Difference between revisions of "Omnibus: Weekly tasks"

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== Introduction  ==
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<accesscontrol>Main:MyGroup</accesscontrol>
 +
= Introduction  =
  
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A new Danish CATI omnibus is to be configured every Monday. Test links should be delivered to the client no later than 1400 DK time. The production start is usually 1600 or 1700 DK time. <br>
+
A new Danish CATI omnibus is to be configured every Monday. Test links should be delivered to the client no later than 1400 DK time. The production start is usually 1600 or 1700 DK time. <br>  
  
−
Due to possible late changes in last weeks bus, the bus for next week should not be configured before the last bus is completed. (Usually Sunday evening.) <br>
+
Due to possible late changes in last weeks bus, the bus for next week should not be configured before the last bus is completed. (Usually Sunday evening.) <br>  
  
−
The ideal situation is keeping the monday configuration unchanged for the entire week. However, from time to time we get new projects with short notice, and sometimes these are added to the bus during the week. <br>
+
The ideal situation is keeping the monday configuration unchanged for the entire week. However, from time to time we get new projects with short notice, and sometimes these are added to the bus during the week. <br>  
  
−
== Tasks  ==
+
= Tasks  =
  
−
=== Step 1 - Preparation  ===
+
== Step 1 - Preparation  ==
  
−
Get the list of projects/questionnaires to be included in the new week:&nbsp;[http://wiki.catglobe.com/index.php/Bus_specifications_-_DK_CATI_omnibus Bus specification] <br>
+
Get the list of projects/questionnaires to be included in the new week:&nbsp;[http://wiki.catglobe.com/index.php/Bus_specifications_-_DK_CATI_omnibus Bus specification] <br>  
  
 
*In order to remove a project from the BUS, remove its id from the new bus' property Sub questionnaire ids  
 
*In order to remove a project from the BUS, remove its id from the new bus' property Sub questionnaire ids  
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Prepare all sub questionnaires, get their primary keys by using Actions - Information in questionnaire resource list.<br>[[Image:BUS - View information.png]]  
 
Prepare all sub questionnaires, get their primary keys by using Actions - Information in questionnaire resource list.<br>[[Image:BUS - View information.png]]  
  
−
<br>
+
<br>  
  
−
=== Step 2 - Create a new bus questionnaire  ===
+
== Step 2 - Create a new bus questionnaire  ==
  
−
Create a new questionnaire using <span style="color: #ff0000">Omnibus questionnaire</span> resource template  
+
Create a new questionnaire using <span style="color: rgb(255, 0, 0);">Omnibus questionnaire</span> resource template  
  
−
*Name: <span style="color: #ff0000">9031cat - BUS DK [YYYYWW]</span>  
+
*Name: <span style="color: rgb(255, 0, 0);">9031cat - BUS DK [YYYYWW]</span>  
 
*General settings:  
 
*General settings:  
−
**Layout: <span style="color: #ff0000">Layout resources\CGTemplate (questionnaire layout template): CATI</span>  
+
**Layout: <span style="color: rgb(255, 0, 0);">Layout resources\CGTemplate (questionnaire layout template): CATI</span>  
−
**Path: <span style="color: #ff0000">CATINET\Internal Projects\9031cat - 2009 Omnibus Setup</span>  
+
**Path: <span style="color: rgb(255, 0, 0);">CATINET\Internal Projects\9031cat - 2009 Omnibus Setup</span>  
−
**Questionnaire template: <span style="color: #ff0000">9031cat - 2009 Omnibus</span>
+
**Questionnaire template: <span style="color: rgb(255, 0, 0);">9031cat - 2009 Omnibus</span>
−
 
+
**CATI outcome set: <span style="color: rgb(255, 0, 0);">Bus_Track (Svarer ikke = 26 timer)</span>
−
[[Image:BUS - questionnaire general.png]]<br>
+
**Access: [[Image:SNAG-0029.jpg]]
 +
[[Image:BUS - questionnaire general.png]]<br>  
  
 
*Properties  
 
*Properties  
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[[Image:BUS - questionnaire properties.png]]<br>
 
[[Image:BUS - questionnaire properties.png]]<br>
  
−
=== Step 3 - Import quotas ===
+
== Step 3 - Import quotas ==
  
−
Quota template file can be found at [http://svn.catglobe.com/svn/Production/Catinet/CAT/9031cat%20-%202009%20Omnibus%20setup/ 9031cat Omnibus folder]<br>This quota file contains only the quotas for questionnaires that usually are included in the bus.  
+
Quota template file can be found at \\catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup'''<br>  
 +
This quota file contains only the quotas for questionnaires that usually are included in the bus.  
  
