How to: Send, Collaborate and Clone


Overview


Collaboration, review and replication are important aspects in all research projects, big or small. That's why we've made sharing your Gorilla creations and collaborating on your research with others easy and free for all Gorilla users.

Gorilla has 3 built in ways to make sharing, collaborating, reviewing and replication as simple and as straightforward as possble.

Explore the list of options on the left to see how you can start collaborating and sharing your Gorilla creations now.

Not sure which option is for you? Read the outlines below to help you decide!


The SEND feature:

  • Need to share your Questionnaires, Tasks or Experiments with other researchers?
  • Want to send your latest Task to your supervisor for review?
  • Want to share your recently published study with a colleague?

No problem! The Send feature is for you! Read more about the Send feature here.


The COLLABORATE feature:

  • Collaborating on a research project with researchers in your university or in another university?
  • Want to work together on a course group project with fellow students?
  • Want a colleague to review your study design or monitor data collection while you're away?

No problem! The Collaborate feature is for you! Read more about the Collaborate feature here.


The CLONE feature:

  • Want to run a replication study on an existing Gorilla Experiment, Task or Questionnaire?
  • Seen a Gorilla Sample you want to use as a starting point for your Task?
  • Been sent a task in your Gorilla Library and want to start using or editing it?

No problem! The Clone feature is for you! Read more about the Clone feature here.

Sending


You can send any Gorilla asset - a Gorilla Questionnaire, Task or Experiment - that you have created, to other Gorilla users.

When you send an asset to another Gorilla user they recieve a copy of the asset in their Gorilla Library. The version of the asset sent to the other Gorilla user will be fixed at the version you sent to them.

This means:

  • If you make new changes to your version, and do not commit these changes, they will not get access to these changes.
  • If you update your version and commit a new version of your asset, they will not get the latest version of your asset.
  • If they make any changes to their copy of your asset, these will not impact your copies and you will not see any changes they might make to their copy.

If you instead wish for the user to see your most recent (or active) version of your asset and/or you would like them to be able to make changes and contribute to your assets you will want to use the Collaborate feature instead.

Note on Sending Experiments:
When sending Experiment assets to other users, note that they will be able to make copies of all of the assets within the experiment. However, they will not get a copy of the data or any details of any previous recruited participants. The recruitment link within their copy of your experiment will be unique and will not be the same as yours.


How to send a Gorilla asset:

  1. Go to main page of the asset that you want to send.
  2. On the top right - next to the 'Preview' button - click on the settings menu.
  3. The fourth option down is send.

Note: All assets are sent as their last 'commited' version. Be sure to commit your work before sending an asset to ensure you send the most up to date version of your asset.


If someone has sent you a Gorilla asset, you will find it in your Gorilla Library which is accessible from your dashboard:


The image above shows an example Gorilla Library. Here you can see all the Gorilla assets that you have been sent and who they were Sent by. The Type will tell you if the sent asset is a Questionnaire ( ), Task ( ) or Experiment ( ). You can also see the Version number of any asset that was sent to you, making it easy to select the latest version from a group of similarly named assests.

You can click on the Name of an asset to view it directly. You may also want to clone the sent asset into an existing project. Check out the Cloning section of this guide to find out how.

Collaborating


Collaborating allows you to invite other Gorilla users to work with you in developing or running your study.

You can collaborate with other Gorilla users at the Project level by adding them to your Gorilla project as a 'Collaborator'.

When adding Collaborators to your project you can choose which permissions an individual colllaborator has. At a minimum a collaborator will be able to see the same content as you within the project, allowing them to view the designs of your Experiments, Tasks and Questionnaire assets. Collaborators will also be able to make their own copies of these assets using the clone option.

From the Collaborate menu, you can view the people who are currently collaborating on your project and change their level of permissions. If you wish you can also choose to give collaborators additional permission to make changes and/or view data in your project.


The project owner is the user who originally created the task. Project owners have overall authority,and responsibilty, for a project and it's assets. Only project owners can add collaborators, change collaborator permissions, change the recruitment policy and change the recruitment target.

This means that tokens for the project must come from the project owner's account. This prevents collaborators from using the tokens of the project owner without permission, and from taking advantage of any departmental subscription the project owner has.


