Difference between revisions of "Panel management Archive"

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== General information ==
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<accesscontrol>Main:MyGroup</accesscontrol>
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== General information ==
  
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Catinét panel management.
+
==== Panel overview  ====
 +
 
 +
The Catinét panels consist of 4 internet panels in the nordic contries.  
 +
 
 +
{| class="VerticalTable" border="1"
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|-
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! style="background-color: rgb(244,219,165)" | Country
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! style="background-color: rgb(244,219,165)" | Panel size
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|-
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| Denmark
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| 40,442
 +
|-
 +
| Norway
 +
| 16,410
 +
|-
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| Sweden
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| 10,486
 +
|-
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| Finland
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| 10,378&nbsp;
 +
|}
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 +
==== Key information  ====
  
 
{| border="1" class="VerticalTable"
 
{| border="1" class="VerticalTable"
 
|-
 
|-
 
! style="background-color: rgb(244, 219, 165);" | &nbsp;  
 
! style="background-color: rgb(244, 219, 165);" | &nbsp;  
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! style="background-color: rgb(244, 219, 165);" | &nbsp;  
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! style="background-color: rgb(244, 219, 165);" | &nbsp;
 
|-
 
|-
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| Project
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| Project  
 
| &nbsp;
 
| &nbsp;
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|-
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| Site
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| mycatinet.catglobe.com
 
|-
 
|-
 
| Default project path  
 
| Default project path  
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|}
 
|}
  
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The panelists are users in mycatinet.catglobe.com with email addresses, and data in profile questionniares.
 +
 +
==== Responsibilities<br> ====
 +
 +
Coordination of panel management is handled by Ulrik Hjarnaa
 +
 +
Technical issues and daily management of panels is done by Vietnam.
 +
 +
The web shop is managed by Luise Midtgaard.
 +
 +
Support is handled by Søren Madsen.<br>
 +
 +
== Catinét panel management roles ==
 +
 +
The panel management roles are
 +
*Panel management maintainance (creating and maintaining the framework)
 +
*Panel management (daily or other regular tasks, keeeping the content up to date)
 +
*Panel support
  
 
== Monitoring the panels ==
 
== Monitoring the panels ==
Line 42: Line 86:
  
