Transitioning from Interviewer-Administered Surveys to Online Data Collection: Experiences, Challenges and Opportunities (GenPopWeb 2 Network)

社会调查数据是许多重要公共政策和经济决策的基础，高质量的数据至关重要。英国和全球的调查研究目前正在经历数据收集的范式转变，从访谈者管理的调查到在线数据收集。社会调查和一般人口普查正在经历重大转变，混合模式设计结合网络和在线面板变得越来越普遍。这种范式转变是由影响访谈者管理的调查的持续问题驱动的，例如回复率下降，调查成本增加，以及更多技术使用的社会趋势，特别是在日常生活中使用智能手机。该网络的主要目的是通过分享知识和提出关于高质量在线数据收集的建议，解决从采访者管理向在线数据收集过渡的挑战和机遇。在全球和英国国内，在人口普查和调查的混合模式背景下，在线数据收集的方向有了很大的进展。例如，2015年日本人口普查和2016年加拿大人口普查已经主要转向在线管理。在英国，国家统计局（ONS）的目标是在2021年人口普查中收集75%的家庭回复。一些现有的调查也使用了混合模式的方法。纵向调查是这一趋势的前沿，英国和国际上的几项主要调查已经采用或试用了这种方法。混合模式也被用于横断面调查，政府部门对在现有和新的调查中采用这些方法有浓厚的兴趣。另一个主要趋势是在许多不同的国家建立基于概率的网络小组。关于如何设计和实施在线调查，有越来越多的经验和证据。然而，这是一个新兴的、快速发展的调查实践领域，持续的技术变革带来了新的挑战和机遇。在设计和实施在线调查的组织以及数据用户之间分享知识和最佳实践至关重要。这是为了确保社会调查的最佳设计，以收集高质量的数据，并确保知识和经验的共享，这些都是该网络的目标。不同的机构，例如学术机构、数据收集机构、独立研究机构、政府机构和其他在网上收集数据的机构，应联合起来分享知识和最佳做法，以促进访谈者管理的调查与网上数据收集之间的顺利过渡，并改善现有的网上调查或混合模式设计；为了避免重复工作，从而帮助降低成本，同时在快速发展的技术世界中调查和实施最佳方法。本计划建议建立一个合作伙伴网络（GenPopWeb2），以促进不同持份者之间就一般人口网络调查的最佳设计进行跨行业合作和知识交流。GenPopWeb2网络将建立在ESRC通过NCRM资助的第一个GenPopWeb网络的成果之上。自2014年以来，在这一领域有了大量的研究和新的发展，并且越来越多地使用在线数据收集的趋势仍在继续。该网络旨在解决知识方面的主要挑战和差距，这些挑战和差距对于英国和国际上向在线数据收集过渡至关重要，并使跨行业的知识共享成为可能。

Social survey data underpin many important public policy and economic decisions, and high quality data are crucial. Survey research in the UK and globally is currently undergoing a paradigm shift in data collection away from interviewer-administered surveys to online data collection. Social surveys and censuses of the general population are experiencing major transformations, with mixed-mode designs incorporating web and online only panels becoming more commonly used. This paradigm shift is driven by ongoing issues affecting interviewer-administered surveys, such as declining response rates, increasing survey costs, as well as societal trends towards greater technology use, in particular use of smartphones in daily life. The main aim of this network will be to address the challenges and opportunities of transitioning from interviewer-administered to online data collection through sharing knowledge and producing recommendations for high quality online data collection. Globally and within the UK, there is a big move in the direction of online data collection in a mixed-mode context for censuses and surveys. For example, the 2015 Japanese census as well as the 2016 Canadian Census have moved to primarily online administration. In the UK the Office for National Statistics (ONS) is aiming to collect 75% of its 2021 Census household responses online. A number of existing surveys have also used a mixed-mode approach. Longitudinal surveys are at the forefront of this trend with several major surveys in the UK and internationally already taking, or trialling, this approach. Mixed-mode has also been used for cross-sectional surveys and there is strong interest from government departments for adopting these approaches for existing as well as new surveys. Another major trend has been towards the establishment in many different countries of probability-based web panels. There is a growing body of experience and evidence about how online surveys should be designed and implemented. However, this is an emerging and fast-moving area of survey practice and ongoing technological changes present new challenges and opportunities. It is of crucial importance to share knowledge and best practice between organisations which design and implement online surveys, as well as data users. This is to ensure that social surveys are designed optimally for collecting high quality data, and that knowledge and experiences are shared, and these are the aims of this network. Different organisations such as academic institutions, data collection organisations, independent research institutes, governmental organisations and other organisations collecting data online should act as a joint front to share knowledge and best practice in order to facilitate smooth transitions between interviewer-administered surveys and online data collection, to improve already established online surveys or mixed-mode designs, to avoid duplicated efforts and therefore to help reduce costs while investigating and implementing the best ways forward in the world of fast-moving technology. This project proposes setting up a network of partners (GenPopWeb2) which will facilitate this cross-industry collaboration and knowledge exchange between different stakeholders about the optimal designs of general population web surveys. The GenPopWeb2 Network will build on the results of the first GenPopWeb network funded by the ESRC through the NCRM. Since 2014, there has been a lot of research and new developments in this area, and the trend towards increasing use of online data collection has continued. This network aims to address the main challenges and gaps in knowledge which are of crucial importance for transitioning to online data collection in the UK and internationally and to enable sharing of knowledge across industries.