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Finding Survey Instruments and Questionnaires: Understanding HaPI Source Notation

Understanding HaPI's Source Notation

Instrument references are not all the same.

An article debuting a new instrument will provide more specific information about it than will an article reporting usage of the instrument to collect data. 

HaPI records differentiate between the varying types of instrument references by tagging each with one of five separate source classifications:

 1) Primary Source - debut publication of the instrument by its creators that includes (where available) "any coinciding (psychometric) testing information." (Health and Psychosocial Instruments, n.d.) 

2) Publisher's Catalog - "Information that originated from a publisher's catalog." (Health and Psychosocial Instruments, n.d.) In other words, a promotional literature source.

3) Review Source - a source which discusses the instrument but did not actually use the instrument to collect data for the study. 

4) Secondary Source - any source using the instrument to collect data for analysis. 

5) Translated Source - version of the instrument in a language other than the language in which the instrument was first published. 

A record's source classification will appear in the Source Notes field. The location of this field will vary depending on the classification.

For primary sources, the Source Notes field appears immediately below either the Authors or Attributed to field near the top of the record. 



For publisher's catalogs, review, secondary and translated sources, the Source Notes field appears immediately below the Authors field.



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