 
*Remove quotas of sub questionnaires that are not supposed to be included in the new week  
 
*Remove quotas of sub questionnaires that are not supposed to be included in the new week  
 
*Add quotas of sub questionnaires that are to be included in the new week (make sure to use the same names as in D_Quotas question's sub question texts)
 
*Add quotas of sub questionnaires that are to be included in the new week (make sure to use the same names as in D_Quotas question's sub question texts)
  
−
===Step 4 - Test your work!===
+
== Step 4 - Test your work! ==
−
Preview the bus questionnaire and go through it to see if there are any errors.
 
  
−
=== Step 5 - Prepare samples  ===
+
Preview the bus questionnaire and go through it to see if there are any errors. Make sure that all questionnaires are in Danish version
 +
 
 +
== Step 5 - Prepare samples  ==
  
 
We need to make sure that there are enough samples for CATI department to call to achieve the current week's target.  
 
We need to make sure that there are enough samples for CATI department to call to achieve the current week's target.  
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Samples come from last week's unused respondents and fresh respondents who have not answered any bus questionnaires.  
 
Samples come from last week's unused respondents and fresh respondents who have not answered any bus questionnaires.  
  
−
==== Last week's samples  ====
+
=== Last week's samples  ===
  
 
We need to move last week's respondents who have not been used yet: not started or or just been through the very first question in the questionnaire. <br>
 
We need to move last week's respondents who have not been used yet: not started or or just been through the very first question in the questionnaire. <br>
  
−
===== 1. Open group <span style="color: #ff0000">BUS - DK - Last week's sample</span>  =====
+
==== 1. Open group <span style="color: rgb(255,0,0)">BUS - DK - Last week's sample</span>  ====
  
 
[[Image:Bus - last week group.png]]<br>
 
[[Image:Bus - last week group.png]]<br>
−
 
+
*''Remove: Rule=Partly ''
−
*''Rule=Partly''  
 
−
**''Variable 1:'' change the questionnaire to last weeks questionnaire
 
−
**''Variable 2'': change the questionnaire to last weeks questionnaire
 
−
***Select the question ''D_QAS_Status'', check ''Like below ''and check ''Not started''
 
−
**''Variable 3'': change the questionnaire to last weeks questionnaire
 
−
**Save and close the rule
 
 
*''Rule=Not started ''
 
*''Rule=Not started ''
 
**Variable 1, 2: change the questionnaire to last weeks questionnaire&nbsp;  
 
**Variable 1, 2: change the questionnaire to last weeks questionnaire&nbsp;  
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*Rebuild the group
 
*Rebuild the group
  
−
===== 2. Rebuild 2 groups below =====
+
==== 2. Rebuild 2 groups below ====
  
−
*BUS - DK - Last week's sample - Normal phones
+
*BUS - DK - Last week's sample - Normal phones  
 
*BUS - DK - Last week's sample - Mobile phones
 
*BUS - DK - Last week's sample - Mobile phones
  
−
===== 3. Start moving respondents using Move respondents wizard  =====
+
==== 3. Start moving respondents using Move respondents wizard  ====
  
 
[[Image:Move respondents wizard.png]]&nbsp;  
 
[[Image:Move respondents wizard.png]]&nbsp;  
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*'''Source questionnaire''': last week's questionnaire (it is recommended to set as default setting after the first use)  
 
*'''Source questionnaire''': last week's questionnaire (it is recommended to set as default setting after the first use)  
 
