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# Setting up a sample management service for cross-national internet surveys

Geneviève Michaud

► To cite this version:

Geneviève Michaud. Setting up a sample management service for cross-national internet surveys. European Survey Research Association Conference 2021 (ESRA), European Survey Research Association, Jul 2021, online, France. 10.5281/zenodo.5137051. http://03919070

HAL Id: hal-03919070

https://sciencespo.hal.science/hal-03919070

Submitted on 2 Jan 2023

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Distributed under a Creative Commons Attribution 4.0 International License
# Setting up a sample management service for cross-national internet surveys

Geneviève Michaud, CDSP (Sciences Po, CNRS)

**European Survey Research Association Conference**

23-07-2021

DOI:10.5281/zenodo.5137051

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funded by the EC under SSHOC & ESS-SUSTAIN-2 (grants #823782 and #871063)
The project

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**SSHOC**
social sciences & humanities open cloud
# What is this service for?
securing personal data

Minimized data flows.

Decentralised and privacy-compliant handling of
panelist data.

User roles defined on a need-to-know basis.

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collaboration & orchestration

Centralised management of survey fielding orchestration:

- content edition monitoring

- questionnaire and message edition

- questionnaire and messages translation

- fieldwork coordination

- questionnaire publication

- sending invites & reminders

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flexible contact modes

Messages can be send to panelists by email
or short text messages.

The two modes of contact can be
intertwined.

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icon credit: K. Ginkaew, Noun project
# WPSS Information System
A two-fold information system

* prior experience with [ELIPSS](https://www.french-online-probabilistic-panel-software.su/) french online probabilistic panel software suite

* focus on the **missing** software module

* keep control over the technical stack (django, Python, Celery)

* look for easy deployment (docker containers)
<action triggers>

WPSS

headquarters / survey coordinator

national coordinators / sample managers

(respondents)

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API

<content edition>

Qualtrics®

survey developers

messages editors & translators

data archive staff

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# Survey platform configuration

## Required Qualtrics license options

- data isolation (and encryption)

- contact de-duplication

- SMS option

## Required Qualtrics users and components:

- an operational user

- a shared library

- an isolated contact directory
# A time-lapse demo

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Second, share the survey with a WPSS operational user

This step ensures that the survey is available for distribution on WPSS.
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Italian (it)

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Ciao ${m://First Name}.

Sarebbe così gentile da partecipare a un breve sondaggio,
cliccando sul link qui sotto:

<a href="${e://Field/survey_link}">${e://Field/survey_link}</a>

Grazie !

Close
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Réinitialiser le mot de passe

Entrez votre adresse électronique pour recevoir un lien permettant de réinitialiser votre mot de passe.

Email *

fr-panelist-wpss@laposte.net

Envoyer

Annuler

Utiliser le numéro de téléphone
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Choisir un nouveau mot de passe

Nouveau mot de passe *

* Votre mot de passe ne peut pas trop ressembler à vos autres informations personnelles.

* Votre mot de passe doit contenir au minimum 8 caractères.

* Votre mot de passe ne peut pas être un mot de passe couramment utilisé.

* Votre mot de passe ne peut pas être entièrement numérique.

Confirmation du nouveau mot de passe *

Confirmer mot de passe

Annuler
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Keeping an accurate email address / mobile phone number

<table><thead><tr><th>Email ^</th><th>Phone ^</th><th>Language ^</th><th>State ^</th><th>Qualtrics ^</th></tr></thead><tbody><tr><td>fr-panelist-wpss@laposte.net</td><td></td><td>FR</td><td>Has logged in</td><td></td></tr></tbody></table>

<table><thead><tr><th>Email ^</th><th>Phone ^</th><th>Language ^</th><th>State ^</th><th>Qualtrics ^</th></tr></thead><tbody><tr><td>it-panelist-wpss@laposte.net</td><td></td><td>IT</td><td>Never logged in</td><td></td></tr></tbody></table>
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Mes enquêtes Aide

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fr-panelist-wpss@laposte.net

Déconnexion

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Votre mot de passe a été mis à jour!

# Etude d'Opinion pour la France

## Bienvenue France

### Dernières enquêtes

Aucune enquête disponible

### Autres actions

Modifier vos coordonnées

Aide
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Panelists

Panels

National coordinators

Surveys

Messages

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Log out

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Headquarters → Surveys → ESRA_2021 →

# New distribution

Set parameters for this distribution

## Description

ESRA Test distribution

## Panels

WPSS TEST_Belgium-French

WPSS TEST_Italy

ESRA-Italy

ESRA-France

## Target panelists *

### All

### Survey completed

### Survey not completed

## Contact mode *

### Email

### SMS

## Select subject *

ESRA - Subject email invite

## Select message *

Email content - Invite

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Fallback contact mode
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Panelists

Panels

National coordinators

Surveys

Messages

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Log out

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Headquarters → Surveys → ESRA_2021 →

Distribution

Sent

Panels associated with this distribution

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ESRA Test distribution

Expiration date: 16/08/2021 14:17:22

<table><thead><tr><td>Panel</td><td>Invited</td><td>Started</td><td>Finished</td></tr></thead><tbody><tr><td>ESRA-France</td><td>1</td><td>0</td><td>0</td></tr><tr><td>ESRA-Italy</td><td>1</td><td>0</td><td>0</td></tr></tbody></table>
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Panelists

Panels

National coordinators

Surveys

Messages

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Log out

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Headquarters → Surveys → ESRA_2021 →

Distribution

Sent

Panels associated with this distribution

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ESRA Test distribution

Expiration date: 16/08/2021 14:17:22

<table><thead><tr><td>Panel</td><td>Invited</td><td>Started</td><td>Finished</td></tr></thead><tbody><tr><td>ESRA-France</td><td>1</td><td>0</td><td>0</td></tr><tr><td>ESRA-Italy</td><td>1</td><td>1</td><td>0</td></tr></tbody></table>
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The data archive staff downloads a survey dataset from the survey platform.

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## Key features

* flexible design

* multilingual support

* flexible contact modes

* separated content management

* centralized fieldwork operation

* decentralized panel level management

* panelist user experience

* online wiki
—

Thank you

[itcdsp-scpolst@sciencespo.fr](mailto:itcdsp-scpolst@sciencespo.fr)

[Genevieve.Michaud@sciencespo.fr](mailto:Genevieve.Michaud@sciencespo.fr)