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Survey Design
  Workshop
 Inter-University Research
     Workshop Program


             Dr. James Neill
        Centre for Applied Psychology
           University of Canberra
              1 February, 2011
Outline
•   Objectives
•   Introductions
•   Logins & Resources
•   Research methods
•   Questionnaire design
•   Levels of measurement
•   Sampling
•   Evaluation              2
Objective 1

Understand the importance of a
 rigorous, step-by-step process
 in planning, developing &
 implementing research
 questionnaires


                          3
Objective 2
Consider the pros and cons of
 common methods for
 survey administration
2. Face-to-face interview
3. Telephone survey
4. Mail survey
5. Internet/mobile survey
                            4
Objective 3
Examine nuts & bolts of
 questionnaire design e.g.,
2 Question style,
3 Response formats,
4 Layout, and
5 Pre- and pilot testing

                           5
Objective 4
Consider implementation
 issues
2 Sampling methods
3 Sample size




                          6
Objective 5
Critically review example
  surveys.
2 Existing examples
3 Student in-progress examples
with a view towards planning,
  drafting, and/or revising of an
  initial draft (pilot) survey.
                              7
Resources
• Survey Design Workshop Notes
  (Wikiversity)
• Readings
• Books about surveys design and
  survey research (check library)



                             8
Introductions
 Introductions



             9
Types of Research
     (Research Methods)

There are 3 main research methods:
2.Experimental
3.Quasi-experimental
4.Non-experimental


                           10
Types of Research -
        Experimental

Characterised by:
• Random assignment
• Control over extraneous variables




                             11
Types of Research -
     Quasi-experimental

Characterised by:
•Non-random assignment
•Control over some extraneous
variables
•Groups are “naturally occuring”

                             12
Types of Research -
       Non-experimental
Characterised by:
•No “groups” or “conditions” are
created or used (i.e., no full
experimental or quasi-experimental
groups)
•Minimal control over extraneous
variables
                                     13
Survey Research Characteristics
 •Surveys are widely used in
 non-experimental social science
 research.
 •Often use interviews or
 questionnaires.
 •Involve real-world samples.
 •Often quantitative, but can be
 qualitative.                  14
History of Survey Research
•Survey research methodology
was initially developed in the
1940's – 1960's.
•Since the 1980's, theories and
principles evolved to create a
unified perspective on the design,
conduct, and evaluation of
surveys.
                             15
8 Survey Research Characteristics
  Backstrom & Hursh-César (1981, pp. 3-4)

 1Systematic: follows a specific set of
 rules, a formal and orderly logic of
 operations
 2Impartial: selects units of the
 population without prejudice or preference
 3Representative: includes units that
 together are representative of the problem
 under study and the population affected
 by it
                                        16
8 Survey Research Characteristics
  Backstrom & Hursh-César (1981, pp. 3-4)

 4Theory-based: operations are
 guided by relevant principles of human
 behaviour and by mathematical laws of
 probability (chance).
 5Quantitative: assigns numerical
 values to nonnumerical character
 6Self-monitoring: procedures can be
 designed in ways that reveal any
 unplanned and unwanted distortions
 (biases) that may occur           17
8 Survey Research Characteristics
   Backstrom & Hursh-César (1981, pp. 3-4)

 7Contemporary: it is current, more
 than historical, fact-finding
 8Replicable: other people using the
 same methods in the same ways can get
 essentially the same results




                                      18
Advantages of
   Survey-Based Research
• Ecological validity
• Access to wide range of
  participants
• Potentially large amounts of data
• May be more ethical
  (than experiments)

                              19
Disadvantages of
   Survey-Based Research
• Lack of control
  → less internal validity
• Data may be 'superficial'
• Can be costly to obtain
  representative data
• Self-report data only
• Potentially low compliance rates
                             20
Example Surveys



Unit Satisfaction Survey

Community Library Use

                    21
The research process
                1. Establish
               need for info/
                  research
                                 2. Problem
6. Reporting                      definition/
                                 Hypotheses

  5. Data                        3. Research
  analysis                          design

                4. Sampling/
               Data collection

                                      22
The research process




                 23
Survey construction:
        Overview
1What is a survey?
2Types of questionnaires
3Questionnaire development
4Writing questions
5Types of questions
6Response formats R LOM
7Survey formatting         24
What is a survey?

•A standardised stimulus
•A measuring instrument
•A way of converting fuzzy
psychological stuff
into hard data
for analysis

                             25
Types of surveys
                 Types of
                 surveys


   Self -                   Interview -
administered               administered


Postal    Delivered and   TelephoneFace to face
            collected               structured
                                     interview
   Web-based                          26
Questionnaire development
1. Formulate          2. Expand
   generic                 the
questionnair         questionnair
   Turneinto        Question e Draft qs &
    separate         order &    response
 sections based     funnel qs    formats
       on
study objectives.

4. Finalise            3. Pre-test,
questionnair            pilot test,
     e                  & redraft
& implement                     27
Formulate Generic Questionnaire
 • Turn objectives into sections of
   the survey
 • Ensure all questions relate to
   research objectives
 • For explanatory objectives or
   hypotheses ensure both
   dependent and independent
   variables exist
                               28
Cover Letter & Ethics Statement
 Introduction or cover letter:
 • Outline details of research project and
   allow for ethical informed consent.
 • Few will read it without good prompting
   and being easy-to-read




                                     29
Instructions
• Provides consistency - helps to
  ensure standard conditions across
  different administrations
• Explain how to do the survey in a
  user-friendly manner
• Example:
  Life Effectiveness Questionnaire
                             30
Instructions: Example




                    31
Cover letter / ethics statement
           checklist
Outline details of research project e.g.,:
•   Who are you? Are you bona fide?
•   Purpose of survey?
•   What's involved?
•   Explain any risks/costs/rewards
•   How will results be used?
•   Human ethics approval #
•   How is consent given / not given?
•   Voluntary - can choose not to continue anytime
•   More info: Complaints, how to obtain results,
                                           32
Layout
•Font (type, size)
•No. of pages
•Margins
•Double vs. single-siding
•Colour, etc.


                            33
Layout


Demographics
• single section, usually at
  beginning or end of
  questionnaire
• only include relevant questions

                             34
Layout


•Space for comments?
•Indicate the end
•Say thanks!



                       35
Flow/Structure
• Logical order of questions
  (use sections)
• Ask screening questions first, rather than
  later. Does the participant qualify for the
  survey? (esp. for internet surveys)
• Use funneling/branching questions to move
  respondents through survey
• Start off with easy to answer and engaging
  questions
• More controversial questions in middle36
Expanding the
   Survey



          37
Personal Information
• Generally, researchers put
  personal information at beginning
  of survey (if required). However,
  this may put off respondents, so
  also consider uncluding at towards
  end.
• Consider response format e.g,
  Income in categories or ranges
                              38
Personal Information
• More likely to respond to personal
  questions for anonymous or mail
  surveys as opposed to face to
  face or telephone
• Show cards for responses may
  help for face to face interviews


                              39
Pre- & pilot-testing
•Pre-test items on convenient others -
ask for feedback
•Revise items e.g.,
–Which  don’t apply to everybody
–Are redundant
–Are misunderstood
–Are non-completed

• Reconsider ordering & layout
•Pilot test on a small sample from the
                                   40
Types of Questions



 Be able to justify and defend your
           choices...      41
Writing questions - Dos

1 Define target constructs
2 Check related research &
  questionnaires
3 Draft items
 (for important, fuzzy constructs aim to have
 multiple indicators)
4 Pre-test & revise
                                    42
Writing questions - Dos

