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Computer-Assisted Personal Interviews(CAPI) is a face-to-face interview method where the interviewer uses a tablet, mobile phone or a computer to record answers given during the interview. There is a wide variety of [[Other_CAPI_Software | CAPI software]] in the market which makes it easy even for someone with no programming experience to program a questionnaire for computer assisted interviews.  
<onlyinclude>
 
Computer-Assisted Personal Interviews (CAPI) is a face-to-face data collection method in which the interviewer uses a tablet, mobile phone or a computer to record answers given during the interview. This page outlines the advantages and disadvantages of CAPI and provides points to consider when deciding whether or not CAPI fits well into your questionnaire [[Questionnaire Programming | programming]] and [[Questionnaire Design | design]] plan. </onlyinclude>
== Read First ==
== Read First ==
* When programming a questionnaire in CAPI software, careful attention must be paid to a few things which is covered in the topic [[Questionnaire Programming]].
* The wide variety of CAPI software makes it easy even for someone with no  [[Questionnaire Programming | programming]] experience to program a CAPI questionnaire.
 
* CAPI helps to ensure high quality data by facilitating logic checks, skip patterns, validations, high frequency checks, and enumerator monitoring.
== Comparisons with the PAPI method ==
* CAPI relies on electricity, data or wifi connection, and tablets; the infrastructure and safety conditions of certain locations may not be compatible with CAPI use.
CAPI method has a few advantages over the [[Pen-and-Paper_Personal_Interviews_(PAPI) | PAPI ]] method of data collection. The advantages are link to better data quality and management and are listed below:
== Considerations  ==
 
*The data can be validated during the interview leading to better quality data. Along with data validation, the data is also in electronic format which cuts down on the time and effort needed to digitize paper survey data and removes mistakes made when copying the data from paper to digital format.  
===Advantages===
*Complex skips in the questionnaire can be programmed directly into the software, making the survey more efficient and accurate.
* CAPI facilitates logic checks, skip patterns, and validations during the interview. This makes the survey more efficient and helps [[Data Quality Assurance Plan | assure higher quality]] data. It also saves later efforts on [[Data Cleaning | data cleaning]] and data entry.
*It is also a good tool to monitor enumerators. Since, the software can record start and end time and gps location of an interview automatically, supervisors can check if the interview team did actually conduct the interview or not by comparing that data to other interviews where a supervisor was present.
* CAPI is a good tool to [[Monitoring Data Quality | monitor]] enumerators. It can automatically record each interview’s start time, end time and GPS location, making it easy for supervisors to check whether an enumerator indeed conducted a given interview or not by comparing its time and GPS data to that of other interviews during which a supervisor was present.
* Given strong connection to wifi or data, data collected by CAPI surveys is immediately uploaded in an electronic format. This allows the research team to run high frequency checks.


While CAPI method has advantages over PAPI methods in terms of data quality and efficiency, PAPI method of surveying is still useful during qualitative surveys and situations when an extensive amount of note needs to be taken during the survey. One such situation when a PAPI interview is preferred over CAPI is during a [[Survey_Pilot#Why_do_a_pen-and-paper_pilot_for_a_CAPI_survey.3F | survey pilot]].
=== Disadvantages ===


== CAPI software ==
*CAPI surveys may be difficult to conduct in crime-ridden areas, since tablets or phones are easy targets for thieves. In these cases, [[Pen-and-Paper Personal Interviews (PAPI) | PAPI]] or [[Computer-Assisted Field Entry (CAFE) | CAFE]] surveys may have a comparative advantage.
*CAPI relies largely on electricity or data connectivity, which may not be feasible in some remote parts of the world. If CAPI data gets corrupted before it is uploaded to a server, it is lost forever. Battery packs and offline data storage can certainly facilitate CAPI surveys in regions without good electricity or data connectivity; however, PAPI may be the best option in these cases.
*Relative to PAPI, CAPI less effectively collects data in interviews that entail many comments or qualitative information (i.e. qualitative surveys, [[Survey Pilot | survey pilots]], etc).
*Some respondents are not comfortable during CAPI surveys due to concerns unauthorized access to personal data. This may result in either no data from such respondents or low-quality data due to a lack of trust. Therefore, research teams should take adequate steps to resolve these concerns.
*CAPI surveys require technologically competent enumerators or longer training periods for enumerators. This may pose a problem for surveys conducted in emergency or last-minute situations.


