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Mathematica’s Integrated Survey Management System

Mathematica’s Integrated Survey Management System. March 2012 Presentation to the FedCASIC Conference Steve Lehrfeld Associate Director of Information Services (IS) Mathematica Policy Research. Agenda. Background of our current system Benefits of our current system

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Mathematica’s Integrated Survey Management System

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  1. Mathematica’s Integrated Survey Management System March 2012 Presentation to the FedCASIC Conference Steve Lehrfeld Associate Director of Information Services (IS) Mathematica Policy Research

  2. Agenda • Background of our current system • Benefits of our current system • Disadvantages of our current system • The new integrated solution (ISMS) • Benefits of new integration • Challenges encountered • Progress and outlook

  3. Background – Survey Management System (SMS) PAPI DB CATI CAPI SMS DB DB DB DB CAWI

  4. Benefits of Current System • All respondent contact information is centrally maintained in one database • All instrument statuses are centrally maintained in one database • Reporting across multiple modes and instruments from one location • Additional modes or instruments are added to the single SMS system • Cases can move in and out of locating from CATI / CAPI • Longitudinal projects = no problem

  5. Overview of Current CATI / SMS Integration Cases sent for locating or final statused CATI = Blaise SMS Sample & Management Data Sample & Management Data Questionnaire Data Cases located and new sample

  6. Disadvantages of Current System • Blaise maintains its own copy of some contact data and status information • Duplication of data • Synchronization issues can/will occur • Blaise is not a contact management application • Transfer of data occurs overnight, not in real time • Round trip can take 2 full days • Problems during overnight can cause disruption of data collection the next day

  7. New Integrated Solution (ISMS) CATI ISMS SMS Sample & Management Data Scheduler Data Questionnaire Data New Sample Sent to Scheduler

  8. Benefits of New Integration (ISMS) • Most contact data stored in only one location • Real-time access to the central data – no overnight sync required • Cases will move from CATI to locating instantly • Minimal duplication of data • Minimal use of transfer files

  9. Challenges Encountered • Scheduler – could not be extracted from the instrument • Determining best technology and architecture to pass data between applications and have maximum flexibility and customization • Monitoring the load and stability of the infrastructure • Creating an easy-to-use application that bridges two different systems and input styles

  10. Progress and Outlook • ISMS .NET application now has full access to Blaise case data and can update data elements that affect the scheduler • Proof-of-concept successful • Many case management screens are now implemented in .NET • User acceptance testing ongoing • On schedule for pilot in late fall 2012

  11. For More Information Please contact: Steve Lehrfeld slehrfeld@mathematica-mpr.com Questions?

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