*'''Destination questionnaire''': current week's questionnaire (set as default setting)  
 
*'''Destination questionnaire''': current week's questionnaire (set as default setting)  
−
*'''Group''': repeat the process with 9 groups below:  
+
*'''Group''': repeat the process with 18 groups below:  
 
**BUS - DK - Last week's sample - Ålborg - Mobile phones  
 
**BUS - DK - Last week's sample - Ålborg - Mobile phones  
 
**BUS - DK - Last week's sample - Ålborg - Normal phones  
 
**BUS - DK - Last week's sample - Ålborg - Normal phones  
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**BUS - DK - Last week's sample - Region Syddanmark - Normal phones
 
**BUS - DK - Last week's sample - Region Syddanmark - Normal phones
 
*'''Answer sheet status''': Unchanged
 
*'''Answer sheet status''': Unchanged
−
*'''Answer sheet phase''': Unchanged
 
  
−
==== Fresh samples ====
+
==== 4. Young group ====
 +
Rebuild group with rule not start and change rule last week questionnaire
 +
 
 +
**BUS - DK - Last week's sample - Young men - Hovedstaden
 +
**BUS - DK - Last week's sample - Young men - Midtjylland
 +
**BUS - DK - Last week's sample - Young men - Syddanmark
 +
**BUS - DK - Last week's sample - Young men - Nordjylland
 +
**BUS - DK - Last week's sample - Young men - Sjælland
 +
**BUS - DK - Last week's sample - Young women - Hovedstaden
 +
**BUS - DK - Last week's sample - Young women - Midtjylland
 +
**BUS - DK - Last week's sample - Young women - Syddanmark
 +
**BUS - DK - Last week's sample - Young women - Nordjylland
 +
**BUS - DK - Last week's sample - Young women - Sjælland
 +
 
 +
**Young men - Hovedstaden
 +
**Young men - Midtjylland
 +
**Young men - Syddanmark
 +
**Young men - Nordjylland
 +
**Young men - Sjælland
 +
**Young women - Hovedstaden
 +
**Young women - Midtjylland
 +
**Young women - Syddanmark
 +
**Young women - Nordjylland
 +
**Young women - Sjælland
 +
 
 +
=== Check if the sample is representative ===
 +
 
 +
The sample for the bus must be always representative upon the total population in Denmark, in other words, the proportion of each region should be similar to the real percentages in the whole population. As a consequence, we might need to add more sample to make the ratios look correct.
  
 
Open the fieldwork managment interface and study the Sample tab for the current bus questionnaire.  
 
Open the fieldwork managment interface and study the Sample tab for the current bus questionnaire.  
  
−
The sum of the figures in the Main list column is required to be at least 15 times the gross target of the survey. (For example, if the omnibus has a gross target of 1.000, the sum of the main list column should be no less than 15.000.)
+
&nbsp;[[Image:Fieldwork management.png]]
  
−
[[Image:Fieldwork management.png]]
+
Open the file \\Catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup\Calculate group targets.xlsx
  
−
If the sample size is insufficient, fresh samples must be added.
+
Open sheet Sample calculator, enter the numbers retrieved from Main list
  
−
'''1.''' Build the following 18 groups: <br>
+
Enter the expected number of completed answer sheets to B2 (it should be 1200 when there is nothing special mentioned)
 +
 
 +
[[Image:BUS - Sample calculator.png]]&nbsp;
 +
 
 +
Values from Needed column are the numbers of user we need to add for the corresponding region.
 +
 
 +
If a region's needed value is small, only 1-5 more needed, we can ignore it, otherwise we need to add more fresh sample for that region.
 +
 
 +
==== Fresh samples<br> ====
 +
 
 +
==== '''1.''' Build the following groups corresponding to the missing regions, set the needed users to be their targets<br> ====
  
 
*BUS - DK - Ålborg - Mobile phones  
 
*BUS - DK - Ålborg - Mobile phones  
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*BUS - DK - Region Syddanmark - Normal phones
 
