Survey Building

Survey Building

Building the survey instrument around your choice experiment - question flow, display logic, variable piping, and platform integration.

Knowledge Base -> Survey Building

General methodology

Checking survey data before main fieldwork - Simulation and manual data checking before fieldwork are the only reliable way to confirm a complex survey is collecting data correctly.

Storing intermediate variables for auditability - Dynamic calculations displayed directly to respondents without being stored make auditing impossible. Store intermediate values as survey variables before displaying them.

Designing screening questions for surveys - Screening questions that reveal their purpose to respondents inflate eligibility rates and contaminate the sample. Two design principles prevent this.

Including tracking and metadata in surveys - Tracking data collected during a pilot is cheap insurance against problems that only become apparent in main fieldwork. Collect it by default, evaluate it later.

Variable direction consistency in survey design - Mixing the direction of response scales across variables confuses respondents and analysts. Agreeing direction before coding prevents a systematic error that is invisible in the data.

Variable and survey naming conventions - Poor variable naming causes avoidable errors in analysis. Decisions made before coding starts determine how much pain comes later.

Survey versioning and content review management - Survey versioning is not a technical nicety - it is the only mechanism that allows changes during live fieldwork without corrupting existing response data.

Health research

Informed consent in patient preference DCE studies - Patient preference studies involving identifiable health data require informed consent that is specific to the research purpose and distinguishable from clinical care consent.

Mobile display of choice tasks in patient surveys - More than half of patient preference study respondents complete surveys on mobile devices. Choice tasks designed for desktop display degrade severely on small screens.

Transport research

Implementing pivot designs with variable piping in SurveyEngine - Pivot designs are technically demanding to implement. The reference data must be collected, stored, computed, and displayed correctly before the choice tasks begin.

Building a combined RP/SP survey in SurveyEngine - A combined RP/SP survey collects both revealed and stated preference data from the same respondents. The survey design must be sequenced correctly or the SP choices will be anchored by the RP data.

Environmental research

Writing effective payment vehicle text in environmental DCEs - How you describe the payment mechanism in an environmental DCE is as important as which mechanism you choose. Poorly worded payment vehicle text generates protest.

Controlling for warm glow in environmental DCE surveys - Warm glow - the moral satisfaction of appearing to support environmental causes - inflates stated WTP in surveys. It must be identified and controlled.


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