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Have you ever concluded a survey to discover it’s generated many more completes than specified in your quota targets? This is called Quota Overshoot, and it happens when a lot of respondents fill in a survey at the same time. Quota Overshoot doesn’t reduce a survey’s quality, but it does result in higher-than-necessary expenditure on reward, sample and interview costs.
The good news is Nfield’s Max Overshoot feature enables you to control the number of excess completes, and so avoid unnecessary costs.
To understand how Max Overshoot works, you first need to understand why Quota Overshoot happens. The one-word technical answer to this is ‘concurrency’.
Concurrency is when two or more respondents are filling in a survey at the same time. For the most part, this is exactly what you need to get your survey completed in the shortest possible time. But if multiple responders remain active when just one more complete is needed, you’ll end up with more completes than the quota. This is because all the interviews already underway at the moment of the last required completion will also continue to completion
Nfield’s Max Overshoot feature gives you control over excess completes by limiting concurrency as your survey nears completion. You can set it to reflect your preferred balance between speed and excess respondent costs
To explain how this balance shifts, let’s play the Plane Game. Or in these COVID-19 times, imagine playing it!
THE GOAL:
Get 20 paper planes made, each by a different person. Of these, 10 have to be made by males and the other 10 by females. (Want to know how to make a “world record paper plane”? This video shows you!)
THE RULES:
Each plane-maker has to sit at a separate desk while performing the task. When finished, they vacate the desk for a new plane-maker to take their place. This all happens inside a room that players can only enter when a free desk is available. Players who’ve completed their planes stay in the room. Players who decide to give up have to leave the room. When you’ve reached the target number of planes, no more people can come in.
Everyone in the room at the moment the last required plane is completed gets a voucher worth $8 as a reward, even if they’re still finishing their plane.

SCENARIO 1:
You invite a lot of people (let’s say 100) to participate and provide the same number of desks. This way, everyone is making planes at the same time, with nobody having to wait their turn.
This will produce a really fast result. But because you had 100 people in the room, and none of them had given up at the point the 10+10 target was reached, you have to pay them all. That’s a bill of $800.
SCENARIO 2:
You have two rooms, each with just 3 desks. One room is only for the males, the other only for the females. Both rooms operate at the same time. Once 10 male planes have been completed, the male game ends. The same applies for the female game.
This limits each category’s concurrency and, as a result, the number of participants in both rooms combined when the targets are reached will only be 24. An excess of two males and two females. The total reward payout will be just $192. But the game will have taken much longer to complete.


Of course this Plane Game is a metaphor for respondents completing surveys, with the two scenarios illustrating extreme ends of the cost vs speed spectrum. As a market researcher, you’ll probably be looking for a happy medium. Nfield achieves this via a formula which changes the number of “desks” as each quota target comes closer to completion. All you have to do is set your desired Max Overshoot number per quota target.
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If we illustrate this according to the Plane Game, per quota it looks like:
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One new participant is allowed to start after each new complete ONLY IF Successful Completes < the quota target. (Nfield doesn’t allow new interviews to be started once quota target for successful completes has reached its maximum.)
As completes start to accumulate, the number of desks gets reduced. This limits the number of active participants and, in turn, the number of excess participants at the time each quota target is reached.
Quota target = 10
Max Overshoot = 2
| Number of successful completes | Number of desks available | Maximum number of active participants |
| 0 | 12 | 12 |
| 1 | 11 | 11 |
| 2 | 10 | 10 |
| | | | | | |
| 8 | 4 | 4 |
| 9 | 3 | 3 |
| 10 | 2 | 2 |
You can set the Max Overshoot to zero to keep costs to an absolute minimum. However, it will take longer to achieve the final complete as, by the end stage, only one respondent can be active at a time, which will amplify the effects of any drop outs.
You can make a judgement call on how seriously this might impact things by looking at your survey’s dropout data in Nfield.
Two important points to note when using Max Overshoot:
Max Overshoot can be a very beneficial feature for controlling costs and provides flexibility to balance cost against speed. However, it does make quota evaluation more complex and may put a big load on Nfield processors. We are therefore rolling it out gradually and are currently only enabling it upon request. To enable Max Overshoot, please contact your account manager. At one point, we will enable this feature for all domains.
If you have any questions about Nfield’s Max Overshoot feature, don’t hesitate to Contact Us.
Quota management is important in fieldwork management. It ensures you have a representative demographic distribution and a good control on the cost (sample fee, respondents’ rewards, Nfield complete fee, etc). It starts with a simple concept – You set a limit of how many completes (5 males + 5 females = 10 total) should be done to meet your quota requirement. In this article we introduce the quota basics and variations and how you manage your quota well.
We will use visual illustrations to show the quota concepts available in Nfield:
Let’s start by creating an example for the basics using Minimum Quota.

