Handbook of Web Surveys. Jelke Bethlehem
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EXAMPLE 3.1 A metadata database: variables definitions
The Eurostat website is offering a metadata database that includes Euro‐SDMX Metadata Structure (ESMS) (a set of international standards for the exchange of statistical information between organizations), classifications, legislation and methodology, concepts and definitions (CODED, Eurostat's Concepts and Definitions Database, and other online glossaries relating to survey statistics), glossary, national methodologies, and standard code lists.
A section reports the description of the variables in different sources. Variable descriptions are detailed explanations of the researcher's intended meaning of the variable in the questionnaire, and it is one example of basic metadata. For example, for the purposes of the Labour Force Survey, the following definition is used: “Employees are defined as persons who work for a public or private employer and who receive compensation in the form of wages, salaries, fees, gratuities, payment by results or payment in kind; non‐conscripted members of the armed forces are also included.”
In structural business statistics, employees are defined as “those persons who work for an employer and who have an employment contract and receive compensation in the form of wages, salaries, fees, gratuities, piecework pay or remuneration in kind.”
Furthermore, a worker is a wage or salary earner of a particular unit if he or she receives a wage or salary from the unit, regardless where he or she works (in or outside the production unit). A worker from a temporary employment agency is considered to be an employee of the temporary employment agency not of the unit (customer) in which they work. Metadata states that “employees include part‐time workers, seasonal workers, person on strike or on short‐term leave, but excludes those persons on long‐term leave. Employees does not include voluntary worker.”
If the variable is not precisely declared, the respondents could compile the questionnaire according different concepts; one could exclude part‐time workers, whereas another could include them. Therefore, in such a survey, measurement error would arise, or a high number of nonresponses to the specific question (item nonresponse) would emerge due to the unclear variable definition.
Most statistical offices, both NSIs and various research bodies, present a section on metadata. Research institutes, marketing research societies, and every business or institution collecting survey data should provide a clear metadata definition and communicate it to the users.
The third step is the Designing the mobile web or web‐only survey; this may be broken down into sub‐steps. Firstly, two basic sub‐steps to consider are as follows: (1) decide if the study should be experimental or observational, and (2) decide the mode of data collection.
Regarding the sub‐step Decide if the study should be experimental or observational (sub‐step 1), it should be kept in mind that an experimental study tries to catch how different factors affect the results; thus, the task is to highlight relationships between factors and the results (or outputs). There is no special interest in estimating the values of the variables at the target population level. Observational studies, on the contrary, aim at estimating the values of the variables at the target population level. Designing a survey for an experimental study does not necessary require a probability‐based sample, because the major task is getting a sort of case study for investigating causal relationships. For example, in‐the‐moment surveys, typically reaching the interviewee on the smartphone, are often lacking in probability sampling criteria; thus, mostly they have just a value of experimental studies capturing emotions and opinion when the individual is experimenting some event or action. Observational studies focus at the level of variables estimation; therefore, the probability‐based sampling technique is crucial, and the sampling design is an important step. Socioeconomic surveys in general aim at the estimation of the whole target population estimates.
Sub‐step B, Deciding the mode of data collection, is important because it verifies if organizing a survey only via the web (or mobile web) is feasible and effective. Criteria for mode selection are general and related to several aspects of the research environment and the specific issue. A mobile web survey or a web survey in general, because it is self‐completed, fits extremely well for sensitive research questions and/or for short and simple questionnaires. Efficient implementation of complex questionnaires may be efficiently implemented; this happens particularly in official statistics. Web only or mobile web in this case is more problematic; mixed-mode is preferable. One relevant constraint in the use of a probability‐based mobile web survey is the availability of an adequate sampling frame. Thus, the choice of the mode depends on many factors, and a critical one is the sampling frame availability. An inadequate mode choice might let many types of errors arise (coverage errors, extremely high unit nonresponse, and so forth) bringing about a poor‐quality result. Due to the importance of an adequate mode selection for a probability‐based mobile web survey, Thorsdottir and Biffignandi present a flowchart to show the major steps driving the mode choice. Figure 3.2 presents the actions and the decisions to be undertaken when choosing the mode of data collection.
Moving to Figure 3.2, when selecting the mode, the first problem is deciding if it is possible to draw a probability‐based survey from target population under study, i.e., the question is if everyone does have an e‐mail address. If everyone has an e‐mail address and a complete list (good sampling frame) is available, then it is possible to proceed with the web‐only survey. However, if the list of e‐mail addresses is incomplete (bad sampling frame) or does not exist, the surveyor must decide if an alternative sampling frame is available, for example, a sampling frame of telephone numbers or postal addresses. If the alternative sampling frame is available, a mixed‐mode approach should be adopted. The surveyor should select a contact mode (telephone or mail) and approach the sampled interviewees to ask them to participate in the survey and if they can provide an e‐mail address or not. If the researcher intends to conclude the survey via web, he can provide a personal computer and Internet access (with e‐mail address) to those without Internet and e‐mail address. In this case, the data collection takes place via a web or mobile web survey. Thus, from this step of Figure 3.2, it is possible to follow the decision steps of the flowchart in Figure 3.1. Whether the researcher don't want to provide Internet access or interviewees do not agree to participate via the web or if they do not provide an e‐mail address, the interview should be administered using an alternative mode. In such a case, the surveyor must run a mixed‐mode survey with a web component (see Chapter 9). In this case also,