Manuel B. Garcia

Manuel B. Garcia serves as the Senior Director for Educational Technology and Digital Learning at FEU Institute of Technology, Manila, Philippines. Read More

Contact Info

1607, FEU Tech Building,
P. Paredes St, Sampaloc,
Manila, Philippines
mbgarcia@feutech.edu.ph

Follow Me

How Do You Know Whether Data Collection Procedures Are Practical?

A data collection procedure is practical when researchers and participants can complete it consistently under realistic study conditions without unacceptable burden, missing data, resource demands, or operational problems. Testing the full workflow can reveal problems that an instrument alone cannot.

171
Testing Data Collection Practicality Guide 171 of 217
01 · The Question

A Procedure Can Collect the Right Data and Still Be Impractical

Your protocol specifies exactly what data you need. The measures are appropriate. The equipment is available. The questionnaire works. On paper, the data collection plan appears complete.

Then actual participants arrive.

An assessment expected to take 30 minutes takes an hour. Participants become tired before reaching the final measures. Equipment must be moved between rooms. Internet connectivity interrupts an online task. Research staff spend substantial time resolving identifiers. Follow-up appointments become difficult to schedule. Missing data accumulate in one particular part of the procedure.

Data collection is practical only when the planned process can operate consistently under the conditions of the study. That requires testing more than whether the individual instrument technically works.

02 · The Short Answer

Test the Complete Data Collection Workflow Under Realistic Conditions

In Brief

Data collection procedures are practical when participants and research staff can complete them as intended, within acceptable time and resource demands, while producing sufficiently complete and usable data under conditions that resemble the planned main study.

Test completion time, participant burden, missingness, adherence, scheduling, staff workload, equipment and technology, costs, data transfer, and procedural deviations where relevant. A measure can be scientifically appropriate while the process required to collect it remains operationally unworkable.

03 · What You Need to Know

Practicality Is About What Happens When the Protocol Meets Reality

Start With the Data the Research Question Actually Requires

Practicality should not become an excuse to remove difficult measurements simply because they require effort. First establish what information the research design genuinely needs. Then ask whether the proposed way of collecting that information can be implemented adequately.

Some measurements may be scientifically indispensable even when they are demanding. In that case, preliminary testing can help researchers redesign scheduling, staffing, participant support, or equipment arrangements rather than abandoning the measure.

Conversely, a burdensome procedure collecting information that is merely “nice to have” may not justify the costs it imposes on participants and the study.

Measure How Long the Procedure Actually Takes

Estimated completion time is often based on the instrument in isolation. Real data collection includes instructions, setup, consent or confirmation procedures, transitions between measures, equipment preparation, questions from participants, technical problems, breaks, and data checks.

Measure the full time required under realistic conditions. If several activities occur during the same visit, examine the duration of the complete visit rather than adding idealized estimates for each component.

Pilot and feasibility research has shown why this matters: data collection that appears reasonable as a stand-alone activity may become burdensome when embedded within the participant's complete study visit.

Assess Participant Burden, Not Just Completion

A participant who manages to finish a procedure may still have found it excessively demanding.

Burden can arise from duration, repetition, cognitive effort, travel, invasive procedures, scheduling, technology, privacy concerns, repeated reminders, or the cumulative demands of several study activities.

Evidence can come from completion behavior, withdrawal, skipped items, requests for breaks, participant feedback, interviews, observations, or other measures appropriate to the study.

This matters because burdensome data collection can contribute to nonresponse and attrition, thereby affecting both feasibility and data quality.

Look at Missing Data as a Procedural Signal

Missing data are not always merely a statistical problem to be handled during analysis. They can indicate that something about data collection is not working.

If participants consistently skip one questionnaire section, fail to complete late-session measures, miss a particular follow-up, or leave fields blank on one device, examine the procedure that generates the missingness.

The problem might involve confusing wording, participant fatigue, sensitive content, software design, scheduling, staff instructions, equipment failure, or an error in how data are saved.

During preliminary testing, inspect both the amount and pattern of missing data. A single overall percentage can conceal a concentrated problem in one essential variable or time point.