  
 +
== Resources belonging to Catinéts panel management solution ==
 +
 +
==== General resource information ====
 +
 +
:{| class="VerticalTable" border="1"
 +
|-
 +
! style="background-color: rgb(153,153,255);" | IMPORTANT NOTICE
 +
! style="background-color: rgb(153,153,255);" | Most resources were created during the spring 2008. After the summer 2008, there was no time to follow up, so many details were never finished. 
 +
|}
 +
 +
 +
==== Panels ====
 +
 +
{| border="1" class="VerticalTable"
 +
|-
 +
! style="background-color: rgb(244, 219, 165);" | Country
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! style="background-color: rgb(244, 219, 165);" | Status
 +
|-
 +
| Denmark
 +
| The main part is up and running
 +
|-
 +
| Norway
 +
| 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).
 +
|-
 +
| Sweden
 +
| 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).
 +
|-
 +
| Finnish
 +
| 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).
 +
|}
 +
 +
 +
=== Project questionnaires ===
 +
 +
'''Internet Panel: DK 01 Landing Page'''<br/>
 +
This is a landing page questionnaire that is used in relation to online multi source recruitment. The future panelist is asked about name and email address. Afterwards is an email invitation to the questionnaire Internet Panel: ''DK 03 Mailout and Navigation'' automatically sent.
 +
 +
'''Internet Panel: DK 02 Manual Panelist Creation'''<br/>
 +
This questionnaire is used when there is a need to manually create new panelists. The person who creates the panelists is asked some questions regarding recruitment method.
 +
 +
'''Internet Panel: DK 03 Mailout and Navigation'''<br/>
 +
This is the questionnaire that handles which profiling part the panelist should be invited to. Panelists who are invited to the background questions are always sent to this questionnaire first, and then redirected to the correct profiling part in the correct profile collection questionnaire.
 +
 +
'''Internet Panel: DK 04 Current Profile'''<br/>
 +
This questionnaire is always updated with the panelists current profiling data. This questionnaire uses the same questionnaire template as all the profile collection questionnaires. It is primarily used for sampling purposes.
 +
 +
'''Internet Panel: DK 05 Profile Collection 01''' (Lasting for 7 weeks)<br/>
 +
'''Internet Panel: DK 05 Profile Collection 02''' (Lasting for 7 months)
 +
It is in these questionnaires that the panelist background data is collected. They both use the same questionnaire template (the same as the current profile questionnaire). The panelist is invited to these questionnaires through the mailout and navigation questionnaire. The first time the panelist is sent to a profiling questionnaire, he/she is sent to the first part in the first collection questionnaire. The next time he/she is sent to the second part of the first collection questionnaire. When all parts of the first collection questionnaire has been answered, he/she is sent to the first part of the second collection questionnaire.
 +
 +
A ''Profile Collection 03'' will be needed 7 months after ''Profile Collection 02'' is taken to production. Then another 25 groups (2 pr month) will be needed and script updates in "Update profile" will also be needed.
 +
 +
'''Internet Panel: DK 06 Cati Reminder'''<br/>
 +
This questionnaire is used for making phone reminders to panelists who has not responded to the first invitation email, and to panelist who has not answered a profile questionnaire part in too long time. '''Notice:''' This questionnaire has not yet been used.
 +
 +
'''Internet Panel: DK 07 Panelist Tracking'''<br/>
 +
This is a questionnaire that could be used as a panelist tracking. The original plan was to redirect all panelists to this questionnaire after they have participated in a survey. '''Notice:''' This questionnaire is currently not in use.
 +
 +
'''Internet Panel: DK 08 Snowballing'''<br/>
 +
This questionnaire was created to handle member get member recruitment. '''Notice:''' This questionnaire is not in use, and is not tested.
 +
 +
'''Internet Panel: DK 09 Update User Information 01'''<br/>
 +
'''Internet Panel: DK 09 Update User Information 02'''<br/>
 +
These questionnaires are used when a panelist wants to change name and contact information. Name and postal address are changed using only the first questionnaire. If the panelist wants to change email address, there is sent a confirmation email with a link to the second questionnaire. The email address is not changed until the panelist has confirmed the address by clicking on the link.
 +
 +
'''Internet Panel: DK 10 Optout'''<br/>
 +
This questionnaire is used when panelists are signing out of the panel. As soon as there is a CGScript function that can disable users, that function should be implemented to this questionnaire.
 +
 +