At DIME, we use [https://www.surveycto.com/index.html SurveyCTO] software for data collection on tablets. DIME projects are not required to use SurveyCTO and each project is free to choose the software that fits their project the best. However, the support team at DIME does not have capacity to develop substantial resources for more than one survey software.
== Software ==
 
=== Options ===
Other CAPI software commonly used in data collection is listed in the table below:
DIME most commonly uses [https://www.surveycto.com/index.html SurveyCTO], an Open Data Kit platform, for CAPI surveys. Other CAPI software commonly used in data collection is listed in the table below.


{| class="wikitable"  style="margin-left: 0px; margin-right: auto; border: none;"
{| class="wikitable"  style="margin-left: 0px; margin-right: auto; border: none;"
|+ List of other CAPI software in alphabetical order
|-
|-
! Name
! Name
! Developer
! Developer
! Website
|-
|-
|Blaise
|[http://blaise.com/ Blaise]
|Statistics Netherlands
|Statistics Netherlands
|http://blaise.com/
|-
|-
|CSPro
|[https://www.census.gov/population/international/software/cspro/ CSPro]
|United States Census Bureau
|United States Census Bureau
|https://www.census.gov/population/international/software/cspro/
|-
|-
|Dooblo
|[http://www.dooblo.net/ Dooblo]
|Dooblo Ltd., Israel
|Dooblo Ltd., Israel
|http://www.dooblo.net/
|-
|-
|Open Data Kit(ODK)
|[https://opendatakit.org/ Open Data Kit(ODK)]
|University of Washington's Department of Computer Science and Engineering
|University of Washington's Department of Computer Science and Engineering
|https://opendatakit.org/
|-
|-
|SurveyBe
|[http://surveybe.com/ SurveyBe]
|Economic Development Initiatives Limited, UK
|Economic Development Initiatives Limited, UK
|http://surveybe.com/
|-
|-
|SurveySolutions
|[https://solutions.worldbank.org/ SurveySolutions]
|The World Bank
|The World Bank
|https://solutions.worldbank.org/
|}
|}


=== Choosing a CAPI software for your needs ===
=== Considerations ===
 
When choosing a CAPI software, consider the following factors:
 
* Data capture: does the software capture all forms of data that you need (i.e. text, numbers, pictures, audio, etc.)? Does it have the language support that you need to conduct multilingual surveys or record multilingual answers ?
* Questionnaire navigation: is it easy to navigate through the questionnaire in the software?  Can you perform the skips and loops that you need to do in your survey in the software ?
* Data quality control: does the CAPI software provide ways of controlling data quality (values within certain range, values with a required character, values without a certain character, etc.)?
* Data management: is the data output file from the CAPI Software compatible with the statistical tool you use to analyze datasets?
* Case management: does the software facilitate management of tasks for various people within the [[Impact Evaluation Team | impact evaluation team]] during a survey?
 
== Hardware ==
=== Considerations ===


When choosing a CAPI software, you should keep a few things in mind to make sure that you choose the best one for your project:  
When choosing a tablet to use with CAPI software, consider the following factors:


