arf foq2 router definitions-visuals

What is Routing?

1 ARF FOQ 2 – Router Team Findings

“Traditional” Non-router Approach

2

Non-router

…and so on for each individual study

Screener: Study A

Completes

Study A

Draw Sample: Study A

Thank & Terminate Respondent

Outcome:

Qualified

Outcome:

Does Not Qualified

Study A

Not Administered

Invitation: Study A

Screener: Study B

Completes

Study B

Draw Sample: Study B


Outcome:

Qualified

Outcome:

Does Not Qualified

Study B

Not Administered

Invitation: Study B

Screener: Study C

Completes

Study C

Draw Sample: Study C


Outcome:

Qualified

Outcome:

Does Not Qualified

Study C

Not Administered

Invitation: Study C

ARF FOQ 2 – Router Team Findings

Generic Routing Approach

3

Generic routing

Study A

Study B

Study C Study D

Study E

Create Sample Frame: To meet needs of studies in routing environment

Invitation: To a central area using multiple methods

Screen: For one or more studies on the router

Assign Study: To a respondent who is qualified, based on screening

Two types of routers exist

in the marketplace…


Serial Router

Definition: In its most basic form, serial routing is a process whereby a respondent is

screened sequentially for the available studies on a router. Upon qualification

for a study, the respondent is immediately sent into the full survey. Upon

disqualification in any screener, another screener is served to the respondent –

with the process repeating until qualification occurs.

Example Respondent enters a router, and is randomly served the screener for Study 42.

He does not qualify and attempts Study 23, resulting in another disqualification.

The router then randomly serves the screener for Study 71, the respondent

meets the criteria, and is sent into Study 71 for a full and joyfully robust survey

experience.


Serial Router

» Visual

5

Router Entry

Screener 42

Outcome: DQ

Screener 23

Outcome: DQ

Screener 71

Outcome:

QUALIFIED

Study 42

Study 23

Study 71

R A N D O M A S S I G N M E N T O F S C R E E N E R S

Screener 8

Outcome:

None

Study 8


Parallel Router

Definition: In its most basic form, parallel routing is a process whereby a respondent is

exposed to a set of screening questions from all or a subset of the surveys on

the router, simultaneously, on the same page. After the respondent answers

these questions, he or she is assigned to one of the studies for which he or she

appears to be qualified.

Example Respondent enters a router, and a page of questions is presented that

contains the screeners for Study 42, Study 23, Study 71, and Study 8.

The questions were selected at random by the system with presentation order

randomized. After completion of the page qualification is tested, with the

respondent qualifying for only Study 71 and Study 8. Study 71 is randomly

assigned for a full survey experience.


Parallel Router

» Visual

7

Router Entry

Screener 42

Screener 23

Screener 71

Screener 8

System Tests

for Qualification:

QUALIFIED:

Screener 71

Screener 8

DQ:

Screener 42

Screener 23

Random

Selection of

Study 71

R A N D O M G E N E R A T I O N O F S C R E E N E R P A G E

Study 71


Overview of Sampling Approaches

8

Parallel router

Screener 42

Outcome: DQ

Screener 23

Outcome: DQ

Screener 71

Outcome:

QUALIFIED

Enters and

completes

Study 71

Serial router Non-router

Screener 42

Screener 23

Screener 71

Screener 8

QUALIFIED:

Screener 71

Screener 8

DQ:

Screener 42

Screener 23

Random Selection of Study 71

Enters and

completes

Study 71

Screener Study 8

Outcome: DQ

Outcome: QUALIFY

Completes

Study 8

DONE; No

study

completed

…and so on for each individual study


Randomization vs. Prioritization

» Both serial and parallel routers employ algorithms to determine

which study screeners to present to respondents in a router

» Prioritization involves presenting a screener to a respondent

according to predefined business rules, in a non-random

manner

» Common reasons for prioritizing include assistance in

completing lower incidence studies, or a need to finish field

more quickly than current interviewing pace suggests

» In practice, most routers use a combination of random and

priority assignment (e.g., 75% random and 25% priority)

ARF FOQ 2 – Router Team Findings 9

Randomization vs. Prioritization

Methods of Applying Prioritization

1. In either routing environment, maintain randomization but

increase the amount or proportion of sample in the routing

environment that is sent to a prioritized study for screening.

2. In a serial routing environment, give a higher priority to displaying

screener qualification questions for a prioritized study.

3. In a parallel router, similarly increase the probability that certain

pre-screening questions will be displayed.

4. In a parallel environment, after determining for which studies a

respondent qualifies, increase the probability of selection of the

prioritized survey (send more people to the study).

ARF FOQ 2 – Router Team Findings 10

arf foq2 router definitions-visuals

Marketing