'''Internet Panel: DK 99 Test Questionnaire'''<br/>
 +
This questionnaire was used for testing purposes when the setup was programmed. It currently has no function.
 +
 +
=== Groups ===
 +
 +
'''Internet Panel: DK Sign in reminder - handle exclusions'''<br/>
 +
 +
'''Internet Panel: DK Sign up reminder 01'''<br/>
 +
 +
'''Internet Panel: DK Sign up reminder 02'''<br/>
 +
 +
'''Internet Panel: DK Sign up reminder 03'''<br/>
 +
 +
'''Internet Panel: DK Sign up reminder 04'''<br/>
 +
 +
The above groups are used to handle reminder mailout to panelists who has not answered the profiling questionnaire.<br/>
 +
 +
'''Internet Panel: DK Signing up 01'''<br/>
 +
 +
'''Internet Panel: DK Signing up 01 - has not received'''<br/>
 +
 +
'''Internet Panel: DK Signing up 02'''<br/>
 +
 +
'''Internet Panel: DK Signing up 02 - has not received'''<br/>
 +
 +
'''Internet Panel: DK Signing up 03'''<br/>
 +
 +
'''Internet Panel: DK Signing up 03 - has not received'''<br/>
 +
 +
(...)<br/>
 +
 +
'''Internet Panel: DK Signing up 20'''<br/>
 +
 +
'''Internet Panel: DK Signing up 20 - has not received'''<br/>
 +
 +
The above groups handle mailout of invitations to panelists who has not yes completed the whole profiling questionnaire.
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 01'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 01 - has not received'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 02'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 02 - has not received'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 03'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 03 - has not received'''<br/>
 +
 +
(...)<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 12'''<br/>
 +
 +
'''Internet Panel: DK Updating profile Year 01 Month 12 - has not received'''<br/>
 +
 +
The above groups handle the monthly invitations sent to panelists after they have completed the whole profiling questionnaire.<br/>
 +
 +
'''Internet Panel: Lottery London 01 Base group'''<br/>
 +
 +
'''Internet Panel: Lottery London 02 Winner'''<br/>
 +
 +
The above groups handle the monthly lottery of a trip to London.
 +
 +
'''Internet Panel: Lottery PS3 01 Base group'''<br/>
 +
 +
'''Internet Panel: Lottery PS3 02 Winner'''<br/>
 +
 +
The above groups handle the monthly lottery of a PlayStation 3.
 +
 +
=== Workflows ===
 +
 +
'''Internet Panel: DK Calculate age''' (Daily (Sebastian schedule or run manually))<br/>
 +
 +
The above workflow calculates the panelists exact age based on their birth date. It does this by taking the birth date from the current profile questionnaire and updates the question Age in the current profile questionnaire. It should be run every day.
 +
 +
'''Internet Panel: DK Pick out lottery participants''' (Manually, monthly (Daniel) has only been run once (Seb is to inform the winners))<br/>
 +
 +
'''Internet Panel: FI Pick out lottery participants'''<br/>
 +
 +
'''Internet Panel: NO Pick out lottery participants'''<br/>
 +
 +
'''Internet Panel: SE Pick out lottery participants'''<br/>
 +
 +
The above workflows find out which panelists that is qualified to participate in the lottery.<br/>
 +
 +
'''Internet Panel: DK Register lottery winners''' (Manually, Monthly)<br/>
 +
 +
The above workflow randomly draws two lottery winners - one winner of a trip to London, and one winner of a PlayStation 3. When the winners are drawn, an email is sent to Daniel with their user information.<br/>
 +
 +
'''Internet Panel: DK Signing up''' ( Weekly, scheduled today (Wed. evening))<br/>
 +
 +
This workflow handles the mailout of invitation to panelists that has not yet completed the whole profiling questionnaire.
 +
 +
'''Internet Panel: DK Survey participation week''' (Weekly, scheduled today (Mondays))<br/>
 +
 +
This workflow runs in batch mode on the current profile questionnaire. It compares every panelists survey participation week with the current week. If more than two weeks has passed since the panelists last participated in a survey, the variable Can_be_invited is coded as 1.
 +
 +
'''Internet Panel: DK Updating Profile''' (Monthly, scheduled today (first time) Tuesday 16. dec (+ 30 days))<br/>
 +
 +
This workflow handles the mailout of invitations to panelists that has completed the profiling questionnaire.
 +
 +
=== Data cache specifications ===
 +
 +
'''Internet Panel: DK 04 Current Profile'''<br/>
 +
Rebuilt by Sebastian as needed for Feasibility checks. (Last time October: Nearly 1 hour)
 +
 +
This data cache collects all panelist background data. It is based on the current profile questionnaire.
 +
 +
=== Monitor ===
 +
 +
Specifications for monitor is never made.
 +
 +
'''CPM Internet Panel'''<br/>
 +
 +
This is the main monitor used for panel management. Its only content at the moment is a cross tabulation diagram (CPM Current Profile DK - Cross 01).
 +
 +
=== Diagrams ===
  
