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Harmonisation across countries in SHARE. Workshop on Harmonisation of Social Survey Data for Cross-National Comparison P rague 19. October 2010. Stephanie Stuck MEA, University of Mannheim. Survey of Health Ageing and Retirement in Europe. Cross-national, Interdisciplinary & Longitudinal.

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harmonisation across countries in share

Harmonisation across countries in SHARE

Workshop onHarmonisation of Social Survey Data for Cross-National Comparison

Prague19. October 2010

Stephanie Stuck

MEA, University of Mannheim

survey of health ageing and retirement in europe
Survey of Health Ageing and Retirement in Europe

Cross-national,Interdisciplinary & Longitudinal

slide3

Residents aged 50 and over & their partners

  • Wave 1 (2004/05):AT, BE, CH, DE, DK, ES, FR, GR, IL, IT, NL, SE
  • Wave 2 (2006/07): new countries:CZ, IE, PL
  • Wave 3 (2008/09) Life Histories
  • Wave 4 (2010/11): new countries EE, HU, LU, PT, SI

SHARE Population

20 Countries

ex ante harmonisation
Ex-Ante Harmonisation

Ex-ante harmonisation in SHARE takes place at various levels and all steps of the process

Organisation

Contracts with survey agencies

Interviewer Training

Fieldwork

Questionnaires & Translations

CAPI & SMS (sample management system)

Data processing & releases

Documentation

organisational features
Organisational Features

Central coordination: MEA, University of Mannheim

Country teams in each SHARE country

Area teams:

Economics

Health

Social Networks

Teams for weights and imputations

Programming and technical data processing: CentERdata (Tilburg, NL)

survey agencies fieldwork
Survey agencies & fieldwork

Model contracts provided by MEA

Interviewer training is centrally coordinated

3 Train the Trainers (TTT) workshops per wave (pilot, pretest & main survey ( at least 2 days each))

Training contents

Model for national training sessions

Country teams are present at TTTs and national trainings

Common sample management system (SMS)

Information on all households, contacts, refusals, interview status…

Central fieldwork monitoring

questionnaires translations
Questionnaires & Translations

Generic English versions

Baseline

Longitudinal

End of Life

SHARELIFE

Translated in all SHARE languages

Arabic, Czech, Danish, Dutch, Estonian, English, French, Flemish, German, Greek, Hebrew, Hungarian, Italian, Polish, Portuguese, Russian, Slovenian, Spanish, Swedish

Internet based translation tool: LMU (language management utility) developed by CentERdata

slide9
LMU
  • Generic questionnaire version is displayed on the left side
  • Translations are entered on the right
  • Standard answer categories, sequences or fills have to be translated only once
  • Show cards are derived automatically
  • Information on status of translation is displayed
capi sms instruments
CAPI & SMS Instruments

One common CAPI and SMS program for all

Translations are transferred automatically from LMU

Instruments (and preload) are transferred to survey agencies via central server

Raw data goes back to central server

data processing
Data processing

Data processing is coordinated by MEA and done in very close cooperation with country teams to insure harmonised processing

Instructions and program templates are provided by MEA

Country teams write programs

MEA runs all programs centrally

Weights and imputations are computed by special teams for all SHARE countries centrally

Generated variables are produced by MEA

ex ante harmonisation1
Ex-Ante Harmonisation
  • Requires a lot of…
    • Meetings
    • Coordination
    • Communication
    • Discussions
    • Compromises
  • Has some limits, therefore we
    • document country specific deviations
    • do ex-post harmonisation
ex post harmonisation
Ex-Post Harmonisation

Education: ISCED

Occupation: ISCO

Industry: NACE

www share project org
www.share-project.org

Comments or Questions ?

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