RELATED APPLICATIONSThis patent arises from a continuation of U.S. patent application Ser. No. 15/990,187 (now U.S. Pat. No. 11,227,291), filed on May 25, 2018, which is a continuation of U.S. patent application Ser. No. 12/263,079, filed on Oct. 31, 2008, and claims the benefit of U.S. Provisional Patent Application No. 60/985,017, filed on Nov. 2, 2007. U.S. patent application Ser. No. 15/990,187, U.S. patent application Ser. No. 12/263,079, and U.S. Provisional Patent Application No. 60/985,017 are incorporated herein by reference in their entireties. Priority to U.S. patent application Ser. No. 15/990,187, U.S. patent application Ser. No. 12/263,079, and U.S. Provisional Patent Application No. 60/985,017 is claimed.
FIELD OF THE DISCLOSUREThe present disclosure relates generally to monitoring consumer behavior and, more particularly, to methods and apparatus to perform consumer surveys.
BACKGROUNDSurveys are often used to gather observer reactions and/or opinions about products, services, or media content (e.g., entertainment media, advertisements, etc.). Traditionally, such surveys include a set of questions that are presented to people at surveying stations or by surveying agents located in public places. The survey questions are pre-selected, and the same questions are presented to every person. Presenting standard survey questions in this manner may adversely affect the value of responses. For example, if the survey is about a particular product or a particular advertisement, the person being surveyed may never have been exposed to that particular advertisement or may not be a user of that particular product.
In addition, many traditional surveying techniques require that people responding to survey questions rely on their recall of the subjects (e.g., products, advertisements, etc.) being surveyed since such surveys may be conducted well after (e.g., hours or days) the people were exposed to the surveyed subjects. However, numerous factors may cause a respondent's recall to be inaccurate including, for example, the time lapsed since the respondent's last exposure to the surveyed subject or the respondent's familiarity (or lack thereof) with the surveyed subject. Thus, due to the dependence on a respondent's recall or familiarity, responses to traditional survey questions are likely to inaccurately reflect the respondent's attitude or the attitude of a target market about the surveyed subject. Further, survey questions presented after a significant delay since a respondent's last exposure to the surveyed subject often cause the respondent to ponder the subject being surveyed and attempt to recall her or his initial reaction, thereby causing the respondent to provide a less emotional reaction than that which was actually experienced at the time that the respondent was exposed to or was using the surveyed subject.
BRIEF DESCRIPTION OF THE DRAWINGSFIG. 1 illustrates an example geographic area in which the example methods and apparatus described herein can be implemented to perform consumer surveys.
FIG. 2 is a plan view of a portion of the example geographic area ofFIG. 1.
FIG. 3 is an interior view of a home in which activity sensors can be placed to monitor activities of household members.
FIG. 4 is a block diagram of an example apparatus that may be used to implement a portable metering and survey device that can be worn or carried by a person to monitor the activities of the person and present surveys to the person.
FIG. 5 is a block diagram of an example system that may be used to dynamically select survey questions to be presented to individual persons based on those persons' activities.
FIG. 6A is a flow chart representative of example machine readable instructions that may be executed to implement the example system ofFIG. 5 to dynamically select survey questions based on respondent activities.
FIG. 6B is a flow chart representative of example machine readable instructions that may be executed to implementblock606 ofFIG. 6A.
FIG. 7 is a flow chart representative of example machine readable instructions that may be executed to implement the example portable device ofFIGS. 1-4 to collect activity information and present survey questions to a survey respondent.
FIG. 8 is a block diagram of an example processor system that may be used to implement the methods and apparatus described herein.
FIG. 9 is an example matrix to display collected monitoring information reflecting the activity of a monitored family.
DETAILED DESCRIPTIONAlthough the following discloses example methods, articles of manufacture, apparatus and/or systems including, among other components, software executed on hardware, it should be noted that such methods, articles of manufacture, apparatus and/or systems are merely illustrative and should not be considered as limiting. For example, it is contemplated that any or all of these hardware and software components could be embodied exclusively in hardware, exclusively in software, exclusively in firmware or in any combination of hardware, firmware and/or software. Accordingly, while the following describes example methods, articles of manufacture, apparatus and/or systems, the examples provided are not the only way to implement such methods, articles of manufacture, apparatus and/or systems.
The example methods, articles of manufacture, apparatus and/or systems described herein can be used to present dynamically generated surveys or Smart Surveys™ by dynamically selecting questions to be presented to persons (e.g., consumers, survey panel members, etc.) via a portable device based on activities of those persons. In particular, the example methods, articles of manufacture, apparatus and/or systems described herein are configured to use monitoring information indicative of activities that are unique to a particular monitored person throughout a day to determine survey questions that are relevant to that person based on the person's activities. In this manner, unlike traditional surveys which present respondents with a predetermined, pre-populated list of questions with a limited branch structure in an attempt to be generally relevant to a large group of people, the methods, articles of manufacture, apparatus and/or systems described herein can be used to generate dynamically adaptable surveys that can be tailored to be relatively more relevant than traditional surveys to each individual person surveyed and, thus, to collect more detailed and/or meaningful data. Thus, in these examples, the traditional cost of human surveyors are avoided without losing the adaptability of such human surveyors (e.g., without losing the surveyor's transparent real-time reactions to a respondent's experience, knowledge of the presented or related products (which may influence a respondent or a respondent walking away from a surveyor), etc.). The examples describe herein use intelligent software techniques that may impartially present important research questions to the respondents at times that are selected to obtain meaningful data while not wasting respondent resources (e.g., by avoiding mismatching respondents with survey topics).
To present survey questions to respondents, each respondent that has previously consented to participate in the survey program is instructed to carry a portable device having software, firmware and/or hardware therein to perform activity detection processes, present survey questions, and communicate survey answers to a central facility. The surveys are conducted at key pre-/post-purchase and/or advertisement exposure times, as detailed below. In some example implementations, the portable device may be implemented using a portable mobile device such as a mobile cellular telephone (e.g., a smart phone), a personal digital assistant (PDA), a portable music player (e.g., an IPod), a portable game machine (e.g., a video game player), a portable television, an automobile navigation system, and/or other devices that use Skype, Wi-Fi or other non-cellular based communications networks to communicate in real-time or near real-time, by, for example, downloading software to the mobile device and/or attaching hardware to the mobile device. In other examples, non-portable devices may also be used in place of or in addition to portable devices to present respondent with surveys. Example non-portable devices include televisions, set-top boxes, in-store television or digital display monitors and/or other devices that include two-way communications. In some examples, the respondents agree to have the example technology downloaded to their mobile device(s). Because the respondents have previously consented to participate in the surveys, the example methods and apparatus described herein avoid so-called “call-bank” solicitation or random dialing solicitation. The mobile device may be provided with software that causes it to emit a unique audible alert when it receives a survey question from a central facility that can be distinguished by a person as indicating that a survey question has been received and is ready for presentation. For example, there may be a distinct survey ringtone (that the respondent may associated as a “survey ringtone”) to indicate that a survey opportunity is available and to which the respondent can reply or hit, for example, any key to park (i.e., delay) the survey for later attention. Additionally or alternatively, in some examples, the mobile device may use vibrations as the alert when it is desirable to have the audio alert silenced. Although the portable device may be implemented in any desired fashion (e.g., a PDA, a smart phone, a dedicated device, etc.), the presently preferred approach is to employ a cellular phone in this role. Accordingly, the following description will refer to a cellular phone as a preferred example implementation, but it should be understood that other devices could alternatively be used in this role. In addition, any of these devices may be used to detect the respondents' activities, present survey questions and/or collect responses.
To generate dynamically adaptable surveys, the example methods, articles of manufacture, apparatus and/or systems described herein monitor people's daily activities (e.g., activity at home, activity at work, daily routines, paths of travel, credit card usage history including past location of stores, specific purchases and/or pattern(s) of purchases), media exposure (e.g., advertisement exposure, television/radio programming exposure, etc.), product exposure (computer-related activity, etc.) by collecting monitoring information with activity monitoring apparatus and systems, comparing the collected monitoring information to predetermined patterns or rules that specify particular survey questions based on particular activity patterns or trends, and presenting the survey questions selected based on the comparison process and/or further analysis. In this manner, the example methods, articles of manufacture, apparatus and/or systems can be used to collect responses from survey respondents that are highly relevant and meaningful to the underlying subject matter of the survey questions due to the respondents' activities or media exposures related to that subject matter.
