A short course sponsored by the Joint Program in Survey Methodology 

MARCH 8-9, 2017
Presented at the Bureau of Labor Statistics Conference Center

President and CEO

New technology development and survey methods enhancement have powered survey research for more than 75 years. Never before, however, has the proliferation, complexity, and growth of technology been as expansive and rapid as seen today. Smartphones and tablets, social networking, and “Big Data” offer researchers with an array of potential new techniques and approaches for the collection of behavioral, attitudinal, and related data. This includes new modes for administering surveys; adjunct data collection techniques which could augment survey data; and, in some instances, approaches that could replace traditional self-reported surveys with more real-time, electronic data capture.

This course provides an innovative look at various emerging data collection technologies used by researchers and how these are (and may) be used to evolve survey research to the next level. The course will cover four broad areas. First, a framework will be provided to help assess and categorize new technologies and their impact on data collection. Second, we will examine current and potential future uses of new technology devices and platforms. Current applications, known best practices, and cautions will be discussed for a range of new data collection platforms, including smartphones (for surveys, GPS, and visual data collection), Internet-based data capture, and leveraging social network platforms (surveys and other forms of information). Third, we take a deep-dive into the uses of smart-phone and social media technologies, both as modes of conducting traditional surveys as well as data collection vehicles in their own right. The final section of the course examines some of the impediments to research and development of new technologies within the field of survey research and provides some guidance on how such tools can be developed, tested and deployed in a more efficient and effective manner.

A working knowledge of survey research methods will be assumed. No knowledge of Mobile or Social Networking technologies or any particular software package is necessary.


MICHAEL W. LINK, Ph.D. is President and CEO of Abt SRBI and is a Past President of the American Association for Public Opinion Research (AAPOR). Dr. Link has a broad-base of experience in survey research, having worked in academia (University of South Carolina, 1989-1999), not-for-profit research (RTI International, 1999-2004), government (Centers for Disease Control and Prevention, 2004-2007) and commercial sector (Nielsen 2007-2016) before joining Abt SRBI. Dr. Link’s research efforts focus on developing methodologies for confronting the most pressing issues facing measurement science, including the use of multiple modes in data collection and leveraging new technologies such as mobile platforms and social media. Along with several colleagues, he received the American Association for Public Opinion Research 2011 Mitofsky Innovator’s Award for his research on address-based sampling. His numerous research articles have appeared in leading scientific journals, such as Public Opinion Quarterly, International Journal of Public Opinion Research, and Journal of Official Statistics.

The instructor would like to provide an opportunity for those who will be attending the Mobile & Social Technologies course to raise specific questions or provide examples to be discussed in class.  If there are specific topics or questions you want addressed, please send these to Linkmi01@gmail.com, and the instructor will do his best to address these issues during the course.  Please send these by 5 PM on February 27, 2017 at the latest.  The instructor cannot provide personal feedback on any submissions, and this is not an offer of free consulting, but rather an attempt to make the course more relevant to the specific needs of participants.

Registrants will be provided with a course lecture notebook. JPSM group continental breakfasts, lunches and refreshments are included in the course fee.

Registrants must check-in with the JPSM onsite each day of the course.

8:00 - 9:00 Registrant Check-in and Continental Breakfast


Introduction & Overview
9:30–10:15   Changing Technology & Social Landscape
10:15-10:30 Am Break
10:30-11:15  Mobile:  Research on Surveys via Smartphones
11:15-12:00  Mobile:  Smartphone Survey Design Considerations




Mobile: Leveraging Additional Smartphone Features


Mobile: Multimode Smartphone Design Examples
2:30-2:45  PM Break


Mobile: Group Exercise
4:00-4:30  Q&A and Topic Wrap-up
4:30   Adjourn
7:30-8:30 Registrant Check-in & Continental Breakfast
8:30-10:00  Social Media: Enhancing the Survey Process
10:00-10:15 Am Break
10:15-11:15  Social Media: Moving Beyond Surveys
11:15-12:00  Social Media: Twitter Sentiment Analysis Group Exercise
12:00-1:00   Lunch
1:00-2:00   Big Data: A Word on Data Science
2:00-2:45   Legal & Ethical Considerations
2:45-3:00 PM Break
3:00-3:45 Research Needs in Use of New Technologies
3:45-4:15 Q&A and Topic Wrap-Up
4:15-4:30 Final Thoughts
4:30 Adjourn

Fees and awards are not transferrable due to nonattendance.  Fees are course specific. The course fee is $670 for JPSM sponsor affiliates, $670 for full-time university students, and $900 for other participants. Sponsor Affiliate List

Online registration is required.  The registration deadline is February 22, 2017 Confirmation of acceptance will be sent after the registration form has been processed. Registrants are responsible for keeping track of their registrations and course dates. Contact JPSM if you have any questions concerning the status of the registration. JPSM Short  Courses

Payment by credit card is required.  Payment is due February 22, 2017.  Payments are course and date specific. Payment may be done online during registration. Post registration payment may be done online using the registration number or by calling 800.937.9320. Credit card payments may also be faxed  to 734.764.8263.

