Is there value in balancing response?

A few posts ago, I talked about the value of balancing response across subgroups defined by data on the frame (or paradata from all cases). The idea was that this provides some empirical confirmation of whether the subgroups are related to the variables of interest.

Paradoxically, if we balance the response rates across these subgroups, then we reduce the utility of these variable for adjustment later. That's the downside of this practice.

As I said earlier, I think this does provide confirmation of our hypothesis. It also reduces our reliance on the adjustment model, although we have to assume the model is correct and there aren't unobserved covariates that are actually driving the response process.

Is there an additional advantage to this approach? It seems that we are least trying to provide an ordered means of prioritizing the sample. We can describe it. Even if there are departures, we can say something about how the decisions were made to prioritize certain cases. Without this approach, we can only surmise. We often assume that the process is random, but this is probably not accurate.

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Tailoring vs. Targeting

One of the chapters in a recent book on surveying hard-to-reach populations looks at "targeting and tailoring" survey designs. The chapter references this paper on the use of the terms among those who design health communication. I thought the article was an interesting one. They start by saying that "one way to classify message strategies like tailoring is by the level of specificity with which characteristics of the target audience are reflected in the the communication." That made sense. There is likely a continuum of specificity ranging from complete non-differentiation across units to nearly individualized. But then the authors break that continuum and try to define a "fundamental" difference between tailoring and targeting. They say targeting is for some subgroup while tailoring is to the characteristics of the individual. That sounds good, but at least for surveys, I'm not sure the distinction holds. In survey design, what would constitute

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We often talk about “data quality” or “data integrity” when we are discussing the collection or analysis of one type of data or another. Yet, the definition of these terms might be unclear, or they may vary across different contexts. In any event, the terms are somewhat abstract -- which can make it difficult, in practice, to improve. That is, we need to know what we are describing with those terms, before we can improve them. Over the last two years, we have been developing a course on Total Data Quality , soon to be available on Coursera. We start from an error classification scheme adopted by survey methodology many years ago. Known as the “Total Survey Error” perspective, it focuses on the classification of errors into measurement and representation dimensions. One goal of our course is to expand this classification scheme from survey data to other types of data. The figure shows the classification scheme as we have modified it to include both survey data and organic forms of d

An Experimental Adaptive Contact Strategy

I'm running an experiment on contact methods in a telephone survey. I'm going to present the results of the experiment at the FCSM conference in November. Here's the basic idea. Multi-level models are fit daily with the household being a grouping factor. The models provide household-specific estimates of the probability of contact for each of four call windows. The predictor variables in this model are the geographic context variables available for an RDD sample. Let $\mathbf{X_{ij}}$ denote a $k_j \times 1$ vector of demographic variables for the $i^{th}$ person and $j^{th}$ call. The data records are calls. There may be zero, one, or multiple calls to household in each window. The outcome variable is an indicator for whether contact was achieved on the call. This contact indicator is denoted $R_{ijl}$ for the $i^{th}$ person on the $j^{th}$ call to the $l^{th}$ window. Then for each of the four call windows denoted $l$, a separate model is fit where each household is assu

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