A dynamically generated survey such as a Smart Survey™ can be configured to automatically present itself on a portable device such as, for example, a mobile cellular telephone, when a combination of activity criteria have been met. Such combination of activity criteria can be predefined and provided as an activity rule, pattern, trend and/or change in pattern or trend (including for example, a break in a normal pattern such as not watching a television show that is normally watched or not going to work at the time this is normally done). An example activity rule can specify that a particular survey question is to be presented to a survey respondent when (a) the survey respondent is exposed to a particular advertisement for a first product X times (e.g., a television, radio or Internet advertisement, (b) the respondent has been exposed to a rival or competitor's advertisement for a second, competing, product Y times, and/or (c) the respondent is in a retail location/section where first and/or second products related to the television advertisements are available. By predefining activity rules or patterns that trigger the respective survey questions, the survey questions can automatically adapt based on past and/or current factors or activity criteria (e.g., which advertisements were consumed, the frequency of exposure to the advertisements, the media through which the exposure occurred (e.g., television channel, billboard, poster, radio station, webpage etc.), which store the respondent patronizes, other recent survey responses, speed of travel (e.g., the survey can be suppressed or delayed if a speed indicating that the respondent is driving is detected), etc.). By presenting survey questions on portable devices that can be carried or worn by survey respondents, the surveys can be conducted at locations and times that are highly relevant to the survey questions (e.g., point-of-sale locations and times, advertisement exposure locations and times, etc.). For example, if a person enters a retail establishment (e.g., a grocery store), the example methods, articles of manufacture, apparatus and/or systems described herein can be used to detect activity monitoring information indicative of the person's presence within the retail establishment, dynamically select a survey question related to that retail establishment, and communicate the survey question to the person's portable device for presentation to the person. In addition, the survey questions, or portions thereof, may be transferred to the person's personal computer, game player or any other device. Each respondent can provide survey responses by keyboard, touch screen (if supported by the portable device) or other hand motion, or by voice response (e.g., via an audio sensor such as a microphone), whichever the user and/or system implementer prefers and/or supports. In some example implementations, a Smart Survey™ program is implemented using panel members that agree to participate in a market research study involving the dynamically generated surveys implemented in accordance with the example methods, articles of manufacture, apparatus and/or systems described herein.
To monitor a person's activity a portable device (e.g., consumer phones, game controllers, etc., a belt-mountable device or any of the other devices described herein) can be provided with one or more sensors and interfaces to detect, for example, movement, location, audio/video media, direction, etc. For example, the portable device could be provided with a global positioning system (GPS), WiFi locator, radio frequency (RF) signal based locators and/or other technology tracking/logging device(s) to generate location information (e.g., location coordinates) indicative of the locations and paths of travel of a person. The portable device could alternatively or additionally be provided with an electronic compass, an accelerometer, an altimeter, and/or interfaces for location and/or motion sensing. In some example implementations, the portable device can be configured to implement an inertia or dead-reckoning process to generate location information when the portable device is within a building in which GPS signals cannot be received. To determine the advertisements, products, retail establishments, etc. to which a person may be exposed based on the generated location information, the location information can be compared to location information stored in a database in association with names or identifiers of advertisements, products, retail establishments, etc. located at those locations. Additionally or alternatively, such comparisons and/or determinations can be based on collected audio (e.g., ‘beacons’), RF, and/or infrared emissions received from an advertisement location, a store, an event location, a store shelf, a product, a product display, store doors, etc. In other examples, the portable device may include a GPS/three-axis accelerometer, or inertia detection capability to detect walking, standing, sitting, biking, running, driving or other motion-related activities that can be used as a further source of specific activity or as a means to detect an appropriate, safe or otherwise advantageous time to launch or not to launch a survey, as described below.
Further, a wireless component may be added to a bracelet, watch, necklace, pendant, ring, credit card, pen, coin-sized object or other similar device designed to be worn or carried inside a pocket that includes a three-axis or equivalent detection means to detect arm, wrist, body, and/or hand motion(s). Further, the device may include some form of wireless communications links (e.g., WiFi, WIMax, IR, etc.) to facilitate transfer of data (e.g., in real time, or near real time) from the respondent's portable device to a receiver at a media or consumer research company and/or to other portable devices. The devices may transmit information related to the respondent's activity including, for example, typing, instant messaging, playing video games, writing, reading, etc. This activity data can be used to select surveys, to select when to trigger a survey, and/or to identify pools of respondents to survey at future times based on historical activity records (e.g., that can be used to predict future availability at preferred survey times such as 5 hours after a commercial exposure or product usage, etc.)
The portable device may additionally or alternatively be equipped with a media measurement receiver to detect exposure to media (e.g., television, radio and/or the Internet). An example media receiver is an audio sensor such as a microphone or other device to collect audio output by a media device. A code or a signature can be collected from the audio to identify the media output by the media device (e.g., an advertisement). Methods and apparatus for performing such media exposure identification are described in, for example, U.S. Patent Publication No. 2005/0054285 entitled “Methods and Apparatus to Adaptively Select Sensor(s) to Gather Audience Measurement Data Based on a Variable System Factor and a Quantity of Data Collectible by the Sensors,” which is hereby incorporated by reference in its entirety.
To monitor a person's activities within a home or other environment (e.g., work) where a person might regularly conduct daily activities the environment can be provided with sensors installed throughout the environment that can detect, for example, motion events, sound events, or other types of events that may be indicative of particular activities. The sensors may have small form factors for ease of mounting in different locations. For example, an activity sensor can be adhered to kitchen appliances (e.g., a refrigerator, a coffee maker, a microwave, a stove, etc.), dinette furniture (e.g., chairs), kitchenware, or other kitchen items to detect survey respondents' activities in their kitchen. The activity sensors can sense, for example, when a person makes coffee, drinks coffee, cooks, visits the refrigerator, etc. and wirelessly communicate information or signals indicative of the sensed activity to a home unit (e.g., a computer and/or a media intelligence company provided home unit) within the household. The home unit can subsequently communicate the activity information to a central facility of a market research entity conducting surveys. A dynamic survey system either on the portable device or located at the central facility can analyze (1) the activity information generated by the sensors throughout the household and/or (2) the activity information generated by portable devices carried by the household members to determine which survey questions to present and when to present those survey questions.
Turning toFIG. 1, the example methods, articles of manufacture, apparatus and/or systems described herein can be implemented in indoor and/or outdoor environments of an examplegeographic area100 to generate and conduct dynamically adapting surveys. Although, the examplegeographic area100 is shown by way of example as a city or town having a residential area, a business area, an industrial area, etc., the example methods, articles of manufacture, apparatus and/or systems may be used in any area including indoor areas and/or outdoor areas.
As shown, the examplegeographic area100 includes a plurality of structures and transportation mediums within which a person102 (e.g., a survey respondent) having a portable monitoring and survey device104 (e.g., the portable device104) may be monitored and surveyed. In particular, theperson102 may be monitored and surveyed in ahousehold106, in one or moreretail establishments108a,108b, and108c(e.g., agas station108a, aretail store108b, and/or a recreational complex108c), in aworkplace structure110, in atrain112, and/or in acar114. The examplegeographic area100 also includes a plurality of advertisements116 (e.g., billboards116) at locations that facilitate exposure to consumers.
Theportable device104 may be configured to obtain and/or generate activity-related information (e.g., location information, motion information, movement information, etc.) on a continuous, periodic or aperiodic basis. In particular, as described in greater detail below in connection withFIG. 4, theportable device104 may include one or more location or positioning devices that enable theportable device104 to obtain location or position information using, for example, internal devices and/or one or more location information systems. For example, the examplegeographic area100 also includes one or more location information systems that may be used for communication of location information with theportable device104. Specifically, the location information generation systems may include a plurality of radio frequency (RF) transceiver towers118 and one or more satellites represented inFIG. 1 by asatellite120 to implement GPS location processes.
The RF transceiver towers118 may be implemented using any RF communication technology including cellular communication technology (e.g., GSM, CDMA, TDMA, AMPS, etc.). The RF transceiver towers118 may be configured to transmit or broadcast positioning information and/or any type of other information that may be used by theportable device104 to generate location information. Thesatellite120 may also be used to communicate location-related information to theportable device104. For example, thesatellite120 may be used to implement any satellite positioning system (SPS) such as, for example, the global positioning system (GPS). Theportable device104 may receive the position information from thesatellite120 and determine location information associated with the locations to which theportable device104 is moved.
