Optimization of Survey Design

I recently pointed out this article by Calinescu and colleagues that uses techniques (specifically Markov Decision Process models) from operations research to design surveys. One of the citations from Calinescu et al. is to this article, which I had never seen, about using nonlinear programming techniques to solve allocation problems in stratified sampling.

I was excited to find these articles. I think these methods have the promise of being very useful for planning survey designs. If nothing else, posing the problems in the way these articles do at least forces us to apply a rigorous definition of the survey design.

It would be good if more folks with these types of skills (operations research, machine learning, and related fields) could be attracted to work on survey problems.

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Assessment of Maching Learning Classifiers

I heard another interesting episode of the Data Skeptic podcast . They were discussing how a classifier could be assessed (episode 121). Many machine learning models are so complex that a human being can't really interpret the meaning of the model. This can lead to problems. They gave an example of a problem where they had a bunch of posts from two discussion boards. One was atheist and the other board was composed of Christians. They tried to classify each post as being from one or the other board. There was one poster who posted heavily on the Christian board. His name was Keith. Sadly, the model learned that if the person who was posting was named Keith, then they were Christian. The problem is that this isn't very useful for prediction. It's an artifact of the input data. Even cross-validation would eliminate this problem. A human being can see the issue, but a model can't. In any event, the proposed solution was to build interpretable models in local areas of t...

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 ...

What is Data Quality, and How to Enhance it in Research

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 f...

Survey Methods Musings

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