Data Quality, Analysis, and Case Studies Using KoboToolbox

Survey
Data Collection
KoboToolbox
CAPI
Author

Victor Mandela

Published

October 16, 2024

Automating Quality Checks in CAPI Using KoboToolbox Features

One of the best features of KoboToolbox is its ability to automate quality checks during data collection. This ensures that the data you collect is clean and ready for analysis, reducing the need for time-consuming manual corrections later.

Here’s how you can improve data quality with KoboToolbox:

  1. Use Validation Criteria
    KoboToolbox allows you to set validation rules for questions, ensuring that respondents enter data in the correct format. For example, if you’re collecting age data, you can set a rule that the age must be between 0 and 120. This prevents errors like entering “500” as an age.

    Example: If your survey asks, “How many children do you have?” you can set a validation rule to ensure the response is a number between 0 and 15, preventing incorrect entries.

  2. Add Mandatory Questions
    You can make certain questions mandatory so that respondents cannot skip them. This is particularly important for critical questions that are essential to your data analysis.

    Example: In a health survey, you can make the question “What is your gender?” mandatory, ensuring that no response is left out during the interview.

  3. Use Constraints for Logical Responses
    You can set constraints to make sure answers are logical. For instance, if someone answers that they are 5 years old, a constraint can prevent them from answering that they have children, as this would be an illogical response.

    Example: If a respondent selects “No” to the question “Do you own a mobile phone?”, you can add a constraint that prevents them from answering follow-up questions about phone usage, improving the survey’s flow.

  4. Preview and Test Before Data Collection
    Always preview and test your survey before deployment to ensure that the validation criteria and constraints work as expected. Testing prevents errors during actual data collection.

    Example: Before deploying a survey on school attendance, preview it by entering test responses. This will show you if the logic and constraints work, such as preventing a respondent from entering “10” when asked “How many school days did you miss last month?” if the maximum allowed is 5.

Real-Time Data Collection and Analysis with KoboToolbox

One of the most powerful features of KoboToolbox is the ability to collect and monitor data in real time. This gives you immediate insights into your survey results, enabling you to make adjustments on the fly and ensure data accuracy.

  1. Monitor Data as It’s Collected
    KoboToolbox allows you to view the incoming data while your field team is still collecting it. You can see the number of responses collected, check for any missing or incomplete data, and identify potential issues early on.

    Example: If you’re conducting a survey on household income, you can monitor the data to ensure all responses are complete. If you notice that a certain region is submitting fewer responses, you can contact your field team to address the issue before it becomes a bigger problem.

  2. Export Data for Analysis
    Once the data is collected, you can export it to a variety of formats such as Excel, CSV, or even directly into statistical software like R or SPSS for deeper analysis. This allows you to clean and analyze the data as soon as it’s uploaded.

    Example: After completing a survey on water usage in rural areas, you can export the data to Excel, where you can filter responses and run simple analyses, such as calculating the average water consumption per household.

  3. Visualize Data Quickly
    KoboToolbox includes basic data visualization tools, allowing you to create simple graphs or charts directly on the platform. This is useful for quick insights without having to use other software.

    Example: If you’re collecting data on the types of crops grown in different regions, KoboToolbox lets you generate pie charts to see the proportion of households growing maize, beans, or other crops at a glance.

How to Visualize CAPI Data Collected via KoboToolbox

Visualizing the data collected using KoboToolbox helps turn raw data into meaningful insights. Here’s how you can quickly create visualizations for your data:

  1. Use KoboToolbox’s Built-In Visualization
    KoboToolbox offers simple tools to visualize your survey results as bar charts, pie charts, or frequency tables. This is ideal for getting a quick overview of your data, especially if you need a snapshot during fieldwork.

    Example: After completing a survey on school enrollment, you can quickly create a pie chart to visualize the percentage of boys and girls enrolled in school.

  2. Export Data for Advanced Visualization
    If you need more complex visualizations, export the data to Excel or a data visualization tool like Tableau. From there, you can create more detailed graphs, maps, or dashboards to better understand trends or patterns in your data.

    Example: After collecting data on household energy sources, you can export the data to Tableau and create a map that shows which regions rely more on firewood versus electricity, giving you a clearer picture of energy access in different areas.

  3. Visualize Trends Over Time
    If your survey involves tracking data over time, you can create trend charts to visualize changes. This is especially useful in longitudinal studies where you need to monitor progress or compare results from different survey rounds.

    Example: If you’re running a survey on child nutrition over several months, you can use KoboToolbox’s export feature to create a line chart in Excel, showing how the average weight of children has changed over time.

Case Study: Improving Health Data Collection with KoboToolbox CAPI

To illustrate the power of KoboToolbox, let’s look at a real-world case study of how it was used to improve health data collection in a rural setting.

The Challenge:
A health NGO was tasked with collecting data on vaccination coverage in remote villages. Previously, they used paper surveys, which often led to errors, delays, and missing data. The team needed a more efficient way to gather accurate information in areas with no internet access.

The Solution:
The team switched to using KoboToolbox for CAPI. They designed a digital survey with validation rules and skip logic to ensure that only relevant questions were asked. The team collected data offline using the KoboCollect app and synced it later when they returned to areas with internet connectivity.

Results:

  • Improved Accuracy: With validation rules, errors were minimized. For example, respondents couldn’t enter invalid ages for children receiving vaccines.

  • Faster Data Processing: Instead of waiting weeks for paper forms to be submitted and entered manually, data was available in real time, allowing the team to start analyzing it immediately.

  • Higher Quality Data: By using mandatory fields and skip logic, the survey reduced missing responses and improved the overall quality of the data.

Example: In one village, the NGO was able to quickly determine that vaccination coverage for measles was lower than expected, allowing them to take immediate action by organizing more vaccination clinics.