•   Focus directly on topic/issue
•   Be clear
•   Be brief
•   Avoid big words
•   Use simple and correct grammar

                             43
Writing questions – Don'ts

Inapplicable –
  must apply to all respondents
Over-demanding –
  e.g., recall of detail or time-consuming,
  unnecessary questioning
Ambiguous –
  meaning must be clear to all respondents
Double negative –
  e.g., Do you not disapprove of tax reforms?
                                      44
Writing questions – Don'ts
Double-barrelled -
  e.g., “Do you think speed limits should be
  lowered for cars & trucks?”
Leading -
  e.g., “don’t you see some danger in the
  new policy?”
Loaded –
  e.g., “Do you advocate a lower speed limit
  to save human lives?” vs “Does traffic
  safety require a lower speed limit?” 45
Response biases

• Social desirability
• Acquiescence
  – yea- and nay-saying
• Self-serving bias
• Order effects

                          46
Demand characteristics

Interview
• High demand characteristics
• Can elicit richer information
Questionnaire
• Lower demand characteristics
• Information may be less rich
                             47
48
Accuracy of recall
decreases over time




                49
Objective questions
• A verifiably true answer (i.e., factual
  information) exists for each unit.
• The question could be accurately
  answered by an observer.
e.g.,
How times during 2009 did you visit a
 G.P.? ______

                                  50
Subjective questions
•Asks about fuzzy personal perceptions.
•There is no “true”, factual answer.
•Many possible answers per unit.
•Can't be accurately answered by an
 observer. e.g.,
Think about the visits you made to a G.P.
 during 2010. How well did you
 understand the medical advice you
 received?
    perfectly   very well   reasonably   poorly   not at all
                                                   51
Objective vs. subjective
            questions
• Both types of questions may be
  appropriate; depends on the
  purpose of the study.
• One criticism of this distinction:
  There is no such thing as “objective”
  and that all responses are
  subjective.
                                52
Open-ended Questions
• Rich information can be gathered
• Useful for descriptive, exploratory
  work
• Difficult and subjective to analyse
• Time consuming



                               53
Open-ended questions

• Rich information can be gathered
• Useful for descriptive,
  exploratory work
• Difficult and subjective to
  analyse
• Time consuming

                             54
Open-ended questions:
        Examples

What are the main issues you are
 currently facing in your life?

How many hours did you spend
 doing university study last
 week? _________
                           55
Closed-ended questions

• Important information may be
  lost forever
• Useful for hypothesis testing
• Easy and objective to analyse
• Time efficient


                             56
Levels of
Measurement
     =
Type of Data
Stevens (1946)

                 57
Levels of measurement

•Nominal / Categorical
•Ordinal
•Interval
•Ratio

                         58
Discrete vs. continuous

       Discrete
     ----------

     Continuous
    ___________
                     59
Each level has the properties of the preceding
        levels, plus something more! 60
Categorical / nominal

•Conveys a category label
•(Arbitrary) assignment of #s to
categories
 e.g. Gender


•No useful information, except as
labels                         61
Categorical / nomimal example:
       Phrenological labels




                              62
Ordinal / ranked scale

•Conveys order, but not distance
  e.g. in a race, 1st, 2nd, 3rd, etc. or
 ranking of favourites or preferences




                                63
Ordinal / ranked example:
            Ranked importance
Rank the following aspects of the
 university according to what is most
 important to you (1 = most important
 through to 5 = least important)
t Quality of the teaching and education
Q Quality of the social life
Q Quality of the campus
Q Quality of the administration
Q Quality of the university's reputation64
Interval scale

•Conveys order & distance
•0 is arbitrary
 e.g., temperature (degrees C)
•Usually treat as continuous for > 5
intervals


                                 65
Interval example:
 8 point Likert scale




                        66
Ratio scale
•Conveys order & distance
•Continuous, with a meaningful 0
point
 e.g. height, age, weight, time, number
 of times an event has occurred
•Ratio statements can be made
 e.g. X is twice as old (or high or heavy)
  as Y                             67
Ratio scale:
    Time




               68
Why do levels of
   measurement matter?
Different analytical procedures
      are used for different
          levels of data.
 More powerful statistics can be
    applied to higher levels

                            69
Levels of measurement:
          Revision question
                     Fill in all cells
Level            Prop-erties Examples
                                  Descriptive Statistics
                                                      Graphs

Nominal / Categorical

Ordinal / Rank

Interval

Ratio
                                                  70
Closed-ended rating scales
1.Dichotomous
2.Multichotomous
3.Verbal frquency scale
4.The list (multiple response)
5.Ranking
6.Likert scale
7.Graphical rating scale
8.Semantic differential
                                 71
Dichotomous
2 response options e.g.,

Excluding this trip, have you
 visited Canberra in the previous
 five years?
          __ Yes __ No

Provides the simplest type of
 quantification               72
Multichotomous
How many hours did you spend
 doing university study last week?
__ less than 5 hours
__ > 5 to 10 hours
__ > 10 to 20 hours
__ more than 20 hours


                             73
Multichotomous
More than two possible answers e.g.,
What type of attractions in your
 current trip to Canberra most
 appeal to you?
__ historic buildings
__ museum/art galleries
__ parks and gardens
                            74
Verbal frequency scale
Over the past month, how often have
 you argued with your intimate
 partner?
1. All the time
2. Fairly often
3. Occasionally
4. Never
5. Doesn’t apply to me at the moment
                               75
The list (multiple response)
Provides a list of answers for
 respondents to choose from e.g.,
Tick any words or phrases that
 describe your perception of
 Canberra as a travel destination:
__ Exciting      __ Important
__ Boring        __ Enjoyable
__ Interesting __ Historical
                             76
The list (multiple-response)
What are the main issues that you are
 currently facing in your life? (tick all that
 apply)
__    financial
__    physical / health
__    academic
__    employment / unemployment
__    relationships
__    other (please specify)
                                       77
Ranking
Helps to measure the relative
 importance of several items
Rank the importance of these
 reasons for visiting Canberra (from
 1 (most) to 4 (least)):
__ to visit friends and relatives
__ for business
__ for educational purposes
                             78
Likert scale
Measures strength of feeling or
  perception.
Indicate your degree of agreement
  with this statement:
“I am an adventurous person.”
 (circle the best response for you)
 1           2         3         4            5
strongly   disagree   neutral    agree   strongly
disagree                                    agree

  1          2          3          4          5
strongly   agree      neutral   disagree strongly
agree                                    disagree
                                         79
Graphical rating scale

How would you rate your enjoyment
 of the movie you just saw?
 Mark with a cross (X)

not enjoyable         very enjoyable




                             80
Semantic differential

What is your view of smoking?
Tick to show your opinion.
Bad          ___:___:___:___:___:___:___   Good
Strong       ___:___:___:___:___:___:___   Weak
Masculine ___:___:___:___:___:___:___      Feminine
Unattractive ___:___:___:___:___:___:___   Attractive
Passive      ___:___:___:___:___:___:___   Active


                                           81
Non-verbal scale

Point to the face that shows how
 you feel about what happened
 to the toy.


Also called an idiographic scale.

                             82
Verbal frequency scale

Over the past month, how often
 have you argued with your
 intimate partner?
 1. All the time
 2. Fairly often
 3. Occasionally
 4. Never
 5. Doesn’t apply to me at the moment
                                 83
Sensitivity & reliability

•Scale should be sensitive yet
reliable.
•Watch out for too few or too
many options.



                             84
Number of response options?

How many response options?
•Minimum = 2
•Average = 3 to 9
•Maximum = 10?

