Come to the IFD&TC registration table to check in and pick up your conference materials. Limited late conference check-in also available from 7:30 a.m. to 9:00 a.m. Monday morning.

Location: Tom Thomson

Facilitator: Margaret Hudson, Chris Benson, UM-Survey Research Center (UM-SRC) | NORC at the University of Chicago

Session Focus: Speed Networking returns!
Whether you are brand new to IFD&TC, or have been coming for years, speed networking is a great way to meet new people and kick off the conference with an informal chance to get to know other 2019 attendees. Join us for a fast paced speed networking session on Sunday afternoon before the happy hour reception.

IFD&TC organizers past and present welcome you to the conference.

Please join us for a happy hour reception featuring light snacks, a cash bar, and an informal time to visit with old and new friends. Dinner on your own after the reception.

Continental breakfast served.

If you arrived late to the conference, you have the opportunity to check in before the first session Monday morning at the IFD&TC registration desk.

All attendees facilitating a session at the conference are asked to attend a half hour breakfast meeting to go over facilitator guidelines and answer questions. If you’ve been a facilitator before, please come share your experiences with newer facilitators. If this is your first time, join us to meet others, and learn more about how facilitating works at IFD&TC.

Location: Toronto III

Facilitator: Jennifer Dykema, University of Wisconsin Survey Center

IFD&TC is very pleased to welcome Paul Beatty of the U.S. Census Bureau for the Field keynote address. This presentation considers how some of our common questionnaire development methods are evolving in response to shifts in survey modes, availability of new data sources, and other notable changes in the survey landscape.

Location: Toronto II/III

Facilitator: Tracy Keirns, University of New Hampshire

Session Focus: Learn more about techniques for formatting and introducing surveys, follow-up strategies that work, and call-in options to improve response rates.

Presentations:
• Third Time’s a Charm? Systematic Analysis of the Effect of Sending a Third Questionnaire on Response Rates for Mail Surveys – John Stevenson, University of Wisconsin Survey Center; Jennifer Dykema, University of Wisconsin Survey Center
• Operationalizing a Limited Effort Protocol and Call in Experiment on HRS 2018 – Daniel Tomlin, UM-Survey Research Center (UM-SRC)
• Fewer Pages or Respondent-Friendly Design: Which Leads to Higher Response? – Lindsey Witt-Swanson, University of Nebraska – Lincoln-Bureau of Sociological Research
• License and Registration Please! Practical Steps to Promoting Survey Legitimacy – Ryan Callahan, Mathematica Policy Research

Location: Carmichael

Facilitator: Yu-chieh (Jay) Lin, UM-Survey Research Center (UM-SRC)

Session Focus: Presenters will share important advances in survey language translations, cultural considerations when adapting survey scales and recruiting special populations.

Presentations:
• Translating a Patient Experience Survey into Armenian: A Roadmap for Conducting Translations of Uncommon Languages – Georgina McAvinchey, RTI International
• Clean Air, Clear Scales: Experiment to Assess Scale Understanding Across Cultures – John Lee Pratt Holmes, Qatar University Social and Economic Survey Research Institute (SESRI)
• Response Rates After Longer Breaks in Interviewing – Dr. Roman Auriga, Leibniz Institute for Educational Trajectories
• Recruiting a Specialized Sample of Urban Native American Youth – Jen Parker, RAND Survey Research Group

Location: Varley

Facilitator: David Bergeron, RTI International

Session Focus: Join us for a session that focuses on different approaches to respondent contact protocols across modes.

Presentations:
• A Pre-Paid Cash Incentive Experiment – Beverly Weidmer, RAND Survey Research Group
• Optimal Number of Call Attempts for a Complex, Multi-Stage Establishment Survey – Derek Stone, RTI International
• The Impact of Certified Mail Follow-Up on Nonresponding Units – Dedrick Owens, U.S. Census Bureau
• “I Already Did Your Survey” – Continuing to Explore How Repeat Phone Numbers Affect the Success of an Ongoing Surveillance Tool – Nikki Gohring, University of Nebraska Lincoln-Bureau of Sociological Research

Location: Jackson

Facilitator: Eric White, University of Wisconsin Survey Center

Session Focus: Technical solutions frequently involve a mix of off-the-shelf and custom software. This session provides a mix of homegrown solutions and innovative extensions of licensed software products.

