BlaiseIS Sample Management BlaiseIS Sample Management Hueichun - - PowerPoint PPT Presentation

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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


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BlaiseIS Sample Management BlaiseIS Sample Management

Hueichun Peng, Lisa Wood and Gina-Qian Cheung Tuesday, October 19, 2010 IBUC 2010 B lti MD IBUC 2010, Baltimore, MD

Survey Research Operations  Survey Research Center  Institute for Social Research

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Sample Management f W b S for Web Surveys

  • Limited sample management

Limited sample management functionalities with web survey data collection tools collection tools W b d t l t i

  • Web survey data sample management is

becoming more complex

  • E.g., mixed/multi mode, weekly diaries

SRO  SRC  ISR October 19, 2010 Conference Title 2

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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

W t d t i t i t i ti

  • Wanted to incorporate into our existing

sample management system (SurveyTrak)

SRO  SRC  ISR October 19, 2010 Conference Title 3

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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

  • ther contact efforts such as call records
  • ther contact efforts such as call records

5) Manage survey status and store key BlaiseIS paradata variables in SurveyTrak p y for production monitoring

SRO  SRC  ISR October 19, 2010 Conference Title 4

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Link the SurveyTrak Database i h Bl i IS with BlaiseIS

  • Parallel preload

Parallel preload

  • Authentication

R t t Bl i IS t t

  • Route to BlaiseIS start-up page
  • Determine survey completion
  • Capture BlaiseIS paradata
  • See paper by Ostergren and Liu, IBUC 2010

p p y g ,

SRO  SRC  ISR October 19, 2010 Conference Title 5

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Link the SMS Database with Bl i IS BlaiseIS

SRO  SRC  ISR October 19, 2010 Conference Title 6

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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

SRO  SRC  ISR October 19, 2010 Conference Title 7

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Send Email Module Send Email Module

  • Scheduled job using Email templates

Scheduled job using Email templates

  • Sent based on criteria in SurveyTrak

St d d t t d t

  • Stored procedure outputs a record set
  • C#.Net program sends emails
  • Emails include various information and

functions

SRO  SRC  ISR October 19, 2010 Conference Title 8

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Bounceback Checker Module Bounceback Checker Module

  • Catch the bounced back emails that result from

Catch the bounced back emails that result from

  • ur 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

SRO  SRC  ISR October 19, 2010 Conference Title 9

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Vision Vision

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

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Thank You! Contacts: Contacts: woodlisa@umich.edu h @ i h d hupeng@umich.edu

Survey Research Operations  Survey Research Center  Institute for Social Research