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Table of Contents
Issue 7
July 2004
 

Sampling in survey research

From the food we eat to the TV we watch, from political elections to magazine advertising – much of life is affected by the results of sample surveys. It's never been more important that the design and analysis of sample surveys produce good data. It's critical for making sound business decisions and recognizing questionable data, when it arises.

The purpose of survey research is to take a representative sample from a population, and then use the data gathered to make inferences about an entire population. Sampling saves money, time, and effort, and may provide as much information as a study of an entire population. The best results are often achieved by random sampling, which will tend to represent groups within the population, proportionally.

In some cases, we do not want proportional representation. For example, consider if we are studying voting patterns to determine how Republicans, Democrats, and Independents will vote. A random sampling would reach fewer Independents, and in the process of reaching enough Independents, we would survey more Democrats and Republicans than we need to. In a case like this, we would use quota sampling.

Quota sampling can be used either to ensure that the sample is proportionally representative of the population, or to over-sample among smaller segments of the population. Quota sampling requires that we know or have a good estimate of the true percentage for each segment to which we apply quotas. It is random within population segments, but with the constraint that a specific number of surveys are conducted within each segment. With quota sampling, the interviewers might be told to interview so many male Democrats, so many female Republicans, and so on.

Quotas for gender and race could be used to ensure that the sample within each political party is proportionally representative of the party's population. And we might set quotas by party to ensure that an equal (or nearly equal) number of surveys are conducted with members of each party. In this way we would have as much confidence in our results for Independents as we have for Democrats and Republicans. We would then weight the results by party to ensure that the overall results represent each party, proportional to their representation in the overall population.

The question of sample size arises early in the planning of any survey. To take a larger sample than needed to achieve the desired results is costly, whereas very small samples often lead to no practical use in making good decisions. As discussed above, the size of the sample and the use of quotas are largely determined by the level of confidence desired for key segments within the population. The main objective is to obtain both a desirable accuracy and a desirable confidence level with minimum cost. ‡

 

   

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