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1、BS ISO 26362:2009 ICS 01.040.03; 03.020 NO COPYING WITHOUT BSI PERMISSION EXCEPT AS PERMITTED BY COPYRIGHT LAW BRITISH STANDARD Access panels in market, opinion and social research Vocabulary and service requirements Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy,
2、(c) BSI This British Standard was published under the authority of the Standards Policy and Strategy Committee on 31 March 2009 BSI 2009 ISBN 978 0 580 61093 6 Amendments/corrigenda issued since publication DateComments BS ISO 26362:2009 National foreword This British Standard is the UK implementati
3、on of ISO 26362:2009. The UK participation in its preparation was entrusted to Technical Committee SVS/3, Market research. A list of organizations represented on this committee can be obtained on request to its secretary. This publication does not purport to include all the necessary provisions of a
4、 contract. Users are responsible for its correct application. Compliance with a British Standard cannot confer immunity from legal obligations. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 Reference number ISO 26362:2009(E) ISO 2009 INT
5、ERNATIONAL STANDARD ISO 26362 First edition 2009-01-15 Access panels in market, opinion and social research Vocabulary and service requirements Access panels pour les tudes de march, tudes sociales et dopinion Vocabulaire et exigences de service Licensed CopyChinese University of Hong Kong, 11/04/20
6、09 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobes licensing policy, this file may be printed or viewed but shall not be edited unless the typefaces which are embedded are licensed to and ins
7、talled on the computer performing the editing. In downloading this file, parties accept therein the responsibility of not infringing Adobes licensing policy. The ISO Central Secretariat accepts no liability in this area. Adobe is a trademark of Adobe Systems Incorporated. Details of the software pro
8、ducts used to create this PDF file can be found in the General Info relative to the file; the PDF-creation parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In the unlikely event that a problem relating to it is found,
9、 please inform the Central Secretariat at the address given below. COPYRIGHT PROTECTED DOCUMENT ISO 2009 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means, electronic or mechanical, including photocopying and microf
10、ilm, without permission in writing from either ISO at the address below or ISOs member body in the country of the requester. ISO copyright office Case postale 56 CH-1211 Geneva 20 Tel. + 41 22 749 01 11 Fax + 41 22 749 09 47 E-mail copyrightiso.org Web www.iso.org Published in Switzerland ii ISO 200
11、9 All rights reserved Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) ISO 2009 All rights reserved iii Contents Page Foreword iv Introduction v 1 Scope . 1 2 Normative references. 1 3 Terms and definitions. 1 4 Requiremen
12、ts 3 4.1 General requirement. 3 4.2 Organization and responsibility 4 4.3 Recruitment of new panel members. 4 4.4 Access panel structure and size. 6 4.5 Access panel management 7 4.6 Access panel usage 9 4.7 Client reporting. 11 4.8 Professional rules of conduct. 11 Annex A (informative) References
13、to clauses of ISO 20252:2006 in this International Standard 13 Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) iv ISO 2009 All rights reserved Foreword ISO (the International Organization for Standardization) is a worldwi
14、de federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on tha
15、t committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization. International Standards are drafted in a
16、ccordance with the rules given in the ISO/IEC Directives, Part 2. The main task of technical committees is to prepare International Standards. Draft International Standards adopted by the technical committees are circulated to the member bodies for voting. Publication as an International Standard re
17、quires approval by at least 75 % of the member bodies casting a vote. Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. ISO 26362 was prepared by Techn
18、ical Committee ISO/TC 225, Market, opinion and social research. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) ISO 2009 All rights reserved v Introduction The intention and objective of this International Standard is to
19、apply the quality requirements as specified in ISO 20252 to market, opinion and social research by the use of access panels and to harmonize already available national standards on this issue. Requirements only apply where these services are provided. This International Standard is intended to suppl
20、ement and be used in conjunction with ISO 20252. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 INTERNATIONAL STANDARD ISO 26362:
21、2009(E) ISO 2009 All rights reserved 1 Access panels in market, opinion and social research Vocabulary and service requirements 1 Scope This International Standard specifies the terms and definitions, as well as the service requirements, for organizations and professionals who own and/or use access
22、panels for market, opinion and social research. It develops the criteria against which access panel providers can be evaluated and against which the quality of access panels can be assessed. This International Standard is applicable to all types of access panels, whether recruited and used online (e
23、.g. via internet) or offline (e.g. via telephone, post or face-to-face interaction). NOTE 1 Some individual access panel providers carry out only some processes relevant to the requirements of this International Standard. Relevant processes could also be the responsibility of separate organizations,
24、 e.g. an access panel owner and a research service provider carrying out a survey using the access panel. NOTE 2 Access panels are actively managed and, in this way, differentiated from sampling frames, simple databases and lists of addresses and names including respondents to previous surveys. 2 No
25、rmative references The following referenced documents are indispensable for the application of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies. ISO 20252:2006, Market, opinio
26、n and social research Vocabulary and service requirements 3 Terms and definitions For the purposes of this document, the terms and definitions given in ISO 20252 and the following apply. 3.1 access panel sample database of potential respondents who declare that they will cooperate for future data co
27、llection if selected NOTE 1 Continuously reporting panels, e.g. TV-rating panels, consumer panels and re-contact databases (asking for permission for follow-ups) are not covered. NOTE 2 Adapted from ISO 20252:2006, definition 2.1. 3.2 access panel provider service provider that manages and is respon
28、sible for the access panel(s) to be used by researchers for conducting surveys NOTE For the purposes of applying requirements of ISO 20252 to this International Standard, “research service provider” and “access panel provider” are regarded as having equivalent meaning. Licensed CopyChinese Universit
29、y of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) 2 ISO 2009 All rights reserved 3.3 active panel member panel member who has participated in at least one survey if requested, has updated his/her profile data or has registered to join the access panel,
30、within the last 12 months 3.4 bias systematic deviation between the estimate and the true parameter value ISO 20252:2006, definition 2.7 3.5 client individual, organization, department or division, internal or external, which requests or commissions a research project ISO 20252:2006, definition 2.8
31、3.6 continuous panel group of selected respondents who have agreed to provide information at specified intervals over an extended period of time NOTE 1 The term “continuous panel” does not cover “access panel”. NOTE 2 Adapted from ISO 20252:2006, definition 2.37. 3.7 database centrally held collecti
32、on of data that is accessible to users ISO 20252:2006, definition 2.18 3.8 de-duplication process to remove individuals who are registered more than once on the same access panel, so that they are entered only once 3.9 double opt-in explicit consent at two separate points to become a panel member 3.