The example methods, articles of manufacture, apparatus and/or systems described herein may be configured to generate path of travel information for thesurvey respondent102 based on location, motion, and/or movement information to analyze the activities of thesurvey respondent102. For example, the paths of travel of the respondent102 may be analyzed to determine places visited by therespondent102 and/or to determine media (e.g., advertisements), products, retail establishments etc. to which the respondent was exposed. Example methods, articles of manufacture, apparatus and/or systems that may be used to generate and/or analyze path of travel information are described in U.S. patent application Ser. No. 11/668,919, filed on Jan. 30, 2007, which is hereby incorporated by reference herein in its entirety.
Theportable device104 may also be configured to generate and/or collect media exposure information associated with any media to which theperson102 may be exposed. For example, as described in greater detail below in connection withFIG. 4, theportable device104 may be configured to obtain codes and/or signatures (e.g., audio codes and or audio signatures) associated with video programs (e.g., DVD movies, television programming, etc.), audio programs (e.g., CD audio, radio programming, etc.), etc. Additionally, theportable device104 may be configured to receive codes (e.g., audio codes and/or RF codes) associated with alternate forms of media including, for example, thebillboards116 or any other form of publicly viewable advertising (e.g., posters, in-store advertisement displays, etc.). For example, advertisements (e.g., the billboards116) may include audio broadcasting device(s) (not shown) and/or RF broadcasting device(s) (not shown) configured to emit respective codes that uniquely identify each advertisement and/or each billboard location. If theportable device104 is in proximity of any of thebillboards116, theportable device104 may obtain the billboard code as media exposure information, thus indicating that theperson102 was exposed to one of thebillboards116 corresponding to the obtained billboard code. Example systems and methods for extracting or obtaining information such as, for example, billboard codes from media objects is described in U.S. Pat. No. 6,353,929, which is incorporated herein by reference in its entirety.
Theportable device104 may be configured to communicate location information, motion information, movement information, and/or media exposure information to acentral facility122 via anetwork124 for subsequent analyses or processing. Thecentral facility122 may include an activity analyzer to analyze the activities of theperson102 to, for example, dynamically select survey questions for theperson102. Thenetwork124 may be implemented using any communication medium such as, for example, a cellular network, a satellite network, a public telephone switching network, a DSL network, a cable network, the Internet, etc. For example, thenetwork124 may be communicatively coupled to the plurality of RF transceiver towers118 and/or to thesatellite120.
FIG. 2 is a plan view of thehousehold106 and theretail store108bof the examplegeographic area100 ofFIG. 1. In the illustrated example, thehousehold106 includes atelevision202 that can expose thesurvey respondent102 to advertisements and/or television programming, for which theportable device104 can generate media exposure information. Theretail store108bstocks products for sale and also includesadvertisements204 to which thesurvey respondent102 can be exposed when walking through theretail store108b. In the illustrated example, theretail store108bincludes a plurality of chirpers206 (e.g., signal emitters) to emit codes that are unique to eachadvertisement204. In this manner, when thesurvey respondent102 is in close enough proximity to one of thechirpers206 to be exposed to a respective product or advertisement, theportable device104 detects achirp206 which can be used to identify the product or advertisement to which therespondent102 was exposed and, thus, to generate media exposure information. As shown, some of thechirpers206 may be located at an entrance and/or an exit of theretail store108bto log when survey respondents enter and/or exit theretail store108b. By analyzing the Doppler Effect associated with the detected chirps, the direction (into or out of) of movement (e.g., walking direction) of the respondent can be determined. Some of thechirpers206 may be located at the check out counters208 to determine when respondents are at a point-of-sale location. In this manner, survey questions related to purchases or products or advertisements to which respondents were exposed can be presented to respondents when the respondents are checking out or have left theretail store108b. As the respondent102 moves through thehousehold106, theretail establishment108b, and/or any other monitored place in thegeographic area100, theportable device104 collects activity information (e.g., location information, motion information, media exposure information, etc.) and communicates that activity information to thecentral facility122. Thecentral facility122 analyzes the received activity data to select survey questions relevant to the activities of therespondent102. Alternatively or additionally, logic (e.g., hardware, firmware and/or software) on the portable device may select and display the survey questions (e.g., without involving the central facility). The survey questions may be selected in real time or near real time to respond to “hot” client requests for immediate information resulting from any trigger (e.g., new product release, weather, host/spokesman/on-air personality closely associated with the product who has suffered negative publicity tarnishing his/her reputation, etc.).
FIG. 3 is a partial interior view of thehousehold106 ofFIGS. 1 and 2 in whichactivity sensors302 are placed to monitor activities of household members (e.g., the survey respondent102). Eachactivity sensor302 can be implemented as a wireless tag that includes a battery, a transmitter, a microprocessor, and one or more of a plurality of different types of sensors. The sensors may be, for example, motion sensors, acoustic sensors, light sensors, electro-magnetic field sensors, etc. that detect when different household items are being used within thehousehold106 by household members (or guests). Eachactivity sensor302 can be attached to a different household item to detect when that household item is in use. Theactivity sensors302 can be relatively small (e.g., about half or a quarter of the size of a credit card) and can be affixed to products, cupboards, doors, appliances, chairs, under-sink water pipes, remote controls, computer keyboards, etc. Theactivity sensors302 can be used to generate time and/or date stamped activity information indicative of usage of different household items and which can be used to correlate the usages with other household activities (e.g., When and how variable are mealtimes? Which family members eat what meals together? How long is preparation time prior to leaving the house for work or school? Are there any patterns in the order/timing of when household members leave from or return to the home? How often and when are the stove, microwave, refrigerator, etc. used? When is house cleaning done and what products/devices are used for that cleaning?). Additionally or alternatively, the sensor data can be used to detect directly (by audio, RF, infrared signal(s), etc.) the respondent's proximity to others in the room or coverage area space. Additionally or alternatively, by attaching a sound and/or vibration sensor under an eating surface, analysis of detected clicks can be used to determine the number of people eating. Further, signature patterns of these detected clicks can be used to determine which family members are eating.
In the illustrated example, theactivity sensors302 are attached to arefrigerator304, acoffee maker306, akitchen faucet308, acouch310, and anentertainment system312. The type of sensor used for therefrigerator304 may be a motion sensor, the type of sensor used for thecoffee maker306 may be an electro-magnetic field sensor or a temperature sensor, the type of sensor used for thefaucet308 may be an acoustic sensor, the type of sensor used for thecouch310 may be a motion sensor, and the type of sensor used for theentertainment system312 may be an acoustic sensor.
When one of theactivity sensors302 detects that its respective household item is in use, it transmits activity notification information to a householddata collection unit314 which, in turn, communicates the activity information to the central facility for subsequent processing to select survey questions relevant to the activities of the household member(s) (e.g., the respondent102). In the illustrated example, each household member is provided with a respective portable device substantially similar or identical to theportable device104. To associate activities within thehousehold106 with respective household members, the activity information generated by theactivity sensors302 may be timestamped and location stamped (with a location identifier indicative of a location within which each of theactivity sensors302 is located). Similarly, location information generated by the portable devices of the household members can be timestamped. In this manner, the timestamped location information generated by the portable devices can be compared to the timestamped and location stamped activity information generated by theactivity sensors302 to determine which household member was involved in which particular activity(ies). This information facilitates communicating relevant survey questions to the correct household members.
FIG. 4 is a block diagram of an example implementation of the portable metering andsurvey device104 ofFIGS. 1-3 to monitor the activities of thesurvey respondent102 and present survey questions to therespondent102. In general, theportable device104 includes electronic components configured to detect and collect activity information (e.g., location information, motion information, movement information, media exposure information, etc.) and communicate the activity information to the central facility122 (FIGS. 1-3) for subsequent analyses. As shown inFIG. 4, theportable device104 includes aprocessor402, amemory404, atiming device405, acommunication interface406, a plurality of mediamonitoring information sensors408, a plurality of location andmotion sensors410, a plurality ofoutput devices412, aninput interface414, and avisual interface416, all of which are communicatively coupled as shown. In other example implementations, some of these components may be omitted, other components may be added, and/or two or more of some of the illustrated components may be provided.
Theprocessor402 may be any processor suitable for controlling theportable device104 and managing or processing monitoring data related to detected media exposure or presentation information, location information, and/or motion information. For example, theprocessor402 may be implemented using a general purpose processor, a digital signal processor, or any combination thereof. Theprocessor402 may be configured to perform and control different operations and/or features of theportable device104 such as, for example, setting theportable device104 in different operating modes, controlling a sampling frequency for collecting activity information, managing communication operations with other processor systems (e.g., thecentral facility122 ofFIGS. 1-3), selecting location information systems (e.g., the RF transceiver tower108, thesatellite120, etc.), selecting the next set of preloaded survey questions based on collected data, etc.
