Facilitate oTree experiment implementation with extensions for custom data models, surveys, understanding questions, timeout warnings and more.

# otreeutils

## A package with common oTree utilities

This repository contains the package otreeutils. It features a set of common helper / utility functions and classes often needed when developing experiments with oTree. So far, this covers the following use cases:

• Easier creation of surveys:
• define all survey questions in a single data structure, let otreeutils create the required Player fields
• create a table of Likert scale inputs ("Likert matrix")
• create single Likert scale fields from given labels
• easy survey forms styling via CSS due to cleanly structured HTML output
• make survey forms with conditional inputs
• Extensions to oTree's admin interface for using custom data models, which include:
• Live session data view shows data from custom models
• Export page allows download of complete data with data from custom models
• Displaying and validating understanding questions
• Displaying warnings to participants when a timeout occurs on a page (no automatic form submission after timeout)
• More convenient development process by optional automatic fill-in of forms (saves you from clicking through many inputs during development)
• Setting custom URLs for pages (instead of default: the page's class name)

This screenshot shows an example survey page with a Likert matrix:

The package is available on PyPI and can be installed via pip install otreeutils.

Compatibility note: This package is compatible with oTree v3.3.x. If you have an older oTree version, check out the CHANGES file to see which version is compatible with your oTree version. You can install the exact version then with pip install otreeutils==x.y.z where x.y.z denotes an otreeutils version number.

## Citation

If you used otreeutils in your published research, please cite it as follows:

Konrad, M. (2018). oTree: Implementing experiments with dynamically determined data quantity. Journal of Behavioral and Experimental Finance.

## Examples

The repository contains three example apps which show the respective features and how they can be used in own experiments:

• otreeutils_example1 -- Understanding questions and timeout warnings
• otreeutils_example2 -- Surveys
• otreeutils_example3_market -- Market: An example showing custom data models to collect a dynamically determined data quantity. Shows how otreeutils' admin extensions allow live data view and data export for these requirements. Companion code for Konrad 2018. See its dedicated README page.

## Limitations

The admin interface extensions have still a limitation: Data export with all data from custom models is only possible with per app download option, not with the "all apps" option.

## Requirements

This package requires oTree v3.3.x and optionally pandas. The requirements will be installed along with otreeutils when using pip (see below).

## Installation and setup

In order to use otreeutils in your experiment implementation, you only need to do the following things:

1. Either install the package from PyPI via pip (pip install otreeutils) or download/clone this github repository and copy the otreeutils folder to your oTree experiment directory.
2. Edit your settings.py so that you add "otreeutils" to your INSTALLED_APPS list. Don't forget this, otherwise the required templates and static files cannot be loaded correctly!

## API overview

It's best to have a look at the (documented) examples to see how to use the API.

### otreeutils.pages module

#### ExtendedPage class

A common page extension to oTree's default Page class. All other page classes in otreeutils extend this class. Allows to define a custom page URL via custom_name_in_url, timeout warnings, a page title and provides a template variable debug with which you can toggle debug code in your templates / JavaScript parts.

The template variable debug (integer – 0 or 1) is toggled using an additional APPS_DEBUG variable in settings.py. See the settings.py of this repository. This is quite useful for example in order to fill in the correct questions on a page with understanding questions automatically in a debug session (so that it is easier to click through the pages).

There is also a page variable debug_fill_forms_randomly, which can be set for any page derived from the ExtendedPage class (i.e. also for survey pages -- see below). If you set this variable to True, then all form inputs on the page are automatically filled in with random values once you visit the page. This happens when you run the experiment in "debug mode", i.e. when APPS_DEBUG is set to True. By default, debug_fill_forms_randomly is set to False. You can enable this feature for a given page like this:

from otreeutils.pages import ExtendedPage

class MyPage(ExtendedPage):
debug_fill_forms_randomly = True


This saves time when you click through an experiment with many complex forms.

#### UnderstandingQuestionsPage class

Base class to implement understanding questions. A participant must complete all questions in order to proceed. You can display hints. Use it as follows:

from otreeutils.pages import UnderstandingQuestionsPage

class SomeUnderstandingQuestions(UnderstandingQuestionsPage):
page_title = 'Set a page title'
questions = [
{
'question': 'What is π?',
'options': [1.2345, 3.14159],
'correct': 3.14159,
'hint': 'You can have a look at Wikipedia!'   # this is optional
},
# ...
]


By default, the performance of the participant is not recorded, but you can optionally provide a form_model and set a field in form_field_n_wrong_attempts which defines in which field the number of wrong attempts is written.

If you set APPS_DEBUG to True, the correct answers will already be filled in order to skip swiftly through pages during development.