* Data Capture = Does the CAPI Software you're going to choose capture all forms of data that you need i.e. text, numbers, pictures, audio, etc? Does it have the language support that you need to conduct multilingual surveys or record multilingual answers ?
* Wifi and cellular connectivity: preferably the tablet can connect to a network with widespread 4G coverage throughout the survey territory.
* Questionnaire Navigation = Is it easy to navigate through the questionnaire in the software?  Can you perform the skips and loops that you need to do in your survey in the software ?
* Front and back cameras: the cheapest tablet models have only front cameras, but if you need pictures of anything, these won’t work well.
* Data Quality Control =  Does the CAPI software provide ways of controlling the quality of data(values within certain range, values with a required character, values without a certain character, etc)?
* Up-to-date Android operating system: the current fully-supported versions are marshmallow and nougat.
* Data Management = Is the data output file from the CAPI Software compatible with the statistical tool you use to analyze datasets?
* Size: the ideal size of your tablet depends on your [[Questionnaire Design | questionnaire design]] and complexity. 7 inches is typically fine, though if your questionnaire includes a lot of tables, you may want to use 10 inch tablets. On the other hand, if your questionnaire is very simple, a 3.5 inch tablet may be sufficient.
* Case Management = How easy does the software make for management of tasks for various people in the hierarchy(team leaders, enumerators, etc) during a survey ?
* Internal storage: aim for at least 1 GB memory. If the survey is particularly complex or you are implementing multiple questionnaires simultaneously, you may need more than 1 GB.  You may also consider using tablets with SD card capacity to expand available memory.
* Screen: if you need to show videos or photos to respondents, consider a HD screen. It not, no special screen considerations are needed.
* GPS: your tablet should have GPS capacity in order to assure high quality data and monitor enumerators. However, GPS is typically pretty poor: it may take a long time to lock on to a signal and only offer an accuracy of 10-15 meters. Bluetooth receivers (i.e. GlobalSat BT-821 Bluetooth GPS Receiver) can help to enhance GPS capacity.
* Font and language requirement: if you’re working in a place with a non-Roman alphabet, make sure that’s supported.
* Battery life: how long can your tablet last in the field before it needs to be recharged?  


== Back to Parent ==
== Back to Parent ==
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== Additional Resources ==
== Additional Resources ==
* list here other articles related to this topic, with a brief description and link
*DIME Analytics (World Bank), [https://osf.io/z45uw Programming Electronic Surveys]
*The World Bank's [http://siteresources.worldbank.org/INTSURAGRI/Resources/7420178-1294259038276/CAPI.Software.Assessment.Main.Report.pdf Comparative Assessment Study of CAPI Software]
*Cayers, Chalmers and Weerdt's [http://siteresources.worldbank.org/INTLSMS/Resources/3358986-1199367264546/Caeyers_Chalmers_DeWeerdt_CAPIvsPAPI.pdf Randomized Survey Experiment comparing CAPI and PAPI survey methods]
* IPL's [https://immigrationlab.org/project/whatsappsurveys/ Low-Cost, Automated WhatsApp Surveys]
* T Hlaka's [https://merltech.org/how-to-responsibly-collect-or-acquire-data-for-me/ How to responsibly collect or acquire data for M&E]


[[Category: Preparing for Data Collection]]
[[Category: Preparing for Data Collection]]

Latest revision as of 19:43, 16 August 2023

Computer-Assisted Personal Interviews (CAPI) is a face-to-face data collection method in which the interviewer uses a tablet, mobile phone or a computer to record answers given during the interview. This page outlines the advantages and disadvantages of CAPI and provides points to consider when deciding whether or not CAPI fits well into your questionnaire programming and design plan.

Read First

  • The wide variety of CAPI software makes it easy even for someone with no programming experience to program a CAPI questionnaire.
  • CAPI helps to ensure high quality data by facilitating logic checks, skip patterns, validations, high frequency checks, and enumerator monitoring.
  • CAPI relies on electricity, data or wifi connection, and tablets; the infrastructure and safety conditions of certain locations may not be compatible with CAPI use.

Considerations

Advantages

  • CAPI facilitates logic checks, skip patterns, and validations during the interview. This makes the survey more efficient and helps assure higher quality data. It also saves later efforts on data cleaning and data entry.
  • CAPI is a good tool to monitor enumerators. It can automatically record each interview’s start time, end time and GPS location, making it easy for supervisors to check whether an enumerator indeed conducted a given interview or not by comparing its time and GPS data to that of other interviews during which a supervisor was present.
  • Given strong connection to wifi or data, data collected by CAPI surveys is immediately uploaded in an electronic format. This allows the research team to run high frequency checks.

