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NCHRP Report 571: Standardized Procedures for Personal Travel Surveys (2008)
National Cooperative Highway Research Program (NCHRP)

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Pisarski, Alan E, Alsnih, Rahaf, Zmud, Johanna P, Wilmot, Chester G, Brog, Werner, Freedman, Mark, Stopher, Peter R, Pratt, Joanne, Mix, Wende, Lee-Gosselin, Martin, Stecher, Cheryl, Axhausen, Kay W, Transportation Research Board. "1.5 Report Organization." NCHRP Report 571: Standardized Procedures for Personal Travel Surveys. Washington, DC: The National Academies Press, 2008.

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Page
9
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Page
9
Front Matter (R1-R10)
Summary (1-4)
1.1 Background (5-5)
1.2 Study Objectives (6-6)
1.4 Research Approach (7-8)
1.5 Report Organization (9-9)
Chapter 2 - Summary of Recommended Standardized Procedures and Guidelines (10-10)
2.1.1 I-1: Minimum Question Specification (11-11)
2.1.2 I-2: Categories for Minimum and Other Questions (12-12)
2.2.1 D-1: Number and Type of Contacts (13-16)
2.2.2 D-3: Proxy Reporting (17-17)
2.2.3 D-4: Complete Household Definition (18-18)
2.2.4 D-6: Sample Replacement (19-19)
2.2.6 D-8: Unit Non-Response (20-20)
2.2.7 D-10: Initial Contacts (21-21)
2.2.9 D-14: Respondent Burden (22-22)
2.3.1 P-2: Requirements for Pretests or Pilot Surveys (23-23)
2.4.1 E-2: Ethics (24-25)
2.4.3 E-4: Respondent Questions (26-26)
2.4.5 E-9: Answering Machines and Repeated Call-Back Requests (27-27)
2.4.8 E-12: Time of Day to Begin and End Reporting (28-28)
2.5.1 C-1: Geocoding Standards (29-29)
2.5.3 C-4: Missing Values, Use of Zero, Etc. (30-30)
2.5.4 C-5: Coding Complex Variables (31-34)
2.6.1 A-1: Assessing Sample Bias (35-35)
2.6.3 A-3: Missing Data Imputation (36-36)
2.6.5 A-6: Documentation (37-38)
2.7.1 Q-1: Computing Response Rates (39-39)
2.7.2 Q-2: Transportation Measures of Quality (40-40)
2.7.3 Q-3: Coverage Error (41-41)
2.7.5 Q-6: Validation Statistics (42-42)
2.7.7 Q-8: Number of Missing Values (43-43)
2.7.8 Q-9: Adherence to Quality Standards and Guidelines (44-44)
3.3 National Highway Institute Course (45-45)
3.6 Potential Funding for the Promulgation and Maintenance of the Standardized Procedures and Guidelines (46-47)
4.1.1 D-11: GPS Surveys (48-48)
4.1.3 I-8: SP Data (49-49)
4.2.1 D-2: Who Should Be Surveyed? (50-50)
4.2.2 D-9: Times of Day for Contacts (51-51)
4.2.4 E-7: Cross-Checks in Data Collection and Data Review (52-52)
4.2.5 E-8: Days and Periods to Avoid Data Collection (53-53)
4.2.7 I-4: Ordering of Questions (54-54)
4.2.8 I-6: Instrument Design (55-55)
4.2.9 I-7: Multitasking of Activities (56-56)
4.2.10 S-1: Sample Sizes (57-57)
4.2.12 S-3: Collecting Augment Samples (58-58)
4.2.13 S-4: Stratification Options for Samples (59-59)
4.2.15 S-6: Development of Default Variances (60-60)
4.2.16 P-1: Focus Groups (61-61)
4.2.18 Q-4: Sampling Error (62-62)
4.3.1 Cell Phones (63-63)
4.3.3 Personalized Interview Techniques (64-64)
4.3.5 Impacts of the National Do Not Call Registry (65-65)
4.3.7 Refusal and Non-Contact Conversions (66-66)
4.3.10 Data Archiving in Transportation (67-67)
5.2.1 Scope of Work (68-90)
5.2.2 Schedule of Work (91-92)
Glossary (93-100)
References (101-103)
Abbreviations used without definitions in TRB publications (104-104)

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Introduction and Research Approach 9 The results of the study have been publicized and disseminated in several ways. First, NCHRP Research Results Digest No. 261: The Case for Standardizing Household Travel Surveys (TRB, 2002) was prepared to summarize the findings of Phase 1 of the project. It was distributed at the 2002 Annual Meeting of the Transportation Research Board and through the normal channels by NCHRP thereafter. The digest includes a list of candidate procedures and measures considered in Phase 2 of the project. Second, an interim report documenting Phase I of the project was completed in June 2001. Third, papers on results emerging from this study have been presented at several con- ferences (Alsnih and Stopher, 2004; Stopher, Wilmot, Stecher, and Alsnih, 2004; Nilufar and Wilmot, 2003; Stopher et al., 2004; Stopher and Wilmot, 2002). Last, the issue of identifying appro- priate procedures for standardization of personal travel surveys was the topic of the first half of the 7th International Conference on Travel Survey Methods held in Costa Rica in August 2004. At the conference, the results of the NCHRP study were related to the delegates in a presentation and resource paper, and individual aspects of the travel survey process were discussed in eight work- shop sessions. It is expected that the information in this report will be useful to transportation practitioners in state DOTs and MPOs in preparing statistically sound data collection and management programs. It is also expected to be useful to travel survey professionals in designing their surveys, training their staff, managing the survey process, reporting the results, and archiving the data. The opportunity to compare results among travel surveys and to assess the potential of transferring data from one location and time period to another will be enhanced with the application of the recommendations in this report. At the same time, these recommendations should not prevent introduction of new procedures to thereby stifle innovation; a balance must be maintained between standardization and new development. Also, allowance should be made to amend or update the recommendations of this report as new and improved information is gained. 1.5 Report Organization This report has been produced in two parts--NCHRP Report 571, the printed report, and NCHRP Web-Only Document 93, the technical appendix. NCHRP Report 571 is organized as follows: · Chapter 1 is an introduction to research and an outline of the report. · Chapter 2 summarizes the recommendations that have been developed. The reader who desires to know why specific recommendations are made or what research and reviews were undertaken should consult Chapters 4­10 in the Technical Appendix. · Chapter 3 outlines recommendations for training and dissemination of the research results. · Chapter 4 provides a description of the areas that are recommended for further research for the development of standardized procedures in personal travel surveys. · Chapter 5 is sample template for RFPs that embodies all of the standardized procedures and guidelines that are summarized in Chapter 2. · Glossary provides terms used in surveys. The reference section contains references cited in this report. Intentionally, these have been kept to a minimum. An exhaustive set of references is to be found in Chapter 11 of the Technical Appen- dix. The Technical Appendix is available on the TRB website as NCHRP Web-Only Document 93 (http://trb.org/news/blurb_detail.asp?id=8858).