Edmondson

An extensible, easy-to-use toolkit for analyzing and scoring survey constructs like psychological safety and generative culture. Extensible to support multiple survey-systems like Google Forms or Qualtrics (supports only Google Forms currently).

Quick start

This section serves as a quick guide for getting started. Please refer to the doc for more documentation.

Prerequisites - running locally

You don't need to understand Java or Clojure to use this. These are merely runtime dependencies that need to be installed to run.

1. Java/JDK

You must have Java/JDK installed (e.g. adoptopenjdk.net).

NOTE: If you are running OS X, you may be able to skip this step.

On OS X, I have:

export JAVA_HOME=`/usr/libexec/java_home`
export PATH=$JAVA_HOME/bin:$PATH

2. Clojure CLI

You must also have Clojure and Clojure CLI tools installed.

3. Clone this repo

Clone this repo into a local directory on your machine.

4. API access

You'll need API access to a survey service provider. In this example, we'll use Google.

• Find the Google Sheets API Java Quickstart page (currently here).

• Complete "Prerequisites (gradle not needed)" to generate credentials.json.

  • Enable the Google sheets API (and optionally the Google Drive API)
  • Click "Create credentials" in APIs & Services menu (Credentials). Create an Create OAuth client ID.
  • Add Google sheets scope: auth/spreadsheets.readonly (optionally Google Drive API scope ../auth/drive.file).
  • Just download and save JSON file. to your working directory.
  • Set the environment variable GOOGLE_CREDENTIALS_JSON to the path to credentials.json. For example, in a bash shell session:

      export GOOGLE_CREDENTIALS_JSON=`pwd`/client_secret_....json

Test authorization

To test that your OAuth app is set up run

$ clj -X:google-oauth2

You should see something like:

Please open the following address in your browser:
  https://accounts.google.com/o/oauth2/auth?access_type=offline&client_id=10...
Attempting to open that address in the default browser now...

Authenticate using the same account that created the A Google Cloud Platform project.

Accept that app access and you should see "Received verification code. You may now close this window."

The terminal should now show

Token stored in:  ./tokens

You have succesfully authenticated and can try the example below.

Run an example

To test that everything works as expected, you can run one of the examples in the examples directory. There are two main ways to do this:

1. using a Clojure CLI REPL; and
2. using Jupyter.

In this quick-start guide we'll do the former because Jupyter requires installing more software (although it's quite cool!). For Jupyter instructions see ./doc/jupyter.md.

The Survey

The example uses a Google Forms survey on team health (with dummy data). You can see the form here:

• Survey link: https://forms.gle/kVVMKEpbBZKsDwc8A
• Survey results as Google sheet.
• If you want to make a copy of this form, use this link.

Analyzing the data with a Clojure REPL

Here is an example using Google Sheets:

1. Set the environment variable RESULTS_URL to the survey results Google Sheet (or leave blank to use the default example link).

2. Execute the script

(Note: the first time this runs, it takes a while because it downloads project dependencies on the fly.)

clj -A:examples -m google-sheets.psych-safety

3. Run a report

You should see something similar to:

WARNING: When invoking clojure.main, use -M

Attempting to open that address in the default browser now...

Try (report X) where X is one of the following:
("Psychological safety"
"Generative culture"
"Psychological safety domains"
"Open-ended feedback")
google-sheets.psych-safety=>

This is good - it means that things are working.

You now have a Clojure REPL with some pre-loaded data and functions. Even if you're not familiar with Clojure, you can use this to explore the data and functionality. Try typing (report "Psychological safety") and press enter. You may need to scroll up, but you should see something like:

google-sheets.psych-safety=> (report "Psychological safety")
Psychological safety

Overall scores

Total score:  34.7
Mean score:  5.0
Score stddev:  0.3

Worst responses scored
(3.0 3.0 3.0 3.0 3.0)

Best responses scored
(5.6 5.6 5.6 5.6 5.6)

Response score stddev
1.1
...

While you may not understand the scores yet, what you are seeing is an analysis of psychological safety in the example survey data.

That's it - things are working now! Now check out "Next steps" below.

Building

See: https://github.com/krukow/edmondson/blob/main/doc/jupyter.md and in particular https://github.com/krukow/edmondson/blob/main/doc/jupyter.md#local-prerequisites for running locally.

Next steps

One of the following might be good next steps:

• Read the documentation to better understand features and scoring.
• Explore the psychological safety report in the example Jupyter notebook.
• Set up a development environment and contribute!

Copyright and License

Copyright © 2021 Karl Krukow and contributors.

All rights reserved. The use and distribution terms for this software are covered by the MIT LICENSE which can be found in the file LICENSE at the root of this distribution. By using this software in any fashion, you are agreeing to be bound by the terms of this license. You must not remove this notice, or any other, from this software.