EMR 6500: Survey Research Dr. Chris L. S. Coryn Lyssa N. Wilson Spring 2015 Agenda • • • • • Simple random sampling Crafting good questions Midterm examination Case Study #1 Case Study #2 Simple Random Sampling Simple Random Sample • Recall that a simple random sample is a sample of n elements from a population of N in which each possible sample of size n has the same probability of selection, namely 1 æNö ç ÷ ènø • The probability of any element being selected is equal to the ratio of the sample size to the population size Estimation of a Population Mean and Total Estimate of Population Mean n m̂ = y = åy i i=1 n æ n ö s2 V̂(y) = ç1- ÷ è Nø n æ n ö s2 2 V̂ ( y ) = 2 ç1- ÷ è Nø n Example for a Population Mean • If n = 200 was selected from N = 1,000 and the sample mean was y = 94.22 with a sample variance of s 2 = 445.21, the bound on the error of estimation, B, would be æ 200 ö 445.21 æ n ö s2 2 V̂ ( y ) = 2 ç1- ÷ = ç1÷ è Nø n è 1, 000 ø 200 = 2 1.7808 = 2.67 Estimate of Population Total n tˆ = Ny = N å yi i=1 n 2ö æ æ ö n s 2 V̂(tˆ ) = V̂ ( Ny ) = N ç1- ÷ç ÷ è N øè n ø 2ö æ æ ö n s 2 2 V̂ ( Ny ) = 2 N ç1- ÷ç ÷ è N øè n ø Example for a Population Total • If n = 50 was selected from N = 750 and the sample mean was y = 10.31 (t = Ny = 750(10.31) = 7,732.5) with 2 s a sample variance of = 2.25, the bound on the error of estimation, B, would be 2ö æ æ ö n s 50 öæ 2.25 ö 2æ 2 2 V̂ (tˆ ) = 2 N ç1- ÷ç ÷ = 2 ( 750) ç1÷ç ÷ è N øè n ø è 750 øè 50 ø = 2 23, 625 = 307.4 Selecting the Sample Size for Estimating Population Means and Totals Sample Size for Estimating Population Means Ns 2 n= 2 N -1 D + s ( ) • where B2 D= 4 Sample Size for Estimating Population Means • Often, the population variance, s , is unknown • An approximate value of s can be obtained by Range s» 4 2 Example for a Population Mean • If N = 1,000 and the estimated range is 100, the sample size necessary to estimate m with B = 3 would be Range 100 s» = = 25 4 4 • and s = ( 25) = 625 2 2 Example for a Population Mean • If • where Ns n= 2 N -1 D + s ( ) 2 B (3) D= = = 2.25 4 4 2 • then 2 1, 000 ( 625) n= = 217.56 999 ( 2.25) + 625 Sample Size for Estimating Population Totals Ns 2 n= 2 N -1 D + s ( ) • where B2 D= 2 4N Sample Size for Estimating Population Totals • If N = 1,000 and s 2 = 36.00, the sample size necessary to estimate the population total, t , with B = 1,000 would be 1, 000) B ( D= 2 = = 0.25 2 4N 4 (1, 000) 2 • then 2 1, 000 (36.00) Ns 2 n= = =125.98 2 ( N -1) D + s 999 ( 0.25) + 36.00 Estimation of a Population Proportion Estimate of Population Proportion n åy i p̂ = y = æ n ö p̂q̂ V̂( p̂) = ç1- ÷ è N ø n -1 i=1 n where q̂ =1- p̂ æ n ö p̂q̂ 2 V̂ ( p̂) = 2 ç1- ÷ è N ø n -1 Example for a Population Proportion • If n = 100 was selected from N = 300 and the sample proportion was p̂ = 0.15 the bound on the error of estimation, B, would be æ n ö p̂q̂ 2 V̂ ( p̂) = 2 ç1- ÷ =2 è N ø n -1 = 2 ( 0.0293) = 0.059 æ 100 ö ( 0.15) ( 0.85) ç1÷ è 300 ø 99 Selecting the Sample Size for Estimating a Population Proportion Sample Size for Estimating Population Proportions Npq n= ( N -1) D + pq • where q̂ =1- p̂ • and B2 D= 4 Example for a Population Proportion • If N = 2,000 and the desired bound on the error of estimation, B, were 0.05, and no prior information is available to estimate p , the necessary sample size would be B ( 0.05) D= = = 0.000625 4 4 2 2 Example for a Population Proportion • Then 2, 000) ( 0.5) ( 0.5) Npq ( n= = ( N -1) D + pq (1, 999) ( 0.000625) + ( 0.5) ( 0.5) 500 = = 333.56 1.499 An Overview of Crafting Good Questions Issues to Consider 1. What survey mode(s) will be used to ask the questions? 2. Is the question being repeated from another survey, and/or will answers be compared to previously collected data? 3. Will respondents be willing and motivated to answer accurately? 4. What type of information is the question asking for? Choosing Words and Forming Question 1. 2. 3. 4. 5. 6. 7. 8. 