### otreeutils.surveys module

#### create_player_model_for_survey function

This function allows to dynamically create a Player model class for a survey. It can be used as follows in models.py.

At first you define your questions per page in a survey definitions data structure, for example like this:

from otreeutils.surveys import create_player_model_for_survey

GENDER_CHOICES = (
('female', 'Female'),
('male', 'Male'),
)

SURVEY_DEFINITIONS = {
'SurveyPage1': {
'page_title': 'Survey Questions - Page 1',
'survey_fields': [
('q1_a', {   # field name (which will also end up in your "Player" class and hence in your output data)
'text': 'How old are you?',   # survey question
'field': models.PositiveIntegerField(min=18, max=100),  # the same as in normal oTree model field definitions
}),
('q1_b', {
'field': models.CharField(choices=GENDER_CHOICES),
}),
# ... more questions
]
},
# ... more pages
}


Note how SURVEY_DEFINITIONS is a dictionary which maps pages to the survey questions that should appear on each page. We will later create a SurveyPage1 page class in pages.py.

Now you create the Player class by passing the name of the module for which it will be created. This should be the models module of your app, so in your case this is 'survey.models' if your app is named survey. The second parameter is the survey definitions that we just created:

Player = create_player_model_for_survey('otreeutils_example2.models', SURVEY_DEFINITIONS)


The attributes (model fields, etc.) will be automatically created. When you run otree resetdb, you will see that the fields q1_a, q1_b, etc. will be generated in the database.

You may also add extra (non-survey) fields to your Player class, by passing a dict to the optional other_fields parameter:

Player = create_player_model_for_survey('otreeutils_example2.models', SURVEY_DEFINITIONS, other_fields={
'treatment': models.IntegerField()
})

##### Likert score inputs via generate_likert_field and generate_likert_table functions

The function generate_likert_field allows you to easily generate fields for a given Likert scale and can be used inside a survey definitions data structure:

from otreeutils.surveys import generate_likert_field

likert_5_labels = (
'Strongly disagree',            # value: 1
'Disagree',                     # value: 2
'Neither agree nor disagree',   # ...
'Agree',
'Strongly agree'                # value: 5
)

likert_5point_field = generate_likert_field(likert_5_labels)


The object likert_5point_field is now a function to generate new fields of the specified Likert scale:

# ...

SURVEY_DEFINITIONS = {
'SurveyPage2': {
'page_title': 'A Likert 5-point scale example',
'survey_fields': [
('q_otree_surveys', {  # most of the time, you'd add a "help_text" for a Likert scale question. You can use HTML:
'help_text': """
<p>Consider this quote:</p>
<blockquote>
"oTree is great to make surveys, too."
</blockquote>
<p>What do you think?</p>
""",
'field': likert_5point_field(),   # don't forget the parentheses at the end!
}),
('q_just_likert', {
'label': 'Another Likert scale input:',  # optional, no HTML
'field': likert_5point_field(),  # don't forget the parentheses at the end!
}),
]
},
# ... more pages
}


The function generate_likert_table allows you to easily generate a table of Likert scale inputs like a matrix with the Likert scale increments in the columns and your questions in the rows:

# ...

SURVEY_DEFINITIONS = {
'SurveyPage3': {
'page_title': 'A Likert scale table example',
'survey_fields': [
# create a table of Likert scale choices
# we use the same 5-point scale a before and specify four rows for the table,
# each with a tuple (field name, label)
generate_likert_table(likert_5_labels,
[
('q_pizza_tasty', 'Tasty'),
('q_pizza_spicy', 'Spicy'),
('q_pizza_cold', 'Too cold'),
('q_pizza_satiable', 'Satiable'),
],
form_help_initial='<p>How was your latest Pizza?</p>',  # HTML to be placed on top of form
form_help_final='<p>Thank you!</p>'                     # HTML to be placed below form
)
]
},
# ... more pages
}


There are several additional parameters that you can pass to generate_likert_table() which will control the display and behavior of the table:

• table_repeat_header_each_n_rows=<integer>: set to integer N > 0 to repeat the table header after every N rows
• table_cols_equal_width=<True/False>: adjust form columns so that they have equal width
• table_row_header_width_pct=<number>: if form columns should have equal width, this specifies the width of the first column (the table row header) in percent (default: 25)
• table_rows_equal_height=<True/False>: adjust form rows so that they have equal height
• table_rows_alternate=<True/False>: alternate form rows between "odd" and "even" CSS classes (alternates background colors)
• table_rows_randomize=<True/False>: randomize form rows
• table_rows_highlight=<True/False>: highlight form rows on mouse-over
• table_cells_highlight=<True/False>: highlight form cells on mouse-over
• table_cells_clickable=<True/False>: make form cells clickable for selection (otherwise only the small radio buttons can be clicked)

#### More options for surveys

To implement advanced features such as conditional input display, have a look at the example app otreeutils_example2.