Basic guide: 7 +/- 2

                             85
Number of response options?
             Likert scale example
  AGREEMENT ABOUT SOMETHING
                   2-Categories
 DISAGREE                                      AGREE
                   3-Categories
 DISAGREE              NEUTRAL                 AGREE


                   4-Categories
STRONGLY       MILDLY             MILDLY     STRONGLY
DISAGREE      DISAGREE            AGREE        AGREE

                   5-Categories
STRONGLY     MILDLY                 MILDLY    STRONGLY
DISAGREE    DISAGREE   NEUTRAL      AGREE       AGREE
                                              86
Watch out for too many or too
    few response options
  “Capital punishment should be
  reintroduced for serious crimes”
   1 = Agree                   2 = Disagree
1 = Very, Very Strongly Agree 7 = Slightly Disagree
2 = Very Strongly Agree        8 = Disagree
3 = Strongly Agree             9 = Strongly Disagree
4 = Agree                     10 = V. Strongly Disagree
5 = Slightly Agree            11 = V, V Strongly Disagree
6 = Neutral


                                                  87
Example: How could
this question be improved?

How old are you?
 ___ 18-20
 ___ 20-22
 ___ 22-30
 ___ 30 and over


                      88
Example: How could
 this question be improved?

Are you satisfied with your marriage
 and your job?
 __________________________




                             89
Example: How could
 this question be improved?

You didn’t think the food was very
 good, did you?
_____ Yes _____ No




                             90
Example: How could
 this question be improved?

Environmental issues have become
 increasingly important in choosing
 hotels. Are environmental
 considerations an important factor
 when deciding on your choice of
 hotel accommodation?
  ____ Yes     ____ No
                             91
Example: How could
 this question be improved?

What information sources did you
 use to locate your restaurant for
 today’s meal?
 (please tick appropriate spaces)
  ____ yellow pages
  ____ Internet
  ____ word of mouth
                             92
Comparison of
           data collection methods
                                  Personal   Telephone   Mail
Data collection costs               High      Medium      Low
Data collection time required     Medium        Low      High
Sample size for a given budget     Small      Medium     Large
Data quantity per subject           High      Medium      Low
Reaches widely dispersed sample      No       Maybe       Yes
Reaches special locations           Yes       Maybe       No
Interaction with respondents        Yes         Yes       No
Degree of interviewer bias          High      Medium     None
Severity of non-response            Low         Low      High
Presentation of visual stimuli      Yes          No      Maybe
Fieldworker training required       Yes         Yes       No
 Alreck and Settle (1995:32)                   93
Alreck & Settle (1995; 32)
Finalise Questionnaire Draft
• Questions need to be exhaustive
  and mutually exclusive
 – Include ‘other (please specify)’
 – Ensure categories do not overlap




                               94
Finalise Questionnaire Draft
• Length
 – Try to keep them as short as
   possible
 – Only ask questions that relate to
   objectives
 – Tricks? Font size/double sided
   photocopying/numbering sections


                               95
Maximising Response Rate
• Layout and design is key
• Respondent’s level of interest
• Colour of paper
• Accompanying letter / introduction
• Mail surveys - self-addressed
  stamped return envelope
• Rewards
• Reminders or follow up calls96
Pre-testing and Pilot testing
• Pre-test – try out on convenient
  others & revise
• Pilot test – try out on a small
  sample from the target
  population & revise
• Be assertive and interactive
  about seeking feedback – ask
  questions & observe
                              97
Pre-test & Revise
•Pre-test items and ask for feedback
•Revise:
–items which don’t apply to everybody
–redundancy
–skewed response items
–misinterpreted items
–non-completed items

•Reconsider ordering & layout
LUNCH BREAK



          99
Survey Design Critique
In pairs, look through the example
  questionnaires, and highlight
  aspects which:
• could be improved
• are particularly good
• you would like to ask about
•
                              100
Examples
• Examine questionnaire
  examples
• Examine structure, design
  issues and question styles
• Note cover page and details
  provided

                            101
Sampling




           102
Sampling:
        Overview
Sampling terminology
What is sampling?
Why sample?
Sampling methods
Example: Shere Hite’s survey

                         103
Sampling terminology
• Target population
  – To whom you wish to generalise
• Sampling frame
  – Those who have a chance to be selected
• Sample
  – Those who were selected and responsed
• Representativeness
  – The extent to which the sample is a good
                                     104
What is sampling?
“Sampling is the process of
  selecting units (e.g., people,
  organizations) from a
  population of interest so that
  by studying the sample we
  may fairly generalize our
                             Picture 2




  results back to the population
  from which they were chosen.”
                             105
Why sample?
• Reduces cost, time, sample
  size etc.
• If the sample is representative,
  the sample data allows
  inferences to be drawn about
  the total population.


                               106
Representativeness of a
     sample depends on:
•  Adequacy of sampling frame
•  Sampling method
•  Adequacy of sample size
•  Response rate – both the % &
   representativeness of people in sample
   who actually complete survey
It is better to have a small,
   representative sample than a large,
                                 107
Sampling methods
Probability sampling
• Random
• Systematic
• Cluster
  – Multi-Stage Cluster

Non-probability sampling
–Quota
–Convenience
–Snowball                  108
Random/probability sampling
• Each unit has an equal chance of
  selection
• Selection occurs entirely by
  random chance
• Also called representative
  sampling


                            109
Simple random sampling
• Everyone in the target population
  has an equal chance of selection
• Useful if clear study area or
  population is identified
• Similar to a lottery:
  – List of names are assigned #s and
    randomly select #s of respondents
  – Randomly select # through table of
    random #s or by computer         110
Systematic random sampling
• Selecting without first numbering
• Respondents (units) selected from
  a list/file.
• Useful when survey population is
  similar e.g. List of students
• Select sample at regular intervals
  from the population e.g., every 5th
 person on a list, starting at a random
 number between 1 and 5               111
Stratified random sampling
• Sub-divide population into strata
  (e.g., by gender, age, or location)
• Then random selection from
  within each stratum
• Improves representativeness
• e.g., Telephone interviews using
  post-code strata
                               112
Non-random / non-probability
• Also called purposive or
  judgemental sampling
• Useful for exploratory research
  and case study research
• Able to get large sample size
  quickly
• Limitations include potential bias
  and non-representativeness
                               113
Convenience sampling
• Sampling is by convenience rather
  than randomly
• Due to time/financial constraints
• e.g. surveying all those at a tourist
  attraction over one weekend



                               114
Purposive sampling
Respondents selected for a
 particular purpose e.g., because
 they may be “typical” respondents
• e.g., select sample of tourists aged 40-60
  as this is the typical age group of visitors to
  Canberra
• e.g., Frequent flyers to contact regarding
  service quality in an airline setting

                                        115
Snowball sampling
• Useful for difficult to access
  populations e.g., illegal
  immigratnts, drug users
• Respondents recommend other
  respondents
• e.g., in studying ecstasy users, gain trust of
  a few potential respondents and ask them
  to recommend the researcher to other
  potential respondents
                                       116
Sampling process

1Identify target population and
sampling frame
2Select sampling method
3Calculate sample size for desired
power.
4Maximise return rate

                             117
Summary of sampling
         strategy

•Identify target population and
sampling frame
•Selection sampling method
•Calculate required sample size
•Maximise return rate
Sampling Example:
    Shere Hite
‘American Sexology’




                  119
Hite's survey of American
male-female relations (early 1980's)
•Shere Hite ‘doyenne of sex polls’
•Media furors & worldwide attention
•127-item questionnaire about
marriage & relations between sexes
•Sample: 4500 USA women, 14 to 85
years
•Conclusion: Society and men need to
change to improve lives of women
                               120
Some of Hite’s findings
     about American women....
•Only 13% married for 2+years were still in love
•70% married for 5+ years were having affairs...
  – usually more for 'emotional closeness’ than sex
  – 76% of these women did not feel guilty
•87% had a closer female friend than husband
•98% wanted “basic changes” to love
relationships
•84% were emotionally unsatisfied
•95% reported emotional & psychological
harassment from their men              121
Some of the critical comments....
                        The survey often
                        seems merely to
She goes in with        provide an
prejudice &             occasion
comes                    for the author’s
out with a              own male-bashing
statistic.              diatribes.
  Hite uses statistics to bolster her
  opinion that American women are
  justifiably fed up with American
  men.                               122
Hite's response rate &
         selection bias
•100,000 questionnaires were sent
to a variety of women’s groups
(feminist organisations, church groups,
garden clubs etc.)