How to add a collaborator to your project:

  1. Go to the project that you want to collaborate on.
  2. On the top right - next to the '+ Create' button - click on the settings menu.
  3. Click on the first option in the menu - collaborate.
  4. In the search bar text field Type the email address (or Gorilla user-name) of your collaborator.
  5. Select your collaborator from the short list and click the 'Add as Collaborator' button.
    Note - it can take some time for the shortlist to appear.
  6. Press the 'Add as Collaborator' button.
  7. Once added, you can decide what access rights, or permissions, to give your collaborator.
Location of the Project Setting Menu: The Collaboration menu item is highlighted by the blue box.
Collaboration menu: In this example permission has been granted for the collaborator 'Gorilla Support' to make changes but not view data in the project.

Once a collaborator has been added to a project, or if you yourself are added as a collaborator, the project will show up on your Projects Overview page under the title of 'Projects I'm collaborating on' (see image below).


You can see how many people you are collaborating on a project with from your Projects Overview page. The number of collaborators appears as a number inside a grey circle under the collaborators column. As you can see in the image above, there are currently 4 people collaborating on the project called 'BETA: Mouse Tracking'.

You can view what permissions you have been granted, on a particular collaboration, via Projects overview page - as is demonstrated in the permissions column of the above image.

One important thing to know when collaborating on a project is that only one person may be actively making changes to an asset at any time. We refer to this as 'having an open commit'. If you try to edit an Experiment, Task or Questionnaire which is already being edited by a collaborator you will get recieve a message stating that there is already an 'open commit' along with the name of the collaborator which is currently editing the asset. In the first instance please contact your collaborator to resolve this.

If you experience problems editing your task after collaboration, see our Troubleshooting page.

Cloning


You can clone any Gorilla Questionnaire, Task, Experiment or Project that you are either the owner of or are collaborating on. You can also take a clone of any of the Samples Questionnaires, Tasks, or Experiments, and any Gorilla Asset sent to your Library.

Cloning an asset is much like taking a copy of it. If you subsequently make changes to the clone, the original remains unchanged. Cloning produces an identical copy of the asset, including any stimuli that may be uploaded but does not include the version history of the original. The newly cloned asset will start at version 1.

In the cloning guide below you can learn:

Note: When cloning any Gorilla Asset (Questionnaire, Task, Experiment or Project) you cannot clone any 'open commits' on existing assets. An asset must have at least 1 commit in order to be cloned. Assets with no previous commits cannot be cloned.

Library/Sample assets must be cloned to be edited.

Cloning from the create menu


This page tells you how to clone from the Create Menu in your Projects. For cloning from the to-be-cloned asset, see the next page.

You can clone assets from any of your projects, the samples, any project you are collaborating on (for which you have edit permission), and any library task.


How to clone an existing Questionnaire, Task or Experiment:

  1. Go to the project where you wish your new cloned asset to exist.
  2. On the top right click the + Create button.
  3. Select the asset type (Questionnaire, Task, Experiment) from the dropdown menu.
  4. Select the Clone Existing option from the Create menu.
  5. In the new menu, find and select the asset you wish to clone.
    Use the dropdown called Show Results In: to navigate to the project where the asset you wish to clone is located.
  6. Press the 'OK' button to complete the clone process.
To clone any asset: navigate to project where you want the asset to be cloned into. Click the + Create button, then select the asset type from the dropdown menu.

Selecting an asset type will take you to a menu, shown above. Select the 'Clone Existing' option.

Selecting 'Clone Existing' will take you to a new menu, shown above. Here you can search through your existing content in a number of categories.

Use the dropdown called Show Results In: to navigate to the project where the asset you wish to clone is located.


When selecting the asset you wish to clone, using the 'Show Results In:' dropdown menu, you can choose from a number of categories:

  • Current Project - select an asset that is located in the project you are currently in. This is the default location.
  • My Library - select an asset that is located in your Gorilla Library.
  • Other Projects - select an asset that is located in one of your other projects, or in a project you are collaborating in.
  • Sample Projects - select an asset that is located in one of the Gorilla Sample Projects.

