Purpose

Tools and scripts to (semi-)automate tasks to the coordination of CorrelAid Data4Good projects.

Features:

• pull applications from KoboToolbox & generate HTML report for anonymized team selection

Requirements

Project ID

You need a project id that has been used in KoboToolbox. It must have the following format: YYYY-mm-[three uppercase letters]. This is critical as data cleaning and downstream activities depend on this.

The project ID has three components:

• Year in which the project started.
• Month in which the project started.
• Three-letter, uppercase identifier for the organization. Usually the first three letters of the organization’s name, unless it has a three-letter acronym (e.g in the case of the European Youth Parliament, we use EYP). If there are two projects starting with the same organization in a given month, we can give a three letter acronym that refers more to the content, e.g. EDA for exploratory data analysis.

The components are arranged as follows: {year}-{month}-{identifier}

R Packages

Scripts are written in R so far.

1. Install R and RStudio
2. In the "console" winndow in RStudio, enter install.packages("renv") to install the renv package
3. run renv::restore() to install the dependencies of this repository.

KoboToolbox API token

For the processing of applications, you need the API token from a CorrelAid KoboToolbox account that has access to the survey/application form you want to process.

Log into your account and open the security settings

Using the tools

This project uses targets for workflow orchestration.

1. Create folder under projects/, e.g. using your project ID or YYYY-mm if you want to do team selection for multiple projects
2. Create .env file in the folder and fill:

KBTBR_TOKEN="KOBO TOKEN HERE"
PROJECT_IDS="2026-12-EXA" # comma separated if multiple project ids
KOBO_SURVEY_ID="KOBO ASSET ID HERE" # asset id of the kobo survey (you can find this in the survey url at kobo.correlaid.org)
GSHEET="Google Sheets URL where you did anonymized team selection" # only needed if you want to do the selected team report as well.

3. open _targets.R and change FOLDER definition in line 20. This will make sure that your .env file is loaded
4. run tar_make() in the console

Refer to the targets documentation if you run into problems. Especially relevant could be the following commands.

• tar_invalidate(applications_raw) to rerun loading data from Kobo