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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.

NOTE

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:

CriteriaValuesDescription
Definition typePrimary/secondary subject pairingThis allows instructors in a team-taught course to opt in separately and launch their own midterm survey.
Groups and privilegesStudents (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

projectgeneralsteps.png

  1. Add datasources - Include the data for the courses and instructors being surveyed, the students providing feedback, and their relationships to each other.
  2. Create the Definition - Select what type of survey structure to use.
  3. Define groups and privileges - Create the groups that will participate in the surveys and assign privileges to them.
  4. Create the project - Select the project's Definition, audience type, confidentiality level, and automatic update option for groups.
  5. Verify subjects and members - Check to see that the right subjects and group members have been automatically included in the project.
  6. Build the questionnaire - Allow instructors to create questions or to select from a list of validated questions.
  7. Configure tasks - Make midterms optional for instructors to participate.
  8. Publish project - Set an overall schedule for the survey process and publish the project.
  9. Schedule tasks - Set the schedule to collect the feedback.
  10. 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

CriteriaMidtermEnd-of-term
NeedHelp instructor to gather student feedback during the course so they can adjust teaching methods before the end of semesterHelp universities to gauge the performance of instructors, the relevance of course materials, and the student experience
Possible objectivesImprove 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 timingInstructors can adjust the timing of the assessmentCoordinators can adjust the timing of the evaluation
Questionnaire detailsBetween 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 responsesInstructorsProvost office
Deans
Department chairs
Instructors
Nature of assessment/evaluationFormative 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 nameDatasource typeContents
CoursesObjectCourses being surveyed
UsersUserStudents and instructors
Course-StudentRelationshipHow students are linked to courses
Course-InstructorRelationshipHow instructors are linked to courses

Does student and instructor data have to be stored in one user datasource?
IMPORTANT

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:

erddiagrammidterm.png

Step 2 - Create the Definition

The next step after adding datasources is to create the Definition.

What you need for the Definition:

Definition settingsValues
Definition typePrimary/secondary subject pairing
Subject sourceCourses
Secondary sourceUsers
Pairing sourceCourse-Instructor
Create the midterm definition

Why should I use the primary/secondary subject pairing Definition type for a midterm project?

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.

NOTE

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:

NameLink typePrivileges
StudentsRelationship datasourceFillout (FO)
InstructorsLinks to itselfQuestion personalization (QP)
Report viewing (RV)
Subject management (SM)
Create student group for midterm survey
Create instructor group for midterm survey

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 settingsValues
Definition selectedMidterm definition created in Step 2
Automatic updateEnabled for all groups
Project audiencePrivate
ConfidentialityYes (recommended)
Project nameMidterm course and instructor survey
Remove subjects and raters that have been deletedEnabled
Create the project

Why should I enable automatic update for all groups and datasources?
Why should I choose a private audience with confidential responses?
IMPORTANT

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):

SubjectIDSubjectNameGroupCaptionMemberIDMemberName
101815-8504-Summer101815 Cultures of Modern CanadaInstructorsafongAnnette Fong
101815-8504-Summer101815 Cultures of Modern CanadaStudents60535Casey Andrade
101815-8504-Summer101815 Cultures of Modern CanadaStudents70088Scott Abraham
101848-9502-Summer101848 Modern ArtInstructorsbbakerBernard Baker
101848-9502-Summer101848 Modern ArtStudents90493Nicole Ackerman
101848-9502-Summer101848 Modern ArtStudents90294Kyle Berry
202047-7051-Summer202047 Computer Aided Structural AnalysisInstructorsjscottJames Scott
202047-7051-Summer202047 Computer Aided Structural AnalysisStudents90682Nolan Aloisi
202047-7051-Summer202047 Computer Aided Structural AnalysisStudents80904Keyly Allen
NOTE

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:

SectionQuestion typeDescription
Question personalizationPersonalizedAllow instructor to enter their own questions
Question personalizationSelectableAllow instructor to select from a list of validated questions

Example of setting up a midterm questionnaire:

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 typeConfigurationSelected option
Subject managementAllow 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 personalizationAllow 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
FilloutSet question personalization as start condition
Require authentication*
Enabled
Enabled
BEST PRACTICE

Require authentication - It is recommended to enable this option especially if participants in your organization use SSO.

Why should I set a min and max questions quota for the question personalization task?
Why would I allow the question personalization task to be modifiable after submitting?

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.

Select and configure project tasks

Configure the subject management task
Configure the question personalization task
Configure the fillout task

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 typeStart dateEnd dateReminders
Subject managementEarliest course start dateLatest course end date1-2
Question personalizationEarliest course start date1 day before fillout task begins1-2
Fillout3-4 weeks after course start date6-8 weeks before course end date3-5

Task schedule timeline

NOTE

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 settingSelected option
Verify that subjects and members are addedExport members shown in Step 5.
Project start dateEarliest course start date
Project end dateAfter subject management task ends
IMPORTANT STEPS BEFORE PUBLISHING

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.

COPYING PROJECT OVER IN NEXT SEMESTER

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 settingValue
Project type selectedMidterm project
Report typeIndividual
DistributedEnabled
Breakdown by secondary subjectEnabled
Automatic updateEnabled
NOTE

For steps on how to create reports, see Create a new report and Add a response sheet type report block.

COPYING REPORT OVER IN NEXT SEMESTER

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.

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