CharmStats - don’t just harmonize your data, make it charming

Kristi Winters

Datenarchiv für Sozialwissenschaften

Internationale Dateninfrastrukturen
Mitarbeiter(in)

+49 (221) 47694-492
E-Mail
vCard

Harmonizing variables is an important part of social research but precise and transparent documentation of harmonization can be time-consuming and tedious. The GESIS software package CharmStats provides a quick and easy way to harmonize your variables.

CharmStats allows you to work with your own variables, to document the process as you go and even electronically publish your completed harmonization’s for review and citation.

Best practice: Proposed Standards for Variable Harmonization Documentation and Referencing: A Case Study Using QuickCharmStats 1.1

Recommended by  

Two kinds of Charming

CharmStats is offered now in two different but compatible versions:

QuickCharmStats – the entry point to the world of ChamtStats, ideal suited for the independent researcher

QCS Manual (5.7 MB)

Differences between QCS 1.1 and QCS 1.0 (57 KB)

CharmStatsPro – aimed at the needs of research groups and institution, supporting group work and a sophisticated way to document the own work.

CS Pro Basic Manual (3.5 MB)

CS Pro Advanced Manual

Differences between CS Pro 1.0 and QCS 1.1

While the workflow stays the same as before, changes were made to either clarify said workflow or to support user decisions by offering more information than before.

New Commands

Add new User:

  • With this command new users are added to the system.
  • QCS supported only a fixed number of default users: user and trouble.

Edit User:

  • With this command user data can be modified.
  • QCS didn’t allow changing the default users.

Add new Person

  • With this command new persons are added to the system.
  • QCS supported only one default person: user.

Edit Person:

  • With this command person data can be modified.
  • QCS didn’t allow changing the default person.

Export Advanced Report:

  • With this command a report containing data from multiple projects can be created, the so-called “codebook option”.
  • QCS supported only single project reports.

Organize Project:

  • With this command projects can be moved into user defined subfolders alongside the default “General” subfolder.
  • The subfolder is assigned to the project and works on a global level.
  • Doesn’t exist in QCS. In QCS all projects were listed either as “unfinished” or “finished”. No further breakdown below that level was supported.

Add Project folder:

  • With this command subfolders for use in the Project list are created.
  • Doesn’t exist in QCS. In QCS all projects were listed either as “unfinished” or “finished”. No further breakdown below that level was supported.

Add Participant:

  • With this command new participants are added to a project.
  • In QCS only one participant was possible.

Edit Participant:

  • With this command participant data can be modified.
  • QCS didn’t allow changing the default participant.

Empty Project Basket:

  • With this command a Project Basket can be emptied.
  • The Browser view of the Project Basket has to be opened first.
  • QCS supported only Temp and My Basket.

Browse… Variable(s): 

  • With this command an overview about Variables and Measurements from the database is created.
  • A detailed view for each entry in the browser can be called. The detailed view equates the editor without the ability to change the content.
  • Doesn’t exist in QCS.

Browse… Variable(s) in Project scope:

  • With this command an overview about Variables and Measurements used in a project is created.
  • Otherwise the command works the same as Browse… Variable(s).
  • Doesn’t exist in QCS.

Browse… Comment(s):

  • With this command a list of comments from the database is collected.
  • Doesn’t exist in QCS.

Browse… Comment(s) in Project scope:

  • With this command a list of comments used in the project is collected.
  • Otherwise the command works the same as Browse… Comment(s).
  • Doesn’t exist in QCS.

Var. Comparison:

  • With this command the Variable Comparison Tool is called.
  • Optional the Variable Comparison Tool can also be called from the Variable Tab.
  • Doesn’t exist in QCS.

Change Color Scheme:

  • With this command the color scheme used for the objects in the Graph view can be changed.
  • The color scheme is stored locally.
  • Doesn’t exist in QCS. In QCS the default color of orange is used.

Open MessageManager:

  • With this command the MessageManager is called.
  • Optional the MessageManager can be called by pressing the MessageManager icon from the toolbar. This icon is only visible if there are unread messages.
  • Doesn’t exist in QCS, as QCS is single user oriented.