Thememory404 of the illustrate example is used to store collected activity information, program instructions (e.g., software, firmware, etc.), and/or any other data or information required to operate theportable device104. For example, after collecting activity information, theprocessor402 time stamps the information and stores the time stamped information in thememory404. Thememory404 may be implemented using any suitable volatile and/or non-volatile memory including a random access memory (RAM), a read-only memory (ROM), a flash memory device, a hard drive, an optical storage medium, etc. In addition, thememory404 may be implemented by any removable or non-removable storage medium.
Thetiming device405 of the illustrated example is implemented using a clock (e.g., a real-time clock), a timer, a counter, the clock date available from the cell phone, GPS system, the TV transmission, or any combination thereof. Thetiming device405 is used to generate timestamps or to implement any timing operations. Although thetiming device405 is shown as separate from theprocessor402, in some implementations thetiming device405 may be integrated with theprocessor402.
Thecommunication interface406 of the illustrated example is used to communicate information between theportable device104 and other systems such as, for example, the central facility ofFIGS. 1-3. Thecommunication interface406 may be implemented using any type of suitable wired or wireless transmitter and receiver or a transceiver that have bidirectional communication capabilities including, for example, a Bluetooth transceiver, an 802.11 transceiver, a cellular communications transceiver, an optical communications transceiver, etc.
The mediamonitoring information sensors408 of the illustrated example include anaudio sensor418, anoptical sensor420, and anRF sensor422. Using theaudio sensor418, theoptical sensor420, and/or theRF sensor422, the exampleportable device104 observes the environment in which theaudience member106 is located and monitors for media (e.g., advertisements, products, television/radio programming, etc.) and/or signals associated with media. When media presentations are detected via, for example, media identifier codes, the exampleportable device104 logs or stores a representation of the media content in thememory404 and/or identifies the media content, along with the time at which the media content is detected.
Theaudio sensor418 may be, for example, a condenser microphone, a piezoelectric microphone or any other suitable transducer capable of converting audio information into electrical information. Theoptical sensor420 may be, for example, a light sensitive diode, an infrared (IR) sensor, a complimentary metal oxide semiconductor (CMOS) sensor array, a charge-coupled diode (CCD) sensor array, etc. TheRF sensor422 may be, for example, a Bluetooth transceiver, an 802.11 transceiver, an ultrawideband RF receiver, and/or any other RF receiver and/or transceiver. While the exampleportable device104 includes theaudio sensor418, theoptical sensor420, and theRF sensor422, the exampleportable device104 need not include all of thesensors418,420, and422. For example, theaudio sensor418 is sufficient to detect audio-based media identifier codes. Additionally, theoptical sensor420 is sufficient to identify program content via image pattern recognition. However, because video monitoring generally requires a line of sight between theportable device104 and the media delivery device, one particularly advantageous example includes theaudio sensor418 and theoptical sensor420.
The location andmotion sensors410 of the illustrated example are configured to detect location-related information, motion-related information, and/or movement-related information and to generate corresponding signals that are communicated to theprocessor402 to generate activity information. More specifically, the location andmotion sensors410 of the illustrated example include amotion sensor424, a satellite positioning system (SPS)receiver426, anRF location interface428, and acompass430.
Some of the location andmotion sensors410 may be configured to receive location-related information (e.g., encoded information, pluralities of fragmented information, etc.) and to perform any processing necessary to convert the received information to location information that indicates the geographic position at which theportable device104 is located. Themotion sensor424 of the illustrated example is used to detect relatively small body movements of people (e.g., the survey respondent102), generate motion information related to the body movements, and communicate the motion information to theprocessor402. Themotion sensor424 may be implemented using any suitable motion detection device such as, for example, a mercury switch, a trembler, a piezo-gyroscope integrated circuit (IC), an accelerometer IC, etc. The motion information generated by themotion sensor424 may be used to determine if thesurvey respondent102 is wearing or carrying theportable device104 and when thesurvey respondent102 is active and/or inactive.
The SPS receiver (SPSR)426 of the illustrated example is implemented using a global position system (GPS) receiver and is configured to generate location information based on encoded GPS signals received from GPS satellites. In general, theSPS receiver426 may be used by theportable device104 to collect location information in outdoor environments.
TheRF location interface428 of the illustrated example is implemented using a receiver or a transceiver and is used to receive location-related signals or information from location information systems such as, for example, the RF transceiver tower108. TheRF location interface428 may be implemented using any suitable RF communication device including, for example, a cellular communication transceiver, a Bluetooth transceiver, an 802.11 transceiver, an ultrawideband RF transceiver, etc. In addition, theRF location interface428 may be implemented using only an RF receiver. Examples of location-based technologies that may be implemented in cooperation with theRF location interface428 include the Ekahau Positioning Engine™ by Ekahau, Inc. of Saratoga, Calif., United States of America, an ultrawideband positioning system by Ubisense, Ltd. of Cambridge, United Kingdom or any of the ultrawideband positioning systems designed, sold and/or patented by Multispectral Solutions, Inc. of Germantown, Md., United States of America. Ultrawideband positioning systems, depending on the design, offer advantages including longer battery life due to lower power consumption, greater precision and such systems tend to use less of the available signal spectrum.
The Ekahau Positioning Engine™ may be configured to work with a plurality of stationary wireless communication protocol base units (e.g., 802.11, Bluetooth, etc.) to broadcast location-related information. By implementing theRF location interface428 using a suitable wireless communication protocol device and communicatively coupling stationary base units (not shown) to theRF location interface428 using the same communication protocol, the Ekahau Positioning Engine™ may be used to generate location information. In particular, location-related information may be transmitted from the stationary base units, received by theRF location interface428, and used to generate location information using Ekahau Positioning software offered by Ekahau, Inc.
The Ubisense ultrawideband system may be used by providing a plurality of stationary ultrawideband transmitters (not shown) and implementing theRF location interface428 using an ultrawideband receiver. In this manner, theRF location interface428 can receive ultrawideband location-related information that is broadcast from the stationary ultrawideband transmitters so that theportable device104 can generate location information based on the received ultrawideband signals.
Thecompass430 of the illustrated example is implemented using a magnetic field sensor, an electronic compass IC, and/or any other suitable electronic circuit. In general, thecompass430 may be used to generate direction information, which may be useful in determining the direction in which a person (e.g., the survey respondent102) is facing. The direction information may be used to determine if a person is facing a television to enable consumption of and/or exposure to a television program. The direction information may also be used to determine if a person is facing, for example, a billboard advertisement so that when theportable device104 receives an RF identification signal corresponding to the billboard advertisement and location information indicating that thesurvey respondent102 is in front of the billboard, the direction information from thecompass430 may be used to determine if thesurvey respondent102 is facing the billboard. In this manner, theportable device104 can generate media exposure information indicating that thesurvey respondent102 was exposed to the billboard content if the respondent actually faced (and, thus, likely saw) the billboard.
An example positioning technology that may be used in combination with thecompass430, themotion sensor424, and theSPS receiver426 is the Dead-Reckoning Module (DRM®) produced and sold by Honeywell International Inc. of Morristown, N.J. The DRM® is configured to enable generation and/or collection of location information within buildings (e.g., thehousehold106 ofFIGS. 1-3) and in outdoor environments. In general, when used outdoors, the DRM® uses GPS technology to collect location information. When used indoors, the DRM® uses, among other components, a compass (e.g., the compass430) and an accelerometer (e.g., the motion sensor424) to generate location information.
The plurality ofoutput devices412 of the illustrated example are used to, for example, capture the attention of or alert survey respondents (e.g., the survey respondent102), to present survey questions to audience members and/or to request input from survey respondents. The plurality ofoutput devices412 of the illustrated example includes aspeaker412a, avibrator412b, and avisual alert412c.
Theportable device104 of the illustrated example also includes theinput interface414, which may be used by a survey respondent (e.g., the survey respondent102) to input information to theportable device104. For example, theinput interface414 may include one or more buttons or a touchscreen that may be used to enter information, set operational modes, turn theportable device104 on and off, etc. In addition, theinput interface414 may be used to enter portable device settings information, survey respondent identification information, etc.
