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A Comparison of Cognitive Testing Methods and Sources: In-Person versus Online Nonprobability and Probability Methods Jessica L. Holzberg, Gerson Morales, Aleia Clark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November 11, 2016 Disclaimer: Any views expressed are those of the authors and not necessarily those of the U.S. Census Bureau.

A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

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Page 1: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

A Comparison of Cognitive Testing Methods and Sources:

In-Person versus Online Nonprobability and Probability

MethodsJessicaL.Holzberg,GersonMorales,Aleia ClarkFobia,

andJenniferHunterChildsU.S.CensusBureau

QDET2November11,2016

Disclaimer:AnyviewsexpressedarethoseoftheauthorsandnotnecessarilythoseoftheU.S.CensusBureau.

Page 2: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Motivation§ Wecangetvaluablecognitivetestingfeedbackusingunmoderated,onlineservices(e.g.,Edgar2013;Fowleretal.,2015;Cooketal.,2015)

§ Feedbackcanvarybynonprobabilitysamplesource(e.g.,Murphy,Edgar,&Keating,2014)

§ Onlineopt-innonprobabilitysamplessometimesdemographicallyskewed§ Maynotbeviableforsometypesofcognitivetesting

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Page 3: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Motivation (cont.)§ Presentstudyisacomparisonbetween:

§ Twoonlinenonprobabilitymethods§ Traditionalin-personcognitiveinterviews§ Probabilitysample(coldcontact)

§ ResearchQuestions§ Howdoconclusionsaboutcomprehensionfromcognitivetestingfeedbackdifferbysamplesource?

§ Howdothedemographiccharacteristicsofrespondentsdifferbysamplesource?

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Page 4: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Cognitive testing§ Assessedcomprehensionof36officialCensusBureaumessages*§ “TheCensusBureauwillneveruseyourresponsesforanythingotherthanstatisticalresearch.”

§ “Wewillnevershareyourinformationwithlawenforcementorallowittobeusedtodetermineyoureligibilityforgovernmentbenefits.”

*seeFobia andChilds,2016AAPOR

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Page 5: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Instrument for online testing§ Respondentswererandomlyshown9messageson9screens,inrandomorder:§ Fivemessagesonprivacyandconfidentiality§ Onemessagefromeachoffoursub-sectionsonrequiredlanguage(burden,mandatoryresponse,OMBnumber,otherconfidentialityprotections)

§ Aftereachmessage,respondentswereasked,“Inyourownwords,whatisthismessagetellingyou?”withanopen-endedtextbox

§ Demographicquestions

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Page 6: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Data sources (cont.)Nonprobab.Census opt-in

Nonprobab.MTurk

Prob. In-person

Description Emailaddressessigneduptobeinresearchoncensus.gov

Crowd-sourcing site;previouslyusedinonlinecognitivetesting

EmailaddressesmatchedtomasterlistofU.S.addresses

Think-aloud,concurrentlyprobedinterviewsonasubsetofthemessages

#Responses 303(8% RR) 200 330(3%RR) 30

Incentive - $0.50 - $40Datacollection

Twoweeks Twohours Twoweeks Overamonth

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Page 7: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Analysis§ Comprehension?

§ Qualitativeassessmentoffeedback§ Codingofresponses

§ Diversityofrespondents?§ Demographicsofrespondents

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Page 8: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Coding comprehension§ Understood§ Misunderstood

§ Misinterpretsthemeaningofthemessagebyparaphrasingincorrectly

§ Explicitlystatesthattheydonotunderstandthemessage

§ Requestsclarification§ Comprehensionofthemessage=

#𝑢𝑛𝑑. 𝑐𝑜𝑑𝑒𝑠#𝑢𝑛𝑑. 𝑐𝑜𝑑𝑒𝑠 + #𝑚𝑖𝑠𝑢𝑛𝑑. 𝑐𝑜𝑑𝑒𝑠

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Page 9: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Findings: Comprehension

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Page 10: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Online v. in-person generally§ Online

§ Morenegativity§ Moreoff-topicresponsesthatwecouldnotcodeforcomprehension

§ In-person§ Morerequestsforclarification

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Page 11: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Comprehension§ Formostmessages,generalconsensusacrosssamplesourcesincomprehension§ Leadstosimilarconclusionaboutclarityofmessage

§ Sometimesunpredictablespikesinnegativityandoff-topicresponses

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Page 12: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

“Very few authorized individuals actually see your name or other personal information that could identify you. Most of the time, personal information that could identify you is removed from the file that contains your census or survey answers.”

