Automated system and method to develop computer-administered research questionnaires using a virtual questionnaire model

• US 7,342,583 B2
• Filed: 11/17/2004
• Issued: 03/11/2008
• Est. Priority Date: 11/17/2004
• Status: Expired due to Fees

• Current Assignee: PICS, Inc.
• Original Assignee: PICS, Inc.
• Inventors: Singh, Jatinder, Asif, Ofer, Riley, William Thomas, Behar, Albert, Syrne, Philip Andrew, de Palma, Marco
• Primary Examiner(s): JANKUS, ALMIS R
• Application Number:
  US10/989,455
• Publication Number:
  US 20080036784A1
• Time in Patent Office: 1,210 Days
• Field of Search: 705/1, 345/440
• US Class Current: 345/440
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A configurable electronic system provides a software based system by which researchers set up self-monitoring field protocols in a common computer format and deploy the protocols to computer devices to research participants. The system includes electronic software modules of tasks useful in generating of questionnaires for recording research data. By selecting, modifying and sequencing the modules, a researcher generates a sequence of questionnaires to be displayed on the computer devices operated by the research participants. The participants'"'"' computer devices include alert queues to stage questionnaires to be presented to a participant and resolve conflicts between questionnaires staged at substantially the same time.

Claims

1. A system to generate and deploy a self-monitoring field protocol comprising a sequence of electronic questionnaires, said system comprising:

a design computer comprising a processor, a graphical user interface and a memory having a structured database and a library of software modules, wherein

said library of software modules comprises a start questionnaire module, an end questionnaire module, and a data collection module,

said structured data base comprises data fields linkable to the software modules to enable an exchange of structured data between the modules and the database, and

said graphical user interface (GUI) comprises a display presenting a plurality of icons each corresponding to and electronically linked to one of the software modules, a screen display region for arranging selected icons in a logical sequence corresponding to a questionnaire of the field protocol, said GUI further comprises an electronic link to an alerting program for assigning an alert to each questionnaire,

wherein said design computer stores the questionnaires generated for the field protocols and assigned alerts, converts the questionnaires and assigned alerts to a plurality of file formats compatible with a plurality of different types of data collection devices, and downloads the field protocols to each of the data collection devices.

2. The system of claim 1 wherein said memory further comprises a formatting program for formatting a plurality of questionnaires and associated alerts into a standard file format.

3. The system of claim 1 wherein the GUI further comprises a node operational mode for editing the software modules and a node linking mode for electronically linking the edited modules.

4. The system of claim 1 wherein said GUI further comprises a flow diagram format for constructing the questionnaires.

5. The system of claim 1 wherein the software modules comprise templates with structured data fields linked to the database.

6. The system of claim 1 wherein the structured data format is extended markup language (XML).

7. The system of claim 1 wherein said design computer comprises a Design computer and a central computer electronically linked to the Design computer and to the data collection devices.

8. The system of claim 1 wherein said formats compatible with a plurality of different type data collection devices comprise a text format and hyper text mark-up language (HTML).

9. The system of claim 1 wherein the data collection devices further comprise handheld computers or cellular telephones or other computers or combination of computers thereof.

10. A method to establish an alerting mechanism for questionnaire responses for a self-monitoring field protocol comprising a series of questionnaires, said method comprising:

a. generating the series of questionnaires;

b. establishing an alert for each questionnaire to trigger the questionnaire when an event defined by the alert occurs;

c. determining when each alert occurs;

d. presenting each questionnaire to the participant based on the occurrence of the alert for the questionnaire, and

e. when substantially contemporaneous alerts occur, determining a priority of the contemporaneous alerts based on a priority of alerts assigned during the establishment of the alert.

11. A method as in claim 10 wherein the substantially contemporaneous alerts are a plurality of alerts occurring during the presentation of a prior questionnaire.

12. A method as in claim 10 further comprising queuing alerts as they occur and using an alert queue to determine the priority of contemporaneous alerts.

13. A method as in claim 10 wherein the alerts comprise fixed time of day alerts, fixed time interval alerts, random interval alerts and event conditional alerts or any other predefined alert schedule.

14. A method as in claim 10 wherein the field protocol is part of any research activity involving an assessment of or instructions to any of a research participant, an interviewer and an observer in the field.

15. A method as in claim 10 further comprising validating the series of questionnaires by confirming that each questionnaire is consistent with a set of predefined logical rules.

16. A method as in claim 10 further comprising validating the series of questionnaires by confirming that each questionnaire has a start node and an end node.

17. A method as in claim 10 further comprising validating the series of questionnaires by confirming that the series of questionnaires of the field protocol are performed without omitting a questionnaire.

18. A method as in claim 10 wherein generating the questionnaires further comprises formatting the questionnaires in a standard data format and subsequently automatically converting the questionnaires in the standard data format to a data format compatible with a device used by the study participants.

19. A method as in claim 18 wherein the standard data format is extendible markup language (XML).

20. A system to generate and deploy a self-monitoring field protocol comprising a sequence of electronic questionnaires, said system comprising:

a design computer comprising a processor, a graphical user interface and a memory having a structured database and a library of software modules, wherein

said library of software modules comprises a start questionnaire module, an end questionnaire module, and a data collection module,

said structured data base comprises data fields linkable to the software modules to enable an exchange of structured data between the modules and the database, and

said graphical user interface (GUI) comprises a display presenting a plurality of icons each corresponding to and electronically linked to one of the software modules, a screen display region for arranging selected icons in a logical sequence corresponding to a questionnaire of the field protocol.

21. A system as in claim 20 wherein said design computer stores the questionnaires generated for the field protocols and assigned alerts, converts the questionnaires and assigned alerts to a plurality of file formats compatible with a plurality of different types of data collection devices, and downloads the field protocols to each of the data collection devices.

22. A system to generate and deploy a self-monitoring field protocol comprising a sequence of electronic questionnaires, said system comprising:

a design computer comprising a processor, a graphical user interface and a memory having a structured database and a library of software modules, wherein

said library of software modules comprises a start questionnaire module, an end questionnaire module, and a data collection module,

said structured data base comprises data fields linkable to the software modules to enable an exchange of structured data between the modules and the database;

said graphical user interface (GUI) comprises a display presenting a plurality of icons each corresponding to and electronically linked to one of the software modules, a screen display region for arranging selected icons in a logical sequence corresponding to a questionnaire of the field protocol, said GUI further comprises an electronic link to an alerting program for assigning an alert to each questionnaire and said GUI further comprises a node operational mode for editing the software modules and a node linking mode for electronically linking the edited modules;

said memory further comprises a formatting program for formatting a plurality of questionnaires and associated alerts into a standard file format memory, and

the software modules further comprise templates with structured data fields linked to the database.

23. The system of claim 22 wherein said GUI further comprises a flow diagram format for constructing the questionnaires.

24. The system of claim 22 wherein said GUI further comprises a data view format for displaying data from the structured data base and wherein the structured data base further comprises data uploaded from data collection devices executing the field protocol.

25. The system of claim 24 wherein the processor aggregates data uploaded from the data collection devices for storage in the data base.

26. The system of claim 22 wherein the GUI further comprises a view format that sequentially displays the logical sequence of each questionnaire of a field protocol.