Scanning a booklet This worksheet describes how to create a questionnaire in booklet format and then scan the returned questionnaires. Background Snap questionnaires have a Print as booklet setting which lays out the questionnaire as a booklet. When using this setting, do not also set the printer to publish the questionnaire as a booklet, as that would cause the pages to be doubled again. If you publish a Snap booklet questionnaire, and then scan in the responses, Snap expects the pages to be in the same order as the booklet you published from Snap. If you publish a questionnaire in normal format, and then send the pages to an external print house to be converted into a booklet, Snap will not automatically recognise the questions when you scan them in, as the questionnaire size and page order has changed. You can change the scanning settings to help Snap recognise the questions, but it is not as reliable a method as creating a booklet questionnaire in Snap. This worksheet assumes that you have worked your way through the scanning tutorial available in the online help and via the web at https://www.snapsurveys.com/help/#25897. Summary of steps Step 1: Set up the questionnaire as a booklet Step 2: Scan in the questionnaire Scanning a booklet when you have not set up the questionnaire as a booklet Step 1: Set up the questionnaire as a booklet The steps in this worksheet assume that you have an existing questionnaire that you have set up according to the scanning Dos and Dont’s and applied a scanning template to. Open your questionnaire in Snap. This example uses a scanning edition of the crocodile questionnaire supplied with Snap. Preview your scanning questionnaire by clicking the button on the questionnaire window toolbar. Look at the size, layout and number of pages. Click [Cancel] to close the preview window. Click to open the Questionnaire Properties dialog. If Page is not selected in the left hand pane select it. Check the Print as booklet box. Set the paper size you will print on. Select the questionnaire orientation. Portrait assumes that the booklet opens like a book. The dotted line shows where the fold would be. The example shows a questionnaire to be printed on A3 paper and folded to A4. It will put two A4 portrait pages on a single A3 landscape sheet. You would need to set the printer to A3 landscape as that is how the paper is printed. To create an A5 folded booklet you need to set the Snap settings to A4 and Portrait. You would then set the printer to A4 landscape. Click [OK] to save the settings. Click to preview your questionnaire. The number of pages will have doubled and the pages will have reduced in size. Close the preview window. Select File | Publish to publish your questionnaire as a booklet. The dialog will include the text Booklet Printing Is On. You can adjust the layout of each page of your questionnaire by changing the Spacing value below this text. You can set the printer to landscape printing and double-sided using the [Printer setup] button to open the printer dialog. Make sure that the printer is NOT using booklet printing. Step 2: Scanning in the questionnaire This step assumes that you published the questionnaire as a Snap booklet and the scanner has been set up correctly. You will need a blank questionnaire booklet (with any staples removed) to calibrate the questionnaire. Set up the scanner. Click the Data Entry button on the main Snap toolbar to go into Data Entry mode. Data Entry mode assumes you will hand-key data. To change this, click the Tailor icon in the Data Entry toolbar to open the Data Entry Tailoring dialog. Check the Scanning option, then click [Keep] to close the dialog and keep your settings. Click on the Data Entry window toolbar to change to prompted mode. Click the right mouse button in the left-hand half of the window, and select Calibrate from the context menu. Click [Check Sheet Map] to confirm that Snap is expecting a book. The Layout will be set to Book if you have specified Print as booklet when you published the questionnaire. If Duplex is checked, Snap will expect scans of double-sided pages. Click [OK] to close the dialog. Click [Next] to start the calibration and follow the on-screen instructions. (You will need to scan a blank booklet, starting with the sheet containing the first and last pages of the questionnaire.) When you have finished calibrating the questionnaire, click [Finish]. Test that a completed response booklet scans correctly. You can then scan your questionnaires as normal. Scanning a booklet when you have not set up the questionnaire as a booklet If you have not used the the Print as booklet in the questionnaire, Snap will expect to scan normal pages. If you have had it printed as a booklet you will need to tell Snap that it is in booklet format. If you have not started entering data, it may be easier if you republish the questionnaire as a booklet. Click the Data Entry button on the main Snap toolbar to go into Data Entry mode. Click the Tailor icon in the Data Entry toolbar to open the Data Entry Tailoring dialog. Check the Scanning option, then click [Keep] to close the dialog and keep your settings. Click on the Data Entry window toolbar to change to prompted mode. Click the right mouse button in the left-hand half of the window, and select Sheet Map from the context menu. Select Book in the Layout dropdown list. Check through the options to make sure that they match the booklet that you are scanning, and click [OK]. Right-click the left-hand half of the data entry window, and select Calibrate from the context menu. Follow the on-screen instructions. This calibration is the only way that Snap has of matching the positions of responses to questions. Scan a test questionnaire that includes responses. If this is successful, you can then scan your questionnaire booklets. Conclusion This worksheet has shown you how to create and scan a booklet questionnaire. It has explained how to set the scanning options to scan in a questionnaire booklet if you did not set the questionnaire up as a booklet when you published it. If there is a topic you would like a worksheet on, email to snapideas@snapsurveys.com