 +
'''CPM Current Profile DK - Cross 01'''<br/>
  
 +
This is a cross tabulation diagram that is accessed through the CPM Internet Panel monitor.
 +
 +
 
  [[category:Production guidelines]]
 
  [[category:Production guidelines]]

Latest revision as of 11:10, 16 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

General information

Panel overview

The Catinét panels consist of 4 internet panels in the nordic contries.

Country Panel size
Denmark 40,442
Norway 16,410
Sweden 10,486
Finland 10,378 

Key information

   
Project  
Site mycatinet.catglobe.com
Default project path Internet Panel
Project path monitoring elements CPM Internet Panel

The panelists are users in mycatinet.catglobe.com with email addresses, and data in profile questionniares.

Responsibilities

Coordination of panel management is handled by Ulrik Hjarnaa

Technical issues and daily management of panels is done by Vietnam.

The web shop is managed by Luise Midtgaard.

Support is handled by Søren Madsen.

Catinét panel management roles

The panel management roles are

  • Panel management maintainance (creating and maintaining the framework)
  • Panel management (daily or other regular tasks, keeeping the content up to date)
  • Panel support

Monitoring the panels

Panel monitoring resources

Resource type Name
Monitor CPM Internet Panel (the monitor consist of one cross tabulation)
Cross tabulation diagram CPM Internet Panel\CPM Current Profile DK - Cross 01
Data cache DCS resources\Internet Panel: DK 04 Current Profile
PQ Internet Panel: DK 04 Current Profile


Resources belonging to Catinéts panel management solution

General resource information

IMPORTANT NOTICE Most resources were created during the spring 2008. After the summer 2008, there was no time to follow up, so many details were never finished.


Panels

Country Status
Denmark The main part is up and running
Norway 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).
Sweden 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).
Finnish 4 PQs are created. The remaining part of the framework is estimated to 2-3 weeks work (for a panel management system specialist).


Project questionnaires

Internet Panel: DK 01 Landing Page
This is a landing page questionnaire that is used in relation to online multi source recruitment. The future panelist is asked about name and email address. Afterwards is an email invitation to the questionnaire Internet Panel: DK 03 Mailout and Navigation automatically sent.

Internet Panel: DK 02 Manual Panelist Creation
This questionnaire is used when there is a need to manually create new panelists. The person who creates the panelists is asked some questions regarding recruitment method.

Internet Panel: DK 03 Mailout and Navigation
This is the questionnaire that handles which profiling part the panelist should be invited to. Panelists who are invited to the background questions are always sent to this questionnaire first, and then redirected to the correct profiling part in the correct profile collection questionnaire.

Internet Panel: DK 04 Current Profile
This questionnaire is always updated with the panelists current profiling data. This questionnaire uses the same questionnaire template as all the profile collection questionnaires. It is primarily used for sampling purposes.

Internet Panel: DK 05 Profile Collection 01 (Lasting for 7 weeks)
Internet Panel: DK 05 Profile Collection 02 (Lasting for 7 months) It is in these questionnaires that the panelist background data is collected. They both use the same questionnaire template (the same as the current profile questionnaire). The panelist is invited to these questionnaires through the mailout and navigation questionnaire. The first time the panelist is sent to a profiling questionnaire, he/she is sent to the first part in the first collection questionnaire. The next time he/she is sent to the second part of the first collection questionnaire. When all parts of the first collection questionnaire has been answered, he/she is sent to the first part of the second collection questionnaire.

A Profile Collection 03 will be needed 7 months after Profile Collection 02 is taken to production. Then another 25 groups (2 pr month) will be needed and script updates in "Update profile" will also be needed.

Internet Panel: DK 06 Cati Reminder
This questionnaire is used for making phone reminders to panelists who has not responded to the first invitation email, and to panelist who has not answered a profile questionnaire part in too long time. Notice: This questionnaire has not yet been used.

Internet Panel: DK 07 Panelist Tracking
This is a questionnaire that could be used as a panelist tracking. The original plan was to redirect all panelists to this questionnaire after they have participated in a survey. Notice: This questionnaire is currently not in use.

Internet Panel: DK 08 Snowballing
This questionnaire was created to handle member get member recruitment. Notice: This questionnaire is not in use, and is not tested.

Internet Panel: DK 09 Update User Information 01
Internet Panel: DK 09 Update User Information 02
These questionnaires are used when a panelist wants to change name and contact information. Name and postal address are changed using only the first questionnaire. If the panelist wants to change email address, there is sent a confirmation email with a link to the second questionnaire. The email address is not changed until the panelist has confirmed the address by clicking on the link.

Internet Panel: DK 10 Optout
This questionnaire is used when panelists are signing out of the panel. As soon as there is a CGScript function that can disable users, that function should be implemented to this questionnaire.

