The objective of this Standard is to establish the terms, definitions and service requirements for service providersconducting market, opinion and social research, including insights and data analytics.
Table of contents
Header
About this publication
Preface
Foreword
Introduction
1 Scope
2 Normative references
3 Terms and definitions
4 Core requirements for market, opinion and social research
4.1 Core framework
4.1.1 Statement of applicability
4.1.2 Confidentiality of research
4.1.2.1 General
4.1.2.2 Participant reassurance
4.1.2.3 Invitations to participate in research projects
4.1.2.4 Data collection from children or vulnerable persons
4.1.3 Documentation and records management
4.1.3.1 Documenting the systems and practices
4.1.3.2 Project research activity records
4.1.3.3 Records management
4.2 Personnel and infrastructure responsibilities
4.2.1 Personnel and organisational responsibilities
4.2.2 Personnel — Performance management
4.3 Information security
4.3.1 Information security risk framework
4.3.2 Information handling
4.3.3 Information security controls
4.3.4 Information security training and awareness
4.4 Subcontracting services
4.4.1 General
4.4.2 Subcontracted project work
4.5 Planning, delivery and reporting on projects and research work
4.5.1 General
4.5.2 Client relationship management
4.5.2.1 General
4.5.2.2 Product handling
4.5.3 Project, work requests or other responses to offer services
4.5.3.1 General
4.5.3.2 Delivery of project or other work
4.5.3.3 Conception and design of data collection instruments
4.5.3.4 Translation of data collection instruments and other project-related documents
4.5.3.5 Pretesting data collection instruments
4.5.3.6 Incentives
4.5.4 Providing deliverables to the client
4.5.4.1 General
4.5.4.2 Client reporting
4.5.4.3 Publication of research results
4.6 Management review and improvement
4.6.1 Input
4.6.2 Output
4.7 Internal audits
4.8 Legal requirements
Annex A
A.1 General
A.2 Sampling
A.2.1 General
A.2.2 Sample size
A.2.3 Sample selection and design
A.2.4 Sample transparency
A.2.4.1 Sample provider transparency
A.2.4.2 Sample user transparency
A.3 Probability samples
A.4 Non-probability samples
A.4.1 General
A.4.2 Quality criteria for non-probability samples
A.4.3 Sample duplication, device ID, cookies and similar objects
A.4.3.1 General
A.4.3.2 Device ID
A.4.3.3 Cookies and other similar objects
A.4.3.4 Other methods
A.4.4 Sample blending
A.4.5 Sampling automation
A.4.6 Sample blending, sampling automation, technology-based solutions and personal data
A.4.7 Fraudulent and inattentive responding
A.4.8 Special considerations
A.4.8.1 Mobile
A.4.8.1.1 Unintended mobile participants
A.4.8.1.2 New sample sources for mobile market research
A.4.8.2 Category and other types of exclusions
A.5 Access panels
A.5.1 General requirements for access panels
A.5.2 Recruitment of new panel members
A.5.2.1 Confidentiality and transparency for access panels
A.5.2.2 Access panel recruitment
A.5.2.3 Methods of recruitment
A.5.2.4 Source of recruitment
A.5.3 Validation of identity
A.5.3.1 General
A.5.3.2 Validation of identity at the recruitment stage
A.5.3.3 Subsequent validation of identity
A.5.4 Request to unsubscribe or opt out of the access panel
A.5.5 Access panel structure and size
A.5.5.1 Access panel structure
A.5.5.2 Access panel size
A.5.5.2.1 General requirements
A.5.5.2.2 Re-contacts
A.5.5.3 Profile data of panel members
A.5.6 Access panel management
A.5.6.1 General
A.5.6.2 Incentives
A.5.6.3 Maintenance
A.5.6.4 Updating profile data of panel members
A.5.6.5 System requirements
A.5.6.6 Panel member support
A.5.7 Access panel usage and frequency of participation
Annex B
B.1 General
B.2 Management, recruitment and training of fieldworkers
B.2.1 Fieldworker recruitment
B.2.2 Basic training for new fieldworkers
B.2.3 Continuing training and appraisal of fieldworkers
