Difference between revisions of "Omnibus: Weekly tasks"
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== Introduction == | == 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. <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 == | ||
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=== Step 1 - Preparation === | === Step 1 - Preparation === | ||
| − | Get the list of projects/questionnaires to be included in the new week: [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: [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 | ||
| Line 18: | Line 18: | ||
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: | + | Create a new questionnaire using <span style="color: rgb(255, 0, 0);">Omnibus questionnaire</span> resource template |
| − | *Name: <span style="color: | + | *Name: <span style="color: rgb(255, 0, 0);">9031cat - BUS DK [YYYYWW]</span> |
*General settings: | *General settings: | ||
| − | **Layout: <span style="color: | + | **Layout: <span style="color: rgb(255, 0, 0);">Layout resources\CGTemplate (questionnaire layout template): CATI</span> |
| − | **Path: <span style="color: | + | **Path: <span style="color: rgb(255, 0, 0);">CATINET\Internal Projects\9031cat - 2009 Omnibus Setup</span> |
| − | **Questionnaire template: <span style="color: | + | **Questionnaire template: <span style="color: rgb(255, 0, 0);">9031cat - 2009 Omnibus</span> |
| − | [[Image:BUS - questionnaire general.png]]<br> | + | [[Image:BUS - questionnaire general.png]]<br> |
*Properties | *Properties | ||
| Line 39: | Line 39: | ||
**Other Panel Recruitings: primary keys of other panel questionnaires: TV2, CityMail, ... | **Other Panel Recruitings: primary keys of other panel questionnaires: TV2, CityMail, ... | ||
| − | [[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> | + | Quota template file can be found at [http://svn.catglobe.com/svn/Production/Catinet/CAT/9031cat%20-%202009%20Omnibus%20setup/ 9031cat Omnibus folder]<br>'''Available on: \\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. |
| − | 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. | + | |
| − | Make sure that all questionnaires are in Danish version | + | 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 === | === Step 5 - Prepare samples === | ||
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==== 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: | + | ===== 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> |
*''Rule=Partly'' | *''Rule=Partly'' | ||
**''Variable 1:'' change the questionnaire to last weeks questionnaire | **''Variable 1:'' change the questionnaire to last weeks questionnaire | ||
**''Variable 2'': 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'' | + | ***Select the question ''D_QAS_Status'', check ''Like below ''and check ''Not started'' |
**''Variable 3'': change the questionnaire to last weeks questionnaire | **''Variable 3'': change the questionnaire to last weeks questionnaire | ||
| − | **Save and close the rule | + | **Save and close the rule |
| − | *''Rule=Not started '' | + | *''Rule=Not started '' |
**Variable 1, 2: change the questionnaire to last weeks questionnaire | **Variable 1, 2: change the questionnaire to last weeks questionnaire | ||
| − | **Save and close the rule | + | **Save and close the rule |
*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 | ||
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**BUS - DK - Last week's sample - Region Sjælland - Normal 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 - Mobile phones | ||
| − | **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 | *'''Answer sheet phase''': Unchanged | ||
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If the sample size is insufficient, fresh samples must be added. | If the sample size is insufficient, fresh samples must be added. | ||
| − | ===== '''1.''' Build the following 18 groups <br> ===== | + | ===== '''1.''' Build the following 18 groups <br> ===== |
*BUS - DK - Ålborg - Mobile phones | *BUS - DK - Ålborg - Mobile phones | ||
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Add all of 18 groups above to the new group and rebuild it. | Add all of 18 groups above to the new group and rebuild it. | ||
| − | ===== '''3'''. Add the newly created group to group <span style="color: | + | ===== '''3'''. Add the newly created group to group <span style="color: rgb(255, 0, 0);">DK - Tlfnumre - brugte</span> ===== |
Rebuild this group | Rebuild this group | ||
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*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> |
==== Calculate region representatives ==== | ==== Calculate region representatives ==== | ||
| − | Calculate percentage of 5 groups of regions based on Main list: <br> | + | Calculate percentage of 5 groups of regions based on Main list: <br> - Region Ålborg & region Nordjylland <br> - Region Århus & region Midtjylland <br> - Region KBH/FRB & region Hovedstaden <br> - Region Odense & region Syddanmark <br> - Region Sjælland <br> |
| − | - Region Ålborg & region Nordjylland <br> | ||
| − | - Region Århus & region Midtjylland <br> | ||
| − | - Region KBH/FRB & region Hovedstaden <br> | ||
| − | - Region Odense & region Syddanmark <br> | ||
| − | - Region Sjælland | ||
| − | |||
| − | |||
| − | |||
| − | |||
| + | After calculating we compare the result to the standard file "Calculate group targets.xls" from this Path: <br> '''\\catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup'''<br> | ||
| + | [[Image:Percentage_5_regions.png]]<br> | ||
| − | If the percentage result of our main list is similar to the file "Calculate group targets.xls", do nothing; or else, we have to adjust the number of respondents for our regions.<br> | + | If the percentage result of our main list is similar to the file "Calculate group targets.xls", do nothing; or else, we have to adjust the number of respondents for our regions.<br> |
=== Step 7 - Send test links to the fieldwork manager === | === Step 7 - Send test links to the fieldwork manager === | ||
Revision as of 07:41, 8 February 2010
Contents
- 1 Introduction
- 2 Tasks
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.
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
- 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, ...
Step 3 - Import quotas
Quota template file can be found at 9031cat Omnibus folder
Available on: \\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
- 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
- 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
- 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 9 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
- Answer sheet phase: Unchanged
Fresh samples
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.)
If the sample size is insufficient, fresh samples must be added.
1. Build the following 18 groups
- 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 18 groups above to the new group and rebuild it.
3. Add the newly created group to group DK - Tlfnumre - brugte
Rebuild this group
4. Add 18 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
- When adding groups to the questionnaire, always leave empty as sample size
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
Calculate region representatives
Calculate percentage of 5 groups of regions based on Main list:
- Region Ålborg & region Nordjylland
- Region Århus & region Midtjylland
- Region KBH/FRB & region Hovedstaden
- Region Odense & region Syddanmark
- Region Sjælland
After calculating we compare the result to the standard file "Calculate group targets.xls" from this Path:
\\catproc\share\Catglobe\Projects\Catinet\CAT\9031cat - 2009 Omnibus Setup
If the percentage result of our main list is similar to the file "Calculate group targets.xls", do nothing; or else, we have to adjust the number of respondents for our regions.
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
