Depending on whether data is collected in-person or remotely, there are two methods of primary data collection - remote surveys and field surveys. The impact evaluation team (or research team) can conduct remote surveys either to conduct a follow-up survey after an initial round of field survey, or when the study area is not accessible, for instance in the case of a conflict. In such cases, the research team can still get access to data that can help them solve common development challenges such as lack of access to water, electricity or healthcare.
- Primary data collection is the process of gathering data through surveys, interviews, or experiments.
- Preparing for remote data collection.
- DIME Analytics has created the following guidelines for data collection.
- Depending on the medium over which they are conducted, remote surveys can be of different types - phone surveys, web surveys, and recorded surveys.
Phone Surveys (CATI)
In phone surveys or computer-assisted telephone interviews (CATI), the enumerator calls the respondent and asks them the questions over telephone. The enumerator enters these responses onto a programmed digital survey, which is then shared electronically with the research team. Phone surveys have 2 major advantages. Firstly, they allow the research team to collect data remotely, which is cost-effective since collecting data through face-to-face interviews can often be expensive. Secondly, they are a great option for collecting data during emergencies or in conflict areas while still retaining the personal touch that researchers prefer.
However, when a research team decides to use a phone survey for collecting data, they must keep in mind concerns about:
- Feasibility, that is assessing whether or not a phone survey can be carried out.
- Preparation, that is discussing and planning the steps and guidelines involved in remote data collection.
- Communication, that is, establishing a chain of command, and strictly following the established protocols for remote data collection.
Other Remote Surveys
Besides phone surveys, there are other forms of remote data collection as well. These include web surveys and recorded surveys.
In a web survey, the research team directly shares a link to a programmed questionnaire with respondents via text or email, without relying on an enumerator. The respondent then answers the questions in the survey by clicking the link to the survey, either on a phone or a laptop. Therefore, in the case of web surveys, it is important for respondents to have access to internet and have the ability to read and understand a written questionnaire.
Web-surveys are useful because they reduce survey costs considerably as there are no enumerators involved. They can also be programmed easily using open data kit (ODK)-based tools, without the need for a lot of modification in the drafting process. However, they too suffer from the problem lower response rates which arise due to self-selection.
In a recorded survey, the questionnaire is pre-recorded in either written or oral form. Examples of recorded surveys include interactive voice response (IVR) surveys, short message service (SMS) surveys, and surveys shared via social media and email. These surveys are effective when the surveys arevery short (4-5 questions and/or less than 5 minutes on average), have zero or minimal skip patterns, and the questions are very straightforward to understand.
The downside of a recorded survey is that there is a lack of human interaction, and the respondent cannot ask for more clarity on a question. This can lead to lower response rates compared to phone surveys as well as in-person interviews. They can also result in data that is potentially noisy, that is, the answers either vary a lot or are vague because respondents could not interpret questions accurately.
- Andrew et. al. (World Bank Group), General guide on conducting phone surveys
- DIME Analytics (World Bank), Guide to work-from-home data collection
- Özler and Cuevas (World Bank), Blog post on reducing attrition in phone surveys
- Goldstein and Kondylis (World Bank), Blog post on impact Evaluations in the time of Covid-19
- Markus Goldstein (World Bank), Blog post on using phones for repeat surveys
- Herath et al. (J-PAL Africa), Blog post on increasing response rates in surveys
- IPA, Restarting face-to-face data collection
- IPA, IPA Handbook: Remote Surveys in a Pandemic
- J-PAL, Best practices for conducting phone surveys
- J-PAL, Protocols for phone surveys
- J-PAL South Asia, Checklists and resources for transitioning to CATI
- SurveyCTO, Adapting to COVID-19
- Tavneet Suri, Webinar on adaptations for phone surveys