Quota Functions: quota and set_quota

When and Why to Use

Use these together to enforce quota sampling in your survey. This helps control the composition of your sample by limiting how many respondents fall into each defined segment.

quota() defines a single quota line based on a condition
set_quota() groups multiple quota lines and enforces inclusion in one and only one

If a respondent does not match any defined quota or enters an over-quota group, they are terminated.

How It Works

Each quota() defines a named condition and a target proportion (as a float from 0 to 1)
set_quota() applies all defined quotas under a group name
Conditions can use any previous question responses
Respondents are checked live and quotas are updated in real-time

Configuration Options

`quota(name, criteria, quota)`

Parameter	Type	Required	Description
`name`	`str`	yes	Name of the quota line, used in reporting
`criteria`	`bool`	yes	Boolean expression that defines membership in this quota
`quota`	`float`	yes	Target proportion for this group (e.g., 0.25 for 25%)

`set_quota(name, quotas)`

Parameter	Type	Required	Description
`name`	`str`	yes	Name of the overall quota group
`quotas`	`List[Quota]`	yes	List of quota lines created using `quota()`

Example Code

from survey import Survey s = Survey(**globals()) age = s.numeric_question( question="How old are you?", min_max=(18, 100), recodes={ "0-17": "Under 18", "18-34": "18-34", "35-54": "35-54", "55-120": "55+" } ) gender = s.select_question( question="What is your gender?", options=["Male", "Female"] ) s.set_quota( name="Quads", quotas=[ s.quota("Younger Men", criteria=(age < 40) & (gender == "Male"), quota=0.25), s.quota("Older Men", criteria=(age >= 40) & (gender == "Male"), quota=0.25), s.quota("Younger Women", criteria=(age < 40) & (gender == "Female"), quota=0.25), s.quota("Older Women", criteria=(age >= 40) & (gender == "Female"), quota=0.25) ] )

Notes

Each respondent must meet one and only one quota condition
If all quotas are filled or a respondent does not meet any quota, they are terminated
You can use any boolean logic in the criteria to create flexible conditions
Proportions must sum to approximately 1.0 across all quotas in the group

API Reference

Creating Calculated Variables

Setting Up A Conjoint Study

Choice-Based Conjoint

Including media in your survey