OpenDataKit Name CartONG Introduction Survey Manager Training Global 2 What is MDC Mobile Data Collection MDC with UNHCR What is M obile Data C ollection MDC ID: 631624
Download Presentation The PPT/PDF document "Mobile data collection (MDC) with" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Slide1
Mobile data collection (MDC) with OpenDataKit
[
Name
]
CartONGSlide2
Introduction
Survey Manager Training - Global
2
What
is
MDC
(Mobile Data Collection)?
MDC
with
UNHCRSlide3
What is Mobile
Data
Collection (MDC)?
MDC:use of new technologies to collect data.
Used by CartONG since 2010 with many partners (UNHCR, Terre des Hommes, Solidarités, REACH, Caritas, UNICEF, etc.)
Use cases: surveys, needs assessments, tracking (distributions & such), REX of beneficiaries, emergency & development contexts.
Survey Manager Training - Global
3
Mobile data collectionSlide4
MDC
Mobile data collection
It is now possible in real time or near real time to:
Mobile tech is a major improvement in information management (IM
)
Survey Manager Training - Global
4Slide5
Exercise 1
5
Cons
Pros
Mobile data collection
Survey Manager Training - GlobalSlide6
Exercise 1
6
Better data quality (input controls)
Faster data entry (no double entries)
Easier to modify and analyze
Cheaper if used frequently
One tool for pictures, GPS, videos, bar codes, etc.
Loved by enumerators
Longer training (initially)
Survey is not as visual as it can be on paper
Fragile technology and expensive at first
Needs electricity (at least each 2-3 days)
Can be a safety issue if not managed properly
Can be intimidating for some
Mobile data collection
Survey Manager Training - Global
Cons
ProsSlide7
Evolution of technology
Survey Manager Training - Global
7
Mobile data collection
1983
1992
1999
1996
2003
2010
First mobile phone
Motorola
DynaTAC
8000X
First mass-produced mobile
Nokia 1011
Tactile screens
Iphone
First
PDA
(Personal Digital
Assistant) mass produced
Palm Pilot
First mass-produced tablet
Ipad
2007
2002
Smartphone
(PDA + email)
Blackberry 5810
2008
Android
(open-source mobile phone operating system)
HTC G1
First integrated
PDA-GPS
Garmin
iQue
3600
First mobile
3G enabled
(greater
bandwith
)
Nokia 7110
1998
First portable
GPS
Garmin
Etrex
First mobile
WAP
enabled
(Wireless
Application Protocol)
Nokia 7110Slide8
Introduction
Survey Manager Training - Global
8
What
is
MDC
(Mobile Data Collection)?
MDC
with
UNHCRSlide9
MDC for PHS (UNHCR)
Kenya:
Mosquito nets with
ODK
(Open Data Kit) 2010, UNHCRTools: ODK Collect
& ODK Aggregate
From the field:
Sara
Hoibak
,
consultant UNHCR
First
deployment
Survey Manager Training - Global
9
Since
then
,
dozens
of
deployments
!Slide10
Exercise 2
What
are the main phases of a mobile data collection
campaign
for you?
Survey Manager Training - Global10
Mobile data collectionSlide11
Survey Manager Training - Global
11
Manage
Conception
Collect
Analyse
ODK
Collect
Phases of MDC
Mobile data collectionSlide12
Getting to know ODK
Survey Manager Training - Global
12
Detailed presentation of the phone’s and ODK’s settings
Download
blank forms and
advanced
settings
Tips and
troubleshootingSlide13
Introduction to OpenDataKit (ODK)
Open source solution for Android:
Widely used
Basis for numerous systems
Powerful and flexibleSecure storage on your own servers possible
Different deployment profiles possible (offline with USB, offline on local network, online, etc)
Survey Manager Training - Global
13
ODK
CollectSlide14
Introduction to smartphones (1)
14
ODK
Collect
Sliding
,
physical
keyboard (
Xperia
pro)
Virtual, tactile keyboard: Samsung Ace
Survey Manager Training - GlobalSlide15
Intro to smartphones (2)
15
ODK
Collect
Varies from models to models (layout, buttons physical vs virtual,
etc
)
Core components are similar between models:
Power ON
/
OFF
Turn
off display
FLIGHT mode
HOME
: Brings your back to main screen
Return
MENU
(Additional options)
Volume
Survey Manager Training - GlobalSlide16
Intro to smartphones (3)
Example
: Samsung
Galaxy
Survey Manager Training - Global
16
ODK
Collect
Status
bar:
WIFI/Network/flight mode/USB
See
the
current
status
of the phone. In plane mode, a
small
plane
shape
is
visible. It
also
indicates
how
much
battery
is
left
.
