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Harmonisation of Social Survey Data for Cross-National Comparison in SHARE Workshop

The SHARE Workshop, held in Prague in October 2010, focused on the harmonisation of social survey data across countries for effective cross-national comparison. Led by Stephanie Stuck from MEA at the University of Mannheim, the workshop covered different waves of the Survey of Health, Ageing, and Retirement in Europe (SHARE), involving multiple countries. It addressed methodologies for data collection, interviewer training, fieldwork coordination, and harmonisation processes. Key discussions emphasized the importance of standardized procedures and documentation to continuously enhance collaboration among participating countries.

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Harmonisation of Social Survey Data for Cross-National Comparison in SHARE Workshop

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  1. Harmonisation across countries in SHARE Workshop onHarmonisation of Social Survey Data for Cross-National Comparison Prague19. October 2010 Stephanie Stuck MEA, University of Mannheim

  2. Survey of Health Ageing and Retirement in Europe Cross-national,Interdisciplinary & Longitudinal

  3. 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

  4. 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

  5. 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)

  6. 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

  7. 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

  8. Translations Tool LMU

  9. 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

  10. Translation Tool LMU

  11. 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

  12. 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

  13. 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

  14. Documentation of Country Specifics

  15. Documentation of Country Specifics

  16. Ex-Post Harmonisation Education: ISCED Occupation: ISCO Industry: NACE

  17. www.share-project.org Comments or Questions ?

  18. Thank you ! www.share-project.org

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