Presentations:
• Old Habits Die Hard: Re-Architecting Web Survey Systems from the Ground Up – Chris Griggs, RTI International
• A New Coding Application – Cheng Zhou, UM-Survey Research Center (UM-SRC)
• Expanding the Capabilities of a Third Party Survey Framework – Mikhail Thomas, IMPAQ International
• Maximizing Use of ODK, RedCAP and FreshService by Facility Staff and Research Nurses in Post Acute Care Settings: Lessons Learned from IMPACT Study – Emily Dao, RAND Survey Research Group; Rosa Elena Garcia, RAND Survey Research Group

Bring your RDD lunch ticket and join us for lunch.

Attendees are seated at tables according to the number drawn on their lunch tickets at check in. RDD lunch is a fun way to meet and get to know other attendees!

Location: Toronto II

Facilitator: Gina Cheung, UM-Survey Research Center (UM-SRC)

Session Focus: Large scale data collection efforts provide unique opportunities for learning about center and staff management. This session will highlight multiple aspects of four large data collection efforts from different organizations.

Presentations:
• Laying the Groundwork for a Multi-Mode Study: Coordination and Quality Assurance Activities Across Different Teams and Data Collection Modes – Suzanne Caflisch, RAND Survey Research Group; Rosa-Elena Garcia, RAND Survey Research Group
• 700 Interviewers, 100,000 cases, 5 months? Oh My! – Kimberly Courey, NORC at the University of Chicago; Vicki Wilmer, NORC at the University of Chicago
• The 2020 Census Integrated Partnerships and Communications Program: A Research-Based Campaign – Kaile Bower, U.S. Census Bureau
• Managing Field Work for Improving Data Collection in a Large Scale Study: Experiences of the Malaysia Ageing and Retirement Survey – Gina Cheung, UM-Survey Research Center (UM-SRC); Yu-chieh (Jay) Lin, UM-Survey Research Center (UM-SRC)

Location: Carmichael

Facilitator: Peter Batra, UM-Survey Research Center (UM-SRC)

Session Focus: Learn about cutting edge methods for recruiting participants from specialized provider and patient populations.

Presentations:
• Recruiting Physicians in a Patient-Centered Medical Home (PCMH) Practice Setting for Research: Effective Strategies to Gain Cooperation – Chau Pham, RAND Survey Research Group; Rosa-Elena Garcia, RAND Survey Research Group
• Efforts to Reduce Out-of-Scope Rates in the National Ambulatory Medical Care Survey – Melissa Kresin, U.S. Census Bureau
• Mental Health Diagnosis and Survey Disposition Among Adult Users of Behavioral Health Services in Washington State – Kristen Petersen, Washington State University – Social and Economic Sciences Research Center

Location: Varley

Facilitator: Kelleigh Trepanier, A.L. Burruss Institute – Kennesaw State University

Session Focus: Do you work in a small shop? Come discuss problems you face and solutions you’ve implemented given constraints in terms of size, budget, and organizational context. This roundtable will facilitate networking, sharing of ideas, and adapting to ensure that your small shop prospers.

Location: Tom Thomson

Facilitator: Orin Day, RTI International

Session Focus: Presenters will provide an eclectic take on various infrastructure issues impacting survey centers. Many centers are experiencing pressure to migrate to cloud-based platforms for a range of services. Longstanding concerns regarding security and testing are also addressed.

Presentations:
• Benefits of Exploratory Testing Using Test Charters – Sangeetha Immani, RTI International
• Cloud Ascension: Architecting Intelligent Cloud Solutions – Chris Griggs, RTI International
• Security Vulnerabilities in Account Management – Anwar Mohammed, RTI International
• Shifting Sands – Addressing the Challenges of Windows 10 Updates to Field Laptops – Orin Day, RTI International; Jim Pratt, RTI International; YHung Mlo, RTI International
• RAPTER® 2.0 – Mathematica Principles in SaaS Product Development – Mark Lafferty, Mathematica Policy Research, Inc.