1
Settings
:
Change
various
phone settings
2
Applications
:
Access all applications
installed
on the phone.
4
ODK
Collect
:
The application
used
for data collection on the phone.
3
Shortcuts at the bottom are accessible from all screens.Slide17
Energy and settings (1)
To
save
energy:
Plane modeWIFI OFF
Lower
luminosity
of the displaySet display turn
offCharge up battery
daily if possible
Turn
off GPS
when
not in use
17
ODK
Collect
Survey Manager Training - GlobalSlide18
18
ODK
Collect
Set the time zone first,
then
date/time.
These
parameters
must
be
correct.
Energy and settings (2)
If auto
parameters
are not correct,
uncheck
«
Automatic
» &
adjust
date/time
manually
Survey Manager Training - GlobalSlide19
Exercise
3
Set
parameters
on the phone
Set the date to
today’s
date and the
current time.
Ensure that the phone is
in flight mode, that the WIFI is
off and display
brightness
is
set to
low
.
Discussion:How do these settings impact the survey?What happens if you accidentally remove the ODK Collect shortcut from the home screen?
19
ODK
Collect
Survey Manager Training - GlobalSlide20
Tap
the «
ODK
Collect
»
icon
Select «
Fill
blank
form
»
Fill
out the «
Woman
» module
First
surveySurvey Manager Training - Global
20
ODK
CollectSlide21
The
most
commonly
used
feature
is
«
Fill
blank
form
»
ODK: Fill
blank form
21
ODK
Collect
Survey Manager Training - GlobalSlide22
ODK navigation
22
ODK
Collect
Survey Manager Training - Global
This is the first screen of any survey
You can slide your finger to the left or the right to move forward or backward in the form, much like reading a
book
(By default, ODK
does
not show the
arrows
,
they
would
need
to
be
set
through
the admin settings in ODK
Collect
)Slide23
ODK Select an option
23
ODK
Collect
In this example one of the answer can be selected
When the icon is a circle (radio button), only ONE answer can be selected.
Survey Manager Training - GlobalSlide24
ODK Enter
text
/
number
24
Exemple
:
Some question require text entries
For some fields, only
letters
can be used, while for others both
integers/letters
are accepted. Constraints may also be used to control input.
Survey Manager Training - GlobalSlide25
ODK Change language
25
To change the
survey
language
, open a
survey
Then
tap
the « menu »
button
bottom
right and
tap
« Change
Language
»
Survey Manager Training - GlobalSlide26
ODK
Add
a group
26
ODK
Collect
Example
Adding
a group for the « Child »
form
Each
child
in the HH
will
be
a group
member
How to
remove
a group if
too
many
have been
added
?
Survey Manager Training - GlobalSlide27
ODK
Delete
a group
27
ODK
Collect
In
forms
where
groups are
used
,
if a group has been
erranously
added
,
it
can be removedTo do so, press and hold on the response
fieldThen
select « Remove
group »
Survey Manager Training - GlobalSlide28
ODK
Review
data
If a form has been saved (done automatically as it is filled),
it is possible to edit the answers with:
“Edit saved form”
28
ODK
Collect
Survey Manager Training - GlobalSlide29
Sending data
29
ODK
Collect
ODK Collect
ODK
Aggregate
Send
data
Turn
wifi on
Tick
« Mark
form
as
finalized
» on the last page
Go to «
Send
finalized
forms
», select the
forms
to
send
Survey Manager Training - GlobalSlide30
Taking
ownership of
ODK
Survey Manager Training - Global
30
Taking
ownership
Detailed presentation of features
Get blank form and advanced options
Tips and troubleshootingSlide31
Survey Manager Training - Global
31
Manage
Conception
Collect
Analyze
ODK
Collect
Aggregate
Phases of MDC
ODK
CollectSlide32
Tools
32
ODK
Collect
Survey Manager Training - Global
ODK
Aggregate
Get
blank
forms
Send
filled
surveys
ODK CollectSlide33
Connecting to Aggregate
The
website
/server
address where
you can get a blank
form
is
available when
starting up the VM. This is also
where filled
surveys
will
be
sent
In each of the survey phone, this address must be entered:
URL: http://192.168.0.11133ODK Collect
Survey Manager Training - GlobalSlide34
Get blank form
Survey Manager Training - Global
34
ODK
Collect
To get a blank form:
Connect
to the WIFI network where the VM has been started
Click “Get blank form” on the phone
Select the blank form(s) of interest
Repeat on all survey
phonesSlide35
Exercise 4
Fill out the “Child” form
What pros/cons do you see to using the mobile phones?
