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Survey Techniques
presentation to the SC CPM class on how to create basic surveys
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Slideshow Transcript
- Slide 1: Survey techniques
The good, the bad,
The UGLY
- Slide 2: Background information
• Brief introductory paragraph
• Instructions
– how to complete (if special
instructions are needed)
– by what date
– for what reason
- Slide 4: Variety and Sequence
• Open ended (Qualitative)and
closed (Quantitative)
• Closed ended – various types
• Create a mix of these – helps to
balance the survey
• Keep overall survey brief and to the
point
• Avoid lengthy questions
- Slide 5: Survey Organization
and Testing
• Pay close attention to how respondents
would react to questions – put yourself in
their situation
• Sections of the survey
– Demographic (personal information)
– Topics related to main topic?
– Subtopics?
• Pilot test (helpful with closed responses)
- Slide 6: Layout
• How does it look in the web
browser?
• Accessibility
• Questions should be numbered
• Individual question phrases
– (Check all that apply) square/check
mark
– (Select only one item) round/bullet
- Slide 7: Filter questions
• Add a filter question to ‘weed’ out
respondents with no knowledge of the
question topic:
– “if you answered NO to question 8, please skip
to question 12”
• “Letout” responses:
– “don’t know”
– “no opinion”
– “not applicable”
- Slide 8: Question Wording
• Avoid ambiguity
• Avoid advanced vocabulary
• Avoid double-negatives
• Avoid asking two questions in one:
– Have you visited the library in the last
month and did you check out items?
– Yes ______ No _______
THERE IS NO WAY TO ACCURATELY ANSWER
- Slide 9: Open ended questions
• What do you like most about your library?
• Avoid asking many – keep to one or two
– Too time consuming to report
– Too difficult to compare
– Factor analysis
• Looking for trends in verbiage of responses
• Phrase tracking
- Slide 10: Closed questions
• Offer choices based upon current
knowledge and pilot test of survey
• Yes/No
• Most important (check only one)
• Rank order (1, 2, 3, etc.) complicated
• Scales – odd vs. even number
– Odd number allows “on the fence”
responses and is this good or bad?
- Slide 11: Closed numerical
• Numerical responses should be reviewed
carefully
– “How many times did you visit the library last
year?” What is wrong with this set of options?
• _____ 0
• _____ 1-5
• _____ 5-10
• _____ 11-15
• _____ 15-21
• _____ More than 20
• _____ Don’t remember
- Slide 12: Checklist of items
to remember…
1. the overall size of the survey
2. the 'acceptable' number of questions
3. the use of sections to organize the survey
4. the appropriate mixture of question types
5. the instructions provided to the respondent:
for the whole survey, for each section, and
for each question
6. the background information needed to
allow respondents to understand
7. the purpose of the survey