code>, as below.</li>
</ol>
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<div class="sourceCode" id="cb3"><pre class="sourceCode r"><code class="sourceCode r"><span id="cb3-1"><a href="#cb3-1" aria-hidden="true"></a><span class="kw">qualtrics_auth</span>(<span class="dt">id =</span> <span class="st">"xXxxX0X0x"</span>, <span class="dt">secret =</span> <span class="st">"xXxxX0X0x"</span>, <span class="dt">data_center =</span> <span class="st">"my.center"</span>)</span></code></pre></div>
<p>This will authenticate you, returning a bearer token valid for one hour, saving the <em>encrypted</em> credentials in a <code>.qualtrics-oauth</code> file, which will be automatically loaded in all subsequent sessions and automatically refreshed if need be. You should therefore only find the need to run <code>qualtrics_auth</code> once.</p>
<h2 id="development-pipeline">Development pipeline</h2>
<p>There are close to 200 different API calls provides by Qualtrics. Depending on interest, demand, and help from the community, efforts will be dedicated to the testing and implementation of missing references. Most of the XM Directory related calls are not implemented due to not having access to this feature in our own account.</p>
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