Theportable device104 of the illustrated example further includes thevisual interface416, which may be used in combination with theinput interface414 to enter and retrieve information from theportable device104. For example, thevisual interface416 may be implemented using a liquid crystal display (LCD) that, for example, displays detailed status information, location information, configuration information, calibration information, etc. Thevisual interface416 may, alternatively or additionally, include light-emitting diodes (LEDs) that convey information including, for example, status information, operational mode information, etc.
FIG. 5 is a block diagram of an example system500 that may be used to dynamically select survey questions to be presented to individual persons based on each person's activities. The example system500 is implemented in the central facility122 (FIGS. 1-3). The example system500 can be implemented using any combination of software, firmware and/or hardware. To store the respondent activity information that can be reported by the portable device104 (FIGS. 1-4) and/or the activity sensors302 (FIG. 3), the example system500 is provided with a respondentactivity monitoring database502. In the illustrated example, the respondentactivity monitoring database502 stores identifiers for different advertisements or products to which thesurvey respondent102 has been exposed. The respondentactivity monitoring database502 stores use data indicative of use of the houseware item(s) ofFIG. 3. The respondentactivity monitoring database502 also stores travel pattern information indicative of different travel routes and travel modes that therespondent102 has taken/utilized when moving between different locations including, for example, walking, local driving, long-distance driving, mass transit, air travel frequency and/or destinations (including an automatic determination of frequent flyer/non-frequent flyer status), etc. This is not an exhaustive list. The respondentactivity monitoring database502 may include many other types of monitoring data of interest including activities (e.g., sleep, exercise, shopping, etc.) of the respondent102, locations at which therespondent102 has been, media to which therespondent102 has been exposed, etc.
To specify the conditions under which particular survey questions should be selected, the example system500 is provided with a criteria rules/patterns database504. The criteria rules/patterns database504 stores rules or patterns that specify combinations of activities that a person (e.g., the survey respondent102) must perform to activate particular survey questions that are relevant to that person. For example, the criteria rules/patterns database504 may store a rule specifying that when a person performs a particular activity (represented by an activity criterion in the respondent activity criterion database502) a predetermined number of times or in combination with another particular activity being performed a predetermined number of times, a particular survey or surveying question(s) should be presented to the person.
To store survey question for possible presenting to survey respondents, the example system500 is provided with a survey questionsdatabase508. To store survey responses received from survey respondents, the example system500 is provided with asurvey responses database510.
To analyze respondent activity monitoring data, the example system is provided with anactivity analyzer512. Theactivity analyzer512 compares respondent activity information stored in the respondentactivity monitoring database502 to rules or patterns in the criteria rules/patterns database504 to determine when to select survey questions and which survey questions to select for each survey respondent participating in a survey program. In some examples, the respondent activity information may be updated (e.g., in real-time) and used to form a predictive schedule of the respondent's activity, which is discussed in greater detail below. The predictive schedule may be generated by apredictive scheduler513 that, for example, may be coupled to or integral with theactivity analyzer512.
To obtain survey questions based on the analyses performed by theactivity analyzer512, the example system500 is provided with a survey questionsretriever514. When theactivity analyzer512 determines that activity information in the respondentactivity monitoring database502 meets one or more of the rules or patterns in the criteria rules/patterns database504, theactivity analyzer512 communicates a survey question identifier specified by that rule or pattern to thesurvey question retriever514. In turn, thesurvey question retriever514 accesses thesurvey question database508 to retrieve or obtain the survey question corresponding to the received survey question identifier and communicates the retrieved survey question to acommunication interface516.
Thecommunication interface516 communicates survey questions to portable devices (e.g., the portable device104) of survey respondents. As discussed above, the portable devices may be implemented using a cellular mobile telephone. The cellular mobile telephone may be provided with software that causes it to emit a unique audible alert that can be distinguished by a person as indicating that a survey question has been received and is ready for presentation. The survey questions may be presented in the form of, for example, an email message, at text message, an instant message, etc. Thecommunication interface516 also receives responses from survey respondents provided via their portable devices. Thecommunication interface516 stores the responses in thesurvey responses database510 for subsequent analysis. Thecommunication interface516 is also configured to receive activity information from theportable device104 and the householddata collection unit314 and to store the activity information in the respondentactivity monitoring database502.
While an example manner of implementing the example system ofFIG. 5 has been illustrated inFIGS. 6A and 6B, one or more of the elements, processes and/or devices illustrated inFIGS. 6A and 6B may be combined, divided, re-arranged, omitted, eliminated and/or implemented in any other way. Further, theexample processor402, theexample memory404, theexample timing deice405, theexample communication interface406, the example mediamonitoring information sensors408, the example location andmotion sensors410, theexample output devices412, theexample speaker412a, theexample vibrator412b, the examplevisual alert412c, theexample input interface414, the examplevisual interface416, theexample audio sensor418, the exampleoptical sensor420, theexample RF sensor422, theexample motion sensor424, theexample SPSR426, the exampleRF location interface428, theexample compass430, the example respondentactivity monitoring database502, the example criteria rules/patterns database504, the examplesurvey questions database508, the examplesurvey responses database510, theexample activity analyzer512, the example questionsretriever514, theexample communication interface516 and/or, more generally, the exampleportable device104 and/or the example system500 ofFIGS. 4 and/or 5 may be implemented by hardware, software, firmware and/or any combination of hardware, software and/or firmware. Thus, for example, any of the example processor402, the example memory404, the example timing deice405, the example communication interface406, the example media monitoring information sensors408, the example location and motion sensors410, the example output devices412, the example speaker412a, the example vibrator412b, the example visual alert412c, the example input interface414, the example visual interface416, the example audio sensor418, the example optical sensor420, the example RF sensor422, the example motion sensor424, the example SPSR426, the example RF location interface428, the example compass430, the example respondent activity monitoring database502, the example criteria rules/patterns database504, the example survey questions database508, the example survey responses database510, the example activity analyzer512, the example questions retriever514, the example communication interface516 and/or, more generally, the example portable device104 and/or the example system500 could be implemented by one or more circuit(s), programmable processor(s), application specific integrated circuit(s) (ASIC(s)), programmable logic device(s) (PLD(s)) and/or field programmable logic device(s) (FPLD(s)), etc. When any of the appended claims are read to cover a purely software and/or firmware implementation, at least one of theexample processor402, theexample memory404, theexample timing deice405, theexample communication interface406, the example mediamonitoring information sensors408, the example location andmotion sensors410, theexample output devices412, theexample speaker412a, theexample vibrator412b, the examplevisual alert412c, theexample input interface414, the examplevisual interface416, theexample audio sensor418, the exampleoptical sensor420, theexample RF sensor422, theexample motion sensor424, theexample SPSR426, the exampleRF location interface428, theexample compass430, the example respondentactivity monitoring database502, the example criteria rules/patterns database504, the examplesurvey questions database508, the examplesurvey responses database510, theexample activity analyzer512, the example questionsretriever514, theexample communication interface516 and/or, more generally, the exampleportable device104 and/or the example system500 are hereby expressly defined to include a tangible medium such as a memory, DVD, CD, etc. storing the software and/or firmware. Further still, the exampleportable device104 ofFIG. 4 and/or example system500 ofFIG. 5 may include one or more elements, processes and/or devices in addition to, or instead of, those illustrated inFIGS. 4 and/or 5, and/or may include more than one of any or all of the illustrated elements, processes and devices.
A flowchart representative of example machine readable instructions for implementing the system500 ofFIG. 5 is shown inFIGS. 6A and 6B. A flowchart representative of example machine readable instructions for implementing theportable device104 ofFIG. 4 is shown inFIG. 7. In these examples, the machine readable instructions comprise a program for execution by a processor such as theprocessor812 shown in the example computer800 discussed below in connection withFIG. 8. The program may be embodied in software stored on a tangible medium such as a CD-ROM, a floppy disk, a hard drive, a digital versatile disk (DVD), DVD-ROM, blu-ray disk, blu-ray ROM, BD-ROM or a memory associated with theprocessor812, but the entire program and/or parts thereof could alternatively be executed by a device other than theprocessor812 and/or embodied in firmware or dedicated hardware in a well known manner. For example, any or all of theexample processor402, theexample memory404, theexample timing deice405, theexample communication interface406, the example mediamonitoring information sensors408, the example location andmotion sensors410, theexample output devices412, theexample speaker412a, theexample vibrator412b, the examplevisual alert412c, theexample input interface414, the examplevisual interface416, theexample audio sensor418, the exampleoptical sensor420, theexample RF sensor422, theexample motion sensor424, theexample SPSR426, the exampleRF location interface428, theexample compass430, the example respondentactivity monitoring database502, the example criteria rules/patterns database504, the examplesurvey questions database508, the examplesurvey responses database510, theexample activity analyzer512, the example questionsretriever514, theexample communication interface516 and/or, more generally, the exampleportable device104 and/or the example system500 etc. could be implemented by software, hardware, and/or firmware. Further, although the example program is described with reference to the flowcharts illustrated inFIGS. 6A, 6B and 7, many other methods of implementing the example system500 and/or the exampleportable device104 may alternatively be used. For example, the order of execution of the blocks may be changed, and/or some of the blocks described may be changed, eliminated, or combined.