•4,500 replied
(4.5% return rate)


                                    123
Hite's response rate &
          selection bias
“We get pretty nervous if respondents
 in our survey go under 70%.
 Respondents to surveys differ from
 nonrespondents in one important
 way: they go to the trouble of filling
 out what in this case was a very
 long, complicated, and personal
 questionnaire.”
                                124
Lessons from Hite's male-
    female relations survey
1Sample size – it's not how big, it's
 how representative
2Objectivity – watch out for
 manipulating the survey questions
 and results interpretation to suit your
 personal conjectures


                                 125
Measurement
   Error




              126
Measurement error
•Observed score =
  true score + measurement error
•Measurement error =
  systematic error + random error
•Any deviation from the true
value caused by the
measurement procedure.
                               127
Sources of measurement error
                                 Picture 5




 Non-sampling                                Sampling
 (e.g., unreliable                           (e.g., non-rep. samp
 or invalid
 tests)
                                               Personal bias
                                               (e.g., researcher f
Paradigm
(e.g., Western focus on individualism)
                                                     128
To minimise measurement error

 Use well designed measures:
 • Multiple indicators
 • Sensitive to target constructs
 • Clear wording on
   questions/instructions

                               129
To minimise measurement error


 Reduce demand effects:
 • Train interviewers
 • Use standard protocol




                           130
To minimise measurement error


 Maximise response rate:
 • Pre-survey contact
 • Minimise length / time / hassle
 • Offer rewards / incentives
 • Coloured paper
 • Call backs / reminders
                               131
To minimise measurement error


 Ensure administrative accuracy
 • Set up efficient coding, with well-
   labelled variables
 • Check data



                                132
Summary of sampling
         strategy

•Identify target population and
sampling frame
•Selection sampling method
•Calculate required sample size
•Maximise return rate
Sampling Task
A research project's aim is –
  “To identify the behaviour and
  attitudes of UC students with
  regard to its computing services”.
• What is the research population?
• How might you get hold of a
  sample frame?
• What sampling technique would
                              134
Confidence Levels
       / Margins of Error
• Relates to representativeness of a
  sample of a target population - to
  what extent can we be confident
  about the results?
• Gives the estimated range of
  values into which we expect other
  samples to fall say 95% of the time
• Social sciences = at least 90% or
  above, preferably 95%        135
Example 95%
Confidence Level Graphs




                  136
Example 95%
Confidence Level Table




                  137
Confidence Level Example
Survey of visitors to Canberra between
 June 1 - August 31, 2004 = 10,000
 visitors
Want to work with 95% confidence
 level and 3% margin of error
How many to survey?
Answer: Sample size = 964 people
Q: What are your favourite attractions?
                                138
Following Results
+ / - 3% error @ 95% confidence level




                            139
Confidence Intervals /
        Margins of Error
• One time out of 20, we expect the
  answers may be greater than +/- 3%
 – Establish the confidence level, margin of
   error you want to work with
 – Identify the number of surveys to be done
 – Once you have completed that number, do
   not do any additional surveys
HOWEVER….
                                    140
Confidence Intervals /
       Margins of Error
• Sometimes we do surveys and we do
  not know how many will be returned
  until later, as with postal surveys
• Thus you have to calculate the
  margin of error afterwards….
 – Count up # of returned surveys
 – Identify target population and
   confidence level
                                    141
Confidence Intervals /
        Margins of Error
• All this assumes you know your target
  population and can get a sample
  frame
  – If not, a non-random sampling
    technique is best
• Also consider whether you want to
  report results for sub-groups – the
  margins of error will be wider
                                    142
Summary - 1
1 Survey research has developed into
  a popular research method since
  the 1940's.
2 A survey is a standardised stimulus
  designed to convert fuzzy
  psychological phenomenon into
  hard data.

                              143
Summary - 2
3 Survey development - types of
  questions and response formats.
4 Sampling - probability & non-prob.
5 Levels of measurement &
  parametric / non-parametric stats
6 Ethical considerations
7 Sources of measurement error
                               144
Evaluation
• Please complete the workshop
  evaluations




                           145
References
Alreck, P. & Settle, R. (1995). The survey
  research handbook (2nd ed.). New York:
  Irwin.
Stevens, S.S. (1946). On the theory of
  scales of measurement. Science, 103,
  677-680.
Trochim, W. M. K. (2006). Sampling. In
  Research Methods Knowledge Base.
Wikipedia (2009).
 Shere Hite - Methodology.
•                                    146
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Survey Design Workshop: Questionnaire Development

