Search

Telephone surveys have been a ubiquitous method of collecting survey data, but the environment for telephone surveys is changing. Many surveys are transitioning from telephone to self-administration or combinations of modes for both recruitment and survey administration. Survey organizations are conducting these transitions from telephone to mixed modes with only limited guidance from existing empirical literature and best practices. This article summarizes findings by an AAPOR Task Force on how these transitions have occurred for surveys and research organizations in general. We find that transitions from a telephone to a self-administered or mixed-mode survey are motivated by a desire to control costs, to maintain or improve data quality, or both. The most common mode to recruit respondents when transitioning is mail, but recent mixed-mode studies use only web or mail and web together as survey administration modes. Although early studies found that telephone response rates met or exceeded response rates to the self-administered or mixed modes, after about 2013, response rates to the self-administered or mixed modes tended to exceed those for the telephone mode, largely because of a decline in the telephone mode response rates. Transitioning offers opportunities related to improved frame coverage and geographic targeting, delivery of incentives, visual design of an instrument, and cost savings, but challenges exist related to selecting a respondent within a household, length of a questionnaire, differences across modes in use of computerization to facilitate skip patterns and other questionnaire design features, and lack of an interviewer for respondent motivation and clarification. Other challenges related to surveying youth, conducting surveys in multiple languages, collecting nonsurvey data such as biomeasures or consent to link to administrative data, and estimation with multiple modes are also prominent.

This study attempted to integrate key assumptions in Respondent-Driven Sampling (RDS) into the Total Survey Error (TSE) perspectives and examine TSE as a new framework for a systematic assessment of RDS errors. Using two publicly available data sets on HIV-at-risk persons, nonresponse error in the RDS recruitment process and measurement error in network size reports were examined. On nonresponse, the ascertained partial nonresponse rate was high, and a substantial proportion of recruitment chains died early. Moreover, nonresponse occurred systematically: recruiters with lower income and higher health risks generated more recruits; and peers of closer relationships were more likely to accept recruitment coupons. This suggests a lack of randomness in the recruitment process, also shown through sizable intra-chain correlation. Self-reported network sizes suggested measurement error, given their wide dispersion and unreasonable reports. This measurement error has further implications for the current RDS estimators, which use network sizes as an adjustment factor on the assumption of a positive relationship between network sizes and selection probabilities in recruitment. The adjustment resulted in nontrivial unequal weighting effects and changed estimates in directions that were difficult to explain and, at times, illogical. Moreover, recruiters’ network size played no role in actual recruitment. TSE may serve as a tool for evaluating errors in RDS, which further informs study design decisions and inference approaches.

In an optimal design for mixed‐mode surveys, be it within a country or across countries, there are three phases that need attention. The first phase is the design phase: it is important to prevent mode measurement effects when designing the study. A richer source of additional data will help to achieve a better estimation of mode effects. After the data are collected, the next two phases are estimating the potential mode measurement effect due to different modes and adjusting for any such bias. Survey modes differ on several dimensions, for instance, interviewer‐administered versus self‐administered questionnaires and information transmission and communication. The use of well‐established and validated constructs and multiquestion scales across countries and modes helps achieving measurement equivalence countries and modes. Mixed‐mode designs and mode changes are often implemented for sound methodological reasons. Using a mixed‐mode design implies a careful trade‐off among coverage, nonresponse, measurement errors, and cost.