*BUS - DK - Region Syddanmark - Normal phones
  
−
'''2.''' Create a new group, name it with: BUS - DK - Week yyyyww. Add all of 18 groups above&nbsp;to the new group and rebuilt it.  
+
==== '''2.''' Create a new group, name it with: BUS - DK - Week yyyyww ====
 +
 
 +
Add all of the groups modified&nbsp;above&nbsp;to the new group and rebuild it.  
 +
 
 +
==== '''3'''. Add the newly created group to group <span style="color: rgb(255,0,0)">DK - Tlfnumre - brugte</span>  ====
  
−
'''3'''. Add the newly created group to group <span style="color: #ff0000">DK - Tlfnumre - brugte</span> and rebuild this group  
+
Rebuild this group  
  
−
4. Add 18 groups above to the new&nbsp;bus questionnaire as sample rules, and rebuild them  
+
==== 4. Add the modified&nbsp;groups above to the new&nbsp;bus questionnaire as sample rules, and rebuild them ====
  
 
*Open the bus questionnaire  
 
*Open the bus questionnaire  
 
*Open Samples tab - Sample information - Edit total sample
 
*Open Samples tab - Sample information - Edit total sample
  
−
[[Image:Bus - sample tab.png]] <br/>
+
[[Image:Bus - sample tab.png]] <br>
  
 
*When adding groups to the questionnaire, always leave empty as sample size
 
*When adding groups to the questionnaire, always leave empty as sample size
  
−
[[Image:Bus_-_sample_size.png]]
+
[[Image:Bus - sample size.png]]
 +
 
 +
== Step 6 - Verify your work! ==
  
−
===Step 6 - Verify your work!===
+
Preview the questionnaire one more time <br> Open Fieldwork Management tool to check if we have enough samples for this week <br>
−
Preview the questionnaire one more time <br/>
 
−
Open Fieldwork Management tool to check if we have enough samples for this week <br/>
 
  
−
=== Step 7 - Send test links to the fieldwork manager  ===
+
== Step 7 - Send test links to the fieldwork manager  ==
  
−
Generate the test links and send them to [mailto:izam@catinet.dk izam@catinet.dk], cc to [mailto:vnconsultants@catglobe.com vnconsultants@catglobe.com]  
+
Generate the test links and send them to [mailto:izam.mehanic@norstat.dk izam.mehanic@norstat.dk], cc to [mailto:vnconsultants@catglobe.com vnconsultants@catglobe.com]  
  
 
[[Image:Bus - generate test links.png]]  
 
[[Image:Bus - generate test links.png]]  
 +
 +
== Step 8 - Inform CEM Economy team about the bus ==
 +
For the time forward, Catglobe Economy data is always collected when we're running the omnibus, and should be upgraded the following Monday (interviews are completed Saturday evening). Therefore, we need to inform CEM Econonmy team (Luan for now) about the new bus, so that he will schedule some time updating the diagrams on monday the week after.
  
 
[[Category:Production_guidelines]]
 
[[Category:Production_guidelines]]

Latest revision as of 11:13, 16 October 2013

<accesscontrol>Main:MyGroup</accesscontrol>

Introduction

A new Danish CATI omnibus is to be configured every Monday. Test links should be delivered to the client no later than 1400 DK time. The production start is usually 1600 or 1700 DK time.

Due to possible late changes in last weeks bus, the bus for next week should not be configured before the last bus is completed. (Usually Sunday evening.)

The ideal situation is keeping the monday configuration unchanged for the entire week. However, from time to time we get new projects with short notice, and sometimes these are added to the bus during the week.