At the end of the fieldwork, when you are missing one final interview (the 10th respondent) needed for the quota target there’s a chance you may not get this straightaway (a female in this case, see the image below). It would be a waste to interview respondents and keep screening them out (3 males in this example) before the last female respondent is found.

When your quota requirements get more complicated (e.g. a female of 20-25 year old living in a small city who purchased a specific wine in the last year), we would need to screen out even more respondents. To have more flexibility in the quota design, you can make use of minimum targets.
In this example, we fixed 80% of the required gender distribution and left 20% of the sample free in the choice of gender. Anyone can take the final two spots (20%) of the target. The principle behind this¹ is to fulfil the minimum gender target (so one female spot in grey is reserved) and limit the total target by setting a maximum. So once the minimum targets are fulfilled, it is more flexible for accepting the last ones instead of screening them out.


Benefits of this use of minimum targets are:
Quota requirements can be complicated. You may have different quota cells, interlinking with each other. Some quota cells are more important than the others. Together with minimum targets, you can have good grip of your quota control.
We revise the minimum quota example with smaller minimum targets.

Nfield ensures 3 minimum males and 3 minimum females and has 4 spots to be filled in by anyone. In extreme cases, it can be 7 males or 7 females.

Having 70% males may seem too much. To add a control on this, maximum targets can be added on the quota cells.

To understand this, we now add a border (maximum target) on how many circles can sit in one gender row. 3 males and 3 females are minimum targets. They must be filled. The total maximum target is 10 (ten circles in total), meaning four circles/spots are available. However, only three circles can sit in one row (in the male row or the female row). Then you can have 3 to 6 males or 3 to 6 females, totaling 10.

Benefits of a mix between minimum and maximum targets are:
This allows the survey to use routing based on the least-filled quota or offer selections based on a list ordered by least-filled quota. It helps lagging-behind quota to catch up by giving them advantages on higher position in the answer list or on routing to their sections. The following scenarios may sound familiar.
The how-to is quite simple, with the use of command *GETLFQLIST (which literally means Get Least-Filled Quota List). It returns the quota list in its ascending relative filling percentage based on minimum target values. With the following example, the relative filling percentage is calculated like this: 3 completes on electric appliance kettle out of 5 targets, giving its relative filling percentage as 60%. The least-filled quota list will now show the order: Air conditioner (the least filled), refrigerator, kettle, and last television. You can then route your survey to show the section of the air conditioner.

The most needed quota item gets answered first, resulting in earlier completion of the quota and saving costs by using less sample.
Least-filled quota can apply to multiple quotas too. You may ask “Which electric appliances have you used yesterday?” or “Which brands you have purchased in the last months?” Respondents can give multiple answers. The questionnaire can route to show one/more section(s) of the least-filled answers (appliances/brands) of his/her answers. Or it shows a follow-up question with his/her answers in an ascending relative quota filling. The most demanding quota is at the top, which hopes to gear the respondent’s selection to that item.
In Nfield, you can toggle the “Multi” button on in the Quota page.

And multi quotas should always be at the root (thus the lowest in the nesting quota frame). It can be standalone, or nested under another quota cell, but not having other quota cells under it. As one respondent gives multiple answers, the counts would not sum up nicely. In the following example, the minimum target is 10 male and 10 female with a total of 20. These numbers are controlled gender quota variable, not in the minimum targets set for each appliance. The minimum targets in each appliance are used as the calculation of the relative filling which is 100% x (minimum target – number of respondents in that answer). Another important note is that the multi quotas do not contribute to quota check itself.

