ncompass live: conducting surveys i: introduction and questionnaire design

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Conducting Surveys I Introduction and Questionnaire Design NCompass Live – May 12, 2010

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Tackling the job of conducting a survey for your library can be daunting. A systematic and quality-driven approach will yield results which can provide valuable information to decision-makers and stakeholders. This first in a three-part series of workshops on conducting surveys will demystify the survey process, from beginning to end of your project. This first workshop of the three-part series addresses 1) the reasons for conducting a survey; 2) issues in effective questionnaire design, data collection and analysis, and reporting; and 3) questionnaire design, especially measurement, question content, and structure, including examples.

TRANSCRIPT

Page 1: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Conducting Surveys I

Introduction andQuestionnaire Design

NCompass Live – May 12, 2010

Page 2: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

About the presenter

Research AnalystSpecial Projects AssociateGrant [email protected]

Page 3: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

About you

Your role

Library DirectorLibrary Staff MemberTrusteeFriends/Foundation Board Member

Your credentials

Page 4: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

About you, cont’d.

Page 5: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

About this presentation

Reasons for conducting a surveyQuestionnaire design, data collection and analysis, and reportingMeasurement, question content, and structureExamples

Page 6: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

1) Information needs for…

Strategic planMarketing planBudget justificationReturn on investmentGrant writing, fundraising

Capacity buildingFeasibility studyNeeds assessmentProgram planningProgram evaluation

Page 7: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

What’s the goal?

Building customer/patron loyaltyIdentifying attractive prospectsFocusing on high potential customers/patronsPredicting future usage patternsImproving return on investmentIdentifying new products and services

Page 8: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

What’s the question?

Opportunities, problems, challenges, barriersService, programming, accessibility needsSatisfaction, performanceExpectations, reputationValue, worthComparison to existing dataUsage patternsSnapshot

Page 9: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Respondents

Users

PatronsVisitorsOne-timeRegularsAge, Ethnicity, Gender, Disability, Geography, IncomeType of check-outsType of questions

Non-users

Potential usersAdmirers, loyaltyAwareInformedUnawareUninformedComputer ownersBook buyers

Page 10: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Pros and cons

Advantages

No interviewer biasInexpensiveRepeatableOften gains thoughtful answersMore respondentsCandid responses if confidentiality is ensuredEasy to analyze

Disadvantages

Doesn’t ensure qualified respondentsLow response rateInability to gain further detail / probePoor turnaround time

Page 11: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

2) Survey research

The study of attitudes, beliefs, and behavior of people and their settings through questionnaires administered by mail, e-mail, handouts, personal and telephone interviews, and the Internet

Page 12: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Surveys

QuestionnaireMail, paper-and-pencilGroup-administeredInternetE-mail

InterviewPersonalTelephone

Page 13: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Design

Ease of useLengthSensitivityLayoutLanguage

Pretesting and revision

Page 14: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Data collection

Target audienceSamplingIncentivesConfidentiality/anonymity

Page 15: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Method of administration

Paper-and-pencil (Self report, face-to-face, telephone)Electronic (e-mail)Online/Internet

Page 16: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Data analysis

Descriptive statisticsQualitative vs. quantitative dataCoding

Page 17: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Reporting

Title pageTable of contentsIntroduction and objectivesExecutive summary or highlightsConclusions and recommendationsComplete findings of the studySupporting charts and graphsAppendixes

Page 18: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

3) Questionnaire design

Questionnaire:A research instrument consisting of a series of questions and other prompts for the purpose of gathering information from respondents

Page 19: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Measurement

Operational definitionValidityReliability

Page 20: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Measurement, cont’d.

AttitudeBehaviorIntentionAttributesOther characteristicsClassification

(demographics)

Page 21: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Question content

DichotomousMultichotomousScalesOpen-ended

Page 22: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Structure

General to specificQuestion sequenceFiltersSkip patternsLength

Page 23: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Structure, cont’d.

IntroductionBodyEncouragementNote of thanksReferral for questions

Page 24: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

4) Examples

Disclaimer

Page 25: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Introduction (Ex. 1)

Happyplace Public Library would like to find out where we are now as a library. We would like to learn a little bit about your library experiences at Happyplace Public Library. The information gathered from the following survey may help us evaluate, plan, and shape some of our future thinking about our library and the various needs of our patrons.

Your opinions are very important to us, and your responses will remain confidential. Please take a moment to fill out this questionnaire, and return it to Happyplace Public Library in the accompanying envelope by February 29th. Thank you!

Page 26: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Introduction (Ex. 2)

The Nebraska Library Commission is in the process of gathering information from 21st Century Librarian Scholarship recipients to find out how the scholarship program worked for them and if they have completed their degree program.

Please take a few moments to complete this questionnaire about your experiences. This is for evaluation purposes and we will use some of the information in our federal grant report where we will discuss the outcomes of our recruitment activities and share the "stories" of how the scholarships have contributed to the developing library careers of scholarship recipients. When given the opportunity to comment, please do so in whatever detail you care to provide.