#### SurveyPage class

You can then create the survey pages which will contain the questions for the respective pages as defined before in SURVEY_DEFINITIONS:

# (in pages.py)

from otreeutils.surveys import SurveyPage, setup_survey_pages

# Create the survey page classes; their names must correspond to the names used in the survey definition

class SurveyPage1(SurveyPage):
pass
class SurveyPage2(SurveyPage):
pass
# more pages ...

# Create a list of survey pages.

survey_pages = [
SurveyPage1,
SurveyPage2,
# more pages ...
]


Since each SurveyPage is derived from the ExtendedPage class, you can also enable the automatic fill-in feature. This means that all form inputs on the page are automatically filled in with random values once you visit the page. That happens when you run the experiment in "debug mode", i.e. when APPS_DEBUG is set to True. By default, debug_fill_forms_randomly is set to False. You can enable this feature for a given survey page like this:

class SurveyPage3(SurveyPage):
debug_fill_forms_randomly = True


This saves time when you click through an experiment with many survey fields.

#### setup_survey_pages function

Now all survey pages need to be set up. The Player class will be passed to all survey pages and the questions for each page will be set according to their order.

# Common setup for all pages (will set the questions per page)
setup_survey_pages(models.Player, survey_pages)


Finally, we can set the page_sequence in order to use our survey pages:

page_sequence = [
SurveyIntro,  # define some pages that come before the survey
# ...
]

# add the survey pages to the page sequence list
page_sequence.extend(survey_pages)

# we could add more pages after the survey here
# ...


Have a look into the example implementations provided as otreeutils_example1 (understanding questions, simple page extensions), otreeutils_example2 (surveys) and otreeutils_example3_market (custom data models).

### otreeutils.scripts module

This module allows creating scripts that interface with oTree from the command line. Importing otreeutils.scripts makes sure that everything is correctly set up and the settings are loaded. An example might be a script which exports data from the current sessions for specific apps as JSON file:

import sys

from otreeutils import scripts   # this is the most import line and must be included at the beginning

if len(sys.argv) != 2:
print('call this script with a single argument: python %s <output.json>' % sys.argv[0])
exit(1)

output_file = sys.argv[1]

apps = ['intro',
'my_app',
'outro']

# get the data as hierarchical data structure. this is esp. useful if you use
# custom data models
combined = scripts.get_hierarchical_data_for_apps(apps)

print('writing data to file', output_file)

scripts.save_data_as_json_file(combined, output_file, indent=2)

print('done.')


### Custom data models and admin extensions

If you implement custom data models and want to use otreeutils' admin extensions you additionally need to follow these steps:

#### 1. Install all dependencies

Make sure that you install otreeutils with extra dependencies via pip install otreeutils[admin].

#### 2. Add configuration class to custom models

For each of the custom models that you want to include in the live data view or extended data export, you have to define a subclass called CustomModelConf like this:

from otree.db.models import Model, ForeignKey   # import base Model class and ForeignKey

# ...

class FruitOffer(Model):
amount = models.IntegerField(label='Amount', min=0, initial=0)

# ... more fields here ...

seller = ForeignKey(Player)

class CustomModelConf:
"""
"""
data_view = {    # define this attribute if you want to include this model in the live data view
'exclude_fields': ['seller'],
}
export_data = {  # define this attribute if you want to include this model in the data export
'exclude_fields': ['seller_id'],
}


#### 3. Add a custom urls module

In your experiment app, add a file urls.py and simply include the custom URL patters from otreeutils as follows:

from otreeutils.admin_extensions.urls import urlpatterns

# add more custom URL rules here if necessary
# ...


#### 4. Import the custom_export function in models.py

In your experiment app, add the following line to models.py:

from otreeutils.admin_extensions import custom_export


This makes sure that the data from the custom data models can be exported via oTree's admin interface.

#### 5. Update settings.py to load the custom URLs and channel routes

Add this line to your settings.py:

ROOT_URLCONF = '<APP_PACKAGE>.urls'


Instead of <APP_PACKAGE> write your app's package name (e.g. "market" if your app is named "market").

That's it! When you visit the admin pages, they won't really look different, however, the live data view will now support your custom models and in the data export view you can download the data including the custom models' data with the "custom" link. So far, the "all-apps" download option will not include the custom models' data.

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