  • 1. Survey Design Workshop Inter-University Research Workshop Program Dr. James Neill Centre for Applied Psychology University of Canberra 1 February, 2011
  • 2. Outline • Objectives • Introductions • Logins & Resources • Research methods • Questionnaire design • Levels of measurement • Sampling • Evaluation 2
  • 3. Objective 1 Understand the importance of a rigorous, step-by-step process in planning, developing & implementing research questionnaires 3
  • 4. Objective 2 Consider the pros and cons of common methods for survey administration 2. Face-to-face interview 3. Telephone survey 4. Mail survey 5. Internet/mobile survey 4
  • 5. Objective 3 Examine nuts & bolts of questionnaire design e.g., 2 Question style, 3 Response formats, 4 Layout, and 5 Pre- and pilot testing 5
  • 6. Objective 4 Consider implementation issues 2 Sampling methods 3 Sample size 6
  • 7. Objective 5 Critically review example surveys. 2 Existing examples 3 Student in-progress examples with a view towards planning, drafting, and/or revising of an initial draft (pilot) survey. 7
  • 8. Resources • Survey Design Workshop Notes (Wikiversity) • Readings • Books about surveys design and survey research (check library) 8
  • 10. Types of Research (Research Methods) There are 3 main research methods: 2.Experimental 3.Quasi-experimental 4.Non-experimental 10
  • 11. Types of Research - Experimental Characterised by: • Random assignment • Control over extraneous variables 11
  • 12. Types of Research - Quasi-experimental Characterised by: •Non-random assignment •Control over some extraneous variables •Groups are “naturally occuring” 12
  • 13. Types of Research - Non-experimental Characterised by: •No “groups” or “conditions” are created or used (i.e., no full experimental or quasi-experimental groups) •Minimal control over extraneous variables 13
  • 14. Survey Research Characteristics •Surveys are widely used in non-experimental social science research. •Often use interviews or questionnaires. •Involve real-world samples. •Often quantitative, but can be qualitative. 14
  • 15. History of Survey Research •Survey research methodology was initially developed in the 1940's – 1960's. •Since the 1980's, theories and principles evolved to create a unified perspective on the design, conduct, and evaluation of surveys. 15
  • 16. 8 Survey Research Characteristics Backstrom & Hursh-César (1981, pp. 3-4) 1Systematic: follows a specific set of rules, a formal and orderly logic of operations 2Impartial: selects units of the population without prejudice or preference 3Representative: includes units that together are representative of the problem under study and the population affected by it 16
  • 17. 8 Survey Research Characteristics Backstrom & Hursh-César (1981, pp. 3-4) 4Theory-based: operations are guided by relevant principles of human behaviour and by mathematical laws of probability (chance). 5Quantitative: assigns numerical values to nonnumerical character 6Self-monitoring: procedures can be designed in ways that reveal any unplanned and unwanted distortions (biases) that may occur 17
  • 18. 8 Survey Research Characteristics Backstrom & Hursh-César (1981, pp. 3-4) 7Contemporary: it is current, more than historical, fact-finding 8Replicable: other people using the same methods in the same ways can get essentially the same results 18
  • 19. Advantages of Survey-Based Research • Ecological validity • Access to wide range of participants • Potentially large amounts of data • May be more ethical (than experiments) 19
  • 20. Disadvantages of Survey-Based Research • Lack of control → less internal validity • Data may be 'superficial' • Can be costly to obtain representative data • Self-report data only • Potentially low compliance rates 20
  • 21. Example Surveys Unit Satisfaction Survey Community Library Use 21
  • 22. The research process 1. Establish need for info/ research 2. Problem 6. Reporting definition/ Hypotheses 5. Data 3. Research analysis design 4. Sampling/ Data collection 22
  • 24. Survey construction: Overview 1What is a survey? 2Types of questionnaires 3Questionnaire development 4Writing questions 5Types of questions 6Response formats R LOM 7Survey formatting 24
  • 25. What is a survey? •A standardised stimulus •A measuring instrument •A way of converting fuzzy psychological stuff into hard data for analysis 25
  • 26. Types of surveys Types of surveys Self - Interview - administered administered Postal Delivered and TelephoneFace to face collected structured interview Web-based 26
  • 27. Questionnaire development 1. Formulate 2. Expand generic the questionnair questionnair Turneinto Question e Draft qs & separate order & response sections based funnel qs formats on study objectives. 4. Finalise 3. Pre-test, questionnair pilot test, e & redraft & implement 27
  • 28. Formulate Generic Questionnaire • Turn objectives into sections of the survey • Ensure all questions relate to research objectives • For explanatory objectives or hypotheses ensure both dependent and independent variables exist 28
  • 29. Cover Letter & Ethics Statement Introduction or cover letter: • Outline details of research project and allow for ethical informed consent. • Few will read it without good prompting and being easy-to-read 29
  • 30. Instructions • Provides consistency - helps to ensure standard conditions across different administrations • Explain how to do the survey in a user-friendly manner • Example: Life Effectiveness Questionnaire 30
  • 32. Cover letter / ethics statement checklist Outline details of research project e.g.,: • Who are you? Are you bona fide? • Purpose of survey? • What's involved? • Explain any risks/costs/rewards • How will results be used? • Human ethics approval # • How is consent given / not given? • Voluntary - can choose not to continue anytime • More info: Complaints, how to obtain results, 32
  • 33. Layout •Font (type, size) •No. of pages •Margins •Double vs. single-siding •Colour, etc. 33
  • 34. Layout Demographics • single section, usually at beginning or end of questionnaire • only include relevant questions 34
  • 35. Layout •Space for comments? •Indicate the end •Say thanks! 35
  • 36. Flow/Structure • Logical order of questions (use sections) • Ask screening questions first, rather than later. Does the participant qualify for the survey? (esp. for internet surveys) • Use funneling/branching questions to move respondents through survey • Start off with easy to answer and engaging questions • More controversial questions in middle36
  • 37. Expanding the Survey 37
  • 38. Personal Information • Generally, researchers put personal information at beginning of survey (if required). However, this may put off respondents, so also consider uncluding at towards end. • Consider response format e.g, Income in categories or ranges 38
  • 39. Personal Information • More likely to respond to personal questions for anonymous or mail surveys as opposed to face to face or telephone • Show cards for responses may help for face to face interviews 39
  • 40. Pre- & pilot-testing •Pre-test items on convenient others - ask for feedback •Revise items e.g., –Which don’t apply to everybody –Are redundant –Are misunderstood –Are non-completed • Reconsider ordering & layout •Pilot test on a small sample from the 40
  • 41. Types of Questions Be able to justify and defend your choices... 41
  • 42. Writing questions - Dos 1 Define target constructs 2 Check related research & questionnaires 3 Draft items (for important, fuzzy constructs aim to have multiple indicators) 4 Pre-test & revise 42
  • 43. Writing questions - Dos • Focus directly on topic/issue • Be clear • Be brief • Avoid big words • Use simple and correct grammar 43
  • 44. Writing questions – Don'ts Inapplicable – must apply to all respondents Over-demanding – e.g., recall of detail or time-consuming, unnecessary questioning Ambiguous – meaning must be clear to all respondents Double negative – e.g., Do you not disapprove of tax reforms? 44
  • 45. Writing questions – Don'ts Double-barrelled - e.g., “Do you think speed limits should be lowered for cars & trucks?” Leading - e.g., “don’t you see some danger in the new policy?” Loaded – e.g., “Do you advocate a lower speed limit to save human lives?” vs “Does traffic safety require a lower speed limit?” 45
  • 46. Response biases • Social desirability • Acquiescence – yea- and nay-saying • Self-serving bias • Order effects 46
  • 47. Demand characteristics Interview • High demand characteristics • Can elicit richer information Questionnaire • Lower demand characteristics • Information may be less rich 47
  • 48. 48
  • 50. Objective questions • A verifiably true answer (i.e., factual information) exists for each unit. • The question could be accurately answered by an observer. e.g., How times during 2009 did you visit a G.P.? ______ 50
  • 51. Subjective questions •Asks about fuzzy personal perceptions. •There is no “true”, factual answer. •Many possible answers per unit. •Can't be accurately answered by an observer. e.g., Think about the visits you made to a G.P. during 2010. How well did you understand the medical advice you received? perfectly very well reasonably poorly not at all 51
  • 52. Objective vs. subjective questions • Both types of questions may be appropriate; depends on the purpose of the study. • One criticism of this distinction: There is no such thing as “objective” and that all responses are subjective. 52
