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 MD IBUC 2010, Baltimore, MD

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

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

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

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

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

Link the SMS Database with Bl i IS BlaiseIS

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

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

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

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

Vision Vision

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

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

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