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0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

100%

Und. Misund.

Census(nonprob.)

MTurk(nonprob.)

Prob.

Inperson

Page 13: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Mandatory response§ Short:Youarerequiredbylawtorespondtothecensus(Title13U.S.CodeSections141and193).

§ Wordy:CollectionoftheinformationismandatoryandiscollectedunderTitle13U.S.CodeSections141and193.

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Page 14: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Mandatory response (cont.)

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Short Wordy

0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

100%

Und. Misund.

Census(nonprob.)

MTurk(nonprob.)

Prob.

Inperson

0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

100%

Und. Misund.

Census(nonprob.)

MTurk(nonprob.)

Prob.

Inperson

Page 15: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Comprehension results (cont.)

§ Therewereafewinstanceswhereoneortwosourcesdifferfromtheotherincomprehension§ Noclearpatternacrosssamplesources§ Especiallyofconcernwhenin-persondiffersfromonline

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Page 16: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

“By law, we only allow access to data to conduct research that would help carry out the Census Bureau’s mission and benefit the public good.”

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0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

100%

Und. Misund.

Census(nonprob.)

MTurk(nonprob.)

Prob.

Inperson

Page 17: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Findings: Demographics of respondents

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Page 18: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Age

18

0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0%

100.0%

18-24 25-34 35-44 45-54 55-64 65-74 75+ Samplesource

Census(non-prob.),n=228

Mturk(nonprob.),n=183

Prob.,n=224

Page 19: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Race

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0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0%

100.0%

White Black AIAN Asian NHOPI 1+race Samplesource

Census(non-prob.),n=221

Mturk(nonprob.),n=170

Prob.,n=223

Page 20: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Education

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0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0%

100.0%

Samplesource

Census(non-prob.),n=226

Mturk(nonprob.),n=183

Prob.,n=223

Page 21: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Sex

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0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% 90.0%

100.0%

Male FemaleSamplesource

Census(non-prob.),n=228

Mturk(nonprob.),n=183

Prob.,n=224

Page 22: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Demographics of respondents: in-person

§ Obviously,abilitytobemoreselective§ Weneededtotestwith:non-white,lesseducated,men§ 22/30black§ 24/30somecollegeorless§ Stillendedupwith20/30women!

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Page 23: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Conclusion§ Feedbackoncomprehension

§ Formostmessages,nomajordifferencesinconclusiononcomprehensionbyonlinesamplesource

§ Generallymorenegativityandoff-topicresponsesonline,fewerrequestsforclarification

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Page 24: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Conclusion (cont.)§ Demographicsofrespondents

§ Useofprobabilitysamplenotaclearimprovementformostdemographics

§ Ifyou’reonlyusingoneonlinesample,demodifferencesmaybeusedtoguidechoice,dependingonwhatyouaretesting

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Page 25: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Future Research§ Lengthofresponsesandotherqualitymeasures

§ Demographicdifferencesinresponses?§ Diggingintodiscrepanciesandusingothertypesofprobes

§ Inthemeantime:usein-person,too!

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Page 26: A Comparison of Cognitive Testing Methods and Sources - Final · Jessica L. Holzberg, Gerson Morales, AleiaClark Fobia, and Jennifer Hunter Childs U.S. Census Bureau QDET2 November

Thank you!AComparisonofCognitiveTestingMethods

andSources:In-PersonversusOnlineNonprobabilityandProbabilityMethods

JessicaL.Holzberg,GersonMorales,Aleia ClarkFobia,andJenniferHunterChilds

U.S.CensusBureau

[email protected]

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