Samples & Design: Add and Modify Reps

Samples & Design: Add and Modify Reps

Overview

The reps provide the ability to present the samples more than once to the same panelists, allowing for the collection of rep data (Replication or Repetition). Reps can occur one after the other, or at set dates and times. For presenting different reps on different dates and times, use the Partial Present feature.

The term sample set will be used throughout the topic. A sample set is the group of samples presented to a panelist in a single sitting/session.


Add Reps

  1. In your test, go to the "Samples & design" tab.

  2. If you have not added your sample sets and samples yet, add them now, and save the changes.

  3. Still in the "Samples & design" tab, toggle the "Advanced" option to "Yes".


  4. Choose a design that meets your testing needs, select the number of reps and click "Save".
    The "Shuffle sample sets" option should be used with caution. If set to "Yes" it will affect balanced designs. Use it only if you are not looking for a balance in the sample shuffling.

  5. Go to the "Logistics" tab to generate and review the "Serve report" to see if the randomization meets your needs in each rep.
    You can split the tables by rep at this stage if you wish, but if you choose to use the  Partial Present feature later on, it will be more beneficial to split by Partial Present.



  6. If the sample order meets your serving needs for each rep, and if you are planning to present reps on different dates and times, you can set up Partial Present blocks.
    Once done with with this step, you can add panelists, preview and run your test.

    If, however, the sample order is not quite what you wanted, go to the next portion of this workflow to modify reps.


Modify Reps

All modifications will take place in the "Samples & design" tab.
  1. If you just need to change the design, click on the "Design" dropdown list and select the right design.

  2. If you do not see a design that meets your needs, you can create and import a custom design directly into your test, or first import it into the Designs library and then add it to your test.
Once you are happy with your design, if you want to change how sample sets are distributed in reps, you can update that. For example, if you want all or a subset of panelists to receive the same order in the rep 1, but rep two should be different order than in the rep 1, yet all or a subset of panelists should receive the same order in that rep, follow the steps below. Please note that this example is not the only scenario where modifying reps can be used.
  1. Still in the "Samples & design" tab, on the right side of the screen, click "Modify reps". You will see columns, which represent reps, and you will see numbers, which represent sample sets (the numbers are not samples).


  2. If the order you see in the rep definition screen does not meet your needs, use one of the options in the "Assign order" menu. By default, "Order shuffle" is applied. Clicking on each of the other options will reveal to you what they did to the reps.


    If none of the options meet your needs, you can always export the current order, modify it in Excel, and import back in.

    Alternatively, you can manually type the sample set numbers into the boxes, making sure that you use the numbers within the total number of sample sets in your base design. For example, if the design you selected has 16 orders in it, when manually updating your reps the software will not let you save changes if you enter a sample set 17 in one of the boxes.

Manual updates like this are only beneficial if you have a few sample sets.


For assistance with this or any other topic, please contact our Support Team.

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