Open TaskManager:

  • With this command the TaskManager is called.
  • Optional the TaskManager can be called by pressing the TaskManager icon from the toolbar. This icon is only visible if there are open tasks.
  • Doesn’t exist in QCS, as QCS is single user oriented.

Release Lock on Attribute:

  • With this command a locked attribute can be enabled for editing purposes.
  • This command is only available for the troubleshooter.
  • Doesn’t exist in QCS, as QCS is single user oriented.

Database Connection:

  • With this command the local database connection can be reset.
  • This command is only available for the troubleshooter.
  • Doesn’t exist in QCS, as QCS is single user oriented. 

To top

Workgroup support

Dedicated Database Server supported:

  • The use of one or more shared databases is supported.
  • QCS only supports a localhost database.

Self defined users:

  • Self defined users are supported.
  • These users can be assigned to different roles.
  • Users are connected to persons.
  • QCS supported only a fixed number of default users: user and trouble.

Self defined persons:

  • Self defined persons are supported.
  • QCS supported only one default person: user.

Project teams supported:

  • Multiple users can be assigned to a single project.
  • These participants can be to assigned to different roles.
  • In QCS only one participant was possible.

MessageManager:

  • Users may send, forward or respond messages to other users.
  • Projects can also be addressed.
  • Messages can be transformed into tasks.
  • Doesn’t exist in QCS, as QCS is single user oriented.

TaskManager:

  • Users can organize their work with user defined tasks.
  • Doesn’t exist in QCS, as QCS is single user oriented.

Workgroup report:

  • Via an activity log changes to projects are collected.
  • After login this list is processed and a report created.
  • Doesn’t exist in QCS, as QCS is single user oriented.

Database report:

  • Via an activity log changes to metadata is collected.
  • After login this list is processed and a report created.
  • Doesn’t exist in QCS, as QCS is single user oriented.

To top

Enhanced documentation abilities

Literature:

  • Literature reference is supported.
  • Stored Literature reference can be searched for and re-imported into other projects.
  • Literature reference can be connected with the project, with each step in the workflow, with variables and measurements.
  • Doesn’t exist in QCS.

Var. Comparison:

  • Source variables can be compared with so-called “blueprints”, abstract versions of an ideal variable. This documents the process of selecting the source variables.
  • Doesn’t exist in QCS.

Multiple comments with subject support:

  • So-called “Subject comments” have been added: Comments aiming at a specific subject concerning the object of comment.
  • Multiple comments for each object of comment are so supported.
  • Subject can come from Controlled Vocabularies, allowing comparable standards in documenting the harmonization.
  • QCS only supports a single, general comment assigned to each object of comment.

Dataset:

  • Field “label” added to dataset metadata.

Sampling level:

  • Support for Meso definition added.

Target variable:

  • Alternative naming / labeling of target variables added.

Measurement:

  • Question metadata connected to measurement.

To top

General

Application:

  • Undo / Redo added.
  • Find & Replace added.
  • Icon usage added to improve user handling.
  • More keyboard shortcuts added.

Syntax:

  • Cross tabulation added for SPSS, Stata
  • Syntax generation added for SAS, Mplus
  • Storing syntax as alternative for or additional  to mapping added.

Graph:

  • Inserting of definitions and comments into the graph added.
  • “Prepare Report” button added. Creates connection between graph and report by saving a correctly named graph for use in a report.

Report:

  • More keywords to access project content added.
  • Submission template added, for use in uploads to Datorium.
  • “Refresh” button added.

Search:

  • Workflow reorganized for easy of use.
  • “Select all” button added.

Basket:

  • Viewer for variable / measurement callable from basket now.
  • Viewer for literature callable from Basket.

Form(s) frame:

  • Viewer for variable / measurement callable from variable tab now.

Import Variable:

  • “DDI 3.1” was added to the list of supported data formats.

Import Measure:

  • “DDI 3.1” was added to the list of supported data formats. 

To top

Removed

Application:

  • Unused tabs removed.
  • Reset form button removed.

To top