35
ODK
Collect
Survey Manager Training - GlobalSlide36
Other parameters
“Auto send with WIFI”
uncheck it
“Navigation”
you can set it to have only swipes, or arrows as well – we recommend providing both on larger screens
“Default to finalize”
uncheck so you can double-check records at the end of the day
Under “Admin settings” you can set other parameters, and hide some features from enumerators (deleting forms
etc
)Survey Manager Training - Global
36Slide37
Installing ODK Collect
Recommendation: connect the phone to the computer through USB, copy-past the
collect.apk
file in the “Download” folder of the phone.
On the phone, retrieve the .
apk and tap it.Other option: Android Play Store (requires a free Google account)
Survey Manager Training - Global
37
ODK CollectSlide38
Other applications
Install the following as well if needed:
GPS test+ : faster/more accurate acquisition of location for GPS readings
Barcode Scanner: for use with barcodes
A file manager such as AndExplorer
may be useful – available for free on the Play Store/Google Play. Many newer phones have a file manager already pre-installed.Survey Manager Training - Global
38
ODK CollectSlide39
ODK Aggregate
presentation
Survey Manager Training - Global
39
How
Aggregate works
Exports from Aggregate to Excel for
analysisSlide40
Survey Manager Training - Global
40
Manage
Conception
Collect
Analyse
ODK
Collect
Aggregate
Phases of MDCSlide41
ODK Aggregate
Aggregate
is
the platform used to manage the data
It can be run on a computer (called
server), setup for the
survey
. This computer
shouldn’t be
used for other tasks
during the duration of the survey. Works as a «
virtual
machine » (VM)
Survey Manager Training - Global
41
ODK
Aggregate
Get
blank
forms
Send
filled
surveys
ODK CollectSlide42
What’s a server?
Survey Manager Training - Global
42
Aggregate
Gives the
IP address
to the SERVER
Phones must be connected to the
SAME
wifi
to be able to access the server
WIFI
Settings ODK :
IP address
Web Browser:
IP address
ROUTER
With this system,
no need for INTERNET!Slide43
Requirements
VM Player:
Software to
launch
the server (alternatively Virtual box)
ODK-Aggregate-VMThe data management software, has to be
used
with
VM Player.See “Tool 3” to install VMPlayer
& the VM for the first time – it should be installed already on all survey computer.
Aggregate
Survey Manager Training - Global
43Slide44
Start the router
Turn the router on (plug in)
Check that the computer is connected to the right network:
id: UNHCRANDROID
Password: UNHCR_ANDROID
Then launch the VM using VM PlayerSurvey Manager Training - Global
44
Aggregate
See “Tool 1” to use AggregateSlide45
Starting the server
Aggregate
Survey Manager Training - Global
45Slide46
Starting the server (VM)
Aggregate
Address to enter in the browser
This is the SAME address that must be entered in the phones on ODK Collect.
Survey Manager Training - Global
46Slide47
ODK Aggregate
Aggregate
Log In:
aggregate
/
aggregate
(for the « Admin » page,
only
needed
when
server has been set up
that
way
)
Submission
: to manage data already sent to the serverForm Management: to add/remove foms–rarely used once the survey has started (the forms should not change anymore
).
Survey Manager Training - Global
47Slide48
ODK Aggregate: Add a new form
Aggregate
You must select the .xml file
Survey Manager Training - Global
48Slide49
ODK Aggregate: Use
Aggregate
Survey Manager Training - Global
49Slide50
ODK Aggregate: Options Admin
Aggregate
No need for password if all options are checked for “Anonymous user”
Always
click « Save Changes »
after
making
a change.