9. Make sure the question applies to the respondent Make sure the question is technically accurate Ask one question at a time Use simple and familiar words Use specific and concrete words to specify the concepts clearly Use as few words as possible to pose the question Use complete sentences with simple sentence structures Make sure “yes” means yes and “no” means no Be sure the question specifies the response task Visual Presentation of Survey Questions 1. 2. 3. 4. 5. 6. 7. 8. 9. Use darker and/or larger print for the question and lighter and/or smaller print for answer choices and answer spaces Use spacing to create subgrouping within a question Visually standardize all answer spaces or response options Use visual design properties to emphasize elements that are important to the respondent and to deemphasize those that are not Make sure words and visual elements that make up the question send consistent messages Integrate special instructions into the question where they will be used rather than including them as freestanding entities Separate optional or occasionally needed instructions from the question stem by font or symbol variation Organize each question in a way that minimizes the need to reread portions in order to comprehend the response task Choose line spacing, font, and text size to ensure the legibility of the text Additional Considerations • Abilities/aptitudes – Knowledge or skill • Attitudes – General and enduring evaluation of a person, object, or concept • Behaviors – Actions and mannerisms • Opinions/beliefs – Subjective beliefs that occur as a result of emotion or interpretation of facts Closed-Ended Nominal Questions Closed-Ended Ordinal Questions Closed-Ended Ordinal Questions For each statement, select the response option that best indicates your degree of agreement or disagreement with each statement. 1. People get what they deserve. Strongly agree Agree Disagree Strongly disagree 2. It is rare for a person to be wrongly sent to jail. Strongly agree 11 Strongly disagree 22 33 44 55 3. Basically, the world is a just place. Strongly agree Agree Neither agree nor disagree Disagree Strongly disagree 4. Many people suffer through absolutely no fault of their own. Strongly disagree Disagree Neutral Agree Strongly agree Semantic Differentials Visual Analogs Guttman Scaling • Individuals who endorse the first response should also endorse all others as they represent less extreme views Partially Closed Open-Ended Questions How would you describe the instructor’s teaching ability? Filters/Skip Patterns Do you intend to vote in the 2012 Presidential election? Yes No Which political party will you vote for? Democratic Repulican Libetarian Green Reform Other, please describe Midterm Examination Midterm Examination • The examination will consist of 50-75 multiple-choice items, scored as 0 or 1 • You will have 2½ hours to complete the examination • You may use one page of notes (front and back) on 8½” X 11’’ paper – You will be required to determine necessary sample sizes and calculate bounds on the error of estimation for means, totals, and proportions • You may use a calculator or an Excel spreadsheet on a laptop computer • You cannot use the internet or textbooks Case Study #1 Case Study Activity 1. Write a focal question that addresses what proportion of foundations formally assess the effectiveness of their grant making activities 2. Determine the motivational features that you would use to encourage high quantity and quality of responses, with particular attention to: – – – How the perceived rewards for responding would be increased How the perceived costs of responding would be reduced How trust would be established so that people believe the rewards will outweigh the costs of responding 3. Determine the necessary sample size to estimate the population proportion, p, of foundations (N = 888) to address your focal question with a bound on the error of estimation of B = 0.05 and B = 0.10 Case Study #2 Case Study Activity • Consider the guidelines for “choosing words and framing questions” and “visual presentation of survey questions” 1. Are there any errors associated with the guidelines for choosing words and framing questions? 2. Are there any errors associated with the guidelines of the visual presentation of survey questions?