  • 53. Open-ended Questions • Rich information can be gathered • Useful for descriptive, exploratory work • Difficult and subjective to analyse • Time consuming 53
  • 54. Open-ended questions • Rich information can be gathered • Useful for descriptive, exploratory work • Difficult and subjective to analyse • Time consuming 54
  • 55. Open-ended questions: Examples What are the main issues you are currently facing in your life? How many hours did you spend doing university study last week? _________ 55
  • 56. Closed-ended questions • Important information may be lost forever • Useful for hypothesis testing • Easy and objective to analyse • Time efficient 56
  • 57. Levels of Measurement = Type of Data Stevens (1946) 57
  • 58. Levels of measurement •Nominal / Categorical •Ordinal •Interval •Ratio 58
  • 59. Discrete vs. continuous Discrete ---------- Continuous ___________ 59
  • 60. Each level has the properties of the preceding levels, plus something more! 60
  • 61. Categorical / nominal •Conveys a category label •(Arbitrary) assignment of #s to categories e.g. Gender •No useful information, except as labels 61
  • 62. Categorical / nomimal example: Phrenological labels 62
  • 63. Ordinal / ranked scale •Conveys order, but not distance e.g. in a race, 1st, 2nd, 3rd, etc. or ranking of favourites or preferences 63
  • 64. Ordinal / ranked example: Ranked importance Rank the following aspects of the university according to what is most important to you (1 = most important through to 5 = least important) t Quality of the teaching and education Q Quality of the social life Q Quality of the campus Q Quality of the administration Q Quality of the university's reputation64
  • 65. Interval scale •Conveys order & distance •0 is arbitrary e.g., temperature (degrees C) •Usually treat as continuous for > 5 intervals 65
  • 66. Interval example: 8 point Likert scale 66
  • 67. Ratio scale •Conveys order & distance •Continuous, with a meaningful 0 point e.g. height, age, weight, time, number of times an event has occurred •Ratio statements can be made e.g. X is twice as old (or high or heavy) as Y 67
  • 68. Ratio scale: Time 68
  • 69. Why do levels of measurement matter? Different analytical procedures are used for different levels of data. More powerful statistics can be applied to higher levels 69
  • 70. Levels of measurement: Revision question Fill in all cells Level Prop-erties Examples Descriptive Statistics Graphs Nominal / Categorical Ordinal / Rank Interval Ratio 70
  • 71. Closed-ended rating scales 1.Dichotomous 2.Multichotomous 3.Verbal frquency scale 4.The list (multiple response) 5.Ranking 6.Likert scale 7.Graphical rating scale 8.Semantic differential 71
  • 72. Dichotomous 2 response options e.g., Excluding this trip, have you visited Canberra in the previous five years? __ Yes __ No Provides the simplest type of quantification 72
  • 73. Multichotomous How many hours did you spend doing university study last week? __ less than 5 hours __ > 5 to 10 hours __ > 10 to 20 hours __ more than 20 hours 73
  • 74. Multichotomous More than two possible answers e.g., What type of attractions in your current trip to Canberra most appeal to you? __ historic buildings __ museum/art galleries __ parks and gardens 74
  • 75. Verbal frequency scale Over the past month, how often have you argued with your intimate partner? 1. All the time 2. Fairly often 3. Occasionally 4. Never 5. Doesn’t apply to me at the moment 75
  • 76. The list (multiple response) Provides a list of answers for respondents to choose from e.g., Tick any words or phrases that describe your perception of Canberra as a travel destination: __ Exciting __ Important __ Boring __ Enjoyable __ Interesting __ Historical 76
  • 77. The list (multiple-response) What are the main issues that you are currently facing in your life? (tick all that apply) __ financial __ physical / health __ academic __ employment / unemployment __ relationships __ other (please specify) 77
  • 78. Ranking Helps to measure the relative importance of several items Rank the importance of these reasons for visiting Canberra (from 1 (most) to 4 (least)): __ to visit friends and relatives __ for business __ for educational purposes 78
  • 79. Likert scale Measures strength of feeling or perception. Indicate your degree of agreement with this statement: “I am an adventurous person.” (circle the best response for you) 1 2 3 4 5 strongly disagree neutral agree strongly disagree agree 1 2 3 4 5 strongly agree neutral disagree strongly agree disagree 79
  • 80. Graphical rating scale How would you rate your enjoyment of the movie you just saw? Mark with a cross (X) not enjoyable very enjoyable 80
  • 81. Semantic differential What is your view of smoking? Tick to show your opinion. Bad ___:___:___:___:___:___:___ Good Strong ___:___:___:___:___:___:___ Weak Masculine ___:___:___:___:___:___:___ Feminine Unattractive ___:___:___:___:___:___:___ Attractive Passive ___:___:___:___:___:___:___ Active 81
  • 82. Non-verbal scale Point to the face that shows how you feel about what happened to the toy. Also called an idiographic scale. 82
  • 83. Verbal frequency scale Over the past month, how often have you argued with your intimate partner? 1. All the time 2. Fairly often 3. Occasionally 4. Never 5. Doesn’t apply to me at the moment 83
  • 84. Sensitivity & reliability •Scale should be sensitive yet reliable. •Watch out for too few or too many options. 84
  • 85. Number of response options? How many response options? •Minimum = 2 •Average = 3 to 9 •Maximum = 10? Basic guide: 7 +/- 2 85
  • 86. Number of response options? Likert scale example AGREEMENT ABOUT SOMETHING 2-Categories DISAGREE AGREE 3-Categories DISAGREE NEUTRAL AGREE 4-Categories STRONGLY MILDLY MILDLY STRONGLY DISAGREE DISAGREE AGREE AGREE 5-Categories STRONGLY MILDLY MILDLY STRONGLY DISAGREE DISAGREE NEUTRAL AGREE AGREE 86
  • 87. Watch out for too many or too few response options “Capital punishment should be reintroduced for serious crimes” 1 = Agree 2 = Disagree 1 = Very, Very Strongly Agree 7 = Slightly Disagree 2 = Very Strongly Agree 8 = Disagree 3 = Strongly Agree 9 = Strongly Disagree 4 = Agree 10 = V. Strongly Disagree 5 = Slightly Agree 11 = V, V Strongly Disagree 6 = Neutral 87
  • 88. Example: How could this question be improved? How old are you? ___ 18-20 ___ 20-22 ___ 22-30 ___ 30 and over 88
  • 89. Example: How could this question be improved? Are you satisfied with your marriage and your job? __________________________ 89
  • 90. Example: How could this question be improved? You didn’t think the food was very good, did you? _____ Yes _____ No 90
  • 91. Example: How could this question be improved? Environmental issues have become increasingly important in choosing hotels. Are environmental considerations an important factor when deciding on your choice of hotel accommodation? ____ Yes ____ No 91
  • 92. Example: How could this question be improved? What information sources did you use to locate your restaurant for today’s meal? (please tick appropriate spaces) ____ yellow pages ____ Internet ____ word of mouth 92
  • 93. Comparison of data collection methods Personal Telephone Mail Data collection costs High Medium Low Data collection time required Medium Low High Sample size for a given budget Small Medium Large Data quantity per subject High Medium Low Reaches widely dispersed sample No Maybe Yes Reaches special locations Yes Maybe No Interaction with respondents Yes Yes No Degree of interviewer bias High Medium None Severity of non-response Low Low High Presentation of visual stimuli Yes No Maybe Fieldworker training required Yes Yes No Alreck and Settle (1995:32) 93 Alreck & Settle (1995; 32)
  • 94. Finalise Questionnaire Draft • Questions need to be exhaustive and mutually exclusive – Include ‘other (please specify)’ – Ensure categories do not overlap 94
  • 95. Finalise Questionnaire Draft • Length – Try to keep them as short as possible – Only ask questions that relate to objectives – Tricks? Font size/double sided photocopying/numbering sections 95
  • 96. Maximising Response Rate • Layout and design is key • Respondent’s level of interest • Colour of paper • Accompanying letter / introduction • Mail surveys - self-addressed stamped return envelope • Rewards • Reminders or follow up calls96
  • 97. Pre-testing and Pilot testing • Pre-test – try out on convenient others & revise • Pilot test – try out on a small sample from the target population & revise • Be assertive and interactive about seeking feedback – ask questions & observe 97
  • 98. Pre-test & Revise •Pre-test items and ask for feedback •Revise: –items which don’t apply to everybody –redundancy –skewed response items –misinterpreted items –non-completed items •Reconsider ordering & layout
  • 100. Survey Design Critique In pairs, look through the example questionnaires, and highlight aspects which: • could be improved • are particularly good • you would like to ask about • 100
  • 101. Examples • Examine questionnaire examples • Examine structure, design issues and question styles • Note cover page and details provided 101
  • 102. Sampling 102
  • 103. Sampling: Overview Sampling terminology What is sampling? Why sample? Sampling methods Example: Shere Hite’s survey 103