If you know the name of the asset you wish to clone you can use the search bar to search through the currently selected project.

Cloning Experiments - Pro Tip!

When cloning an Experiment the Recuitment, Participants and Data tabs of an Experiment are not cloned when cloning an Experiment asset.

In otherwords, you will not be able to clone any metrics data nor any information about previously recruited participant from the clone parent.

If you wish to start a new round of recruitment, a great way to reset your recruitment data numbers on any experiment is to simply take a clone of the experiment!

Just remember to name the clone of your experiment sensibly so you can easily distinguish between your different Experiment Copies!


How to Clone an Asset from your Library:

  1. Go to the project where you wish your new cloned asset to exist.
  2. On the top right click the + Create button.
  3. Select the asset type (Questionnaire, Task, Experiment) from the Dropdown menu.
  4. Select the Clone Existing option from the Create menu.
  5. In the new menu, Use the dropdown called Show Results In: to select 'My Library'
  6. Find and select the asset from your library you wish to clone.
  7. Press the 'OK' button to complete the clone process.

Cloning from experiment


This page tells you how to clone questionnaires and tasks from an Experiment.

If an Experiment is sent to your Library, you may wish to clone the Tasks and Questionnaires within in order to edit them.


How to Clone a Task or Questionnaire from an Experiment Node:

  1. Go to Experiment Builder of the Task or Questionnaire you'd like to Clone.
  2. Click the 'Edit' button.
  3. Click on the Task or Questionnaire Node.
  4. On the bottom left right click on the Options button.
  5. The 3rd option down is Clone & Edit.
  6. This will take you to a new menu. Enter a name for the cloned Task or Questionnaire in the Name field.
  7. Using the dropdown menu, select whether you'd like to change/update the Node to your new cloned Task.
  8. Then click OK.

Note: You cannot clone a task or questionnaire from an Experiment that isn’t in your Projects or Library. In order to be able to clone these assets, first clone the experiment.

Cloning from settings


This page tells you how to clone from the to-be-cloned asset. For cloning from the Create Menu in your Projects, see the previous page.

From settings you can clone any asset, such as a Project, Experiment, Task, Questionnaire or Code Task. You can clone assets from any of your projects, the samples, any project you are collaborating on (for which you have edit permission), and any library task.


How to Clone a Gorilla Project:

  1. Go to main page of the project that you want to clone.
  2. On the top right - next to the '+ Create' button - click on the settings menu.
  3. The 4th option down is Clone.

Note: When cloning a project only commited versions of each asset are cloned.



How to clone an existing Questionnaire, Task or Experiment:

  1. Go to the asset you wish to clone.
  2. On the top right click the Settings button.
  3. Select the Clone option.
  4. Use the dropdown called Select A Project From: to navigate to where you'd like the asset to go
  5. In the new menu, find and select the Project you wish to clone the asset into.
  6. Type a meaningful name for the asset you wish to clone.
  7. Press the 'OK' button to complete the clone process.
To clone any asset: navigate to the asset you want to clone. Then click the Settings button, then the Clone button.

Using the dropdown menu and the results below, select the project you'd like your cloned asset to go to. You can then enter a new name for your cloned task in the field 'Rename Cloned Task As'.

Selecting 'Create a New Project' will take you to a different menu, shown above. Here you can set a name for the new project, and give the cloned asset a name.


When selecting the asset you wish to clone, using the 'Select a Project From:' dropdown menu, you can choose from a number of categories:

  • My Projects - select one of the projects you've created. This is the default location.
  • Projects I'm Collaborating On - select a project you are collaborating in.
  • Create a New Project - name a new project and add the cloned project to it.

Cloning Experiments - Pro Tip!

When cloning an Experiment the Recruitment, Participants and Data tabs of an Experiment are not cloned when cloning an Experiment asset.

In otherwords, you will not be able to clone any metrics data nor any information about previously recruited participant from the clone parent.

If you wish to start a new round of recruitment, a great way to reset your recruitment data numbers on any experiment is to simply take a clone of the experiment!

Just remember to name the clone of your experiment sensibly so you can easily distinguish between your different Experiment Copies!