33、10 fraudulent panel member panel member who deliberately misrepresents his/her identity, profile data or responses 3.11 inattentive panel member panel member who does not give an adequate level of thought to the responses he/she provides NOTE A poor quality of response is not necessarily the panel m
34、embers fault, and could reflect poor questionnaire design. 3.12 incentive gift, payment or other concessions offered to potential respondents to increase response rates ISO 20252:2006, definition 2.28 NOTE The term “response rate” cannot be used to describe respondent cooperation for access panels s
35、ee participation rate (3.16). Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) ISO 2009 All rights reserved 3 3.13 opt-in explicit consent to become a panel member 3.14 opt-out explicit request from a panel member to leave
36、 an access panel 3.15 panel member individual recruited from a documented source who has provided profile data and appropriate information for validation of identity, given explicit consent to participate in research surveys according to the terms and conditions of panel membership, and not opted ou
37、t 3.16 participation rate number of panel members who have provided a usable response divided by the total number of initial personal invitations requesting members to participate NOTE A “usable response” is one where the respondent has provided answers to all the questions required by the survey de
38、sign. Where it is possible to determine undelivered invitations (e.g. returned to sender owing to a full email inbox, incorrect postal or email address, or invalid phone number), it is recommended that these be taken into account when calculating the participation rate. The number of panel members w
39、ho did not receive an invitation would then be subtracted from the total number of panel members invited to participate. 3.17 profile data descriptive characteristics of a panel member 3.18 screening initial questions in a questionnaire used to establish eligibility of respondent ISO 20252:2006, def
40、inition 2.55 3.19 validation procedures to check that data have been collected according to specification NOTE Adapted from ISO 20252, definition 2.61. 3.20 validity extent to which the results of a research process represent what was intended ISO 20252:2006, definition 2.62 4 Requirements 4.1 Gener
41、al requirement Access panels to which this International Standard applies shall be actively managed. Such management shall include interface and ongoing communication between the access panel provider and the panel members. NOTE 1 Access panels are, in this way, differentiated from simple sampling f
42、rames, simple databases and lists of addresses and names, including those of respondents to previous or other surveys. Licensed CopyChinese University of Hong Kong, 11/04/2009 08:50, Uncontrolled Copy, (c) BSI BS ISO 26362:2009 ISO 26362:2009(E) 4 ISO 2009 All rights reserved At the recruitment stag
43、e, the access panel provider shall obtain from panel members their agreement to participate in research projects. Access panels shall contain a set of profile data of panel members (see 4.4.3). NOTE 2 Access panels as covered by this International Standard are on-going and can be used for a range of
44、 surveys or other research purposes (e.g. qualitative research). They are distinguished from special purpose continuous panels, such as those used for audience measurement, to which this International Standard does not apply. Active panel members shall meet all the following criteria: they are recru
45、ited from a documented source; they have provided appropriate information for initial confirmation of identity; they have provided profile data at recruitment; they have given explicit consent to participate in research surveys according to the terms and conditions of panel membership. In order to r
46、emain an active panel member, at least one of the following criteria shall be met: a) participation in at least one survey, if requested, within the last 12 months; b) update of profile data within the last 12 months. 4.2 Organization and responsibility The access panel provider shall apply a qualit
47、y management system which covers all the requirements of this International Standard and documents the providers organizational structure in accordance with ISO 20252:2006, 3.1. Records and documents shall be established and maintained to provide evidence of traceability in accordance with ISO 20252
48、:2006, 3.3. Competence and training procedures shall be in place and documented in accordance with ISO 20252:2006, 3.4. The access panel provider shall be responsible for ensuring that any subcontracted processes covered by this International Standard are controlled in accordance with ISO 20252:2006
49、, 3.5. 4.3 Recruitment of new panel members 4.3.1 Confidentiality and transparency Access panel providers shall ensure the confidentiality and security of all personal data relating to panel members which are obtained as part of the recruitment process or otherwise. Access panel providers shall not provide data in an identifiable form to any third party unless explicit consent from the panel member is obtained in accordance with applicable laws and relevant codes of conduct. This principle of confidentiality s
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