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Data collection

Data collection

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Data collection

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  1. Data collection

  2. Presented by • Johan Erikson • Statistics Sweden

  3. Data collection - outline • Modes of data collection • Choosing the mode(s) • Mixing modes • Choosing the contact strategy • Setting up the collection – web questionnaires • Data collection modules in the handbook

  4. Modes of data collection • Interviewer-administered modes • Telephone interviews (CATI) • Face-to-face interviews (CAPI) • Self-administered modes • Paper questionnaire • Electronic questionnaire (CAWI, downloadable forms, and different types of file transfer)

  5. Modes of data collection (2) Modes without respondent • Electronic data interchange (EDI, XBRL) • Observation • Administrative data (secondary data)

  6. Choosing the mode • Factors to consider: • Response process • Response burden • Desired data quality (response rate, measurement error) • Available resources • Budget • Staff • IT-resources and respondent´s technical conditions • Respondent expectations • Topic of the survey • Timetable

  7. Response process • Assigning priorities • Authorisation • Data in records • Gatekeepers • More than one respondent • Based on this, self-administered modes are most common in business surveys

  8. Response burden • Questionnaire design vs data availability • Timing • Finding the right person(s) and dividing tasks • Questionnaire design is vital!

  9. Data quality • Response rates are generally higher in interviewer-administered modes • However, interviews might not be an alternative • And business surveys are often mandatory • Helping the respondent to higher quality • Pre-printing • Built-in functionality in EQ

  10. Mixing modes • Using more than one mode • Costs of mixing modes: • Several questionnaires, set-up costs • Risk of mode effects • Staffing • Advantages of mixing modes • Coverage • Response ratesand data quality • Costs in the collection stage

  11. Mixing modes • Two main types of mixed mode • Parallel approach • Lets the respondent choose • Sequential approach • Primary mode offered first • Typically, cheapest mode first • A third approach: Differentiating modes: • The most expensive modes not used for all businesses

  12. Most common data collection strategy: • Use already collected data when possible • Promote the main mode (web) all the way • Design for mixed modes • Use modes in sequence, starting with the cheapest • Optimise the questionnaire design for each mode • Have special treatment of the largest businesses

  13. Contact strategy • When to send • Enough time to finish the survey • Data availability • Reasonable time to respond • No. of reminders • Other surveys • What to send • Based on the mixed mode strategy • Paper form or not?

  14. Contact strategy (2) • Method of contact • Mail (letter) • E-mail • Telephone • Who to contact • Reaching the best respondent • Difference between small and large enterprises • Using previous contacts • Using a generic role

  15. Contact strategy (3) • New businesses in the survey • Specific treatment or not? • Sample rotation, ongoing surveys • Finding the right person • Showing the enterprise the importance of replying

  16. Contact strategy (4) • Specific treatment: • Single point of contact • Building relations • Profiling statistical units • Finding contact persons • Support for the enterprise • Support for survey staff • Enterprise-specific arrangements • Coherence analysis

  17. Contact strategy (5) • Feedback to respondents • General feedback • Enterprise-specific feedback • Responsive design issues • Making design choices based on results so far: • Switching modes • Switching contact methods • Different questionnaires • Penalties/fines

  18. Set-up collection: Web questionnaires • Introduction letter • Describing the survey • Letting the businesses prepare • Login procedures • Security issues • Must be easy

  19. Web questionnaires (2) • Editing during data collection • Hard errors / soft errors • Client-side / Server-side • Platforms and browsers • Response time • Several response sessions • Web-site / Business portal

  20. Web questionnaires (3) • More advanced electronic alternatives: • Touch-tone data entry • File transfer • File import (XBRL) • Electronic data interchange

  21. Data collection modules • Main theme module - overview • Design of data collection 1 – modes • Design of data collection 2 – contact strategy • Techniques and tools • Mixed mode • CATI allocation • Collection and use of secondary data