Test Whether Participants Can Follow the Procedure Independently Where Required

Some data are collected while researchers supervise participants closely. Others depend on participants completing diaries, surveys, device measurements, logs, specimen collection, or follow-up tasks independently.

If independent completion is part of the main study, test it. A procedure that succeeds only because a researcher repeatedly explains what to do is not operating under the conditions for which it was designed.

If errors appear, determine whether the difficulty is practical or whether participants do not understand the instructions. The latter may require specific testing of how participants understand the study procedures.

Assess Researcher Workload and Staffing Requirements

Data collection can also be impractical for the research team.

Record how much staff time is needed for preparation, administration, troubleshooting, data checking, follow-up, travel, specimen handling, equipment setup, and documentation. Determine which tasks require specialized personnel and whether several activities compete for the same staff member.

A procedure that works because the principal investigator personally supervises every participant may not scale to hundreds of participants or multiple sites.

Ask whether the staffing model used during testing can realistically be reproduced in the main study.

Test Equipment, Technology, and Connectivity Where They Will Be Used

Technology that performs reliably in the research office may behave differently in schools, homes, clinics, field sites, or institutions with restrictive networks.

Preliminary testing can reveal problems with devices, software compatibility, browser behavior, battery life, internet connectivity, login procedures, permissions, synchronization, storage, or transfer between systems.

Where equipment is shared, also test scheduling, cleaning, calibration, transport, charging, maintenance, and replacement procedures if these could affect data collection.

Test Whether Data Are Recorded Correctly

A participant can complete every procedure while the resulting data are still unusable.

Researchers should verify that electronic forms save responses correctly, paper forms can be entered without ambiguity, identifiers are assigned consistently, units are recorded correctly, dates and timestamps behave as expected, response options are coded appropriately, and missing values can be distinguished from legitimate values.

Range checks, required fields, branching logic, and automated validation can help, but they should themselves be tested. An incorrectly programmed validation rule can prevent valid data from being entered just as easily as it can prevent errors.

Follow the Data Beyond the Moment of Collection

Practicality does not end when the participant leaves. Data may need to be transferred, uploaded, transcribed, linked, scored, cleaned, de-identified, backed up, or combined with information from other sources.

A pilot should therefore allow enough time for preliminary data to move through the intended management process. Field-trial guidance specifically recommends testing data entry, cleaning, analysis systems, and, where applicable, specimen processing and transport as part of pilot work.

This is particularly important when multiple platforms or identifiers are involved. Problems discovered after hundreds of participants have completed the study may be difficult or impossible to reconstruct.

Test Repeated and Follow-Up Collection, Not Just Baseline

Baseline data collection often receives the most attention because every participant begins there. Yet later assessments may be more difficult.

Participants may be less motivated, schedules may change, contact information may become outdated, repeated questionnaires may feel burdensome, or follow-up procedures may require additional travel.

If the main research depends on repeated observations, preliminary testing should examine the relevant follow-up process whenever the pilot duration permits. Successful baseline collection does not establish that longitudinal data collection is practical.

Consider Whether the Procedure Scales

Suppose one researcher can collect data from five participants per day. Can the study recruit and assess 500 participants within its planned period? Can the equipment support simultaneous sessions? Can the data-management system handle the volume? Can multiple staff members apply the procedure consistently?

Practicality at small scale does not guarantee practicality at large scale.

When assessing feasibility, compare the resources and throughput observed during preliminary testing with what the main study will require. Pilot and feasibility guidance emphasizes considering whether processes demonstrated at small scale can realistically be reproduced when the research expands.

Do Not Confuse Practicality With Measurement Quality

A measure can be easy to administer and scientifically inappropriate. Another can have strong measurement properties but be difficult to collect in your setting.

Measurement suitability Does the measure appropriately capture the construct or outcome required by the research?
Data collection practicality Can the measure and its associated procedures be implemented acceptably and consistently within the actual study?

Both matter. Choosing the easiest measure without considering validity can weaken the study, while choosing an excellent measure that participants cannot realistically complete can produce a different kind of failure.