Tax Identification Number (University of Michigan): 38-6006309  

DUNS (University of Michigan): 073133571 

Please notify JPSM as soon as possible if you need to cancel your registration. Fees and awards are not transferrable due to nonattendance. Cancellation requests should be done online. You will be fully reimbursed if you cancel by February 22, 2017. Cancellation February 23-28, 2017 will require a $100 administrative fee, the remainder will be reimbursed. Cancellation on or after March 1, 2017 is subject to the full fee amount.

Visitor Entrance: Postal Square, Building, 1st Street, NE, Washington, D.C. 20212-0001
Classroom: Conference Rooms 1-2-3, Conference Center: 202.691.6630

The course will be held at Bureau of Labor Statistics Conference and Training Center in Washington DC. Attendees are required to enter through the visitor entrance on First Street NE (between Massachusetts Avenue and G Street, NE) across from Union Station. Do not use the main entrance on 2 Massachusetts Avenue.  Please note that food is not allowed in the classroom. Only drinks with caps or lids are allowed into the classroom.

All visitors must present a valid photo ID at the visitor’s entrance and pick up a visitor’s badge. Visitors and packages will be processed through the x-ray and metal detector screening equipment. Equipment brought into BLS requires property passes. Equipment passes can be picked up from the receptionist. Please arrive 10 minutes early to allow enough time to go through security. Attendees must also check-in with JPSM onsite assistant each day of the course.

Contact your LAN department in advance to see if the URL can be added as an authorized site. The center has open unsecured public Wi-Fi access. Some browsers, such as Chrome, are not compatible. The conference rooms are equipped with repeaters which ensures the wireless signal is transmitted throughout the conference center.  Users must accept pop-ups to accept the terms of the Wi-Fi and to enter the log-in credentials.  If your computer is government issued or company issued the user may not be able to modify the security settings which allows access to the CTC_Guest network.  

Individuals are responsible for making their own overnight room reservations and for payment.

Union Station (Red Line):
701 First Street. NE, Washington, DC 20002
Entrance 1: East side of First Street., NW, (west side Union Station)
Entrance 2: Massachusetts Avenue (entrance to Amtrak Terminal)

The Bureau of Labor Statistics is located across the street from Union Station. Exit the platform at the North end of the station (exit that says to Amtrak trains). There is a doorway exit to the left of the turnstiles and manager’s kiosk. Go out that door instead of taking the escalator up to Union Station and straight across the street is the visitor’s entrance to BLS.

Union Station: Amtrak, MARC and VRE

Registrants are responsible for parking fees. Parking is available in a number of commercial parking lots within a 1-4 block radius. Daily parking fees range from $14-20.

From the East: Follow New York Avenue (west) into the city. Turn left on First Street, N.E.. The building will be on your right . The building is on the corner of Massachusetts Avenue and North Capitol Street.
From the West or North: Take Capital Beltway. Exit on New Hampshire Avenue (south). New Hampshire Avenue turns into North Capitol Street when you enter the District of Columbia. Keep driving south on North Capitol to Massachusetts Avenue. The building will be on your left at the corner of Massachusetts Avenue and North Capitol Street.
From the South: Follow I-395 north. Take Massachusetts Avenue exit. Turn right onto Massachusetts Avenue (going east). The building will be on your left at the corner of Massachusetts Avenue and North Capitol Street.


DCA- Ronald Reagan Washington National Airport  (5.4 mi) 
An elevated metro rail station is connected to the concourse level at Reagan National Airport.
Ground Transportation at DCA 

IAD – Dulles International Airport (28.7 mi)
Ground Transportation at IAD

BWI – Baltimore Washington International Thurgood Marshall Airport (31.3 mi)
Ground Transportation at BWI 

Best Parking  
MARC Train    
Washington DC Parking  
Spot Hero 
Union Station Information 
VRE Train  
WMATA Washington Metropolitan Area Transit Authority  
WMATA Union Station  

The citation programs are built around the JPSM short courses. The JPSM Citation in Introductory Survey Methodology is designed to provide the working professional or interested student with state-of-the-art knowledge about current principles and practices for conducting complex surveys combined with practical skills of day-to-day utility. The JPSM Citation in Introductory Economic Measurement is designed for professional staff who need to know the principles and practices of economic measurement. Completion of either citation program involves taking a semester-length JPSM credit-bearing course and eight JPSM short courses, of which four are specified core courses. For information on the Certificate and Citation Programs visit the website at http://jointprogram.umd.edu/  or call 301.314.7911.

Questions for this course should be directed to the JPSM Short Course, Institute for Social Research, University of Michigan, 426 Thompson Street, Room 4050, Ann Arbor, MI 48104-2321, Phone: 800.937.9320, Fax: 734.764.8263, Email: jpsmshort@umich.edu. To unsubscribe to the JPSM Short Course Listserv List, please send an email to jpsm-itsupport@umd.edu with the words "Unsubscribe-Short Course list" in the subject line.

Short Courses: https://projects.isr.umich.edu/jpsm/
Sponsor Affiliate List: projects.isr.umich.edu/jpsm/info.cfm#sponsors

JPSM Home Page: http://jointprogram.umd.edu/ 

Tax Identification Number (University of Michigan): 38-6006309  

DUNS (University of Michigan): 073133571