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Survey Solutions
COMPUTER-ASSISTED PERSONAL and WEB INTERVIEWING
Michael Lokshin
World Bank
Benefits of CAPI
Ensure data quality and
comparability
Improve timeliness of data
collection
Allow collection of new types of
information/data
Cost-effective, sustainable solution
for NSOs
• Simple yet flexible system for the non-expert users. Typical
clients – National Stat Offices
• Functionality for
– data capturing: entering data on a tablet
– survey management: managing teams of enumerators
– data management: data aggregation, versioning, reporting
• Tablet-based with ability to display and navigate through multi-
level large questionnaires.
• Support of panel surveys and complex validation algorithms.
• Cost effective system that can be used and supported by
NSOs without external TA.
CAPI System Requirements
• Out-of-the-box solution for survey data collection: data capturing, data
management, and survey management. No software on the market provides
such a package. All other system focus mostly on data capturing.
• Minimum TA; Focus on Capacity Building: Survey Solutions is designed to
minimize the TA. Lowest leargning curve. Other systems require constant and
significant TA. Expert versus User centered approach.
• Designed for large surveys: Survey Solutions is specifically designed for LSMS
and HBS-types of surveys: Nested Rosters, Cascading and Linked questions,
Roster-specific validations. Online collaboration.
• Data security: Survey Solutions allows storing data on the local servers of
NSO thus complying with the local data privacy and anonymity laws. No other
software used by the NSOs has such functionality (SurveyCTO can do that for
a high fee, but we know of no NSO that is using it – different market (Kenya)).
Main differences from other systems
Paradata: improving data quality
Collaboration with ESRI on GIS
Map of the survey
Monitor the survey by checking the GPS location
of where and when the interview took place.
Collaboration with AWS and Facebook to
Reduce Costs of Data
• Sampling based on population estimates using
high resolution satellite images and ML
• Anthropometric measurements using image
recognition
• Verification of individuals in panel surveys using
face recognition and face aging algorithms.
• Experimentation in determining the reliability of
answers based on facial expressions.
• ML for non standard units
• Sign language recognition
SURVEY PIPELINE: 700+ NATIONAL SURVEYS IN 109 COUNTRIES
7,500,000+ FACE TO FACE INTERVIEWS
SURVEY SCOPE
• Survey types: LSMS, HBS, LFS, Enterprise Survey, EDU, Health
• Large Clients: India NSSO; Stats SA; Thailand NSO; FAO; IFAD; OECS; AfDB;
IADB; OECS; IFS, LSTD, …, BRAC; OPM; Mathematica
• Largest survey: SA – 2,600,000 households, 12,000
enumerators, 500 supervisors, 60K
questionnaires per day
• Questionnaire: Malawi – 3,000+ questions, 94 rosters
• Other large surveys:
• Indonesia Sakarnas 200,000
• Ethiopia, Uganda, Malawi LSMS
• Nigeria LSMS
• WAEMU Household surveys in 12 countries of West Africa
• Many others

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5. Survey Solutions Presentation

  • 1. Survey Solutions COMPUTER-ASSISTED PERSONAL and WEB INTERVIEWING Michael Lokshin World Bank
  • 2.
  • 3. Benefits of CAPI Ensure data quality and comparability Improve timeliness of data collection Allow collection of new types of information/data Cost-effective, sustainable solution for NSOs
  • 4. • Simple yet flexible system for the non-expert users. Typical clients – National Stat Offices • Functionality for – data capturing: entering data on a tablet – survey management: managing teams of enumerators – data management: data aggregation, versioning, reporting • Tablet-based with ability to display and navigate through multi- level large questionnaires. • Support of panel surveys and complex validation algorithms. • Cost effective system that can be used and supported by NSOs without external TA. CAPI System Requirements
  • 5. • Out-of-the-box solution for survey data collection: data capturing, data management, and survey management. No software on the market provides such a package. All other system focus mostly on data capturing. • Minimum TA; Focus on Capacity Building: Survey Solutions is designed to minimize the TA. Lowest leargning curve. Other systems require constant and significant TA. Expert versus User centered approach. • Designed for large surveys: Survey Solutions is specifically designed for LSMS and HBS-types of surveys: Nested Rosters, Cascading and Linked questions, Roster-specific validations. Online collaboration. • Data security: Survey Solutions allows storing data on the local servers of NSO thus complying with the local data privacy and anonymity laws. No other software used by the NSOs has such functionality (SurveyCTO can do that for a high fee, but we know of no NSO that is using it – different market (Kenya)). Main differences from other systems
  • 8. Map of the survey
  • 9. Monitor the survey by checking the GPS location of where and when the interview took place.
  • 10. Collaboration with AWS and Facebook to Reduce Costs of Data • Sampling based on population estimates using high resolution satellite images and ML • Anthropometric measurements using image recognition • Verification of individuals in panel surveys using face recognition and face aging algorithms. • Experimentation in determining the reliability of answers based on facial expressions. • ML for non standard units • Sign language recognition
  • 11. SURVEY PIPELINE: 700+ NATIONAL SURVEYS IN 109 COUNTRIES 7,500,000+ FACE TO FACE INTERVIEWS
  • 12. SURVEY SCOPE • Survey types: LSMS, HBS, LFS, Enterprise Survey, EDU, Health • Large Clients: India NSSO; Stats SA; Thailand NSO; FAO; IFAD; OECS; AfDB; IADB; OECS; IFS, LSTD, …, BRAC; OPM; Mathematica • Largest survey: SA – 2,600,000 households, 12,000 enumerators, 500 supervisors, 60K questionnaires per day • Questionnaire: Malawi – 3,000+ questions, 94 rosters • Other large surveys: • Indonesia Sakarnas 200,000 • Ethiopia, Uganda, Malawi LSMS • Nigeria LSMS • WAEMU Household surveys in 12 countries of West Africa • Many others