Watch Out

Do not judge practicality only by whether the research team managed to complete the pilot. Record the extra assistance, delays, troubleshooting, repeated contacts, staff effort, and procedural deviations required to make completion happen. Those hidden costs may become unsustainable at full scale.

04 · A Practical Example

When a Reasonable Assessment Becomes an Unreasonable Study Visit

Hypothetical Example

Testing a Multimethod Data Collection Session

A research team plans a study in which participants complete two questionnaires, a computerized task, a short interview, and a physiological measurement during one visit. Based on separate estimates, the team expects the entire session to take about 60 minutes.

Test Participants complete the entire planned session in the intended order while researchers record timing, assistance, missing responses, technical problems, and participant feedback.
Timing finding The average visit lasts approximately 95 minutes because equipment setup, transitions, instructions, and troubleshooting were not included in the original estimate.
Participant finding Several participants report fatigue during the final questionnaire, where missing responses are also concentrated.
Staff finding The physiological measurement requires one trained researcher, creating a bottleneck when appointments overlap.
Data finding The computerized task exports identifiers in a different format from the survey system, requiring manual correction before records can be linked.
Decision The researchers revise the visit sequence, remove a nonessential redundant measure, change appointment spacing, standardize identifiers, and test the revised workflow before the main study.

Every individual measurement could technically be collected. The pilot revealed that the combined data-collection procedure, rather than any single instrument, was the real feasibility problem.

05 · What Researchers Often Get Wrong

Common Mistakes When Assessing Data Collection Practicality

Misconception

If Participants Finish, the Procedure Is Practical

Completion may require excessive time, repeated assistance, inconvenient scheduling, substantial staff effort, or burdens that would increase attrition at scale. Examine how completion was achieved, not simply whether it occurred.

Misconception

You Can Estimate Total Time by Adding the Published Completion Times of Each Instrument

Real study visits also include instructions, transitions, setup, questions, technical problems, breaks, equipment preparation, and procedural checks. Measure the complete workflow under realistic conditions whenever total participant burden matters.

Misconception

Missing Data Are Mainly an Analysis Problem

Missingness can signal a data-collection failure. Patterns concentrated in particular measures, time points, participant groups, or parts of a session may reveal burden, misunderstanding, technical problems, or procedural weaknesses that should be addressed before the main study.

Misconception

Validated Measures Are Automatically Practical

Evidence supporting measurement quality does not establish that the measure is practical within every study. Administration mode, combined assessment burden, timing, population, setting, staffing, and follow-up requirements can all affect feasibility.

Misconception

Technology Makes Data Collection Automatically Easier

Digital systems can reduce some burdens while introducing others, including connectivity, compatibility, authentication, device access, synchronization, privacy procedures, and technical support. Test the technology in the environment where it will actually be used.

Misconception

You Can Fix the Data Pipeline After the Main Study

Some errors can be corrected later, but information never captured, incorrectly linked, overwritten, or recorded ambiguously may be irrecoverable. Testing the pathway from collection to analysis-ready data can prevent these failures.

06 · What This Means for You

Evaluate the Procedure From the Participant’s First Task to the Analysis-Ready Dataset

Do not evaluate data collection as a collection of instruments. Evaluate it as a workflow involving participants, researchers, equipment, locations, time, and data systems.

A simple decision framework

If completion takes substantially longer than expected
Identify whether the problem comes from the measure itself, instructions, transitions, equipment, scheduling, or the cumulative study workflow.
If missing data cluster in a particular measure or time point
Investigate burden, comprehension, technical behavior, timing, and administration before treating missingness solely as an analytical issue.
If participants require frequent assistance
Determine whether instructions, interfaces, accessibility, training, or the procedure itself should be revised.
If staff can complete the procedure only with unusually intensive effort
Estimate whether the staffing model can scale and redesign the workflow if those resources will not exist during the main study.
If data are collected successfully but difficult to clean, link, score, or analyze
Revise and retest the data-management pathway before full-scale collection creates the same problem repeatedly.