FIG. 6A is a flow chart representative of example machine readable instructions that may be executed to implement the example system500 ofFIG. 5 to dynamically select survey questions based on respondent activities. In the example ofFIG. 6A, the communication interface516 (FIG. 5) receives activity information from the portable device104 (FIGS. 1-4) and the household data collection unit314 (FIG. 3) (block602) and stores the activity information in the respondent activity monitoring database502 (FIG. 5) in association with a survey respondent identifier (block604). The activity analyzer512 (FIG. 5) analyzes the received activity information in the respondentactivity monitoring database502 to determine whether any of the rules or patterns in the criteria rules/patterns database504 have been satisfied or met (block606).
FIG. 6B is a flow chart representative of example machine readable instructions that may be executed, for example by theactivity analyzer512, to implement block606 ofFIG. 6A. The process shown inFIG. 6B is just one example process that may be conducted to implementblock606. Other processes may be performed in place of or in addition to the process detailed inFIG. 6B to implement additional or alternative rules for initiating surveys. In the example shown inFIG. 6B, theactivity analyzer512 reviews the respondent activity information (block650). When reviewing the respondent activity information, theactivity analyzer512 counts, for example via a counter (not shown), the number of exposures to a product, advertisement and/or location such as, for example, a client's product, advertisement, or a location in which a client's product or advertisement is expected to appear (block652).
Theactivity analyzer512 determines, for example via a comparator (not shown), if the number of exposures to a product, advertisement and/or location is above a first threshold value (block654). The first threshold value may be any number including, for example, one, two, three, four, etc. If the number of exposures to a product, advertisement and/or location is not above the first threshold value, then the stored activity information does not satisfy the rule or pattern examined inFIG. 6A and control is returned to block602 ofFIG. 6A.
If the number of exposures to a product, advertisement and/or location exceeds the first threshold value, theactivity analyzer512 counts the number of exposures to a second product or advertisement such as, for example, a product or advertisement of a rival (e.g., a competitor of the client) (block656). Exposure to an advertisement may be detected by counting recorded codes associated with the advertisement or detecting the user's presence (e.g., travel pattern history) at a location in which the rival's product or advertisement appears or is expected to appear.
Theactivity analyzer512 determines if the number of exposures to a rival product, advertisement and/or location is above a second threshold value (block658). The second threshold value may be any number including, for example, one, two, three, four, etc. The second threshold value may be the same as or different than the first threshold value. If the number of exposures to a rival product, advertisement and/or location is not above the second threshold value, then the stored activity information does not satisfy the rule or pattern tested inFIG. 6Bs (block606 ofFIG. 6A) and control is returned to block602 ofFIG. 6A.
If the number of exposures to a rival product, advertisement and/or location exceeds the second threshold value (block658), theactivity analyzer512 determine if the respondent is in a location in which a client's and/or rival's product(s) and/or advertisement(s) are expected to appear (block660). If the respondent is not in a location in which a client's and/or rival's product(s) and/or advertisement(s) are expected to appear, then the stored activity information does not satisfy the rule or pattern tested inFIG. 6B and control is returned to block602 ofFIG. 6A.
If the respondent is in a location in which a client's and/or rival's product(s) and/or advertisement(s) are expected to appear (block660), then the stored activity information does satisfy the rule or pattern applied byFIG. 6B and control advances to block608 ofFIG. 6A.
Although application of a specific example rules is shown inFIG. 6B, one or more other rules may additionally or alternatively be applied.
Returning to block606 inFIG. 6A, as noted above, if none of the rules or patterns have been met (block606), control returns to block602. If any of the rules or patterns have been met (block606), theactivity analyzer512 communicates one or more survey question identifier(s) stored in association with the satisfied rule(s) or pattern(s) that have been met to the survey questions retriever514 (FIG. 5) (block608). In some instances only a single survey question may be triggered based on a respondent's activity, while in other cases, the respondent's activity may trigger selection of numerous survey questions. Atblock608, theactivity analyzer512 can also communicate the survey respondent identifier corresponding to the activity that triggered the rule or pattern. In this manner, thecommunication interface516 can use the respondent identifier to communicate selected survey questions to the portable device corresponding to the survey respondent whose activity triggered selection of the survey questions.
The survey questionsretriever514 retrieves one or more survey question(s) (block610) from thesurvey questions database508 corresponding to the survey question identifier(s) received from theactivity analyzer512. Theactivity analyzer512 determines if it is safe to communicate the survey question(s) to the respondent (block611) by, for example, reviewing the respondent's location information and the rate at which the location information is changing. If the location information is changing at a rate faster than a certain limit (e.g., faster than a human could walk or run), the rate of change of the respondent's location may indicate that the respondent is driving. If the respondent is driving, it may be unsafe to communicate survey question(s) to the respondent. The communication of the survey question(s) will thus be delayed (block613) or otherwise suppressed. Theactivity analyzer512 will continue to analyze the respondent's location information until it determines that it is safe to communicate survey question(s) (block611).
If it is determined that it is safe to communicate survey question(s) to the respondent, thecommunication interface516 communicates the survey question(s) to the portable device (e.g., the portable device104) of the survey respondent (e.g., the survey respondent102) corresponding to the activities that triggered selection of the survey question(s) (block612). When thecommunication interface516 receives one or more response(s) from the survey respondent (block614), thecommunication interface516 stores the response(s) in the survey responses database510 (block616). Control of the example process then advances to block602. If thecommunication interface516 does not receive response from the respondent (block614), control may advance to block602. In some example implementations, thecommunication interface516 may not receive a response within a short time. For example, if thesurvey respondent102 elects not to answer received survey questions immediately, there may be some delay between the time that theportable device104 receives a survey question and the time that thesurvey respondent102 submits a response. In some instances, thesurvey respondent102 may wait to respond until numerous survey questions have been received.
As noted above, when no response is available for processing (block614), control returns to block602. When a response has been received (block614), control advances to block616 where the response is stored in the survey responses database (block616). AlthoughFIGS. 6A and 6B are illustrated as single control paths for simplicity, the machine readable instructions represented byFIGS. 6A and 6B included multiple routines or threads operating in parallel to process activity data received from respondents, determine if survey question(s) have been triggered, transmit surveys and receive survey answers.
FIG. 7 is a flow chart representative of example machine readable instructions that may be executed to implement the exampleportable device104 ofFIGS. 1-4 to collect activity information and present survey questions to thesurvey respondent102. Theportable device104 detects a location of thesurvey respondent102 and generates corresponding location information (block702) using one or more of the location and/or motion devices described above in connection withFIG. 4. Theportable device104 then determines whether it has detected any media or subjects of interest (e.g., advertisements, audio/video presentations, products, etc.) (block704) using, for example, any media detection devices described above in connection withFIG. 4. If media has been detected, theportable device104 generates media exposure information indicative of the media or subject of interest to which thesurvey respondent102 was exposed (block706). After generating the media exposure information (block706) or if media was not detected (block704), theportable device104 communicates activity information including the location information and/or the media exposure information to the central facility122 (FIGS. 1-3) (block708). In this manner, the example system500 at thecentral facility122 can analyze the activity information as described above in connection withFIG. 6A to determine whether to present a survey question to thesurvey respondent102. In some examples, theportable device104 may include the necessary logic (e.g., the processes described above with respect toFIGS. 6A and 6B) to generate or present one or more survey question(s) itself without communicating with thecentral facility122. By communicating the data it collects at frequent intervals, the portable device makes it possible to present surveys at times when the respondent has recently been or is even about to be exposed to a subject (e.g., an advertisement) of interest thereby enabling collection of data reflecting the respondent's actual reaction (as opposed to remembered actions) to the subject.
