Marcus A C, Crane L A
Med Care. 1986 Feb;24(2):97-112. doi: 10.1097/00005650-198602000-00002.
The last 10 years have seen increasing use of telephone surveys in public health research. This paper reviews issues of sampling, data quality, questionnaire development, scheduling of interviewers, respondent burden, interviewer effects, and the use of the computer in telephone interviewing. Throughout, the authors focus on findings from recent research, with particular emphasis on those studies suggesting new advances or protocols for conducting telephone health surveys. The findings of this review suggest four conclusions. First, telephone interviews can be highly recommended for follow-up interviews in panel surveys that use an initial face-to-face interview. Second, telephone surveys can be recommended as a viable alternative to costly face-to-face surveys in cross-sectional studies of the general population. Third, when the focus of the survey is on subgroups of the population that have both low telephone coverage and higher rates of nonresponse (e.g., low income and low education respondents), telephone interviews should be used more cautiously. In these situations, a dual sampling frame approach (using a combination of face-to-face and telephone interviewing) may be considered. Finally, computer-assisted telephone interviewing (CATI) represents one of the most important and innovative technologic advances in health survey research in recent years. The advantages of CATI in improving survey management are noteworthy and ideally suited for moderate- to large-sample surveys. CATI also provides an attractive (and largely untapped) resource for testing and refining other methodologic protocols in survey research.
在过去十年中,电话调查在公共卫生研究中的应用越来越广泛。本文回顾了抽样、数据质量、问卷编制、访员安排、受访者负担、访员效应以及电话访谈中计算机使用等问题。在整个过程中,作者重点关注近期研究的结果,特别强调那些提出电话健康调查新进展或方案的研究。本次综述的结果得出四点结论。第一,对于使用初始面对面访谈的面板调查中的随访访谈,强烈推荐采用电话访谈。第二,在对一般人群的横断面研究中,电话调查可作为昂贵的面对面调查的可行替代方法。第三,当调查重点是电话覆盖率低且无应答率高的人群亚组(例如低收入和低教育程度受访者)时,应更谨慎地使用电话访谈。在这些情况下,可考虑采用双重抽样框架方法(结合面对面和电话访谈)。最后,计算机辅助电话访谈(CATI)是近年来健康调查研究中最重要和最具创新性的技术进展之一。CATI在改善调查管理方面的优势值得关注,非常适合中到大型样本调查。CATI还为测试和完善调查研究中的其他方法学方案提供了一个有吸引力(且很大程度上未被开发)的资源。