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Understanding the Survey Lifecycle: Key Components and Best Practices for Data Collection

This guide provides a comprehensive overview of surveys, detailing the survey lifecycle from data collection to dissemination. It covers types of surveys, including regular, supplementary, and longitudinal. Key components such as sample design, questionnaire development, and interviewer training are discussed. It also highlights the importance of data processing and quality assurance, ensuring the final output is reliable and representative. Labeled as "What the heck is a survey?", this text is essential for professionals involved in conducting surveys, data analysis, or statistical reporting.

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Understanding the Survey Lifecycle: Key Components and Best Practices for Data Collection

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  1. Michel B. Séguin Atlantic DLI Training SURVEY LIFECYCLE

  2. What the heck is a survey?

  3. WHAT IS A SURVEY? • The collection of information from • People • Businesses • Organizations • Farms

  4. CENSUS SAMPLE TYPES OF SURVEYS • Regular surveys • Supplementary surveys • Post-censal surveys • Longitudinal surveys PROXY OR NON-PROXY • Includesall units of the population Includes some units of the population

  5. MAJOR COMPONENTSOF A SURVEY WHO WHAT HOW WHAT ARE YOU DOING TO IT WHAT’S THE NEWS

  6. WHO • What is the universe • Is it a census or a sample • Sample • Based on the geography • Based on the age • Based on presence of children in household • Is the sample representative or not of the universe • Sample size will be defined according to geography of dissemination • Is the sample based on population, households families, farms

  7. WHAT • Questionnaire design • Concepts and definitions • Words of questions • Closed questions – open-ended questions • Coding of open-ended questions • Single and multiple responses • Measured or self-reported • Flows and skip patterns – questionnaire layout • Instructions for Interviewers • Computer Assisted Applications • Testing of questions (may take 2-3 cycles to test a question)

  8. COMPONENTS OF A SURVEY

  9. HOW • In person – Computer assisted personal interviews (CAPI) • By telephone – Computer assisted telephone interviews (CATI) • Mail out – Mail back • Internet • Visit to clinic • TRAINING OF INTERVIEWERS

  10. HOW • Respondent relations • Purpose of survey • Confidentiality assurances • Volunteer / mandatory aspects of survey • Projects of linking data • Projects of sharing of data

  11. WHAT ARE YOU DOING TO IT • Processing the data • Editing errors • Interviewers errors • Capture errors • Respondent errors • Inter-question relationships • Path and flows • Coding of write-in responses • Imputations for non-response or response error • Creation of variables and derived variables

  12. Imputation of Data from Other Records on File PROCESSING THE DATA

  13. PROCESSING THE DATA The end product of processing = master file!

  14. PROCESSING THE DATA Weights are added to the Master file

  15. PROCESSING THE DATA Weights are added to the Master file

  16. WHAT’S THE NEWS • WE are now in the DISSEMINATION mode • Articles in the Daily and Summary Tables • Tables in CANSIM • PUBLIC USE MICRODATA FILES

  17. WHAT’S THE NEWS • PUBLIC USE MICRODATA FILES • Subset of the Master file • Variables and derived variables • No personal identifiers • Extremes that could lead to identify someone are removed • Geographies are regrouped as required • Some provinces, some CMAs, Urban/Rural • Multiple revisions following visits to the Microdata Release Committee

  18. WHAT’S THE NEWS • PUBLIC USE MICRODATA FILES • Data file • Documentation • Users guide • Code book • Record layout • Questionnaire • Variables and derived variables index • Variance tables • SPSS format file • SAS format file • This is ideal… you don’t always get all these files….

  19. NOW THAT YOU HAVE THE DATAHAVE FUN…

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