Location: Carmichael

Facilitator: Delicia Solis, MSU Office for Survey Research

Session Focus: Challenges and solutions in sampling and calling strategies for telephone and establishment surveys.

Presentations:
• Dual-Frame RDD or Mixed Mode? Where Do We Go from Here? – Lin Stork, MSU Office for Survey Research; Delicia Solis, MSU Office for Survey Research
• “Who You Gonna Call?” – a Responsive Design to Increase Calling Efficiency in a Telephone Survey – Sabina Kastberg, Office for National Statistics, United Kingdom
• Increasing Contact Rates and Completion Rates by Controlling Telephone Number in CATI – Margaret Collins, IMPAQ International, LLC

Location: Tom Thomson

Facilitator: Heidi Guyer, UM-Survey Research Center (UM-SRC)

Session Focus: Join us for a lightning round of brief presentations on a wide range of topics including a review of incentive strategies and optimizing respondent recruitment using sampling and outreach strategies.

Presentations:
• To Invite or Remind? That Is the Question When Attempting to Optimize Respondent Outreach Mailings – Natalia Ibanez, Decision Information Resources (DIR); Heather M. Morrison, Decision Information Resources (DIR)
• Using Organization Member Lists in Web Surveys to Achieve a Larger Sample Size – Peter Batra, UM-Survey Research Center (UM-SRC)
• Evaluate the Benefits of Survey Link Delivery Options through Email and Texting in Mixed-Mode Survey Administration – Mihaly Imre, JSI Research & Training Institute, Inc
• What Is Old Is New Again: Analog Outreach in the Digital Age – Heather Morrison, Decision Information Resources (DIR); Natalia Ibanez, Decision Information Resources (DIR); Krishna Epps, Decision Information Resources (DIR)
• Seizing an Appertunity: Exploring App-based Survey Recruitment through Instagram and Facebook Ads – Yasamin Miller, Yasamin Miller Group
• Tracking Allocation of Costs Across Studies: Development of a Software Solution – Chris Schlapper, University of Wisconsin Survey Center

Location: Varley

Facilitator: Janice Larson, Iowa State University – CSSM

Session Focus: This roundtable will provide opportunity to discuss the implications of recent IRB changes for survey shops as well as how to most effectively address those challenges.

Location: Jackson

Facilitator: Brian Harnisch, Wyoming Survey and Analysis Center

Session Focus: What are the best data and methods for assessing the performance of various aspects of survey operations? Traditional statistical methods such as multiple regression as well newer data visualization techniques are considered in this session on use of paradata and statistical modeling.

Presentations:
• Managing Survey Operations Using Standard Tools of Project Management – Lee Beck, U.S. Census Bureau; Jared Gerstenbluth, U.S. Census Bureau
• Using Multiple Regression to Develop a Predictive Response Rate Model for Field Interviewing – John Gloster, U.S. Census Bureau
• Post-Survey Evaluation Using Tableau – Richard Holden, U.S. Bureau of Labor Statistics; Amar Mann, U.S. Bureau of Labor Statistics; Tian Luo, U.S. Bureau of Labor Statistics
• Transforming Survey Paradata for Quality Control – Cheng Zhou, UM-Survey Research Center (UM-SRC)

Everyone is encouraged to attend the IFD&TC Business Meeting. Even if this is your first year attending the conference, your participation is welcome.

The Business Meeting is where we discuss the future of the IFD&TC conference, elect new organizers, and learn about the location of future conferences.

Continental breakfast served

New Modes, New Data, Same Errors – Fred Conrad, Director, Michigan Program in Survey Methodology, University of Michigan
Invited Address: Field Tech (Soft Tech)

Location: Toronto III

Facilitator: Heidi Guyer, UM-Survey Research Center (UM-SRC)

Fred Conrad is a Research Professor at the University of Michigan’s Survey Research Center. He will discuss several new and emerging modes for collecting conventional survey data (i.e., self-reports), specifically text messaging, virtual interviewers, and video-mediated interviewing. In addition he will talk about two types of data that are not self-reported but may hold promise for social and behavioral research: sensor data collected with smartphones and social media posts, specifically tweets. He will suggest that the Total Survey Error framework continues to apply and can help improve quality across modes and types of data.