Then this *GETLFQList command can be used to return its result.
When the quota status is like the following (same as the example in least-filled quota), the relative quota filling in ascending order is air conditioner (20%, the least filled), refrigerator (57%), kettle (60%), and last television (67%).

See this in action:

With the spread of coronavirus (COVID-19) disrupting daily life all over the world, we’ve noticed the changes in human activity being reflected in Nfield surveys. As regions have gone into lockdown and people have been discouraged, or even ordered, to avoid contact with others, CAPI interviewing has become all-but impossible in some places. Where this has been the case, there has been a significant increase in Online surveys to compensate. To illustrate, we’re sharing usage patterns for Nfield CAPI and Online in our China, South Korea, Spain and Vietnam deployments, so you can see how survey execution has changed along the coronavirus timeline.
While we are, naturally, as concerned about the situation as everybody else, we are pleased to see that our customers have been switching between Nfield CAPI and Online without any problems. This is because we developed these two survey channels with the same scripting language and result format. Switching can therefore be done in just a few minutes, with minimal support needed from our helpdesk.

Nfield CAPI vs Online in China
At the time of writing, China remains the country most heavily impacted by coronavirus (COVID-19). This is reflected in a uniquely dramatic shift in survey channel usage. In normal times, CAPI very much dominates China’s survey activity. But with public spaces mostly deserted, and people being reluctant to interact with researchers, face-to-face interviews have almost completely ceased. Meanwhile, Online surveys have increased significantly to fill some, although not all, of the gap.
The correlation between Nfield usage in China and events on the coronavirus timeline clearly confirms how these are linked. A decrease in survey activity before long holidays such as Chinese New Year, which began on 25 January 2020, is common. Our graph shows an expected reduction in CAPI fieldwork leading up to this. Survey activity remained extremely low while the Chinese New Year holiday was extended to 2 February, due to the disease. As people gradually started returning to work in Beijing/Tianjin/Hubei/Sichuan, albeit from home, survey activity resumed on a very small scale. After the first ten days this increased to some extent, but almost exclusively via Online.

Nfield CAPI vs Online South Korea
As of 5 February, there were fewer than 20 confirmed cases of coronavirus in South Korea, although the gradual increase in neighboring China was starting to cause alarm in other countries. By 7 February we were seeing a drastic decrease in CAPI face-to-face interviewing, while use of Nfield Online grew to twice its normal amount. As widespread infection took hold in South Korea, Online survey usage tailed off again to normal levels. Meanwhile, CAPI diminished greatly, but not completely.

Nfield CAPI vs Online in Spain
Spain’s Nfield usage pattern is very similar to that seen in South Korea, although the early February switch from CAPI to Online happened sooner and more drastically than in South Korea. In Spain, a 3-day Online spike suddenly dropped off again on 13 February, after which there was a reduction in both CAPI and Online. CAPI continued to play a diminished role in Spain’s survey landscape until the last two days of the month.
By 5 March (a week after CAPI all-but disappeared from use), the Spanish government advised companies to send workers home to reduce contact. On 6 March, Spain ranked 7th in the world for the number of confirmed cases. We expect to see the impact of these measures in March volume reports.

