Create midterm surveys for courses
Introduction
This guide will focus primarily on the project setup for midterm surveys for courses. A midterm survey allows instructors to collect student feedback in the middle of a course to address potential issues before the end-of-term assessment. Each instructor will have the option to participate in their own separate midterm survey. If the instructor decides to opt in and launch a midterm survey, they may be able to adjust the schedule, create or select questions, monitor response rates in real-time, and download the results.
Midterm feedback can be used in the holistic feedback approach in higher education. For more information, see Holistic feedback approach: end-of-term, instructor peer & self, and midterm evaluations.
What we are building
A midterm survey for courses that allows each instructor to opt-in to having their courses surveyed ahead of the end-of-term evaluations.
Our choices
The following parameters will be applied throughout this guide:
- Instructors choose to participate - Each instructor can opt in to have their courses surveyed for the midterm. If they take no action, their midterm surveys will not launch.
- Independent surveys for team-taught - For team-taught courses, each instructor will launch their own separate midterm course survey independent of other instructors belonging to the same class.
- Instructor questions only - Only questions that the instructor adds will be asked.
- Delegated timing - Instructors can adjust the timing of the survey.
- Instant results - Instructors are able to download anonymous responses the moment the survey ends, in addition to reports.
- Instructor reports only - Reports are shared only with the instructors.
What is needed for setting up this type of survey project:
Criteria | Values | Description |
---|---|---|
Definition type | Primary/secondary subject pairing | This allows instructors in a team-taught course to opt in separately and launch their own midterm survey. |
Groups and privileges | Students (FO) Instructors (SM, QP, RV) | Students will be asked to fill out a questionnaire. Instructors will be asked to manage the survey, personalize the questionnaire, and view reports. |
General overview of steps
- Add datasources - Include the data for the courses and instructors being surveyed, the students providing feedback, and their relationships to each other.
- Create the Definition - Select what type of survey structure to use.
- Define groups and privileges - Create the groups that will participate in the surveys and assign privileges to them.
- Create the project - Select the project's Definition, audience type, confidentiality level, and automatic update option for groups.
- Verify subjects and members - Check to see that the right subjects and group members have been automatically included in the project.
- Build the questionnaire - Allow instructors to create questions or to select from a list of validated questions.
- Configure tasks - Make midterms optional for instructors to participate.
- Publish project - Set an overall schedule for the survey process and publish the project.
- Schedule tasks - Set the schedule to collect the feedback.
- Create reports (optional) - Reports can be created to provide a summary and record of the midterm survey, however, you may skip this step since instructors will be able download the results.
Common terms in midterm surveys for courses
Depending on your region, the terms used in your institution may vary. Common terms that are used in midterm course evaluations:
Course evaluation - The typical course evaluation refers broadly to the student end of class summative survey in a college/university. Other common terms used for course evaluation include "student evaluation", "learning feedback", "student feedback", "paper evaluation", "module evaluation", and "teaching effectiveness".
Instructor - Instructor refers to someone who teaches one or many courses. Other terms used for instructor include “professor”, “teacher”, and “lecturer”.
Course - Course refers to a unit of teaching that typically lasts one academic term. Other terms used for course include “class”, “module”, and “lesson”.
Program - A program refers to a collection of inter-related courses that define the focus or specialization of a student's degree. Other terms used for program include "major", "module", and "field of study".
Academic term - An academic term is a portion of a year during which an institution holds courses .Other terms used for academic term include “semester”, “trimester”, and “quarter”.
Course coordinator - Course coordinator refers to the person who coordinates and maintains teaching quality and materials for one or many courses. Other terms used for course coordinator include “course leader”, “module leader”, and “primary instructor”.
Midterm vs. end-of-term evaluations
Criteria | Midterm | End-of-term |
---|---|---|
Need | Help instructor to gather student feedback during the course so they can adjust teaching methods before the end of semester | Help universities to gauge the performance of instructors, the relevance of course materials, and the student experience |
Possible objectives | Improve teaching effectiveness Improve student attitudes towards the course and the subject matter | Help students reflect on their learning progress and make better learning decisions Help universities to determine instructor abilities and improve future curriculum Used sometimes for promotion and/or tenure purposes |
Delegated timing | Instructors can adjust the timing of the assessment | Coordinators can adjust the timing of the evaluation |
Questionnaire details | Between 3-5 questions Includes instructor questions only Question personalization Question bank | Between 10-15 questions Includes institutional, course, and instructor questions Question personalization Question bank Cascaded |
Main users of student responses | Instructors | Provost office Deans Department chairs Instructors |
Nature of assessment/evaluation | Formative assessment: used during the development or learning process to make improvements, provide feedback, and identify gaps. Usually informal, continuous, and varied. | Summative evaluation: used at the end of a program or course to measure the effectiveness, performance, and learning outcomes. Usually formal, standardized, and based on defined criteria. |
Step 1 - Add datasources (if not already added)
The first step is to add datasources containing relevant information on courses, students, and instructors that will be involved in your midterm feedback process.
What you need for datasources:
Datasource name | Datasource type | Contents |
---|---|---|
Courses | Object | Courses being surveyed |
Users | User | Students and instructors |
Course-Student | Relationship | How students are linked to courses |
Course-Instructor | Relationship | How instructors are linked to courses |
Datasources used in midterm surveys are often identical to datasources used in end-of-term evaluations. If you have already set up an end-of-term evaluation project, you can use the same datasources for your midterm survey.
Example of Entity Relationship Diagram for datasources:
Step 2 - Create the Definition
The next step after adding datasources is to create the Definition.
What you need for the Definition:
Definition settings | Values |
---|---|
Definition type | Primary/secondary subject pairing |
Subject source | Courses |
Secondary source | Users |
Pairing source | Course-Instructor |
Step 3 - Define groups and privileges
As part of the Definition, you will also need to create the groups of individuals that will be participating in your midterm surveys and assign them privileges.
