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CHAPTER 2 Summary of Recommended Standardized Procedures and Guidelines This chapter provides a summary of the recommended standardized procedures and guide- lines detailed in Chapters 410 of the Technical Appendix, which is published on the TRB web- site as NCHRP Web-Only Document 93. The intention is to provide a practical, stand-alone guide that can be used by agencies in designing and implementing surveys. The chapter is arranged according to the original categories used to classify the items researched in the project and also follows the chronology of the development, design, and execution of a survey: 1. Design of survey instruments (see Chapter 4 of Technical Appendix); 2. Design of data collection procedures (see Chapter 5 of Technical Appendix); 3. Pilot surveys and pretests (see Chapter 6 of Technical Appendix); 4. Survey implementation (see Chapter 7 of Technical Appendix); 5. Data coding including geocoding (see Chapter 8 of Technical Appendix); 6. Data analysis and expansion (see Chapter 9 of Technical Appendix); and 7. Assessment of survey quality (see Chapter 10 of Technical Appendix). It was not possible to recommend specific procedures for each item researched in this project because either there was insufficient information available or the amount of research required for a particular task proved to be much greater than originally anticipated. In light of this, broad guidelines were often recommended rather than specific standardized procedures. In certain cases, however, it was not even possible to recommend guidelines. Table 1 shows the type of rec- ommendation made for each item examined in this project. The following sections provide a brief description of each item and summary of the recom- mended standardized procedures and guidelines in point form. Chapters 410 of the Technical Appendix provide more detailed information on the methods used to determine the procedures recommended in this project. This report provides recommendations on standardized procedures and guidelines. Standards are a formal controlling process, with the requirement that they must be implemented as a min- imum requirement. If there were an agency that could take on the establishment of standards for household and personal travel surveys, then it would be a task of that agency to develop a set of standards. On the other hand, standardized procedures represent people doing the same thing consistently. There is no mandatory imposition of these; they are adopted voluntarily in the interests of improving quality, accuracy, and comparability. The purpose of this project was to identify those elements of the travel survey process that could be standardized to improve the quality, accuracy, and comparability of the results of personal travel surveys. Thus, the recom- mendations in this report are of procedures that could be adopted consistently by all those who design, develop, execute, and commission surveys to bring consistency into the way in which such surveys are done. In addition, in some areas where it was not found possible to put forward suggestions for standardized procedures, the report offers guidelines or guidance on how a par- ticular element of a person travel survey might be handled. 10