Pilot tests are usually done in the very early stages of instrument testing, while pre-test usually involve nearly complete questionnaires. Both are based on the developmental needs of the larger survey.
Yes, conducting a preliminary survey study can be a valuable approach to identify and refine a research problem. It allows researchers to gather initial information and insights from potential participants or a target population, which can help guide the formulation of research questions and hypotheses.
When it comes to including references for questionnaire questions in a preliminary survey study, it is not a strict requirement. Unlike formal research studies or academic papers, preliminary surveys are often exploratory in nature and serve as a starting point for generating research ideas. However, it is still good practice to provide relevant references or sources when appropriate.
If the questionnaire questions are directly derived from existing scales, surveys, or research instruments, it is advisable to cite the original sources. This acknowledges the work of previous researchers, ensures transparency, and allows for the validation of the questionnaire's reliability and validity.
Moreover, if specific claims or statements are made in the questionnaire that require supporting evidence, it is beneficial to include references to relevant studies or sources. This provides context, credibility, and allows participants to understand the basis of the statements or claims being made.
In summary, while preliminary survey studies do not necessarily require references for every questionnaire question, including references for questions derived from existing scales or when making specific claims can enhance the credibility and validity of the survey instrument.
This sounds like something you might more likely do in qualitative research, I think. It sounds reasonable. In quantitative research, I would think you would be more likely to already know what you are trying to 'measure,' and then you might instead do a pilot study partially concentrating on discovering estimates of standard deviations so that you can estimate sample size needs by item/question on the survey, to obtain acceptable standard errors.
However, a separate exploratory survey could serve many purposes.
On the other hand, in general, you don't want to survey too often, without a good purpose. Researchers are encountering higher and higher nonresponse rates, likely at least partially, I think, because many people are tired of so many surveys. Nonresponse is a huge problem and generally not easily "fixed." Some consideration for possible respondents by all researchers is in order to try to avoid this reaction. (Even back in 1999 when I was presenting at the International Conference on Nonresponse [in Seattle, I think], I recall hearing reported that Dutch folks had gotten tired of surveys, and response rates there had plummeted.)
Of course you can do preliminary work on a question you're considering as part of a larger study or to refine your primary research question. Call it exploratory research.