Location: Tom Thomson

Facilitator: David Northrup, York University – Institute for Social Research

Session Focus: Survey research methods for web surveys continue to evolve. Come and learn more about recent challenges and solutions with web surveys on topics such as experiments in email recruitment, ways to encourage web response, and obtaining high data quality.

Presentations:
• Impact of Email Preview Panes on Web Survey Response Rates – Erica Moore, Indiana University Center for Survey Research
• Embedded Survey Questions: An Approach to Encourage Web Response in Mixed Mode Government Surveys? – Hannah Bent, Tetra Tech; Becca Cevilla, Tetra Tech
• Item Missing Data: Prompting Essential Questions – Ryan Yoder, UM-Survey Research Center (UM-SRC); Heather Schroeder, UM-Survey Research Center (UM-SRC)
• Increasing Web Response Rates on a Small Budget with a Sample of College Students – Margaret Collins, IMPAQ International, LLC

Location: Carmichael

Facilitator: Beverly Weidmer, RAND Survey Research Group

Session Focus: Presenters will share the latest on management tools, forecasting field production, employee satisfaction, and using dashboards to monitor and motivate data collection staff.

Presentations:
• Transforming Social Survey Management Information at the Office for National Statistics UK – Helen Batchelor, Office for National Statistics
• Better than a Crystal Ball? Trying to Forecast Field Production – Kimberly Courey, NORC at the University of Chicago; Kyle Fennell, NORC at the University of Chicago
• Assessing Employee Satisfaction and Intention to Leave among Centralized & Decentralized Interviewers – Heidi Guyer, UM-Survey Research Center (UM-SRC)
• Dashboards Dashboards Dashboards! – Kyle Fennell, NORC at the University of Chicago

Location: Varley

Facilitator: Kelly Elver, University of Wisconsin Survey Center

Session Focus: Yearly roundtable for those involved in cost estimate and proposal writing.

Location: Jackson

Facilitator: Jeff Coburn, Institute for Community Inclusion at UMass Boston, and Sandhya Bikmal, RTI International

Session Focus: The Section 508 standards have recently been revised and now incorporate WCAG guidelines. This workshop will focus on practical tests for the most common violations of WCAG Success Criteria that would specifically apply to web forms and surveys. While the talk will be on the more technical side, we will stay happily within the web browser, and feature some useful extensions, and away from command line or build tools. Key takeaways will be a better understanding of the guidelines; how they apply to surveys; and how to test for, and discover, the most common violations and issues.

Bring your RDD lunch ticket and join us for lunch.

Attendees are seated at tables according to the number drawn on their lunch tickets at check in. RDD lunch is a fun way to meet and get to know other attendees!

Location: Toronto II

Facilitator: Christy Storey, A.L. Burruss Institute – Kennesaw State University

Session Focus: Incentives are an important tool for obtaining higher response rates in the world of survey research. This session will explore pre- and post-interview incentive strategies, including monetary and non-monetary incentives and experimental designs.

Presentations:
• Implementing and Maintaining an Electronic Incentive (PayPal) in a Longitudinal Study – Alyson Miller, RTI International
• Sequential Prepaid Incentives and Cover Letter Appeals: Effects on Response Rates, Data Quality, and Costs in an Address-Based Mail Survey – Jennifer Dykema, University of Wisconsin Survey Center
• Effect of Monetary and Non-Monetary Post-Incentives on Response Rates to the Wisconsin Pregnancy Risk Assessment Monitoring System – Stephanie Hartwig, University of Wisconsin Survey Center

Location: Carmichael

Facilitator: Nick Schultz, University of Wisconsin Survey Center

Session Focus: Presenters will share valuable techniques in evaluating, recruiting & training new interviewing staff as well as the development of new fielding protocols.

