BlaiseIS Sample Management BlaiseIS Sample Management Hueichun - PowerPoint PPT Presentation

BlaiseIS Sample Management BlaiseIS Sample Management Hueichun Peng, Lisa Wood and Gina-Qian Cheung Tuesday, October 19, 2010 IBUC 2010 B lti IBUC 2010, Baltimore, MD MD Survey Research Operations  Survey Research Center  Institute for Social Research

Sample Management for Web Surveys f W b S • Limited sample management Limited sample management functionalities with web survey data collection tools collection tools • Web survey data sample management is W b d t l t i becoming more complex  E.g., mixed/multi mode, weekly diaries October 19, 2010 SRO  SRC  ISR 2 Conference Title

Our Challenge Our Challenge • Large scale web survey data collection Large scale web survey data collection (400k+ respondents)  As part of mixed mode data collection project  As part of mixed mode data collection project (including Ftf SAQ and decentralized phone) • Need for BlaiseIS Sample management  Wanted to incorporate into our existing W t d t i t i t i ti sample management system (SurveyTrak) October 19, 2010 SRO  SRC  ISR 3 Conference Title

Key Components - Overview Key Components Overview 1) Link the SurveyTrak database with BlaiseIS 1) Link the SurveyTrak database with BlaiseIS 2) Create email functions 3) Monitor/control sample 3) Monitor/control sample 4) Manage/integrate web contact attempts with other contact efforts such as call records other contact efforts such as call records 5) Manage survey status and store key BlaiseIS paradata variables in SurveyTrak p y for production monitoring October 19, 2010 SRO  SRC  ISR 4 Conference Title

Link the SurveyTrak Database with BlaiseIS i h Bl i IS • Parallel preload Parallel preload • Authentication • Route to BlaiseIS start-up page R t t Bl i IS t t • Determine survey completion • Capture BlaiseIS paradata  See paper by Ostergren and Liu, IBUC 2010 p p y g , October 19, 2010 SRO  SRC  ISR 5 Conference Title

6 Link the SMS Database with October 19, 2010 Conference Title IS BlaiseIS Bl i SRO  SRC  ISR

Create Email Functionality Create Email Functionality Two modules (using C# Net applications) Two modules (using C#.Net applications) • Send Emails  Used the SMTP Client object of the .Net Mail Used the SMTP Client object of the Net Mail Namespace • Check for Bouncebacks  Used IMAP programming with .NET Sockets Namespace October 19, 2010 SRO  SRC  ISR 7 Conference Title

Send Email Module Send Email Module • Scheduled job using Email templates Scheduled job using Email templates • Sent based on criteria in SurveyTrak • Stored procedure outputs a record set St d d t t d t • C#.Net program sends emails • Emails include various information and functions October 19, 2010 SRO  SRC  ISR 8 Conference Title

Bounceback Checker Module Bounceback Checker Module • Catch the bounced back emails that result from Catch the bounced back emails that result from our email sending module • Record the bounce back in the SurveyTrak y database  Use pre-determined classifications (i.e., based on reasons an email might bounce back) • Inform project and production managers of the bounced back email bounced-back email • If possible, launch resend efforts October 19, 2010 SRO  SRC  ISR 9 Conference Title

10 October 19, 2010 Conference Title Vision Vision SRO  SRC  ISR

Thank You! Contacts: Contacts: woodlisa@umich.edu h hupeng@umich.edu @ i h d Survey Research Operations  Survey Research Center  Institute for Social Research