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Advances in Telephone Survey Methodology


A complete and comprehensive collaboration providing insight on future approaches to telephone survey methodology

Over the past fifteen years, advances in technology have transformed the field of survey methodology, from how interviews are conducted to the management and analysis of compiled data. Advances in Telephone Survey Methodology is an all—encompassing and authoritative resource that presents a theoretical, methodological, and statistical treatment of current practices while also establishing a discussion on how state—of—the—art developments in telecommunications have and will continue to revolutionize the telephone survey process.

Seventy—five prominent international researchers and practitioners from government, academic, and private sectors have collaborated on this pioneering volume to discuss basic survey techniques and introduce the future directions of the telephone survey. Concepts and findings are organized in four parts—sampling and estimation, data collection, operations, and nonresponse—equipping the reader with the needed practical applications to approach issues such as choice of target population, sample design, questionnaire construction, interviewing training, and measurement error. The book also introduces important topics that have been overlooked in previous literature, including:

  • The impact of mobile telephones on telephone surveys and the rising presence of mobile—only households worldwide

  • The design and construction of questionnaires using Computer Assisted Telephone Interviewing (CATI) software

  • The emerging use of wireless communication and Voice over Internet Protocol (VoIP) versus the telephone

  • Methods for measuring and improving interviewer performance and productivity

  • Privacy, confidentiality, and respondent burden as main factors in telephone survey nonresponse

  • Procedures for the adjustment of nonresponse in telephone surveys

  • In—depth reviews of the literature presented along with a full bibliography, assembled from references throughout the world

Advances in Telephone Survey Methodology is an indispensable reference for survey researchers and practitioners in almost any discipline involving research methods such as sociology, social psychology, survey methodology, and statistics. This book also serves as an excellent text for courses and seminars on survey methods at the undergraduate and graduate levels.

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1 Telephone Survey Methods: Adapting to Change (Clyde Tucker and James M. Lepkowski).


2 Sampling and Weighting in Household Telephone Surveys (William D. Kalsbeek and Robert P. Agans).

3 Recent Trends in Household Telephone Coverage in the United States (Stephen J. Blumberg, Julian V. Luke, Marcie L. Cynamon, and Martin R. Frankel).

4 The Infl uence of Mobile Telephones on Telephone Surveys (Vesa Kuusela, Mario Callegaro, and Vasja Vehovar).

5 Methods for Sampling Rare Populations in Telephone Surveys (Ismael Flores Cervantes and Graham Kalton).

6 Multiplicity-Based Sampling for the Mobile Telephone Population: Coverage, Nonresponse, and Measurement Issues (Robert Tortora, Robert M. Groves, and Emilia Peytcheva).

7 Multiple Mode and Frame Telephone Surveys (J. Michael Brick and James M. Lepkowski).

8 Weighting Telephone Samples Using Propensity Scores (Sunghee Lee and Richard Valliant).


9 Interviewer Error and Interviewer Burden (Lilli Japec).

10 Cues of Communication Difficulty in Telephone Interviews (Frederick G. Conrad, Michael F. Schober, and Wil Dijkstra).

11 Oral Translation in Telephone Surveys (Janet Harkness, Nicole Schoebi, Dominique Joye, Peter Mohler, Timo Faass, and Dorothée Behr).

12 The Effects of Mode and Format on Answers to Scalar Questions in Telephone and Web Surveys (Leah Melani Christian, Don A. Dillman, and Jolene D. Smyth).

13 Visual Elements of Questionnaire Design: Experiments with a CATI Establishment Survey (Brad Edwards, Sid Schneider, and Pat Dean Brick).

14 Mode Effects in the Canadian Community Health Survey: A Comparison of CATI and CAPI (Yves Béland and Martin St-Pierre).


15 Establishing a New Survey Research Call Center (Jenny Kelly, Michael W. Link, Judi Petty, Kate Hobson, and Patrick Cagney).

16 CATI Sample Management Systems (Sue Ellen Hansen).

17 Measuring and Improving Telephone Interviewer Performance and Productivity (John Tarnai and Danna L. Moore).

18 Telephone Interviewer Voice Characteristics and the Survey Participation Decision (Robert M. Groves, Barbara C. O'Hare, Dottye Gould-Smith, José Benkí, and Patty Maher).

19 Monitoring Telephone Interviewer Performance (Kenneth W. Steve, Anh Thu Burks, Paul J. Lavrakas, Kimberly D. Brown, and J. Brooke Hoover).

20 Accommodating New Technologies: Mobile and VoIP Communication (Charlotte Steeh and Linda Piekarski).


21 Privacy, Confidentiality, and Respondent Burden as Factors in Telephone Survey Nonresponse (Eleanor Singer and Stanley Presser).

22 The Use of Monetary Incentives to Reduce Nonresponse in Random Digit Dial Telephone Surveys (David Cantor, Barbara C. O'Hare, and Kathleen S. O'Connor).

23 The Causes and Consequences of Response Rates in Surveys by the News Media and Government Contractor Survey Research Firms (Allyson L. Holbrook, Jon A. Krosnick, and Alison Pfent).

24 Response Rates: How have they Changed and Where are they Headed? (Michael P. Battaglia, Meena Khare, Martin R. Frankel, Mary Cay Murray, Paul Buckley, and Saralyn Peritz).

25 Aspects of Nonresponse Bias in RDD Telephone Surveys (Jill M. Montaquila, J. Michael Brick, Mary C. Hagedorn, Courtney Kennedy, and Scott Keeter).

26 Evaluating and Modeling Early Cooperator Effects in RDD Surveys (Paul P. Biemer and Michael W. Link).



“The goals of this book are to bring together both the state-of-the-art research and everyday practical applications that are concerned with telephone survey methodology in order to stimulate further discussion. It will be an integrated volume representing theoretical, methodological and statistical contributions to the field.”  (Zentralblatt Math, 1 October 2013)

“I recommend anyone in the business of doing telephone surveys to have ready access to this book.  Anyone doing a one-off telephone survey would also benefit from reading many of the chapters. I alsorecommend that users of telephone survey data read chapters in Parts 2 and 3.”   (Significance, 1 March 2010)

 "Advances in Telephone Survey Methodology is an indispensible reference for survey researchers and practioners in almost any discipline involving research methods such sociology, social psychology, survey methodology, and statistics. This book also serves as an excellent text for courses and seminars on survey methods at the undergraduate and graduate levels." (Mathematical Reviews, Issue 2009f)