Presentations:
• Using Text Analysis to Recruit Qualified and High-Performing Candidates – Carlos Macuada, UM-Survey Research Center (UM-SRC)
• Measuring the Impact of an Hours Expectation Document Upon Recruitment – Tina Vera, RTI International
• Designing a Distance Learning Training Package for In-Person Interviewers – Amanda Hall, Westat
• Multi-Phased Pilot Test for Implementing a Redesigned Establishment Survey – Samantha Rosner, NORC at the University of Chicago

Location: Jackson

Facilitator: Lew Berman, ICF

Session Focus: This panel will discuss two sets of challenges and solutions in center management.

Telephone based surveys typically use supervisory staff to live-monitor interviewers or manually review recordings for effective speech rate, properly reading a question, and accurately recording a response. General industry practice is to review 5-10% of all calls. However, these practices are labor intensive, subjective, and the evidence for this range of review is anecdotal. This panel will discuss current call center practices and new technical solutions for improving these practices.

Spam blockers are having an increasing impact on our ability to contact respondents by phone. Panelists will share research about spam blockers, how they affect centers with different telephone systems, and possible solutions to ensure your calls get through to study participants.

Panelists:
• Lewis Berman, ICF
• Kate Hobson, NORC at University of Chicago
• Steve Coombs, University of Wisconsin Survey Center
• Kallan Larsen, UM-Survey Research Center (UM-SRC)

Location: Tom Thomson

Facilitator: Tim Olson, U.S. Census Bureau

Session Focus: Location data is playing an increasing role in the management of field survey operations. The presentations in this section demonstrate how geographic data can be used to detect falsification and maximize the productivity of field efforts.

Presentations:
• Where Have You Been?!? Providing Field Managers with Location Data to Monitor and Manage Field Staff – David Bergeron, RTI International
• Using GPS to Detect Falsifiers: Today’s Practices, Tomorrow’s Vision – Andrew Williams, Westat; Tammy Cook, Westat
• Developing a Customized, Google Maps API-driven Case Management Interface – Augie Salick, University of Wisconsin Survey Center

Location: Toronto II

Facilitator: Ella Kemp, NORC at the University of Chicago

Session Focus: Presenters will focus on the latest improvements to contact materials and strategies, including using social media and text messages for respondent outreach and the effects of contact verification on response rates.

Presentations:
• Using Social Media to Contact Non-Responders in a Longitudinal Study – Peter Batra, UM-Survey Research Center (UM-SRC)
• Using Text Messages for Data Collection in Two National Dental PBRN Studies – Casey A Easterday, HealthPartners Institute
• Improving Respondent Engagement Through a Multi-Step Active Contact Verification Process – Morgan Jones, East Tennessee State University

Location: Carmichael

Facilitator: Jaime Faus, University of Wisconsin Survey Center

Session Focus: Don’t miss this lightning round on a wide range of technical innovations and strategies on topics including video interviews, electronic signatures, and monitoring methods.

Presentations:
• Please Sign Here: Collecting Electronic Signatures for Consent and Incentives During CAPI Interviews – Rob Schultz, University of Wisconsin Survey Center
• Designing a Dashboard System for Floor Management, the Seating Information Tool (SIT) – Jason Rajan, NORC at the University of Chicago
• Considerations When Conducting Video-Mediated Survey Interviews – Kallan Larsen, UM-Survey Research Center (UM-SRC)
• Let the Respondent Do It – Leveraging Internet Self-Response to Improve Efficiency – Joshua Winston, U.S. Census Bureau; Michael Kowalyk, U.S. Census Bureau
• Response, What’s It Worth? – Office for National Statistic’s Big Incentives Review – Sabina Kastberg, Office for National Statistics, United Kingdom
• Utilization of the Drop-Off/Pick-Up Method in a Longitudinal Multi-Mode Data Collection Effort – Mark Miazga, University of Minnesota

Location: Jackson

Facilitator: Jennifer Draude-Wilson, Darine Zaatari, NORC | NORC

Session Focus: This open discussion will allow participants to discuss challenges and solutions when fielding federally funded surveys. Topics may include service contract act (SCA), government shutdowns over the past decade, data privacy and security issues and achieving target response rates.

Location: Tom Thomson

Facilitator: Tim Sanders, American Society for Radiation Oncology

Session Focus: Browse the showcase tables and get a hands-on demonstration of hardware and software for data collection from those who develop and use it.