If theportable device104 receives one or more survey question(s) from the central facility122 (block710), or generates or presents the survey question(s) itself, theportable device104 emits a notification sound to notify thesurvey respondent102 that one or more survey questions are ready to be presented (block712). The notification sound may be a unique ring tone or alert that thesurvey respondent102 can associate with having received a survey question. In the illustrated example, theportable device104 is configured to offer thesurvey respondent102 the option to delay providing responses until some later time. If theportable device104 receives a delay request from the survey respondent102 (block714), theportable device104 sets a timer (e.g., thetiming device405 ofFIG. 4) to a predetermined duration (block716), the expiration of which will cause theportable device104 to emit a reminder notification about the pending survey questions. In this manner, thesurvey respondent102 has the option to wait to respond in case, for example, therespondent102 is too busy to respond at a particular time. When thesurvey respondent102 responds to the survey question(s) (block716), theportable device104 communicates the response(s) to the central facility122 (e.g., via an email, text message, or any other communication vehicle) (block718).
After communicating the response(s) to thecentral facility122 atblock720 or if no survey questions were received atblock710, theportable device104 determines whether it should continue monitoring (block720). For example, if theportable device104 is still powered on and the survey processes have not been disabled, theportable device104 determines that it should continue monitoring and control returns to block702. Otherwise, the example process ofFIG. 7 is ended.
FIG. 8 is a block diagram of anexample processor system810 that may be used to execute the example machine readable instructions ofFIGS. 6A, 6B and 7 to implement the example apparatus, systems, and/or methods described herein. As shown inFIG. 8, theprocessor system810 includes aprocessor812 that is coupled to aninterconnection bus814. Theprocessor812 may be any suitable processor, processing unit or microprocessor. Although not shown inFIG. 8, thesystem810 may be a multi-processor system and, thus, may include one or more additional processors that are identical or similar to theprocessor812 and that are communicatively coupled to theinterconnection bus814.
Theprocessor812 ofFIG. 8 is coupled to achipset818, which includes amemory controller820 and an input/output (I/O)controller822. The chipset provides I/O and memory management functions as well as a plurality of general purpose and/or special purpose registers, timers, etc. that are accessible or used by one or more processors coupled to thechipset818. Thememory controller820 performs functions that enable the processor812 (or processors if there are multiple processors) to access asystem memory824 and amass storage memory825.
Thesystem memory824 may include any desired type of volatile and/or non-volatile memory such as, for example, static random access memory (SRAM), dynamic random access memory (DRAM), flash memory, read-only memory (ROM), etc. Themass storage memory825 may include any desired type of mass storage device including hard disk drives, optical drives, tape storage devices, etc.
The I/O controller822 performs functions that enable theprocessor812 to communicate with peripheral input/output (I/O)devices826 and828 and anetwork interface830 via an I/O bus832. The I/O devices826 and828 may be any desired type of I/O device such as, for example, a keyboard, a video display or monitor, a mouse, etc. Thenetwork interface830 may be, for example, an Ethernet device, an asynchronous transfer mode (ATM) device, an 802.11 device, a digital subscriber line (DSL) modem, a cable modem, a cellular modem, etc. that enables theprocessor system810 to communicate with another processor system.
While thememory controller820 and the I/O controller822 are depicted inFIG. 8 as separate blocks within thechipset818, the functions performed by these blocks may be integrated within a single semiconductor circuit or may be implemented using two or more separate integrated circuits.
As noted above, in some examples, the respondent activity information may be updated (e.g., in real-time) and used to form a predictive schedule of the respondent's activity. In media research, certain time frames after exposure to a product/service are generally accepted and/or standardized as the optimal time for presenting a survey so that different surveys for different products can be compared in a recall analysis. These standardized recall time frames include, for example, instantly or substantially instantly, a five-hour recall, a five-day recall or a five-week recall. Other time frames may also be standardized. Using the predictive scheduling capabilities, the example methods and systems described herein can recognize that at a particular recall time interval, a respondent may or may not be expected to be busy. That is, a particular recall time may not be an appropriate time to initiate a survey for a particular respondent based on a respondent's historical behavior patterns/availability. For example, a respondent that generally, if not always, drives from work to home at, for example, the five-hour recall time after a key triggering event/exposure to a product or survey trigger (which may be an optimum recall period in some examples) would likely be unable to respond to survey questions at that time. As a result, the survey questions may be slightly delayed or presented during another recall time period. Alternatively, the respondent may be dropped from the pool of respondents to be surveyed based on this predicted unavailability.
A matrix of all respondents that have met the survey triggering criteria and the respondent's predictive schedules/availabilities during their specific (but, perhaps different) standardized response times may be compiled (e.g., by theexample activity analyzer512 cooperating with the predictive scheduler513) and used to calculate, forecast and select a likely successful pool of respondents that should be available for various time-dependent surveys (e.g., five-minute recall, five-hour recall, etc.). Based on the respondents' predicted schedules, the example processes described herein can determine which survey question(s) should be assigned or sent to which respondents to increase the likelihood of receiving responses to the survey questions, which, in turn, improves the surveying company's ability to meet the requirements of their client who wants the survey information and/or an analysis thereof. The assignment of surveys to respondents may also be based on one or more of: respondent demographic information, respondent activity information, or other criteria to best meet the client's requirements. If more than enough respondents are predicted to be available at the standard recall time(s) to meet the survey/client's desired goals, then other available respondents may not receive the survey questions but may instead be saved for other surveys or later secondary surveys (e.g., a five-day recall). Furthermore, delaying survey questions to some of the respondents decreases the likelihood that a respondent will feel overloaded during a particular time frame.
In addition, if it is determined (e.g., by the example activity analyzer512) that one or more respondents fall within some defined tolerance based on, for example, respondent demographic information, respondent activity information, prior availability, commuting regularity and/or other criteria, these respondents may be selected to receive survey questions to form a minimum variance group for one or more recall time periods.
Furthermore, respondents in any of the examples described herein may be sent one or more survey reservations prior to an actual anticipated recall time (with or without any details of the specific nature of the survey). The respondent could accept the suggested time or offer an alternative time that may be automatically accepted/checked by the auto/predictive scheduler513. If the respondent is not available at the requested time, other times (for examples times that would advantageously meet the client requirements) may be offered.
As noted above, the predictive schedule may be generated by apredictive scheduler513 that, for example, may be coupled to or integral with theactivity analyzer512. In these examples, thepredictive scheduler513 and/or theactivity analyzer512 may use any or all of the example processes, predictive information and/or artificial intelligence logic as detailed herein for predicting and/or selecting in real-time respondents who have met the triggering event/exposure criteria for a real-time survey launch, but which may likely be available or not available. Thepredictive scheduler513 and/or theactivity analyzer512 uses any or all of the data (e.g., including respondent activity information, availability data, etc.) to monitor, adjust and/or augment a list or determination of qualified or preferred respondents to increase the likelihood of meeting the requirements of the client. Thepredictive scheduler513 and/or theactivity analyzer512 makes these determinations with minimum negative impact to the availability of respondents who have also met (or likely will meet) triggering event/exposures criteria for other survey questions, but whose characteristics may make them more difficult to obtain as survey participants. For example, depending on the recall time requirements, thepredictive scheduler513 and/or theactivity analyzer512 may not select a rare respondent (e.g., a respondent with unusual demographic characteristics) to participate in a survey for Coke, because the Coke survey likely will have an abundance of participants and this particular respondent should remain available and eligible for a second survey (e.g., a survey for expensive automobiles), which may have a more difficult time in obtaining enough participants to meet the client's requirements.
By tracking individual and/or family activity using the techniques described above, the above described methods and/or apparatus may be used to generate a dashboard or matrix reflecting individual and/or family activity throughout a monitored time period (e.g., throughout the day). An example of such a matrix is shown inFIG. 9.
Theportable device104 described above may be structured to be communicatively coupled to a laptop or desktop computer (hereinafter “general purpose computer”) at the respondent's home or place of business in order to synchronize the device and/or load data to/from the device. Attachment to a general purpose computer for such a synchronization process can be used as a trigger to automatically present secondary and/or more detailed survey questions (e.g., questions relating to earlier answered questions but delving into the topic in greater detail) to the respondent. Alternatively, such secondary and/or more detailed questions can be triggered by other events and/or by manual initiation of the same.
Attachment to a general purpose computer may also trigger compilation and/or display of a simple or hierarchical/nested summary of the respondents activities for a given time period (e.g., day(s), week, month time). This summary may be in the form of the matrix shown inFIG. 9. The summary/matrix may be presented for the respondent and editable for the purpose of permitting the respondent to correct, complete, and/or supplement the collected data.
Theportable device104 of the illustrated examples can be structured to automatically and systematically release incentives/awards/points/coupons or payments to cooperative respondents to encourage continued participation.
