1. seriss myEVS portal for the EVS 2017 survey
Presentation prepared by Evelyn Brislinger, Dafina Kurti, Markus Quandt
for the „Challenges in the Organisation of International Comparative Social Surveys“ workshop at the Czech Academy of Sciences,

2. Survey Management Platform (SMAP)
The beginning …
Challenges for Surveys
High communication cost
Difficult navigation between different tools throughout SLC
Lack of monitoring capacity, loss of information between SLC phases
Our Solution
A virtual environment to support collaboration within and between research groups
Combine project and data management applications
Provide ‘software as a supported service’
Part of HORIZON 2020 SERISS grant;
Cooperation of GESIS, FORS, ESS, and EVS as pilot user

3. European Values Study
First study to focus on societal values (1981), topic then taken up by World Values Survey
Repeated comparative cross-sectional survey
Funded through various national channels by participating countries and the European Values Study Foundation (Tilburg, NL)
Aim to cover all of Europe
Currently 5th wave being conducted

4. myEVS portal
Points of Departure

5. EVS 2017 Organisation MG CPD EC TGPR CT
EVS planning groups and Country teams
CPD - Council of program directors
EC - Executive Committee
TG - Theory group
MG - Methodology group
PR - Officer
CT - Country teams
(+ CDT – Central data processing team)
Source:

6. Survey lifecycle phases and tasks
Data Processing Phase
Planning Phase
Fieldwork Phase
Source:

7. myEVS: Three main building blocksEC TG MG
CPD PR CT 1 2 3
Software features
Workspaces for EVS planning groups and country teams
Communication and collaboration within/between teams
Workflows and tasks following SLC
Folder structure for data & documents according to SLC

8. Main goal: EVS 2017 Data & Documentation
Workspaces for every EVS group
CPD EC PR TG MG CT CT CT CT CT CT CT CT CT CT
CDT CT CT CT CT CT CT CT CT CT CT
Transparency for all portal members
Easy and secure access to D&D
Collaboration and workload management support
Guidance documents, Master Questionnaire, help material, data releases, etc.
Country-specific data, questionnaires, documentation on creation & processing data, etc.
Data and documentation to be created

9. Our vision Online Forms CharmStats DAS Messages Workspaces DC&ZACAT
Excel sheet
TMT

10. Planning & Consultation
EVS 2017 tasks & actions
Data Processing
& Standardization
Data Processing
& Harmonization
EVS2017 Documents
TMT procedures
Reporting
Master questionnaire
Guidance documents/Help
Methodological questionnaire
Information on TMT procedures applied
Excel sheet with FW outcome codes
Processed nat. data
Syntax files
Data cleaning report
Edited, standardized, harmonized & integrated data & documentation
Internal process information
Classifications
EVS2008/17 Questions
Deposit D&D
Excel sheet & Help
C-sp. response categories
Harmonization codebook
Comments in TMT on modifications of translations
Date & documentation
uploaded to online form
Planning & Consultation
Translation
Fieldwork
NT Processing & Upload
Processing & Release
Preservation
Methodological Questionnaire
FW Reporting
XML-FQ Information
DAS standards
Internal and released data & documentation
Excel sheet FW reporting
Contact & Interviewer form
Export as XML-FQ
& comments
Methodological information entered in online form
Create Data & information
Sampling
Field questionnaires
Data Releases
Sampling Word template & Help
Export as TMT-FQ
for survey organization
Survey & para data
Information on interview
DAS standards
Pre & full releases

11. myEVS concept
Role-based delivery of content depending on position in EVS
Personal landing page
Workspaces for planning groups &
country teams participating in EVS2017
Ease access to EVS2017 guidance documents
(Migration from DNN portal  myEVS)
Quickly switch between tools
Stay informed about team activities
Securely manage access to contents private for the team

12. myEVS: Main structure Personal landing page - NPD
Member of Country team - Nora
Welcome to myEVS!
News and Events
The European Values Study organize a session at ESRA Conference (17-21 July 2017, Lisbon). Session: The Study of Values Change Using European Values Surveys.
EVS 2017 Timetable ….
EVS 2017 To-Do List
EVS 2017 Guidance Documents
CN1
COUNTRY1
CN1
Country1
Member of Central team - Ruud
Quickly switch between tools
Stay informed about activities of your team
Securely manage access to contents that are private for your team

13. Here, we switch into the live system

14. Task Manager: 2. Monitoring
Country Team
Country Team
Progress monitoring by aggregating & grouping tasks
Assignee
Project
Central Team
Label
Due date
Status

15. First Impressions from Real World
myEVS portal went ‚live‘ three weeks ago
36 country teams, 40+ workspaces, 106 individual users
Acceptance seems good, consultation workflows do function so far, very few help requests from users
Important: Central staff needs extensive training!
„Business case“ to be evaluated at end of SERISS project