Tasks

Step 1 - Preparation

Get the list of projects/questionnaires to be included in the new week: Bus specification

  • In order to remove a project from the BUS, remove its id from the new bus' property Sub questionnaire ids
  • In order to add a project to the BUS, make sure it has the common format stated in Catglobe Omnibus System 2009, add its id to the new bus' property Sub questionnaire ids]

Prepare all sub questionnaires, get their primary keys by using Actions - Information in questionnaire resource list.
BUS - View information.png


Step 2 - Create a new bus questionnaire

Create a new questionnaire using Omnibus questionnaire resource template

  • Name: 9031cat - BUS DK [YYYYWW]
  • General settings:
    • Layout: Layout resources\CGTemplate (questionnaire layout template): CATI
    • Path: CATINET\Internal Projects\9031cat - 2009 Omnibus Setup
    • Questionnaire template: 9031cat - 2009 Omnibus
    • CATI outcome set: Bus_Track (Svarer ikke = 26 timer)
    • Access: SNAG-0029.jpg

BUS - questionnaire general.png

  • Properties
    • Demographics questionnaire id: primary key of demographics questionnaire
    • Opinion poll questionnaire id: primary key of opinion poll questionnaire
    • Catinet Panel Recruiting: primary key of Catinet Panel questionnaire
    • Sub survey ids: primary keys of sub questionnaires: Ritzau, CEM Economy, CEM Lifestyle... (order is important)
    • Other Panel Recruitings: primary keys of other panel questionnaires: TV2, CityMail, ...

BUS - questionnaire properties.png

Step 3 - Import quotas

Quota template file can be found at \\catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup
 This quota file contains only the quotas for questionnaires that usually are included in the bus.

  • Remove quotas of sub questionnaires that are not supposed to be included in the new week
  • Add quotas of sub questionnaires that are to be included in the new week (make sure to use the same names as in D_Quotas question's sub question texts)

Step 4 - Test your work!

Preview the bus questionnaire and go through it to see if there are any errors. Make sure that all questionnaires are in Danish version

Step 5 - Prepare samples

We need to make sure that there are enough samples for CATI department to call to achieve the current week's target.

Samples come from last week's unused respondents and fresh respondents who have not answered any bus questionnaires.

Last week's samples

We need to move last week's respondents who have not been used yet: not started or or just been through the very first question in the questionnaire.

1. Open group BUS - DK - Last week's sample

Bus - last week group.png

  • Remove: Rule=Partly
  • Rule=Not started
    • Variable 1, 2: change the questionnaire to last weeks questionnaire 
    • Save and close the rule
  • Rebuild the group

2. Rebuild 2 groups below

  • BUS - DK - Last week's sample - Normal phones
  • BUS - DK - Last week's sample - Mobile phones

3. Start moving respondents using Move respondents wizard

Move respondents wizard.png 

  • Source questionnaire: last week's questionnaire (it is recommended to set as default setting after the first use)
  • Destination questionnaire: current week's questionnaire (set as default setting)
  • Group: repeat the process with 18 groups below:
    • BUS - DK - Last week's sample - Ålborg - Mobile phones
    • BUS - DK - Last week's sample - Ålborg - Normal phones
    • BUS - DK - Last week's sample - Århus - Mobile phones
    • BUS - DK - Last week's sample - Århus - Normal phones
    • BUS - DK - Last week's sample - KBH/FRB - Mobile phones
    • BUS - DK - Last week's sample - KBH/FRB - Normal phones
    • BUS - DK - Last week's sample - Odense - Mobile phones
    • BUS - DK - Last week's sample - Odense - Normal phones
    • BUS - DK - Last week's sample - Region Hovedstaden - Mobile phones
    • BUS - DK - Last week's sample - Region Hovedstaden- Normal phones
    • BUS - DK - Last week's sample - Region Midtjylland - Mobile phones
    • BUS - DK - Last week's sample - Region Midtjylland - Normal phones
    • BUS - DK - Last week's sample - Region Nordjylland - Mobile phones
    • BUS - DK - Last week's sample - Region Nordjylland - Normal phones
    • BUS - DK - Last week's sample - Region Sjælland - Mobile phones
    • BUS - DK - Last week's sample - Region Sjælland - Normal phones
    • BUS - DK - Last week's sample - Region Syddanmark - Mobile phones
    • BUS - DK - Last week's sample - Region Syddanmark - Normal phones
  • Answer sheet status: Unchanged