If the practical problems involve several connected processes rather than data collection alone, consider whether the broader study workflow should be examined in a pilot.

And where data structures or analytical implementation remain uncertain, test whether the planned analysis can operate on the type of data your procedures actually produce before the definitive dataset is collected.

07 · A Quick Checklist

Before Calling Your Data Collection Procedures Practical, Check

Before full data collection begins, check:
How long does the complete data-collection encounter actually take, including instructions, setup, transitions, troubleshooting, and checks?
Can participants complete the procedures without unacceptable fatigue, inconvenience, confusion, or repeated assistance?
Where do missing responses, incomplete procedures, protocol deviations, or participant withdrawals occur?
Can research staff implement the procedures consistently with the staffing and time that will actually be available?
Do equipment, software, connectivity, devices, and study locations support reliable collection under realistic conditions?
Are identifiers, dates, units, response codes, branching logic, and other data fields recorded correctly?
Can collected data be transferred, linked, cleaned, scored, stored, and converted into the intended analysis-ready structure?
Have repeated assessments and follow-up procedures been tested where they are essential to the design and preliminary timing permits?
Can the observed workflow scale to the participant volume, sites, staffing, equipment, and duration required by the main study?
08 · Frequently Asked Questions

Frequently Asked Questions About Data Collection Feasibility

What makes a data collection procedure feasible?

It should be possible to implement consistently under realistic study conditions while producing sufficiently complete and usable data without unacceptable participant burden or unsustainable demands on staff, equipment, time, and other resources.

How do I measure participant burden?

Use evidence appropriate to the procedure, which may include completion time, skipped items, breaks, missed visits, withdrawal, adherence, requests for assistance, participant ratings, interviews, or observations. Burden is often better understood by combining what participants report with what happens during participation.

What level of missing data is acceptable in a pilot?

There is no universal acceptable percentage for every study. The consequences depend on which variables are missing, why they are missing, when missingness occurs, the main-study design, and whether the problem can be corrected. Prespecified feasibility criteria can be useful when a particular level of completeness is essential for progression.

Should I time each questionnaire separately?

That can be useful, but also measure the complete participant encounter if the measures will be administered together. Stand-alone completion times may underestimate burden created by instructions, transitions, repeated measures, setup, and other study activities.

Should data cleaning be included in pilot testing?

Yes, when the pilot is intended to test the data pathway. Running preliminary data through entry, validation, cleaning, linkage, scoring, and analysis can reveal problems that would otherwise be repeated across the full dataset.

Can simulated data be used to test the workflow?

Yes. Simulated data can be valuable for testing databases, coding, validation, linkage, scoring, and analytical procedures before participant data exist. They cannot reveal every real-world problem, however, particularly those arising from participant behavior, staff implementation, missingness, or actual measurement conditions.

What if data collection works but is much more expensive than expected?

Cost and resource requirements are part of practicality. Determine whether the main study can sustain the observed cost, whether procedures can be made more efficient without compromising the research question, or whether the design and available resources need reconsideration.

09 · The Bottom Line

Practical Data Collection Must Work Beyond the Protocol

The Bottom Line

Your data collection procedures are practical when participants and researchers can carry them out consistently under realistic conditions, within acceptable time and resource demands, while producing sufficiently complete, correctly recorded, and usable data.

Test the whole pathway rather than the instrument alone. Measure what actually happens to participant burden, timing, missingness, staff workload, technology, and the data after collection. A procedure that succeeds only through extensive troubleshooting or resources unavailable to the main study is evidence that the workflow still needs refinement.

10 · Sources and Further Reading

Sources and Further Reading

11 · Cite this Guide

How to Cite This Guide

This guide is intended to be read, shared, and used in research, teaching, and academic work. If you draw on its ideas, explanations, or other content, please acknowledge the source by citing the guide. Doing so gives appropriate credit and helps your readers locate the original resource.

Has the Field Guide helped your research?

If a guide helped clarify a question, inform a research decision, or move your work forward, I would love to hear about your experience. Your story may also help other researchers discover the Field Guide.

Share Your Experience
Takes only a few minutes