Survey Manager Training - Global
50Slide51
Last tool: Briefcase
51
ODK Briefcase
(export data, manage media, encryption)
ODK Briefcase
(transfer USB)
Survey Manager Training - Global
ODK
Aggregate
Get
blank
forms
Send
filled
surveys
ODK CollectSlide52
Briefcase
Tool’s
main uses:
Better export, MUST
be used for loops (
woman, child, mosquito forms) and to manage special
characters
Allows
encryption to be
used if needed3 main tabs
:Pull: takes the data
from
the server
Export :
outputs the data in CSV/Excel format
Push (
rarely
used): allows to take the data from the phones through USB and push them to the server, for example if no router is available.(On newer Android phones the data needs to be copied on computer first)52BriefcaseSurvey Manager Training - GlobalSlide53
Using briefcase
to output data (1)
Launch
ODK
BriefcaseGo to the tab «
Pull » Configure the storage folder if needed
(
see
next slide for details)
Check the IP address, must match the one shown
in the black screen when
the VM
is
launched
, the one
entered
into the web browser and in the phone... (If password needed: aggregate/aggregate)Survey Manager Training - Global53BriefcaseSlide54
Using briefcase
to output data(2
)
You can now
pull the data from the server.Select all the forms you need
to pull data for, and click « Pull ».
Then
go to the « Export » tab of
BriefcaseYou must select each
form individually.
Specify in which folder
you
want
to export the data to.
Survey Manager Training - Global
54
BriefcaseSlide55
ODK Aggregate: Note
The
IP
address
is the
same throughout the systemThe VM is the point of
reference
All
other
entries must match that of the VM
Survey Manager Training - Global
55
BriefcaseSlide56
How
can
you
efficiently
organize
your
data?
Export data each day (prevent data losses, help to keep things organized)
At the end of the survey, only the last day’s export needs to be used for analysis as it contains the whole dataset
See “Tool 2” for how to export Aggregate’s data
Organizing data
56
…
Day 1
Day 2
Day X
Child
FS
Wash
Woman
Survey folder
Survey Manager Training - GlobalSlide57
Survey Manager Training - Global
57
Manage
Conception
Collect
Analyse
ODK
Collect
Aggregate
Phases of MDC
Analysis
toolsSlide58
Standard operating procedures (
SOPs)
Survey Manager Training - Global
58
Pre-deployment
: SOP of survey manager
In-deployment
: SOP of survey manager, supervisors &
enumeratorsSlide59
Planning the survey and its logistics
Which modules do you need?
How many teams to deploy? How many phones needed?
Specific needs in terms of phones? Safety of enumerators?
Which tools?
How many supervisors to check data quality?
Which languages needed for translation?
Online/offline?
Power supply?
How many hours in the field each day, number of days needed?
What backup for data?
What adaptations needed to the survey (with respect to context
etc
)
What sampling?
SOPs
Survey Manager Training - Global
59Slide60
Do you need help?
Option 1: In-country support
When the survey manager has no MDC experience, little help available in-country
Option 2: Remote support
Some MDC experience, previous ODK training, tech savvy survey manager
Option 3: No supportWhen everything, including coding XLS forms, is already known
Survey Manager Training - Global
60
SOPsSlide61
Survey Manager Training - Global
61
Manage
Conception
Collect
Analyse
ODK
Collect
Aggregate
Phases of MDC
Analysis
tools
XLS
FormsSlide62
Updating XLS forms (1)
Open “
GLO_PH_Child_EN_FR_V2.6-XLS.xls
”
Only cells in RED should be changed. Making erroneous changes can be problematic later for analysis and/or cause loss of data.
SOPsSurvey Manager Training - Global
62Slide63
Updating XLS forms (2)
Usual changes: name of camps and other admin levels, localize names in “choices” tab, limiting values for input control, etc.
If you use cluster sampling, remove 1=2 in column N
Adapt & save
SOPs
Survey Manager Training - Global
63Slide64
Updating XLS forms (3)
Change the version number – VERY important
“Settings” tab. For example:
Form_title
: (…) V3.3
Form_id: (…)-ref-33-XLSVersion: 33
Rename the XLS form as well so that the version number (33 or 3.3) is obvious without having to open the file.
