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Scripts / Tk GUI for preparing XLSForms for deployment to ODK Collect

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ODK Tools

Introduction

This package is designed with the following XForm development process in mind:

  • Design an XForm following the XLSForm standard.
  • Convert the XLSForm to an XForm XML document.
  • Validate the XForm document using ODK Validate.
  • Generate branded images for each XForm question with a basic layout.
  • Generate site-specific language editions of the XForm for deployment.

This package provides modules for:

  • Generating images for each question
  • Generating site-specific editions
  • A GUI for users to provide parameters for the necessary scripts.

In order to generate and validate the XForm, the existing GitHub projects "XLSForm/pyxform" Python library and "opendatakit/validate" Java library are bundled.

Refer to the User Guide in the "doc" folder for details on general usage. As described in the User Guide, the "examples" folder contains sample input files for each of the commands presented in the GUI.

Provided Modules

The following sections are describe the modules provided by this package.

Question Images

Purpose

The ODK Collect app for Android has some styling capabilities based on Markdown syntax. This came after this script was written, but it has the advantages of:

  • Question text doesn't have Markdown in it, so can be easily transferred to some other system or format without being cleaned.
  • Ability to embed a logo and/or reference image beneath the question text.

Function

The script relies on the presence of extended, optional metadata added to an XLSForm to generate images containing question and hint text. In the question images folder there is:

  • A specification for the required metadata (doc/xlsform_images_spec.md).
  • Two example XLSForms, one with a single language (test/Q1302_BEHAVE.xlsx) and one with five languages (test/Q1309_BEHAVE.xlsx).
  • Example images (test/reference_images) showing a question image with a label only, a label and hint, and a label and a nested image, and all 3 together.

Usage

The standard '-h' flag will show parameter information and usage.

images.py XFORM_NAME.xlsx

Output

A folder named 'XFORM_NAME-media' (name matching the input file), created in the same directory as the input xform file. The folder will contain an image per question per language, according to the specified image settings.

Language Editions

Purpose

A XLSForm may be used to prepare a questionnaire for many languages, but it may be preferable / required to only provide the languages that will be used by the site.

So that it is possible to maintain just one XLSForm, this script reads creates "editions" that contain only the itext elements and images for the required languages.

So that the files can be easily distributed, the files for each site are archived in .zip files.

Additionally, the script will attempt to append the site code to a xform item named 'SID', which is assumed to be the subject ID. This is so that the default value is, for example, '1309-61202-', instead of just '1309-'.

There are further options to assist with packaging the language editions for deployment to Android devices. If an ODK Collect "collect.settings" is provided, and the forms are nested, the generated zip file can be simply extracted in the root folder of the device sd card storage.

The "collect.settings" file is a serialization of the preferences set in the ODK Collect app. This file can be exported from the app, or generated from a properties file by using [1].

[1] https://github.com/lindsay-stevens/collect_settings

Function

The script requires an XForm, a XForm-media folder, a XLSX sheet that describes which sites require which languages, and the path to a 7zip executable. An example of this is in the test folder for language_editions.

The "Site Languages" sheet is assumed to have the following structure. In the first sheet, first column, from row 2 onwards, the language names for each site separated by a forward slash, e.g. "English/Spanish/German". In the first sheet, third column, from row 2 onwards, the site code for each site, e.g. "61221". The specified languages must match the language names used in the XLSForm.

Usage

The standard '-h' flag will show parameter information and usage.

editions.py XFORM.xml site_langs.xlsx

Output

A folder named 'editions' in the same folder as the input xform file, containing a zip archive for each site, containing the modified xform file and itext images. If a "Collect settings" path was specified, this will be placed in the archive under "odk/", e.g. "odk/collect.settings".

Conversion to docx

Purpose:

This is a work in progress / experiment that is intended to generate a MS Word / docx document version of a XLSForm. The document could be used as a printable paper backup copy of the questionnaire, in case the tablet is lost or unavailable.

Development

A suggested way to get started with development for Windows:

  • Install Python 3.5+.
  • Install Git for Windows, or Cygwin with git.
  • Install Java.
  • Create an environment variable "JAVA_HOME" that points to the Java bin folder.
    • Optional, but some tests will be skipped if this is not set.
  • Create a new project folder somewhere and open a command prompt there.
  • Create a virtual environment: C:\Python35\python -m venv venv.
  • Activate the virtual environment: call venv\Scripts\activate.bat.
  • Download or git clone the repository into the project folder.
  • Move the command prompt to the git folder, where "setup.py" is.
  • Install the package in development mode with python setup.py develop.
  • Run the tests with python setup.py test.

If all the tests passed then it's OK to start editing the code.

The git repository includes a ".idea" folder which contains project configuration information if using Intellij / PyCharm.

Releases

In addition to the above development environment, the following are required to prepare a release:

  • Install PyInstaller pip install pyinstaller -y.
    • If this doesn't work, install pywin32 first.
  • Download a recent build of ODK Validate from GitHub [1], or build it locally. Save the file "ODK_Validate.jar" in the "bin" folder.

[1] https://github.com/opendatakit/validate/releases

To generate the release:

  • Open a command prompt in the "releases" folder, with the virtual environment activated, if applicable.
  • Call PyInstaller with the spec file: pyinstaller gui_spec.spec.

This will create a "dist" folder, which will contain a "gui" folder, which contains all the necessary files for "gui.exe" to run. It will also copy in the "examples" and "docs" folders.

For convenience of users, the markdown documentation can be converted into Microsoft Word documents using Pandoc.

  • Open a command prompt in the "docs" folder.
  • Call pandoc with each file, e.g. pandoc user_guide_gui.md -o user_guide_gui.docx
    • If this doesn't work, pandoc is probably not on the system path. This can be done with set PATH=%PATH%;C:\Users\yourname\AppData\Local\Pandoc.

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