Presentations:
• New Network and rEMA Data Collection Tools – Patrick Habecker, University of Nebraska-Lincoln
• Introducing Real Time Progress Monitoring to Field Operations – Maria Ledgeway, Office for National Statistics, United Kingdom; Tracy Hobson, Office for National Statistics, United Kingdom
• RAPTER® 2.0 – Mathematica Principles in SaaS Product Development – Mark Lafferty, Mathematica Policy Research, Inc.
• Aura Survey Designer – A Windows Client Application Providing a User Friendly Respondent Web Application – Ramonia Davis, USDA- NASS

Location: Varley

Facilitator: Gina Cheung, UM-Survey Research Center (UM-SRC)

Session Focus: Join attendees with an interest in the technical aspects of survey research for a special roundtable discussion. The open format allows for a range of soft tech management topics and current events impacting survey center technical operations.

Continental breakfast served.

Location: Varley

Facilitator: Jessica Maleryn, NORC at the University of Chicago

Session Focus: Each year, survey researchers are asked to collect more types of non-survey data. This session will share details of implementing some of the most popular types of ancillary data collection such as physical measures, blood and microbiome samples, actigraphy, ecological momentary assessment, and sleep diaries.

Presentations:
• Utilizing Unique Data Collection Methods Among a 65+ Population – Kelly Pudelek, NORC at the University of Chicago
• Ancillary Data Collection for the NAYSHAW Project – Jen Parker, RAND Survey Research Group
• Microbiome Data Collection Within a Complex Survey – Ryan Buechel, NORC at the University of Chicago

Location: Tom Thomson

Facilitator: Kyle Fennell , NORC at the University of Chicago

Session Focus: For years, presenters and panelists at IFD&TC, AAPOR, and other conferences have worried about impact of decreasing survey participation and tight budgets on primary data collection efforts. Multimode data collection holds out the promise of better response rates, reduced cost, and other benefits. Join us for a session that will examine potential benefits and perils of implementing multimode data collection across a range of considerations, including project management, special respondent populations, and interviewers.

Presentations:
• Tips and Warnings about Multi-mode Data Collection: Lessons From the Field. – Kyle Fennell, NORC at the University of Chicago
• Use of Web and Other Modes of Data Collection Among Elderly and Oldest Old Health Plan Members: Results of the Multiple Chronic Care Among Elderly Study – Rosa Elena Garcia, RAND Survey Research Group
• Measuring Interviewer Impact In Mixed-Mode Surveys – Leah Roberts, UM-Survey Research Center (UM-SRC)
• The Impact of Sending a Second Follow-Up Letter in Multi-Mode Individual Surveys – Joelle Poulin, Institut de la statistique du Québec

Location: Carmichael

Facilitator: Hillary Hanson, University of Chicago Survey Lab

Session Focus: This session will focus on systems and strategies to assess data quality and protocol standardization among interviewers.

Presentations:
• The Use of a Centralized Monitoring Evaluation System to Assess Trends and Interrater Reliability – Stacey Bell, RTI International
• How to Improve the Quality Control Assessment Process and its Efficiency: Lessons Learned from a Data-Driven Approach – Yu-chieh Lin, UM-Survey Research Center (UM-SRC)
• Promoting Data Quality and Protocol Standardization in Multi-Vendor Data Collection Efforts – Joshua Wolf, RAND Survey Research Group; Deborah Kim, RAND Survey Research Group

Location: Jackson

Facilitator: Ellen Malven, Jan Larson, Iowa State University – Center for Survey Statistics & Methodology (CSSM) | Iowa State University – Center for Survey Statistics & Methodology (CSSM)

Session Focus: During this roundtable discussion, small shops are invited to share the tools and tech that aide in their own operations, while also learning about new tools and tech used by other shops.

Location: Toronto II

Facilitator: John Stevenson, University of Wisconsin Survey Center

Only the cool kids stay for the final session of IFD&TC this year! Root on your fellow attendees in a Family Feud-inspired showdown, as they play for fame and bragging rights. Stay tuned for more details and the survey questions!