SOPs
Survey Manager Training - Global
64Slide65
Prepare your material
A few weeks before the survey:
Phones
Likely 2 phones per team, a few spares as well
Clean older phones – no old suveys/data left on the phone
Install or update needed applications:ODK CollectGPS_Test_PlusBarcode ScannerSurvey computer
Check that VMware is installed (and ODK Briefcase)
Test the VM (ODK Aggregate)
Update any screenshots for your training
SOPs
Survey Manager Training - Global
65Slide66
Deployment kit
SOPs
Computer (“server”)
Router
wifi
needed to send data between phones & server (computer)
Mobiles
Survey Manager Training - Global
66Slide67
Week before the deployment
Test any forms modified to ensure they behave as expected
Deploy finalized forms on the server
Deploy forms on the phonesPrint training material
SOPs
Survey Manager Training - Global
67
See “Tool 6” for power point support for enumerator training
See “Tool 7” for enumerator support tips
See “Tool 8-12” for paper support to be printedSlide68
Standard operating procedures (
SOPs)
Survey Manager Training - Global
68
Pre-deployment: SOP of survey manager
In-deployment: SOP of survey manager, supervisors & enumeratorsSlide69
Roles
Survey manager
Supervisor(s)
Enumerators
SOPs
Survey Manager Training - Global69Slide70
Survey manager:
typical
day
Launch
Aggregate
server
On the phone:
Check
saved
forms
that
have not been
finalized
, check
some
finalized
forms
to
ensure
everything
is
in
order
.
Turn
WIFI on
Send
finalized
forms
to
Aggregate
Turn
wifi off (on phone)
Pull data in Excel
with
Briefcase
Use ENA Smart for
analysis
Adapt
to
your
context
as needed
Based
on the
previous
day’s data checks, recommandations to surpervisors/enumerators as well. Phones have been charged and are ready to be used.
Charge up phones
Helping
supervisors
as/if
needed
Survey Manager Training - Global
70Slide71
Typical
day
: Supervisors
To
be adapted
to
your
context
.
Survey Manager Training - Global
71
Organise transport to the
field
Check
that
each
phone
is
going
to the
same
team
every
day
,
pass
any
recommandation
from
survey
manager.
Recap
on
what
is
to
be
done
,
distribute
list
of HH to
visit
.
(HH composition
sheet & data collection control sheet)If a new phone is
given to an enumerators, ensure that the waiver is signed.
Verify
that
all phones are back
using
the hardware management support, check data
quality.
During data collection,
visit
all/
most
of the teams at least once
so
answer
any
question, check
that
SOPs
are
followed
, etc.
Support/
troubleshoot
any problemsEnsure that you always have a spare phone available and/or USB chargerSlide72
Typical
day
: enumerators
Adapt
to your
context
Survey Manager Training - Global
72
On the first
day
,
sign
the
waiver
.
Otherwise
,
ensure
you
receive
the HH composition & data collection control
sheets
. Check
that
all phone settings are ok (date/time, display, plane mode, wifi off...)
Return to
incomplete
surveys
from
the
previous
day
.
Then
proceed
as
expected
given
the data collection control
sheet
. Do not mark as
finalized
– but do
indicate
in the end if
you
consider
the
survey
final or not (second to last question).
Explain
the use of phones to
beneficiaries
to
avoid
misunderstandings
.
Give
back phones &
paperwork
Teams are generally composed of:
Team leader (data quality, fill individual forms & supervision)
Enumerators (fill HH level modules)
Measurers for anthropometric data
Hb
measurers
Translator/local helper (if needed)Slide73
Lifecycle
of a
form
May 2016
73
SOPsSlide74
Support documentation
Data collection control
Overview
of all HH to
be
visited
Une per block/cluster
HH composition
sheet
Overview
of the composition of each HH
One per HH
74
ODK tools & features
Only
useful
when
it
is
actually
being
used
!
Survey Manager Training - GlobalSlide75
75
Signed
once
before
the
start
of the
survey
when
the phones are
distributed
.
Phone ownership & responsibilities
Survey Manager Training - GlobalSlide76
76
Sondage de Sécurité alimentaire du Burkina
Faso
Inventaire des téléphones par équipe et par jour
DATE:
PreTest
Xperia Barcode/IMEI
G1 Barcode/IMEI
Team leader
Signature
Team colour
Team 1
351676030088209
12468001490007
red
Team 2
351677030034813
12468001495048
yellow
Team 3
351677030073092
12468001496087
pink
Team 4
351677030072961
12468001493050
orange
Team 5
351676030030847
12468001494843
blue
Team 6
351676030122990
12468001495998
green
Must
be
signed
once by the
enumerator
in the
morning
,
when
they
receive
the
material
. The
supervisor
signs
at the end of the
day
when
the phones are returned.Daily phone management
ODK tools & features
Survey Manager Training - GlobalSlide77
Support documentation available
Survey Manager Training - Global
77