Survey best practices
Please take care to research good practices, and add them to this page!
Chapters, the Wikimedia Foundation and other organisations have conducted surveys of Wikipedia editors. This page collects best practices for those conducting surveys. These best practices are taken from governments and international organisations.
To aid with systemic bias and to understand the needs of Wikimedia contributors, some surveys have asked demographic information questions, on areas like age, gender, marital status, sexual orientation and household income.
If considered necessary, use the question: What is your age?
The UK Office of National Statistics provides four general use age bands:
|Harmonised Standard 1||Harmonised Standard 2||Harmonised Standard 3||Harmonised Standard 4|
Use of narrower age bands with small sample sizes is not recommended as it has the potential for personal identification.
If considered necessary, use the question: Which of the following terms best describes your sexual orientation?
Provide as possible answers:
- Gay/lesbian (or "Homosexual")
- Prefer not to say
If considered necessary, use the following questions:
What is your gender?
- Other (please specify)
Are you transgender?
- Other (please specify)
If you are transgender, what was your (assigned) gender status at birth?
- Not applicable
- Other please specify
Taken from Gay and Gender research website survey (Social and Political attitudes of LBTQ individuals)
The ONS 'Trans Data Position Paper' (Released in 2011)'  suggests some alternative questions
Is your gender identity the same as the gender you were assigned at birth?
Do you live and work full time in the gender role opposite to that assigned at birth?
(With an additional suggested follow up question)
Do you sometimes adopt the gender role opposite to that assigned at birth?
The briefing paper clarifies under no circumstance should the data ever be attributable to an individual (page 16) - so these questions would have to be anonymous, and notes that at the time, the ONS decided that data collection of gender or transgender status was not be included in standard household surveys. The second set of questions suggested are similar to those recommended by Unison 
The recommendation of the Equality and Human Rights commission  in this regard are quite nuanced. These are undoubtedly the most thorough questions about gender, and were developed ...with a sample of the general public who identified with a range of gender identities and with the explicit aim of replacing the question 'Are you male/female?' on UK monitoring forms, national surveys or census.
In the UK the ONS measures levels of qualification in the population between 16 - 64 years of age. This measure doesn't take into account type of degree, and therefore for example doesn't measure the difference between undergraduate, postgraduate and doctoral degrees
The levels of qualification against which data is collected are:
- Degree or equivalent
- Higher education
- A Level or equivalent
- GCSEs grades A*-C or equivalent
- Other qualifications
- No qualification
- Don't know
The Office of National Statistics defines 'Family' as 'A married, civil partnered or cohabiting couple with or without children, or a lone parent with at least one child. Children may be dependent or non-dependent.' and a household as 'A person living alone, or a group of people living at the same address who have the address as their only or main residence and either share one main meal a day or share living accommodation (or both).'
The latest data can be found here 
The Labour Force Survey defines family by the following criteria:
- Married Couple family
- Civil partner Couple family
- Opposite sex cohabiting couple family
- Same sex cohabiting couple family
- Lone parent family
Against which criteria respondents are asked to specify if they have One child, Two children and Three or more children.
Are defined by single residences and number of occupants as follows:
- One person
- Two people
- Three people
- Four people
- Five people
- Six or more people
Online survey tools run by third parties may have different privacy policies, and these policies may get in conflict with Wikimedia users privacy expectations. The initial list of tools was defined at Phab:T94807.
- Qualtrics has been vetted by the Wikimedia Foundation Legal and Contracts teams.
- AllOurIdeas has been vetted by WMF Legal.
- LimeSurvey may be a more ethical possibility than Qualtrics (Free/Libre software)
Not recommended but allowed
Surveys on wiki
- It is possible to post questions in a survey format on a wiki page, just like any other discussion. This works best if you ask only a few questions, and if the questions do not touch sensitive subjects (e.g., demographic information or contentious subjects). However, you should be aware that on-wiki surveys will attract a different audience (e.g., fewer inexperienced editors and fewer mobile users, because they struggle with talk pages) and may result in fewer responses. On-wiki surveys also may not be a popular option: In 2015, one eight-question survey was offered in both Qualtrics and on wiki, so that editors could choose their preferred format. The result was that 508 editors chose Qualtrics, and only two responded on wiki.
- ↑ Harmonised Concepts and Questions for Social Data Sources: Primary Standards – Demographic Information, Household Composition and Relationships, Office of National Statistics (UK)
- ↑ Developing survey questions on sexual identity: Cognitive/in-depth interviews, Office of National Statistics (UK)
- ↑ Trans Data Position Paper, Office of National Statistics (UK)
- ↑ Workforce monitoring for sexual orientation and gender identity, Unison (UK)
- ↑ Collecting information on gender identity, Equality and Human Rights Commission, May 2012
- ↑ Measuring National Well-being, Education and Skills,Office of National Statistc (UK)
- ↑ Families and Households, 2012, Office of National Statistics (UK)