Survey Design

Donald H. Kluemper
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Abstract

The use of surveys is prevalent in academic research in general, and particularly in business and management. As an example, self-report surveys alone are the most common data source in the social sciences. Survey design, however, involves a wide range of methodological decisions, each with its own strengths, limitations, and trade-offs. There are a broad set of issues associated with survey design, ranging from a breadth of strategic concerns to nuanced approaches associated with methodological and design alternatives. Further, decision points associated with survey design involve a series of trade-offs, as the strengths of a particular approach might come with inherent weaknesses. Surveys are couched within a broader scientific research process. First and foremost, the problem being studied should have sufficient impact, should be driven by a strong theoretical rationale, should employ rigorous research methods and design appropriate to test the theory, and should use appropriate analyses and employ best practices such that there is confidence in the scientific rigor of any given study and thus confidence in the results. Best practice requires balancing a range of methodological concerns and trade-offs that relate to the development of robust survey designs, including making causal inferences; internal, external, and ecological validity; common method variance; choice of data sources; multilevel issues; measure selection, modification, and development; appropriate use of control variables; conducting power analysis; and methods of administration. There are salient concerns regarding the administration of surveys, including increasing response rates as well as minimizing responses that are careless and/or reflect social desirability. Finally, decision points arise after surveys are administered, including missing data, organization of research materials, questionable research practices, and statistical considerations. A comprehensive understanding of this array of interrelated survey design issues associated with theory, study design, implementation, and analysis enhances scientific rigor.
调查设计
一般来说,调查的使用在学术研究中很普遍,尤其是在商业和管理领域。例如,自我报告调查本身就是社会科学中最常见的数据来源。然而,调查设计涉及范围广泛的方法决策,每种方法都有自己的优势、局限性和权衡。有一系列与调查设计相关的问题,从广泛的战略关注到与方法和设计方案相关的微妙方法。此外,与调查设计相关的决策点涉及一系列权衡,因为特定方法的优势可能伴随着固有的弱点。调查是在更广泛的科学研究过程中进行的。首先,所研究的问题应该有足够的影响,应该由强大的理论基础驱动,应该采用严格的研究方法和设计来测试理论,应该使用适当的分析和采用最佳实践,这样就可以对任何给定研究的科学严谨性有信心,从而对结果有信心。最佳实践需要平衡一系列方法问题和与开发可靠的调查设计有关的权衡,包括作出因果推论;内部有效性、外部有效性和生态有效性;常用方法方差;选择数据来源;多级问题;措施的选择、修改和发展;适当使用控制变量;进行功率分析;以及管理方法。在调查的管理方面有一些突出的问题,包括提高回复率以及尽量减少粗心大意和/或反映社会期望的答复。最后,决策点出现在调查管理之后,包括缺失的数据、研究材料的组织、可疑的研究实践和统计考虑。对与理论、研究设计、实施和分析相关的一系列相互关联的调查设计问题的全面理解可以提高科学的严谨性。
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