You may also apply a data filter as part of the Definition to select specific courses, students, or instructors if not all departments wish to participate in offering midterm surveys.
What you need for groups and privileges:
Name | Link type | Privileges |
---|---|---|
Students | Relationship datasource | Fillout (FO) |
Instructors | Links to itself | Question personalization (QP) Report viewing (RV) Subject management (SM) |
Step 4 - Create the project
The next step after defining groups is to create the feedback project.
What you need for creating the project:
Project settings | Values |
---|---|
Definition selected | Midterm definition created in Step 2 |
Automatic update | Enabled for all groups |
Project audience | Private |
Confidentiality | Yes (recommended) |
Project name | Midterm course and instructor survey |
Remove subjects and raters that have been deleted | Enabled |
Since Automatic Update was enabled for all subjects and groups when creating the project, Blue will automatically populate subjects and group members in the project.
Although this process is automated, it is crucial that you verify the right subjects and group members have been included in the project.
Get started by navigating to the MEMBERS - EXPORT/IMPORT tab and select export members to download a CSV file of all courses and associated group members in your project. For more information, see Export or import project members.
Example of exported data (courses and their paired group members):
SubjectID | SubjectName | GroupCaption | MemberID | MemberName |
---|---|---|---|---|
101815-8504-Summer | 101815 Cultures of Modern Canada | Instructors | afong | Annette Fong |
101815-8504-Summer | 101815 Cultures of Modern Canada | Students | 60535 | Casey Andrade |
101815-8504-Summer | 101815 Cultures of Modern Canada | Students | 70088 | Scott Abraham |
101848-9502-Summer | 101848 Modern Art | Instructors | bbaker | Bernard Baker |
101848-9502-Summer | 101848 Modern Art | Students | 90493 | Nicole Ackerman |
101848-9502-Summer | 101848 Modern Art | Students | 90294 | Kyle Berry |
202047-7051-Summer | 202047 Computer Aided Structural Analysis | Instructors | jscott | James Scott |
202047-7051-Summer | 202047 Computer Aided Structural Analysis | Students | 90682 | Nolan Aloisi |
202047-7051-Summer | 202047 Computer Aided Structural Analysis | Students | 80904 | Keyly Allen |
If you did not enable Automatic Update for groups and subjects, see Select members in a subject pairing project for steps on how to manually add group members to the project.
Step 6 - Build the questionnaire
The next step after creating the project is to build the questionnaire so that instructors can create questions or select from a list of validated questions.
What you need to know about building the questionnaire:
Section | Question type | Description |
---|---|---|
Question personalization | Personalized | Allow instructor to enter their own questions |
Question personalization | Selectable | Allow instructor to select from a list of validated questions |
Example of setting up a midterm questionnaire:
Step 7 - Configure tasks
The next step is to configure the tasks associated with each privilege so that those tasks can be performed by the student and instructor groups.
What you will need to configure tasks:
Task type | Configuration | Selected option |
---|---|---|
Subject management | Allow task owner to set subject participation Default participation Allow task owner to set survey scheduling Include a link to download response data Require authentication* | Enabled Opt-out Enabled Enabled Enabled |
Question personalization | Allow modifications after submitting Show all questions in question personalization view Set min and max for optional and customizable questions quota Require authentication* | Enabled Enabled Min: 1 Max:10 Enabled |
Fillout | Set question personalization as start condition Require authentication* | Enabled Enabled |
Require authentication - It is recommended to enable this option especially if participants in your organization use SSO.
Get started by navigating to TASKS and enabling the subject management, question personalization, and fillout tasks. For each task, select configure to configure its settings.
Step 8 - Schedule tasks
After you have configured the tasks, the next step is to schedule when each task starts and ends.
You may use the following schedule as a guideline:
Task type | Start date | End date | Reminders |
---|---|---|---|
Subject management | Earliest course start date | Latest course end date | 1-2 |
Question personalization | Earliest course start date | 1 day before fillout task begins | 1-2 |
Fillout | 3-4 weeks after course start date | 6-8 weeks before course end date | 3-5 |
For steps on how to schedule tasks in your midterm project, see Configure project task schedules.
Step 9 - Publish project
The next step is to publish the project, which is essentially activating the tasks so that they can be completed by all the groups.
What you will need to publish the project:
Publishing setting | Selected option |
---|---|
Verify that subjects and members are added | Export members shown in Step 5. |
Project start date | Earliest course start date |
Project end date | After subject management task ends |
Before publishing the project, verify that subjects and members have been automatically populated to the project if not already done in step 5.
After verifying that the appropriate subjects and members have been added, navigate to PUBLISH to start publishing the project. For more information, see Publish a project.
For future semesters, you can simply copy the midterm project created in this guide and change the dates according to your semester. To learn more, see Copy an existing project.
Step 10 - Create reports (optional)
Reports can be created to help make sense of the student feedback collected from the project. For midterm evaluations, reports are only shared with instructors. However, since instructors will be able to download their midterm evaluation's results in a CSV file, it may not be necessary to create reports for them and you may skip this step.
If you wish to create reports for additional analysis in your midterm evaluation, you will need:
Report setting | Value |
---|---|
Project type selected | Midterm project |
Report type | Individual |
Distributed | Enabled |
Breakdown by secondary subject | Enabled |
Automatic update | Enabled |
For steps on how to create reports, see Create a new report and Add a response sheet type report block.
For future semesters, you can simply copy the midterm report created in this guide and change the dates according to your semester. To learn more, see Copy an existing report.
InInitial project creation
InInitial report creation
InA to Z guides
InGroup members in Blue
InA to Z guides