  • 104. Sampling terminology • Target population – To whom you wish to generalise • Sampling frame – Those who have a chance to be selected • Sample – Those who were selected and responsed • Representativeness – The extent to which the sample is a good 104
  • 105. What is sampling? “Sampling is the process of selecting units (e.g., people, organizations) from a population of interest so that by studying the sample we may fairly generalize our Picture 2 results back to the population from which they were chosen.” 105
  • 106. Why sample? • Reduces cost, time, sample size etc. • If the sample is representative, the sample data allows inferences to be drawn about the total population. 106
  • 107. Representativeness of a sample depends on: • Adequacy of sampling frame • Sampling method • Adequacy of sample size • Response rate – both the % & representativeness of people in sample who actually complete survey It is better to have a small, representative sample than a large, 107
  • 108. Sampling methods Probability sampling • Random • Systematic • Cluster – Multi-Stage Cluster Non-probability sampling –Quota –Convenience –Snowball 108
  • 109. Random/probability sampling • Each unit has an equal chance of selection • Selection occurs entirely by random chance • Also called representative sampling 109
  • 110. Simple random sampling • Everyone in the target population has an equal chance of selection • Useful if clear study area or population is identified • Similar to a lottery: – List of names are assigned #s and randomly select #s of respondents – Randomly select # through table of random #s or by computer 110
  • 111. Systematic random sampling • Selecting without first numbering • Respondents (units) selected from a list/file. • Useful when survey population is similar e.g. List of students • Select sample at regular intervals from the population e.g., every 5th person on a list, starting at a random number between 1 and 5 111
  • 112. Stratified random sampling • Sub-divide population into strata (e.g., by gender, age, or location) • Then random selection from within each stratum • Improves representativeness • e.g., Telephone interviews using post-code strata 112
  • 113. Non-random / non-probability • Also called purposive or judgemental sampling • Useful for exploratory research and case study research • Able to get large sample size quickly • Limitations include potential bias and non-representativeness 113
  • 114. Convenience sampling • Sampling is by convenience rather than randomly • Due to time/financial constraints • e.g. surveying all those at a tourist attraction over one weekend 114
  • 115. Purposive sampling Respondents selected for a particular purpose e.g., because they may be “typical” respondents • e.g., select sample of tourists aged 40-60 as this is the typical age group of visitors to Canberra • e.g., Frequent flyers to contact regarding service quality in an airline setting 115
  • 116. Snowball sampling • Useful for difficult to access populations e.g., illegal immigratnts, drug users • Respondents recommend other respondents • e.g., in studying ecstasy users, gain trust of a few potential respondents and ask them to recommend the researcher to other potential respondents 116
  • 117. Sampling process 1Identify target population and sampling frame 2Select sampling method 3Calculate sample size for desired power. 4Maximise return rate 117
  • 118. Summary of sampling strategy •Identify target population and sampling frame •Selection sampling method •Calculate required sample size •Maximise return rate
  • 119. Sampling Example: Shere Hite ‘American Sexology’ 119
  • 120. Hite's survey of American male-female relations (early 1980's) •Shere Hite ‘doyenne of sex polls’ •Media furors & worldwide attention •127-item questionnaire about marriage & relations between sexes •Sample: 4500 USA women, 14 to 85 years •Conclusion: Society and men need to change to improve lives of women 120
  • 121. Some of Hite’s findings about American women.... •Only 13% married for 2+years were still in love •70% married for 5+ years were having affairs... – usually more for 'emotional closeness’ than sex – 76% of these women did not feel guilty •87% had a closer female friend than husband •98% wanted “basic changes” to love relationships •84% were emotionally unsatisfied •95% reported emotional & psychological harassment from their men 121
  • 122. Some of the critical comments.... The survey often seems merely to She goes in with provide an prejudice & occasion comes for the author’s out with a own male-bashing statistic. diatribes. Hite uses statistics to bolster her opinion that American women are justifiably fed up with American men. 122
  • 123. Hite's response rate & selection bias •100,000 questionnaires were sent to a variety of women’s groups (feminist organisations, church groups, garden clubs etc.) •4,500 replied (4.5% return rate) 123
  • 124. Hite's response rate & selection bias “We get pretty nervous if respondents in our survey go under 70%. Respondents to surveys differ from nonrespondents in one important way: they go to the trouble of filling out what in this case was a very long, complicated, and personal questionnaire.” 124
  • 125. Lessons from Hite's male- female relations survey 1Sample size – it's not how big, it's how representative 2Objectivity – watch out for manipulating the survey questions and results interpretation to suit your personal conjectures 125
  • 126. Measurement Error 126
  • 127. Measurement error •Observed score = true score + measurement error •Measurement error = systematic error + random error •Any deviation from the true value caused by the measurement procedure. 127
  • 128. Sources of measurement error Picture 5 Non-sampling Sampling (e.g., unreliable (e.g., non-rep. samp or invalid tests) Personal bias (e.g., researcher f Paradigm (e.g., Western focus on individualism) 128
  • 129. To minimise measurement error Use well designed measures: • Multiple indicators • Sensitive to target constructs • Clear wording on questions/instructions 129
  • 130. To minimise measurement error Reduce demand effects: • Train interviewers • Use standard protocol 130
  • 131. To minimise measurement error Maximise response rate: • Pre-survey contact • Minimise length / time / hassle • Offer rewards / incentives • Coloured paper • Call backs / reminders 131
  • 132. To minimise measurement error Ensure administrative accuracy • Set up efficient coding, with well- labelled variables • Check data 132
  • 133. Summary of sampling strategy •Identify target population and sampling frame •Selection sampling method •Calculate required sample size •Maximise return rate
  • 134. Sampling Task A research project's aim is – “To identify the behaviour and attitudes of UC students with regard to its computing services”. • What is the research population? • How might you get hold of a sample frame? • What sampling technique would 134
  • 135. Confidence Levels / Margins of Error • Relates to representativeness of a sample of a target population - to what extent can we be confident about the results? • Gives the estimated range of values into which we expect other samples to fall say 95% of the time • Social sciences = at least 90% or above, preferably 95% 135
  • 138. Confidence Level Example Survey of visitors to Canberra between June 1 - August 31, 2004 = 10,000 visitors Want to work with 95% confidence level and 3% margin of error How many to survey? Answer: Sample size = 964 people Q: What are your favourite attractions? 138
  • 139. Following Results + / - 3% error @ 95% confidence level 139
  • 140. Confidence Intervals / Margins of Error • One time out of 20, we expect the answers may be greater than +/- 3% – Establish the confidence level, margin of error you want to work with – Identify the number of surveys to be done – Once you have completed that number, do not do any additional surveys HOWEVER…. 140
  • 141. Confidence Intervals / Margins of Error • Sometimes we do surveys and we do not know how many will be returned until later, as with postal surveys • Thus you have to calculate the margin of error afterwards…. – Count up # of returned surveys – Identify target population and confidence level 141
  • 142. Confidence Intervals / Margins of Error • All this assumes you know your target population and can get a sample frame – If not, a non-random sampling technique is best • Also consider whether you want to report results for sub-groups – the margins of error will be wider 142
  • 143. Summary - 1 1 Survey research has developed into a popular research method since the 1940's. 2 A survey is a standardised stimulus designed to convert fuzzy psychological phenomenon into hard data. 143
  • 144. Summary - 2 3 Survey development - types of questions and response formats. 4 Sampling - probability & non-prob. 5 Levels of measurement & parametric / non-parametric stats 6 Ethical considerations 7 Sources of measurement error 144
  • 145. Evaluation • Please complete the workshop evaluations 145
  • 146. References Alreck, P. & Settle, R. (1995). The survey research handbook (2nd ed.). New York: Irwin. Stevens, S.S. (1946). On the theory of scales of measurement. Science, 103, 677-680. Trochim, W. M. K. (2006). Sampling. In Research Methods Knowledge Base. Wikipedia (2009). Shere Hite - Methodology. • 146
  • 147. Open Office Impress ● This presentation was made using Open Office Impress. ● Free and open source software. http://www.openoffice.org/product/impress.html ●