Internet Panel: DK 99 Test Questionnaire
This questionnaire was used for testing purposes when the setup was programmed. It currently has no function.

Groups

Internet Panel: DK Sign in reminder - handle exclusions

Internet Panel: DK Sign up reminder 01

Internet Panel: DK Sign up reminder 02

Internet Panel: DK Sign up reminder 03

Internet Panel: DK Sign up reminder 04

The above groups are used to handle reminder mailout to panelists who has not answered the profiling questionnaire.

Internet Panel: DK Signing up 01

Internet Panel: DK Signing up 01 - has not received

Internet Panel: DK Signing up 02

Internet Panel: DK Signing up 02 - has not received

Internet Panel: DK Signing up 03

Internet Panel: DK Signing up 03 - has not received

(...)

Internet Panel: DK Signing up 20

Internet Panel: DK Signing up 20 - has not received

The above groups handle mailout of invitations to panelists who has not yes completed the whole profiling questionnaire.

Internet Panel: DK Updating profile Year 01 Month 01

Internet Panel: DK Updating profile Year 01 Month 01 - has not received

Internet Panel: DK Updating profile Year 01 Month 02

Internet Panel: DK Updating profile Year 01 Month 02 - has not received

Internet Panel: DK Updating profile Year 01 Month 03

Internet Panel: DK Updating profile Year 01 Month 03 - has not received

(...)

Internet Panel: DK Updating profile Year 01 Month 12

Internet Panel: DK Updating profile Year 01 Month 12 - has not received

The above groups handle the monthly invitations sent to panelists after they have completed the whole profiling questionnaire.

Internet Panel: Lottery London 01 Base group

Internet Panel: Lottery London 02 Winner

The above groups handle the monthly lottery of a trip to London.

Internet Panel: Lottery PS3 01 Base group

Internet Panel: Lottery PS3 02 Winner

The above groups handle the monthly lottery of a PlayStation 3.

Workflows

Internet Panel: DK Calculate age (Daily (Sebastian schedule or run manually))

The above workflow calculates the panelists exact age based on their birth date. It does this by taking the birth date from the current profile questionnaire and updates the question Age in the current profile questionnaire. It should be run every day.

Internet Panel: DK Pick out lottery participants (Manually, monthly (Daniel) has only been run once (Seb is to inform the winners))

Internet Panel: FI Pick out lottery participants

Internet Panel: NO Pick out lottery participants

Internet Panel: SE Pick out lottery participants

The above workflows find out which panelists that is qualified to participate in the lottery.

Internet Panel: DK Register lottery winners (Manually, Monthly)

The above workflow randomly draws two lottery winners - one winner of a trip to London, and one winner of a PlayStation 3. When the winners are drawn, an email is sent to Daniel with their user information.

Internet Panel: DK Signing up ( Weekly, scheduled today (Wed. evening))

This workflow handles the mailout of invitation to panelists that has not yet completed the whole profiling questionnaire.

Internet Panel: DK Survey participation week (Weekly, scheduled today (Mondays))

This workflow runs in batch mode on the current profile questionnaire. It compares every panelists survey participation week with the current week. If more than two weeks has passed since the panelists last participated in a survey, the variable Can_be_invited is coded as 1.

Internet Panel: DK Updating Profile (Monthly, scheduled today (first time) Tuesday 16. dec (+ 30 days))

This workflow handles the mailout of invitations to panelists that has completed the profiling questionnaire.

Data cache specifications

Internet Panel: DK 04 Current Profile
Rebuilt by Sebastian as needed for Feasibility checks. (Last time October: Nearly 1 hour)

This data cache collects all panelist background data. It is based on the current profile questionnaire.

Monitor

Specifications for monitor is never made.

CPM Internet Panel

This is the main monitor used for panel management. Its only content at the moment is a cross tabulation diagram (CPM Current Profile DK - Cross 01).

Diagrams

CPM Current Profile DK - Cross 01

This is a cross tabulation diagram that is accessed through the CPM Internet Panel monitor.

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