Incentives are a huge cost component of surveys and, therefore, it is important to optimize implementing the appropriate level(s) and frequency of incentives. Such incentive programs are usually administered using broad, general triggers and wide incentive level divisions because of the overwhelming workload to individually administer such systems on a per-person level.
The above disclosed examples substantially improve the efficiency of incentives by: (a) enabling automatic generation of person-by-person incentives based on their specific performance (which is possible due to the user monitoring data collected and the survey answers provided on an individual basis; (b) enabling the detection of early signs of interest fall-off and response thereto by one or more of: (1) offering incentives, and (2) sending messages directly (e.g., generated on phone by software on the phone and/or central processor); (c) enabling immediate distribution of incentives (e.g., a discount or gift related to the physical location of the respondent at the time the inventive/gift is offered such as, for example, at the time the survey is answered) when cooperators' actions occur to thereby achieve maximum incentive impact; (d) enable experimentation with which incentive types work best on a person-by-person basis.
Incentives of any type may be used. For example, ring tones and/or music and/or coupons may be emailed by the central processor or “X % off coupons” may be displayed directly on the portable device (e.g., phone) screen.
Additionally or alternatively, the monitoring information collected by the above described portable devices may be analyzed in either real-time using, for example, on portable device algorithms or via the central facility post processing. In the latter case, the results may be automatically matched to other respondents using any type of selection/comparison algorithm(s) to detect similarities and/or differences such as, for example, physical location, age, gender, income, or positive or negative ratings data. Many other possible match criteria could alternatively or additionally be employed. These automatically matched groups can be automatically brought together in a live (or off-line) virtual network enabled administration of a joint “Smart Survey” using either their portable devices or via a self-executing email to their personal PCs where these automatically selected cooperators or collaborators are able to compare their survey results with the results of others. The cooperative respondents could also virtually interact with other cooperative respondents to jointly build a single joint group survey result. The purpose of this feature is to test firmness of opinions, susceptibility to peer/social input of a survey product, and automatically generate survey questions (e.g., follow up questions) to dive deeper into the reasons behind significant differences between large group categories. Again it is emphasized that this may all be done by automatic selection of appropriate questions for a pre-stored database of questions, thereby enabling the avoidance of costly, time consuming direct human involvement.
For example, two or more respondents, who have met a triggering event (e.g., a commercial or product exposure), may be automatically selected to participate in a cooperative or collaborative smart survey. Such a collaborative survey would allow one or more answers given by a first respondent to be presented to a second respondent as part of that second respondent's survey to solicit their reaction/response. Thus, for example, a collaborative smart survey may be sent to a known Coke drinker about a new soft drink, and his answers to that survey may be (anonymously) sent to a known Pepsi drinker for his reaction to the Coke supporter's reaction. A non smoker may be selected to react to a smoker's survey. A Republican may be selected to react to a Democrat's survey responses. A younger adult may be selected to respond to an elderly adult's results, male to female, citizen to non-citizen, various ethnicities to others, any group(s) to any other group(s), etc. In addition, any combination of criteria may be used to select respondents for collaborative smart surveys. For example, a first group of respondents who are Republicans who smoke may respond to survey questions based on the responses to a survey by Democrats who commute using their own car.
Any combination of criteria may be used. In these examples, the respondents may communicate in a one-to-one manner, two-on-one, or in an aggregate environment such as, for example, a list-serve type communication. In addition, the collaborative smart surveys may involve whole groups reacting to specific or averaged results of other whole groups or specific individuals. These examples allow a media or consumer research company to gather data without directly participating or arbitrating a discussion or debate.
The example surveys described herein may use either or both of two types of surveys, namely, closed-ended and open-ended. Closed-ended surveys offer a set of answers (e.g., three to five options of possible answers), and the respondent is asked to select the answer closest to his/her feeling/response. Because of the limited set of allowed responses with closed-ended surveys, the back office or tabulation process including the calculation of quantitative percentages, correlations, final tallies, etc. are straight forward. However, closed-ended surveys may overlook and not gather unexpected feelings or responses that were unanticipated in the design or range of allowed responses because the respondent must select within the allowed choices even though none of the choices really represents the respondent's true feelings. Thus, the respondent is forced to select a response that comes the closest to their preferred response, even though the selected response may be inaccurate.
An open-ended survey asks that the respondents enter their opinion or response in their own words. While open-ended surveys may actually come closer to the real feelings of the sampled group of respondents, the solicited responses are more difficult to later analyze because of the freedom to use variable words that represent the respondents' thoughts. Spelling and variable word choice may cause processors to misinterpret their intended meaning. Not only are the word(s) that are used important, but the sentence structure, grammar, spelling, variety of adjectives and adverbs, breadth and depth of vocabulary also reveal not just the intended opinion, ranking and/or response to the survey question, but also the level of education, observation and expression skills of the respondents. This information may be rich and meaningful feedback for the present survey or for use in developing future surveys and/or focus groups.
The example Smart Surveys described herein may implement smart text analytics. Smart text analytics employ text analytics that provide real-time forensics of a respondent's initial open-ended text responses. Based on that analysis the Smart Survey adjusts to a similar writing style by auto-formatting subsequent questions. Smart text is implemented on an on-going basis through the survey. Not only is the writing style adjusted, but the level of detail requested may also be increased or decreased. For example, a respondent volunteering to type a three sentence response to a question and offering more and/or fine line detail beyond the initial focus of the question reveals that this respondent has a willingness, ability, and time to offer more significant insights to the subject matter questioned. The example Smart Surveys and smart text analytics can auto-engage such a respondent to greater depths with acceptable risks. Further, if asking more detail begins to result in increased survey dropout rates, the auto-test analytics may self-adjust to further limit depth of questions, length of remaining survey, and/or reorder remaining question areas so as to maximize depth of feedback without losing the respondent.
Additionally or alternatively, to facilitate entry in the live/mobile environment, the portable devices described above may employ many input friendly features/capabilities. Such features include icons (like smiley faces, dollar signs, $, etc.) and specific feedback sounds to aid fast and accurate entry. Additionally or alternatively, voice recognition may be employed with optimized commands to further improve speed/ease of survey inputs. An example of such voice recognition session may include the respondent saying:
- (a) “YES,” in response to the question “do you want to complete the survey now?” (in response to the respondent's answer, the portable device may sound a short tune');
- (b) “VALUE” (in response to this command from the respondent, a dollar sign icon may turn to a bold font and start blinking). If the respondent then says a numeral such as “TWO” (indicating two dollar signs), the portable device may sounds two cash-register “chu-chings;” and
- (c) “NEXT,” (in response to this command from the respondent, a next icon may turn to a bold font and the dollar sign icon un-bolds).
In the examples described herein, a survey may not be limited to traditional text-based questions and answers, but can also take the forum of asking the respondent to perform an action such as, for example, to take a picture at a certain time and/or at a certain object, area, direction, or activity. Any or all of the details of the example systems and methods described above would apply to the activity-based surveys. For example, when one or more triggering conditions or other criteria are met (e.g., client requirements, time passage, location inside a triggering store or department such as a men's department), a respondent may be instructed to take a picture of an identified area and/or activity. The specific instructions and/or possibilities may include, without limitation, to take a photo of shelving and/or racks (to determine levels of stocking, variety, number of shoppers in the area, neatness, cleanliness, dominate colors, styles), to take a photo of other shoppers (to determine what other shoppers are wearing and/carrying such as logos and/or bags from other stores and to determine clues to weather conditions such as rain coats, heavy jackets, no jacket/short sleeves, etc.), to take a photo of check out areas (to determine length of lines, number of customers, total number of cash registers, ratio of open/closed registering), to take a photo of a front of a store (to determine signage, store sales, decoration, site impairments, style, lighting, presence of people) and/or to take general pictures that best describe what activity the respondent(s) are undertaking (e.g., a picture of laundry may indicate that the respondent was doing laundry, a picture of a soccer game may indicate the respondent was taking a kid to a soccer game, a television may indicate watching television, a car lot may indicate looking around a car lot and/or buying a car, an inside of a bus or train may indicate traveling on a bus or train, a desk with papers may indicate working and/or doing homework at a desk, a movie screen may indicate going to the theatre, a crowd at a mall may indicate shopping at a mall, etc.).
Although certain methods, apparatus, articles of manufacture and/or systems have been described herein, the scope of coverage of this patent is not limited thereto. To the contrary, this patent covers all methods, apparatus, articles of manufacture and/or systems fairly falling within the scope of the appended claims either literally or under the doctrine of equivalents.