Harmonisation across countries in SHARE
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Harmonisation across countries in SHARE
Workshop on Harmonisation of Social Survey Data for Cross-National Comparison
Prague 19. October 2010
Stephanie Stuck
MEA, University of Mannheim
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Cross-national, Interdisciplinary & Longitudinal
Survey of Health Ageing and Retirement in Europe
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SHARE Population
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
20 Countries
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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
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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)
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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
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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
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Translations Tool LMU
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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
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Translation Tool LMU
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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
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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
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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
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Documentation of Country Specifics
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Documentation of Country Specifics
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Ex-Post Harmonisation
Education: ISCED
Occupation: ISCO
Industry: NACE
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Comments or Questions ?
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Thank you !
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