Nfield CAPI vs Online in Vietnam
Thanks to prompt and decisive governmental action, Vietnam did a very good job of containing the spread of coronavirus and preventing it from getting out of control. Like China, Vietnam had a relatively long new year holiday. However, the Vietnam government declared coronavirus to be an epidemic at a very early stage, on 1 February, when the number of confirmed cases stood at 6. As a result, Vietnam only had 16 reported cases, with the last one declared on 13 February. Usage patterns for both Nfield CAPI and Nfield Online very quickly returned to normal when new cases stopped being reported.
A WHO official, called Park, told Al Jazeera¹: “The country has activated its response system at the early stage of the outbreak, by intensifying surveillance, enhancing laboratory testing, ensuring infection prevention and control and case management in healthcare facilities, clear risk communication message, and multi-sectoral collaboration.”
Hoping for a speedy recovery
At the time of writing, nobody knows how things will develop with coronavirus. As with the rest of the world, we are very much hoping the disease will be contained, cured and eradicated quickly. In the Netherlands, which is our home base, the first case was confirmed on 27 February. This was relatively late compared to other European countries. In 9 days, the number had risen to 128 cases. Everyone has to remain on high alert. We hope our customers worldwide and teams in the Netherlands, Spain and India are able to stay healthy and strong.
We proudly present our Nfield Top 15 Customers! We would like to take this chance to give them a round of applause and to recognize their project success with Nfield. Conducting projects in Nfield means they have also put security and data compliance to their top priority as we do.
Fully compliant practices and ISO 27001:2013 certification in our data collection solution Nfield means you can rest assured when it comes to data security. There is a strong security policy to ensure that your data are safeguarded. Nfield includes features to assist in the efforts to address GDPR controls enabling you to take care of consent management and other important privacy requirements.
These top 15 customers are selected based on their usage in 2019. And the winners are (in alphabetical order):
Nfield comes with a build-in reporting tool, that we keep enriching with new features. In this series of NIPO Academy sessions we will first do a quick refresh on the features of the Fieldwork Overview report, then focus on the select, relabeling and split/merge transformations that have recently been added.
This year we introduced several features that empower you to keep track on how you use Nfield. Features that are meant to give you an idea of your footprint on the Nfield servers. In this series of NIPO Academy sessions we will showcase the features we have introduced, like the domain usage report and the survey metrics, and give you tips on how to use these to your advantage.
NIPO is delighted to announce that its Nfield Online and CAPI software solutions have earned the 7th position in Capterra’s newly released Top 20 Most Popular Survey Software report.
Capterra evaluates software based on product data, validated user reviews and independent research and testing. It also analyses online search activity to generate a list of market leaders who offer the most popular solutions. The resulting assessments therefore represent a solid all-round appraisal.
Nfield’s inclusion in the 2018-19 Top 20 is testimony to years of hard work developing solutions which truly satisfy user needs. This has been achieved through working closely with the Market Research industry to establish these needs, complemented with dedication to formulating the most robust, user-friendly and cost-effective solutions.
See the full Capterra Top 20 Survey Software report
NIPO develops Online, CAPI and CATI survey solutions specifically to serve the needs of professional market researchers. For over 20 years, we have been working closely alongside market research organizations to continually deepen and freshen our insights into their challenges, in order to create truly purposeful solutions.
This unique bond means we have robust practical knowledge of how to efficiently organize survey distribution of any scale. Which enables us to serve our customers with exceptionally well-thought-through products, particularly when it comes to tackling large scale national and global projects. Our unrivalled combination of deep industry understanding and high-level IT expertise means our customers benefit from survey software which is genuinely designed with their success in mind.
With more than 200,000 users around the world, NIPO supports many thousands market research projects every year.
In these Academy sessions we introduce a new document on paradata, tell you how to get to the paradata and give you a few practical examples on how you can use this data.
In an exciting development for researchers who survey respondents in China, NIPO is proud to announce the release of a new Nfield deployment from Chinese mainland. This makes Nfield the only international market research platform approved as an Internet Content Provider (ICP) by the Chinese authorities. Researchers and respondents alike can now enjoy a uniquely superior experience with Nfield, as data no longer needs to pass through the Great Firewall of China.
Why Chinese mainland deployment matters: The performance of outbound internet traffic in China is impacted by what is known as the Great Firewall of China. This firewall actively checks all connections to the outside world, including cloud-based online interviewing platforms. For Nfield Online users in Chinese mainland connected to the Nfield deployment in the Azure data center in Hong Kong SAR, this previously meant unpredictable delays in load times for new questions and thus a poor respondent experience, with high drop-outs as a result. This was not only the case for NIPO’s Nfield, but for all CAWI interview systems hosted from outside Chinese mainland.