Disadvantages

  • CAPI surveys may be difficult to conduct in crime-ridden areas, since tablets or phones are easy targets for thieves. In these cases, PAPI or CAFE surveys may have a comparative advantage.
  • CAPI relies largely on electricity or data connectivity, which may not be feasible in some remote parts of the world. If CAPI data gets corrupted before it is uploaded to a server, it is lost forever. Battery packs and offline data storage can certainly facilitate CAPI surveys in regions without good electricity or data connectivity; however, PAPI may be the best option in these cases.
  • Relative to PAPI, CAPI less effectively collects data in interviews that entail many comments or qualitative information (i.e. qualitative surveys, survey pilots, etc).
  • Some respondents are not comfortable during CAPI surveys due to concerns unauthorized access to personal data. This may result in either no data from such respondents or low-quality data due to a lack of trust. Therefore, research teams should take adequate steps to resolve these concerns.
  • CAPI surveys require technologically competent enumerators or longer training periods for enumerators. This may pose a problem for surveys conducted in emergency or last-minute situations.

Software

Options

DIME most commonly uses SurveyCTO, an Open Data Kit platform, for CAPI surveys. Other CAPI software commonly used in data collection is listed in the table below.

Name Developer
Blaise Statistics Netherlands
CSPro United States Census Bureau
Dooblo Dooblo Ltd., Israel
Open Data Kit(ODK) University of Washington's Department of Computer Science and Engineering
SurveyBe Economic Development Initiatives Limited, UK
SurveySolutions The World Bank

Considerations

When choosing a CAPI software, consider the following factors:

  • Data capture: does the software capture all forms of data that you need (i.e. text, numbers, pictures, audio, etc.)? Does it have the language support that you need to conduct multilingual surveys or record multilingual answers ?
  • Questionnaire navigation: is it easy to navigate through the questionnaire in the software? Can you perform the skips and loops that you need to do in your survey in the software ?
  • Data quality control: does the CAPI software provide ways of controlling data quality (values within certain range, values with a required character, values without a certain character, etc.)?
  • Data management: is the data output file from the CAPI Software compatible with the statistical tool you use to analyze datasets?
  • Case management: does the software facilitate management of tasks for various people within the impact evaluation team during a survey?

Hardware

Considerations

When choosing a tablet to use with CAPI software, consider the following factors:

  • Wifi and cellular connectivity: preferably the tablet can connect to a network with widespread 4G coverage throughout the survey territory.
  • Front and back cameras: the cheapest tablet models have only front cameras, but if you need pictures of anything, these won’t work well.
  • Up-to-date Android operating system: the current fully-supported versions are marshmallow and nougat.
  • Size: the ideal size of your tablet depends on your questionnaire design and complexity. 7 inches is typically fine, though if your questionnaire includes a lot of tables, you may want to use 10 inch tablets. On the other hand, if your questionnaire is very simple, a 3.5 inch tablet may be sufficient.
  • Internal storage: aim for at least 1 GB memory. If the survey is particularly complex or you are implementing multiple questionnaires simultaneously, you may need more than 1 GB. You may also consider using tablets with SD card capacity to expand available memory.
  • Screen: if you need to show videos or photos to respondents, consider a HD screen. It not, no special screen considerations are needed.
  • GPS: your tablet should have GPS capacity in order to assure high quality data and monitor enumerators. However, GPS is typically pretty poor: it may take a long time to lock on to a signal and only offer an accuracy of 10-15 meters. Bluetooth receivers (i.e. GlobalSat BT-821 Bluetooth GPS Receiver) can help to enhance GPS capacity.
  • Font and language requirement: if you’re working in a place with a non-Roman alphabet, make sure that’s supported.
  • Battery life: how long can your tablet last in the field before it needs to be recharged?

Back to Parent

This article is part of the topic Preparing for Data Collection

Additional Resources

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