Survey Metadata Survey Metadata DocumentationDocumentation

Sue Ellen Hansen, Gina-Qian Cheung, Kirsten Alcser, Sue Ellen Hansen, Gina-Qian Cheung, Kirsten Alcser, Grant Benson, Ashley Bowers, Karl Dinkelmann, Grant Benson, Ashley Bowers, Karl Dinkelmann,

Youhong Liu, Beth-Ellen Pennell, Marsha Skoman Youhong Liu, Beth-Ellen Pennell, Marsha Skoman ISRISR

Janet Harkness, Peter Ph. MohlerJanet Harkness, Peter Ph. MohlerZUMAZUMA

IASSIST 2005IASSIST 2005EdinburghEdinburgh

May 25, 2005May 25, 2005

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GoalsGoals

• Collect sufficiently detailed data about the survey design and implementation process: Facilitate standardization and cross-cultural

comparison

• Standard measures

• DDI compliant XML metadata

Archive survey information and materials

Facilitate replication

Meet contractual obligations

Reduce administrative burden

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GoalsGoals

Also to facilitate: Monitoring of processes

• E.g., review and approval of sample designs before implementation

Assessment of process quality Improvements in methods and measures Analysis and correct use of data

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Obstacles Obstacles

• Time and cost constraints

• Complexity of computer assisted interviewing (CAI) systems and instruments

• Lack of adequate tools for documenting survey lifecycle

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Survey Metadata Survey Metadata Documentation System (SMDS)Documentation System (SMDS)

• ISR and ZUMA collaborative development

• Tool designed to facilitate documentation of survey lifecycle from initial design through data collection to post-survey processing and archiving

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SMDSSMDS

• Features: Supports multiple users simultaneously

Modularized

Web-based

Easy navigation

Built in skip logic

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SMDSSMDS

• Features: Designed to follow the survey

documentation life-cycle

• capture relevant information when it happens

Data reporting options by country, module, or question

Data extraction to third party software package

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SMDSSMDS

• Metadata Modules General National Study Information Ethics Review/Consideration Sample Design Translation Process and Products Interviewers and Interviewer Training Pretesting Data Collection Quality Control Dataset Preparation/Final Report Information Data Depositing

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User LoginUser Login

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SMDS ModulesSMDS Modules

Select modules in any order; complete in multiple sessions.

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Module Contact InformationModule Contact Information

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Translation ModuleTranslation Module

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Quality Control ModuleQuality Control Module

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Sample Design ModuleSample Design Module

Dynamic display of fields based on skip logic

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Sample Design Module (4):Sample Design Module (4):ReportReport

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Example: Cross Country Example: Cross Country ComparisonComparison

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SummarySummary

• SMDS: Web- based data entry tool for capturing information

about all phases of survey life cycle Standardized, primarily closed questions, for all

surveys, all countries• Facilitates collection of comparative information• Can search on discrete variables for cross-national

comparisons Multiple user access, data entry for single survey Dynamic, incorporates skip logic Can generate comparative reports across countries,

surveys