Page 27: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Assurance of confidentiality

Your responses will remain confidential.No identifying information will be attached to your answers.Your responses will be combined with like responses.

Page 28: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q1. Scale

Overall, how satisfied or dissatisfied are you with the services the library provides to the community?

Very satisfiedSomewhat satisfiedNeither satisfied nor dissatisfiedSomewhat dissatisfiedVery dissatisfied

Page 29: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q2. Dichotomous

Do you have a library card?YesNo(Don’t know)

Page 30: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q3. Multichotomous & skip

When was the last time you visited the library?

TodayIn the last weekIn the last two weeksIn the last monthIn the last six monthsIn the last yearIt’s been over a year since I visited the libraryI’ve never visited the library (Skip to Question #)

Page 31: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q4. Multichotomous

If you recall, what was the purpose of your most recent visit to the library? You may include today’s visit. (Check all that apply)

Use the computer labBrowse books, DVDs, CDs or other itemsRead magazines or newspapersAttend a programUse the copy machineCheck out an item for myselfCheck out an item for my childReturn itemsBrowse booksOther ________________________________Don’t recall

Page 32: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q5a. Scale

To what extent was the result of your most recent visit what you expected? / How did your most recent visit to the library meet your expectations?

Better than I expectedJust as I expectedWorse than I expectedDon’t recallI’ve never visited the library

Page 33: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q5b. Scale

Overall, how satisfied or dissatisfied are you with your most recent library visit?

Very satisfiedSomewhat satisfiedNeither satisfied nor dissatisfiedSomewhat dissatisfiedVery dissatisfied

Page 34: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q5c. Scale

On a scale of 1 to 10, with 1 being very dissatisfied and 10 being very satisfied, how would you rate your most recent library visit? (Circle one)

1 2 3 4 5 6 7 8 9 10

Page 35: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q6. Scale

Please rate the following services offered by Happyplace Public Library:

Excellent Good Fair Poor Doesn’t apply

Check-out processBookmobile serviceEtc.

Cont’d.

Page 36: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q6. Scale, cont’d.

Bookmobile serviceAssistance with finding a book or other materialsCatalog systemAssistance with using the catalog systemCheck-out processNotifications about finesCustomer serviceInterlibrary loan service

Programming for adultsProgramming for childrenProgramming for teensAssessment of finesWebsite

Comments: __________ ____________________________________________________________

Page 37: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q7. Scale

How satisfied or dissatisfied are you with the variety of the following items?

Verysatisfied

Somewhat satisfied

Neither satisfied nor dissatisfied

Somewhat dissatisfied

Verydissatisfied

Adult fiction booksDVDs

Etc.

Cont’d.

Page 38: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q7. Scale, cont’d. & open-ended

Adult fiction booksAdult non-fiction/ self-help booksDVDsChildren’s booksTeen booksBooks on tapeBooks on CD

MagazinesNewspapers

Comments: ________ ________________________________________________________________________

Page 39: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Transition

We’d like to know some details about your experience with programming at Happyplace Public Library.

Page 40: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q8. Scale

How likely are you to participate in adult programming in the next year/six months?

Very likelySomewhat likelySomewhat unlikelyVery unlikely

Page 41: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q9. Scale

How important is it to you that adult programming be offered to the community, through the library?

Very importantSomewhat importantNot very importantNot at all important

Page 42: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q10. Scale

If you have children under the age of 18 living at home, how likely are they to participate in children’s/teen programming in the next year/six months?

Very likelySomewhat likelySomewhat unlikelyVery unlikelyNo children living at home

Page 43: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q11a. Dichotomous/filter

Do you have children under the age of 18 living at home?

YesNo (Skip to Question 16)

If you have children under the age of 18 living at home, have they participated in the summer reading program in the past?

YesNo

Page 44: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q11b. Dichotomous

If you have children under the age of 18 living at home, have they participated in the summer reading program in the past?

YesNoNo children living at home

Page 45: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q12. Scale

How important is it to you that programming be offered to your children, through the library?

Very importantSomewhat importantNot very importantNot at all importantNo children living at home

Page 46: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q12. Scale/open-ended

How important is it to you that programming be offered to children in the community, through the library?

Very importantSomewhat importantNot very importantNot at all important

Comments: __________________________

Page 47: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q13. Scale

How important is it to you that programming be offered to your teen(s), through the library?

Very importantSomewhat importantNot very importantNot at all importantNo teens living at home

Page 48: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q14. Scale/open-ended

How important is it to you that programming be offered to teens in the community, through the library?

Very importantSomewhat importantNot very importantNot at all important

Comments: __________________________

Page 49: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q15. Scale

If you have children under the age of 18 living at home, how likely are they to participate in the upcoming summer reading program?

Very likelySomewhat likelyNot very likelyNot at all likelyNo children living at home

Page 50: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Transition

Now we have some questions about Happyplace Public Library’s website…

Page 51: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q16. Multichotomous

When was the last time you visited Happyplace Library’s website, www.happyplace.com?