Notas do Editor

  1. Survey Design Workshop University of Canberra, ACT, Australia James T. Neill This workshop was previously presented by Dr. Brent Ritchi e, 2008 who is now at the School of Tourism at The University of Queensland – he kindly gave me a copy of his slides, which have been adapted and expanded each year since. Image sources: Questionnaires are by James Neill (License: Public domain) Scissors are by Gracenotes - http://commons.wikimedia.org/wiki/File:Edit-cut-mod.svg - (License: - Creative Commons by SA 2.5) Further info: http://en.wikiversity.org/wiki/Survey_design/Workshop
  2. Image: James Neill, from Flickr, cc-by-a
  3. Image source: http://en.wikiversity.org/wiki/File:Nuvola_apps_edu_science.svg License: GFDL
  4. Groves et al. (2004)
  5. Image source: http://commons.wikimedia.org/wiki/File:Crystal_Clear_action_edit_add.png License: GFDL
  6. Image source: http://commons.wikimedia.org/wiki/File:Crystal_Clear_action_edit_remove.png License: GFDL
  7. Image source: http://commons.wikimedia.org/wiki/File:Hyperlink-internet-search.svg License: GFDL
  8. Image source: James Neill, Creative Commons Attribution-Share Alike 2.5 Australia, http://creativecommons.org/licenses/by-sa/2.5/au/
  9. Image source: http://www.socialresearchmethods.net/kb/Assets/images/hourglas.gif
  10. Image source: Unknown.
  11. Image source: Unknown.
  12. Image source: Life Effectiveness Questionaire (Neill, 2009)
  13. Image sources: Questionnaires are by James Neill (License: Public domain), based on the Life Effectiveness Questionnaire
  14. Image sources: Questionnaires are by James Neill (License: Public domain), based on the Life Effectiveness Questionnaire
  15. Image sources: Questionnaires are by James Neill (License: Public domain), based on the Life Effectiveness Questionnaire
  16. Image source: http://www.flickr.com/photos/peretzpup/3059447579/
  17. e.g., skewed response items
  18. Imag sourcese: http://commons.wikimedia.org/wiki/File:Aiga_information_.svg http://www.flickr.com/photos/laffy4k/404298099/
  19. Social desirability Acquiescence or Yea- and Nay-saying - tendency to agree or disagree with everything, use reversed items to control Self-serving bias - tendency to enhance self Order effects - routine, fatigue
  20. Image: http://commons.wikimedia.org/wiki/File:Aiga_information_.svg This example actually has many elements of a well-structued/designed survey – what are they?
  21. Image source: http://books.google.com/books?id=E-8XHVsqoeUC&pg=PA58&lpg=PA58&dq=survey+design+types+of+questions+objective+subjective&source=bl&ots=fwFJdFznwn&sig=7Sil7P1uq4j6ctHzw3oKqliUhB4&hl=en&ei=KBSqSd6NJpm0sQPI3pzlDw&sa=X&oi=book_result&resnum=2&ct=result#PPA59,M1
  22. See alos: The Power of Survey Design By Giuseppe Iarossi http://books.google.com/books?id=E-8XHVsqoeUC&pg=PA58&lpg=PA58&dq=survey+design+types+of+questions+objective+subjective&source=bl&ots=fwFJdFznwn&sig=7Sil7P1uq4j6ctHzw3oKqliUhB4&hl=en&ei=KBSqSd6NJpm0sQPI3pzlDw&sa=X&oi=book_result&resnum=2&ct=result#PPA59,M1
  23. Image source: Unknown.
  24. Nominal/Category - measures identify categories e.g., sex, ethnicity. Ordinal - relative ordering of responses e.g., rankings in an exam Interval - scores stand in a quantitative relationship to one another, adjacent scores are separated by an equal interval Ratio - like interval but with a true zero value e.g., height, speed
  25. Discrete data: finite options (e.g., labels) Continuous data: infinite options (e.g., cms) Discrete data is generally only whole numbers, whilst continuous data can have many decimals Discrete: nominal, ordinal, interval Continuous: ratio
  26. Image source: Unknown.
  27. Image source:L.N Fowler & Co. c. 1870.
  28. Image: Cropped version of http://www.flickr.com/photos/beatkueng/1350250361/?addedcomment=1#comment72157605326099631 CC-by-A by Beat - http://www.flickr.com/photos/beatkueng/
  29. Image source:L.N Fowler & Co. c. 1870.
  30. Image source:L.N Fowler & Co. c. 1870.
  31. Image source:L.N Fowler & Co. c. 1870.
  32. Image source: Unknown.
  33. Image source: Questionnaire by Tuppus License: Creative Commons Attribution 2.0
  34. eg. Which of the following statements best describes your reasons for taking a holiday to Canberra? (please tick one only) Ž to visit friends and relatives Ž for business Ž for educational purposes Ž for holiday/ sightseeing
  35. eg. Which of the following statements best describes your reasons for taking a holiday to Canberra? (please tick one only) Ž to visit friends and relatives Ž for business Ž for educational purposes Ž for holiday/ sightseeing
  36. Consider number of points (avoid over ~10) Consider direction Consider layout
  37. Consider number of points (avoid over ~10) Consider direction Consider layout
  38. Image source: Unknown.
  39. Image source: http://commons.wikimedia.org/wiki/File:Marbles_canicas.PNG
  40. Image source: Unknown.
  41. Population - set of all individuals having some common characteristic, e.g., Australians Sampling Frame – subset of the population from which the sample is actually drawn – e.g., White pages Sample – set of people who actually contribute data to – e.g., Every 1000 th person in the white pages who answers the phone and responds Representativeness – How similar is the sample to the population with regard to the constructs of interest?
  42. Probability sampling - each member of population has a specific probability of being chosen. Random Sampling - everyone in population has an equal chance of being selected. Systematic Sampling - e.g., every 10 th student ID number Stratified Random Sampling - population divided into strata, then random sampling from within each stratum (e.g., an equal number of males/females are selected) Cluster Sampling - identify ‘clusters’ of individuals & sample from these (e.g., 1 person per household) Multi-Stage Cluster Sampling – (e.g., 1 person per selected household per selected suburb) Non-probability sampling - arbitrary, sample not representative of population Quota Sampling - e.g., 50% psychology students, 30% economics students, 20% law students Convenience Sampling - “take them where you find them” method e.g., at shopping mall Snowball Sampling - ask each respondent if they know someone else suitable for survey e.g., studying drug-users.
  43. Sometimes called file sampling
  44. Image sources: Unknown.
  45. Regina Herzog, University of Michigan Institute for Social Research To learn more about Shere Hite’s research, visit her website: http://www.hite-research.com
  46. Regina Herzog, University of Michigan Institute for Social Research To learn more about Shere Hite’s research, visit her website: http://www.hite-research.com
  47. Image source: http://commons.wikimedia.org/wiki/File:Noise_effect.svg Image license: GFDL 1.2+
  48. Image source:s Unknown. Paradigm (e.g., assumptions, focus, collection method) Personal researcher bias (conscious & unconscious) Sampling (e.g., representativeness of sample) Non-sampling (e.g, non-response, inaccurate response due to unreliable measurements, misunderstanding, social desirability, faking bad, researcher expectancy, administrative error)
  49. Source: http://en.wikipedia.org/wiki/File:Marginoferror95.PNG
  50. Image source: Questionnaire by Tuppus License: Creative Commons Attribution 2.0