The new Nfield China deployment has both its primary and backup locations hosted in Chinese mainland. This has been made possible through the Chinese Government’s full approval of the deployment and granting of an Internet Content Provider (ICP) filing. This gives Nfield a unique status within the international market research industry and enables us to provide an unrivalled level of service.
As well as the obvious benefits for online surveys, the China deployment also means improved interface responsiveness when setting up survey projects and managing fieldwork. And Nfield CAPI interviewers will benefit from faster synchronization with tablets.
Final stress tests were carried out in January 2019 with a group of pilot users. Following the successful completion of those first projects, the domain is now available for use and we are delighted to have already welcomed our first new customers on board. Existing customers operating in China will be invited to switch to the local deployment.
The Nfield China deployment is running the latest Nfield version and will remain in sync with updates applied to other regions.
Nfield is fully offered as a Software-as-a-Service model, which leaves you free from capex and servicing commitments. Nfield is the only survey solution hosted from the Microsoft Azure cloud, which guarantees superb performance, reliability and stability. In addition to the Nfield deployments in China, Nfield is deployed from Europe, America and elsewhere in Asia. Nfield is a fully scalable system that can handle extremely high volumes. Nfield is fully secure, with ISO 27001-2013 certification for both NIPO and the Nfield platform. NIPO and Nfield are both compliant with GDPR legislation.
This series of Academy sessions is on how Nfield can support you in your GDPR compliance.
This series of Academy sessions put focus on efficient scripting in Nfield, when using long lists. We introduced a new method to store the answers. Requiring less positions so you will not reach the “maximum positions” as easily as you do now when using the large list multiple times in a script.
Cyber attacks are continuing to increase globally in both number and scale, impacting all kinds of organizations in all kinds of industries. Every company is a potential target. Which means market researchers need to be as aware as anyone about the possible threats and take the necessary preventative action. This calls for being armed with the relevant knowledge and having a system which robustly protects survey data and, with that, company reputation.
A single “NotPetya” ransomware attack in June 2017 led to Nurofen maker Reckitt Benckiser taking an estimated EUR 110 million hit in revenue*.
*source: the Guardian 6 July 2017
Just think about what would happen if your company falls victim to malware which compromises your entire fieldwork operation, causing irretrievable loss of your fieldwork and respondent data. Not to mention the damage done to your client relationships.
We did, which is why NIPO’s Nfield survey systems are designed to keep cyber attackers out. But optimal cyber security also depends on good human awareness of the threats, so people themselves do not become the vulnerable weak link. We therefore held a webinar about cyber security to educate our customers and help them protect their interests.
In this, NIPO explains why IT security in market research matters to you, provides guidance on what you can do to keep cyber attackers out and answers questions such as:
Find out more
For more details on how NIPO ensures cyber security in its solutions and business, see the Nfield security factsheet.
So what’s next?
If you would talk about whether your current solution meets the required security standards, then let us know. You can contact us at [email protected].
Sending interviewers to targeted locations requires specific distribution options within the software itself, all of which can be found within Nfield CAPI. Have you already heard about sampling points?
In face to face interviewing, we refer to sampling points when talking about survey distribution. So what are sampling points?
From a technical perspective, sampling points are a way of categorizing interviews into certain groups (points). Categories could literally be anything: streets, areas, cities, or even experienced interviewers in one sampling point and less experienced interviewers in another.
In practice, sampling points are commonly used for a geographical distribution of interviews. The usage of sampling points helps you
Thanks to sampling points it’s easy to assign interviewers to interviews and control your fieldwork!
The geographical categorization helps to divide and manage the fieldwork and survey targets because interviewers may live in different areas or because you need to find respondents across a number of areas.
For example, when working on an international project involving many countries (offices worldwide), one sampling point could be one country (one office) with many interviewers.
Or in another case, when working on a local project, the town could be divided into parts with each one assigned to a different interviewer as a sampling point.
The following examples are theoretical and meant to explain you the main differences.
1. Surveys without sampling points and without quota
Non-geographical distribution is defined and your interviewers can ask anybody and anywhere.
Typical situation: polls
Example 1 without quota and sampling points actually means no table at all.
2. Surveys without sampling points and with quota
Non-geographical distribution is defined by sampling points, but please note that a quota frame can still be used for geographical distinction. The fieldwork is controlled through the total target that is placed in the software.
Typical situation: the interviewers who live in different cities interview people who are randomly passing by
Example 2 with quota, but no sampling points

