--- <style> .slides { width: 47% !important; } .slides .section small { width: 100% !important; display: block !important; } .slides .section small table { width: 70% !important; } </style> ## **Survey solutions** **ASDF**<br />22/04/2021 <br /> Eduardo Alvarez Fernandez #### **IT-CDA-WF** --- ## Why survey solutions? - Surveys turned out to be a very useful tool - Help to define solutions and fulfill user expectations - Feedback surveys as key workflow for improvements - Understand different contexts in the organization - Why On premise? - Data sovereignty and privacy - Even more critical when sensitive data is collected - Converge into similar solutions/Promote knowledge communities - Improve organization situation with best practices and support --- --- ## The IT survey solutions landscape - IT has been providing non specific tools that helped on the creation of Surveys - SharePoint - Drupal - Indico Surveys - Zoom Polls/Mattermost Polls --- ## Overview of the existing options --- ## SharePoint - Survey application can be added to any SharePoint site - Easy to use but very limited survey features - Requires a full SharePoint site - Well known tool at CERN, not the most used nowadays - Advance features not easy/intuitive to configure - Not real confidential mode --- ## Drupal - Surveys can be implemented via WebForm module (centrally supported) - More advanced, conditional questions, notifications, large number of question options, multilingual support - Very large collection of questions types likert, upload file, options, text, textarea, sliders, ... - Requires a full Drupal site - Responses analysis very, very, very basic, export results as alternative - Better confidential submissions handling - CERN specific development done with Email/E-Groups invitation codes --- ## Indico surveys - Introduced in Sept 2015, formerly known as "Evaluation" - Full integration with the rest of Indico features - Include: Anonymous submissions, Private survey, Partial completion, Notifications, Export/Import, result analysis - Doesn't support conditional question, customizable options, general purpose surveys (feedback related to events) - Limited question types: Text, Number, Choice (single, multiple) - Needs to be linked to existing Indico event - Maintenance and evolution requires development time from Indico team --- ## Recent large survey campaigns <small> | | | | | | | | ---------- | ------------------------- | ------------------------------------------------------- | ------------- | --------------------- | ---------- | | 2018 | HR | **Work Well Feel Well** | Drupal | Highly sensitive data | On Premise | | Feb 2019 | DG | Voting questions for the Directorate | Drupal | | On Premise | | March 2019 | IT | iCSC feedback | Indico Survey | | On Premise | | June 2019 | IT | **IT Satisfaction survey** | ☁️ Sphinx iQ2 | Sensitive data | Cloud | | June 2019 | HR | Input feedback for Staff sat. survey | ☁️ Effectory | | Cloud | | Aug 2019 | Staff Association & Unige | | ☁️ LimeSurvey | | External | | Aug 2019 | | **Opendays visitor, volunteer and post event feedback** | ☁️ SurveyHero | | Cloud | | | | | | | | </small> --- ## Recent large survey campaigns <small> | | | | | | | | ---------- | --------------- | --------------------------------------------- | ----------------------- | --------------------- | ---------- | | 2019 | HR | **Staff and fellow satisfaction survey** | ☁️ Effectory | sensitive data | Cloud | | Nov 2019 | CHIS | Members satisfaction survey | ☁️ Sphinx online | | Cloud | | Jan 2020 | FAP | **SurveyMonkey licenses request** | ☁️ SurveyMonkey | | Cloud | | Q1-Q2 2020 | ATLAS & CMS | **E-Voting system** | Drupal (IT Consultants) | Highly sensitive data | On Premise | | Mar 2020 | Training | CERN Learning & Development pre course survey | ☁️ TypeForm | | Cloud | | May 2020 | HR | Covid-19 survey | ☁️ Effectory | sensitive data | Cloud | | Jul 2020 | HR | **Teleworking survey for supervisors** | Drupal (IT dev) | sensitive data | On Premise | | Nov 2020 | Bike2Work | Feedback survey | ☁️ www.umfrageonline.ch | | Cloud | | Dec 2020 | IT | **Quantum lectures survey** | Indico Survey | | On Premise | | March 2021 | Medical Service | Flu campaign quick survey | Indico Survey | | On Premise | And this is just big survey campaigns conducted, not counting small quick surveys </small> --- ## Then, what might be happening here? <small>**Disclaimer: personal opinion**</small> - IT Survey tools not widely known in the organization - Privacy aspects not reviewed/understood well in detail - External tools are preferred when working with external entitites - Technical barrier / maintenance burden often seen as unnecessary and blocking factor - Needs for specialized tool in some sectors (well known tool) --- ## LimeSurvey - Initiated as part of MALT SharePoint alternatives - Easy online general purpose survey application - Subscription based Cloud SaaS, with Open Source/Community (on premise) option - Doesn't require any extra maintenance effort for end users - Mature software with lots of options, some learning curve to use the tool, but good online manual - Strength as #1 open source survey solution --- ## LimeSurvey implementation at CERN - Cloud native deployment - Helm + Openshift (OKD4 - https://paas.cern.ch) - PHP application, custom Openshift S2I image - Application based on the LimeSurvey 3.x Community/Open Source edition - Database - DBoD MySQL - SSO - Apache `mod_auth_oidc` with PaaS auto SSO provisioning - LimeSurvey authentication delegation to webserver - User autoprovision and default permissions - CERN Theme toolbar --- ## IT LimeSurvey service proposal - Lightweight service - [KB0004807](https://cern.service-now.com/service-portal?id=kb_article&n=KB0004807) - Similar to Mattermost and CodiMD - Central global instance (managed by IT-CDA-WF) - quick survey creation for CERN Users - Support for deployment of independent instances [Future plans] - Helm Kubernetes operator - Central controlled application version - CERN PaaS ready --- ## Central LimeSurvey instance - Pilot available now - https://limesurvey.web.cern.ch - Documentation: https://surveys.docs.cern.ch/limesurvey/ - Feedback/Support: [Mattermost ~LimeSurvey](https://mattermost.web.cern.ch/it-dep/channels/limesurvey) - Security and Privacy review in progress - CERN Privacy guidelines for Surveys, [Document](https://indico.cern.ch/event/1004757/contributions/4218989/attachments/2203457/3733846/IT_Tools_For_Surveys.pdf) - Questions/Feedback? - Thank you! ---