TodayIn the last weekIn the last two weeksIn the last monthIn the last six monthsIn the last yearIt’s been over a year since I visited the websiteI’ve never visited the websiteDon’t recall

Page 52: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q17. Scale

If you recall, overall, how satisfied or dissatisfied are you with your most recent visit to the library website?

Very satisfiedSomewhat satisfiedNeither satisfied nor dissatisfiedSomewhat dissatisfiedVery dissatisfiedI’ve never visited the websiteDon’t recall

Page 53: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q18a. Open-ended

What was the purpose of your most recent visit to the library website?

____________________________________

Page 54: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q18b. Multichotomous

What was the purpose of your most recent visit to the library website? (Check all that apply)

To access a databaseTo learn about programs offeredTo learn about services offeredTo access the online catalogTo reserve a bookTo get library contact informationTo find out how to get a library cardOther _______________________________

Page 55: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q19. Scale

Please rate the ease of use of the library website to find/access information:

ExcellentGoodFairPoor

Page 56: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Encouragement

Almost done…one more page!

We’re almost done. Just a few last questions…

Thank you for your time. Just a few more questions…

Page 57: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q20. Dichotomous/filter

Are you a fan of Happyplace Library on Facebook?

YesNoDon’t knowI don’t have a Facebook account

Page 58: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q21. Scale

What would you say is the library’s reputation in the community?

ExcellentGoodFairPoor

Page 59: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q22. Scale

To what extent do you agree or disagree with the following statements:

Stronglyagree Agree

Neither agree nor disagree Disagree

Strongly disagree

The library provides valuable services to the communityEtc.

Page 60: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q22. Scale, cont’d.

The library provides valuable services to the communityThe library has a good reputation in the communityThe library has provided valuable services to meI would recommend using the library to my friends and familyThere’s room for improvement in the services the library provides

Page 61: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Transition

We’d like to learn a little bit more about you…

Reminder about confidentiality

The following information will be used for demographic purposes only.

Page 62: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q23. Demographics

Gender:MaleFemale

Page 63: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q24. Demographics

Age:Under 1818-2425-3435-4445-5455-6465-7475 or over

Page 64: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q25. Demographics

Do you live… (Check all that apply)

Within city limits / In HappyplaceIn Happy CountyIn BBB CountyIn CCC CountyOther county ___________________

Page 65: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q26. Demographics

Length of time living in Happyplace:

I don’t live in HappyplaceLess than 1 year1-5 years6-10 years11-20 years21+ years

Page 66: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q27. Demographics

Highest level of education attained:

Less than high schoolHigh school diploma/GEDSome collegeAssociate degreeBachelor degreeGraduate degree

Page 67: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q28. Demographics

Race (check all that apply):WhiteBlack or African-AmericanAmerican Indian and Alaska NativeAsianNative Hawaiian and Other Pacific IslanderSome other race ________________

Page 68: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q29. Demographics

Ethnicity:Hispanic or Latino (of any race)Not Hispanic or Latino

Page 69: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Q30. Demographics

Household Income:Less than $20,000$20,000 to $29,999$30,000 to $49,999$50,000 to $74,999$75,000+

Page 70: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Open-ended questions

Comments:Other (please specify):If you have other comments for us about your experience with Happyplace Public Library, please provide it below:Your name (optional):

Page 71: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Note of thanks

Thank you for completing this questionnaire/survey. We appreciate your feedback!

Page 72: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Note of thanks

Thank you for completing this questionnaire/survey. We appreciate your feedback!

Page 73: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Referral for questions

If you have any questions regarding this survey, please contact Jane Smith at 402-555-0000 or [email protected]

Page 74: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Next steps

Evaluation

Page 75: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Print resources

Survey Research Methods by Floyd Fowler (Sage Publications)Internet, Mail, and Mixed-Mode Surveys: The Tailored Design Method by Don Dillman (Wiley)

Page 76: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Online resources

Research Methods Knowledge Basehttp://www.socialresearchmethods.net/kb/survey.php

Writing Guide: Survey Researchhttp://writing.colostate.edu/guides/research/survey/

LRS Library User Surveys on the Web by Type of Libraryhttp://www.lrs.org/usersurveys.php

Montana State Library Guidelines for Designing a Library Survey

http://msl.state.mt.us/For_Librarians/For_Public_Librarians/standards/PatronSurveys.doc

Page 77: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Questions?

Evaluation

CE credit

Page 78: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Related topics

Conducting Surveys II: Data Collection – June 9, 2010http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9637

Conducting Surveys III: Analyzing Data and Reporting Methods – July 14, 2010http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9638

Archived: Surveys, Focus Groups & Observation, or How to find out stuff from people in your community – March 10, 2010http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9552

Page 79: NCompass Live: Conducting Surveys I: Introduction and Questionnaire Design

Upcoming sessions

Cataloging with RDA: An Overview – May 19http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9522

Tech Talk with Michael Sauers – May 26http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9475

Communication—Getting the Word Out: Does your audience hear what you mean? – June 23http://www.nlc.state.ne.us/scripts/training/eventshow.asp?ProgID=9510