3. Surveys with sampling points and quota
Geographical locations with the targets as the sampling points (Amsterdam East, Amsterdam West, Amsterdam South) need to be uploaded first, and then a quota frame with sample characteristics (female, male) should be set up. The fieldwork should be controlled through sampling points, not the total target. The sum of the sampling points targets is your total target, but having the total in the software does not help you control the fieldwork better.
Typical situation: a complex set-up used for international or national projects when a detailed distribution is needed
Example 3.1. with sampling points and quota, less items

Example 3.2. with sampling points and quota, more items

Face-to-face interviewing is a complex process comprising interviewers, mobile devices and software. A multitude of elements within this process can make a project prone to mistakes, leading to a delay in the delivery or even data loss. Outlined below are our essential tips for some of the most common problems associated with face-to-face interviewing to help you ensure a smooth execution of all CAPI projects.
The Nfield CAPI app runs on all Android tablets and smartphones, though not every device will serve you accordingly. We recommend that you run through a checklist mapping the factors that come into play when selecting the right CAPI device.
Security of your data is an absolute priority to us. Rest assured that we do our utmost to keep your data safe, however you also have a crucial role to play in data security by following a few simple rules:
… by informing your interviewers thoroughly about how to use the Nfield app.
There are two types of software updates that you need to be aware of:
Nfield CAPI app updates (NIPO)
The Nfield CAPI app is managed by NIPO, and any updates are designed solely to augment the features of the app. Every release automatically updates the backend of Nfield CAPI but requires the manual intervention of the interviewer to take effect on the device.
Please ensure your interviewers allow automatic updates of the Nfield CAPI app so that they are working with the latest version which supports data security and provides the most-up-to-date features to them. To allow automatic updates, ask your interviewers to open the Play Store app and set the Nfield CAPI app setting to “Allow automatic updating.” Our Support Team will always send you detailed information via email about any app updates the day before the new version is released, so please do look out for these.
Android operating system updates (Google)
All Android operating system updates are managed by a third party – Google. These updates impact the software that the whole device runs on; they are not primarily calibrated to Nfield CAPI functionality.
The Android operating system update usually starts by a window which automatically opens on the screen asking for permission to update the operating system. The interviewer will need to consent to this before any updates can take place. In other words, the update doesn’t happen automatically.
Whilst we thoroughly test all major updates of the Android operating system to examine whether Nfield CAPI features have not been affected, due to the diversity of mobile devices available and the number of versions of the Android operating being used at any one time, it makes in-depth testing on a large scale impossible.
Only update the operating system on a few devices first to ensure everything still works as it should before you push out an extensive update across all of your devices. Inform your interviewers that they shouldn’t update the device without your consent to prevent unwelcome disruptions of the fieldwork. By acquiring the aforementioned Mobil Device Management (MDM) service, you can even manage and schedule software updates for all devices yourself. And most importantly, our Support Team is always on hand to help you.
Experienced researchers and fieldwork executives dive into Nfield CAPI without any hurdles. The same applies to scripters who are already familiar with the ODIN language. For those users who require full scale onboarding, we offer introductory and tailored training.
Quality control is a process when fieldwork executives look into various source files to evaluate whether the interviews have been conducted with honesty and accuracy. It is in the researchers’ best interests to ensure that the data delivered to customers comply with the highest quality standards.
In Nfield CAPI you can use location tracking and silent recording with ease to verify data and the credibility of your interviewers.
Silent recording enables you to record either the whole interview or parts of it without the interviewer’s knowledge. It is set up via scripting by inserting a simple command.
Location tracking means collecting unbiased information about the locations where your interviews have been conducted. To allocate an interviewer, the device has to be equipped with:
In addition to the aforementioned methods, you can utilize Nfield CAPI for:
You can reject interviews that do not meet the quality standards in Nfield CAPI which will then eliminate them from the complete target counts and exclude their data from the overall survey data.
False or insincere interviews provide useless data that cannot be delivered to customers, nor do they support the researchers’ objectives. The situation can even tarnish your reputation if the wrong data is used for expensive, important analyses that influence customers’ business decisions. Whilst the majority of interviewers respect their job and the nature of their work, there will always be a small percentage who will try and find shortcuts.
A lack of quality control usually results in more cases of false interviews. Pen and Paper researchers struggle with quality the most. Based on our experience, a few dishonest interviewers are revealed at the start when switching from Pen and Paper to CAPI, and as soon as the interviewers realize that the quality of their work is being thoroughly checked, the number of unfortunate incidents decline. Further features of the quality control system then prevents a come-back of dishonest practices.
Request a demo to see how NIPO can help you meet your requirements with our smart survey solutions.