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KY 4/22 Module 1c Chapter 2 in the TS Manual General Survey Process

KY 4/22 Module 1c Chapter 2 in the TS Manual General Survey Process. Main Survey Process. Survey Planning Survey Design Field Implementation Data Preparation Data Analysis. Survey Planning. Define the problem to be studied Budget

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KY 4/22 Module 1c Chapter 2 in the TS Manual General Survey Process

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  1. KY 4/22 Module 1cChapter 2 in the TS ManualGeneral Survey Process

  2. Main Survey Process • Survey Planning • Survey Design • Field Implementation • Data Preparation • Data Analysis

  3. Survey Planning • Define the problem to be studied • Budget • Make sure you will have results that can be presented to your policy board to assure them that the money was well-spent. • Coordination • Talk to other MPOs who have done similar work. Try the TMIP listserv. http://tmip.fhwa.dot.gov

  4. Survey Design • Sample design • Stratification? • Sample size and error • Instrument design and other respondent materials

  5. Sample stratification • Household survey: household size, household income, transit accessibility • Transit survey: transit route/run; Peak/Off-peak • External station survey: By geographic location, volume • Heavy duty truck: SIC or Industry code, truck size/weight

  6. Sampling and error • M&Ms

  7. What are the key information points? • Let’s pretend you are going to implement a downtown parking survey. What data elements do you think you want to know?

  8. What are the key information points? • Don’t let your survey become the “be-all end-all” survey. Respondents are not likely to want to give you more than 10-15 minutes of their time. • If you are trying to capture household trip generation rates, don’ t let the bicycle activists persuade you to include 5 questions on bicycle ownership. Better to have a separate specialized survey on bicycles and bicycle use.

  9. Field Implementation • Proper and sufficient training of your interviewers. • They must understand the purpose of the survey • They must be convinced of the value of the survey • If you hire a contractor, you need to participate in the training. If multiple training events are held, try to go to as many as possible. • Pre-tests are a MUST • Time to evaluate and use the results of the pre-test is also a MUST

  10. Field implementation: materials • “Materials” used to mean pencils, cones. • Today it means computer batteries, cell phones and cell phone batteries.

  11. RECRUITMENT Telephone In-person Mail-out RETRIEVAL Telephone In-person Mail-out Internet Data collection techniques

  12. Telephone surveys • Advance letters can help a lot! However, 50% of phone numbers not likely to find corresponding address. • Make sure you can monitor calls made by the contractor, either on or off-site. Spend as much time as you can with monitoring! It is time well-spent. Interviewers may need reminders, or the script may need to be revised.

  13. In-person surveys • Your field staff needs to act in a professional, but friendly, manner. In cases of on-board transit surveys, or external station surveys, survey workers should be clearly identified (vests, sweatshirts, hats, ID tags). • Increase in gated communities, and neighborhoods perceived as “unsafe” reduce use of in-person surveys for household travel surveys today. But, City of Portland recently included personal drop-off of survey materials to the home.

  14. Mail-out surveys: Designing respondent-friendly materials! • Font size—minimum of 12 point! • Clarity of FLOW of questions. • Color—yes, use 1 or 2 colors. • Paper quality—don’t make it too fancy! • Limit instructions: no one reads them. Try a picture instead. • Bulk? Is it a turn-off? • Identifiable sponsorship and project name.

  15. Activity Input on Internet

  16. Trip details on Internet screen

  17. Location coding on Internet

  18. Using Palmtop or PCTablet Computing • Battery re-charge/replace • Data uploading • Ability to see screen

  19. Origin/Destination Information

  20. Ability to Customize Questions

  21. Incentives? • The best incentive is that participation is meaningful to the community. Small, pre-paid cash incentives work best. • Design incentives to attract specific targets which have low response rates. • Alternatives include: small pre-paid gifts, choice of post-paid cash/gift/donation to charity, lotteries.

  22. Data Preparation • Do not underestimate the time and resources it will take to clean up the data. • Direct computer entry, e.g. use of PDAs or PC Tablets in the field reduces time and cost for data entry. • You and your staff will be able to do a better job geocoding the data than any contractor.

  23. Data Analysis • Don’t get all your data in one batch. Get products in the interim so that you can review it and check it for reasonableness. • Ask your contractor to prepare basic tabulations on a scheduled basis, as part of their work assignment. • Exception: if your data collection period is very very short. Critical for a full pre-test that goes all the way through the process to data delivery as part of the test.

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