4. Young group

Rebuild group with rule not start and change rule last week questionnaire

    • BUS - DK - Last week's sample - Young men - Hovedstaden
    • BUS - DK - Last week's sample - Young men - Midtjylland
    • BUS - DK - Last week's sample - Young men - Syddanmark
    • BUS - DK - Last week's sample - Young men - Nordjylland
    • BUS - DK - Last week's sample - Young men - Sjælland
    • BUS - DK - Last week's sample - Young women - Hovedstaden
    • BUS - DK - Last week's sample - Young women - Midtjylland
    • BUS - DK - Last week's sample - Young women - Syddanmark
    • BUS - DK - Last week's sample - Young women - Nordjylland
    • BUS - DK - Last week's sample - Young women - Sjælland
    • Young men - Hovedstaden
    • Young men - Midtjylland
    • Young men - Syddanmark
    • Young men - Nordjylland
    • Young men - Sjælland
    • Young women - Hovedstaden
    • Young women - Midtjylland
    • Young women - Syddanmark
    • Young women - Nordjylland
    • Young women - Sjælland

Check if the sample is representative

The sample for the bus must be always representative upon the total population in Denmark, in other words, the proportion of each region should be similar to the real percentages in the whole population. As a consequence, we might need to add more sample to make the ratios look correct.

Open the fieldwork managment interface and study the Sample tab for the current bus questionnaire.

 Fieldwork management.png

Open the file \\Catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup\Calculate group targets.xlsx

Open sheet Sample calculator, enter the numbers retrieved from Main list

Enter the expected number of completed answer sheets to B2 (it should be 1200 when there is nothing special mentioned)

BUS - Sample calculator.png 

Values from Needed column are the numbers of user we need to add for the corresponding region.

If a region's needed value is small, only 1-5 more needed, we can ignore it, otherwise we need to add more fresh sample for that region.

Fresh samples

1. Build the following groups corresponding to the missing regions, set the needed users to be their targets

  • BUS - DK - Ålborg - Mobile phones
  • BUS - DK - Ålborg - Normal phones
  • BUS - DK - Århus - Mobile phones
  • BUS - DK - Århus - Normal phones
  • BUS - DK - KBH/FRB - Mobile phones
  • BUS - DK - KBH/FRB - Normal phones
  • BUS - DK - Odense - Mobile phones
  • BUS - DK - Odense - Normal phones
  • BUS - DK - Region Hovedstaden - Mobile phones
  • BUS - DK - Region Hovedstaden - Normal phones
  • BUS - DK - Region Midtjylland - Mobile phones
  • BUS - DK - Region Midtjylland - Normal phones
  • BUS - DK - Region Nordjylland - Mobile phones
  • BUS - DK - Region Nordjylland - Normal phones
  • BUS - DK - Region Sjælland - Mobile phones
  • BUS - DK - Region Sjælland - Normal phones
  • BUS - DK - Region Syddanmark - Mobile phones
  • BUS - DK - Region Syddanmark - Normal phones

2. Create a new group, name it with: BUS - DK - Week yyyyww

Add all of the groups modified above to the new group and rebuild it.

3. Add the newly created group to group DK - Tlfnumre - brugte

Rebuild this group

4. Add the modified groups above to the new bus questionnaire as sample rules, and rebuild them

  • Open the bus questionnaire
  • Open Samples tab - Sample information - Edit total sample

Bus - sample tab.png

  • When adding groups to the questionnaire, always leave empty as sample size

Bus - sample size.png

Step 6 - Verify your work!

Preview the questionnaire one more time
Open Fieldwork Management tool to check if we have enough samples for this week

Step 7 - Send test links to the fieldwork manager

Generate the test links and send them to izam.mehanic@norstat.dk, cc to vnconsultants@catglobe.com

Bus - generate test links.png

Step 8 - Inform CEM Economy team about the bus

For the time forward, Catglobe Economy data is always collected when we're running the omnibus, and should be upgraded the following Monday (interviews are completed Saturday evening). Therefore, we need to inform CEM Econonmy team (Luan for now) about the new bus, so that he will schedule some time updating the diagrams on monday the week after.

Retrieved from "http://wiki.catglobe.com/index.php?title=Omnibus:_Weekly_tasks&oldid=24645"