Statistics on Income and Living Conditions (SILC) measures and tracks the development of living conditions in Sweden. The surveys have been conducted on behalf of the Swedish Parliament since 1975, primarily through face-to-face interviews with a random sample of approximately 5,000–12,000 individuals annually from the Swedish population aged 16 and older. Through this, indicators for various welfare areas can be presented in time series that today extend about 50 years back in time. The areas include health, economy, housing, employment, well-being and trust, leisure, social relationships, civic activities, safety, and work environment. The statistics are used, among other things, for comparisons between groups, comparisons over time, and for international comparisons.

Abstract

EU-SILC has become the EU reference source for comparative statistics on income distribution and social exclusion at European level, particularly in the context of the "Program of Community action to encourage cooperation between Member States to combat social exclusion" and for producing structural indicators on social cohesion for the annual spring report to the European Council. The first priority is to be given to the delivery of comparable, timely and high quality cross-sectional data.

There are two types of datasets: 1) Cross-sectional data pertaining to fixed time periods, with variables on income, poverty, social exclusion and living conditions. 2) Longitudinal data pertaining to individual-level changes over time, observed periodically - usually over four years.

Social exclusion and housing-condition information is collected at household level. Income at a detailed component level is collected at personal level, with some components included in the "Household" section. Labour, education and health observations only apply to persons 16 and older. EU-SILC was established to provide data on structural indicators of social cohesion (at-risk-of-poverty rate, S80/S20 and gender pay gap) and to provide relevant data for the two 'open methods of coordination' in the field of social inclusion and pensions in Europe.

The 7th version of the 2008 Cross-Sectional User Database (UDB) as released in July 2015 is documented here.

Geographic coverage

The survey covers following countries: Austria, Belgium, Bulgaria, Czech Republic, Denmark, Germany, Estonia, Greece, Spain, France, Ireland, Italy, Cyprus, Latvia, Lithuania, Luxembourg, Hungary, Malta, Netherlands, Poland, Portugal, Romania, Slovenia, Slovakia, Finland, Sweden, United Kingdom, Iceland, Norway.

Small parts of the national territory amounting to no more than 2% of the national population and the national territories listed below may be excluded from EU-SILC: France - French Overseas Departments and territories; Netherlands - The West Frisian Islands with the exception of Texel; Ireland - All offshore islands with the exception of Achill, Bull, Cruit, Gorumna, Inishnee, Lettermore, Lettermullan and Valentia; United kingdom - Scotland north of the Caledonian Canal, the Scilly Islands.

Analysis unit

• Households;
• Individuals 16 years and older.

Universe

The survey covered all household members over 16 years old. Persons living in collective households and in institutions are generally excluded from the target population.

Kind of data

Sample survey data [ssd]

Sampling procedure

On the basis of various statistical and practical considerations and the precision requirements for the most critical variables, the minimum effective sample sizes to be achieved were defined. Sample size for the longitudinal component refers, for any pair of consecutive years, to the number of households successfully interviewed in the first year in which all or at least a majority of the household members aged 16 or over are successfully interviewed in both the years.

For the cross-sectional component, the plans are to achieve the minimum effective sample size of around 131.000 households in the EU as a whole (137.000 including Iceland and Norway). The allocation of the EU sample among countries represents a compromise between two objectives: the production of results at the level of individual countries, and production for the EU as a whole. Requirements for the longitudinal data will be less important. For this component, an effective sample size of around 98.000 households (103.000 including Iceland and Norway) is planned.

Member States using registers for income and other data may use a sample of persons (selected respondents) rather than a sample of complete households in the interview survey. The minimum effective sample size in terms of the number of persons aged 16 or over to be interviewed in detail is in this case taken as 75 % of the figures shown in columns 3 and 4 of the table I, for the cross-sectional and longitudinal components respectively.

The reference is to the effective sample size, which is the size required if the survey were based on simple random sampling (design effect in relation to the 'risk of poverty rate' variable = 1.0). The actual sample sizes will have to be larger to the extent that the design effects exceed 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. For countries with a sample of persons design, information on income and other data shall be collected for the household of each selected respondent and for all its members.

At the beginning, a cross-sectional representative sample of households is selected. It is divided into say 4 sub-samples, each by itself representative of the whole population and similar in structure to the whole sample. One sub-sample is purely cross-sectional and is not followed up after the first round. Respondents in the second sub-sample are requested to participate in the panel for 2 years, in the third sub-sample for 3 years, and in the fourth for 4 years. From year 2 onwards, one new panel is introduced each year, with request for participation for 4 years. In any one year, the sample consists of 4 sub-samples, which together constitute the cross-sectional sample. In year 1 they are all new samples; in all subsequent years, only one is new sample. In year 2, three are panels in the second year; in year 3, one is a panel in the second year and two in the third year; in subsequent years, one is a panel for the second year, one for the third year, and one for the fourth (final) year.

According to the Commission Regulation on sampling and tracing rules, the selection of the sample will be drawn according to the following requirements:

1. For all components of EU-SILC (whether survey or register based), the cross-sectional and longitudinal (initial sample) data shall be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. All private households and all persons aged 16 and over within the household are eligible for the operation.
2. Representative probability samples shall be achieved both for households, which form the basic units of sampling, data collection and data analysis, and for individual persons in the target population.
3. The sampling frame and methods of sample selection shall ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.
4. By way of exception, paragraphs 1 to 3 shall apply in Germany exclusively to the part of the sample based on probability sampling according to Article 8 of the Regulation of the European Parliament and of the Council (EC) No 1177/2003 concerning

Community Statistics on Income and Living Conditions. Article 8 of the EU-SILC Regulation of the European Parliament and of the Council mentions: 1. The cross-sectional and longitudinal data shall be based on nationally representative probability samples. 2. By way of exception to paragraph 1, Germany shall supply cross-sectional data based on a nationally representative probability sample for the first time for the year 2008. For the year 2005, Germany shall supply data for one fourth based on probability sampling and for three fourths based on quota samples, the latter to be progressively replaced by random selection so as to achieve fully representative probability sampling by 2008. For the longitudinal component, Germany shall supply for the year 2006 one third of longitudinal data (data for year 2005 and 2006) based on probability sampling and two thirds based on quota samples. For the year 2007, half of the longitudinal data relating to years 2005, 2006 and 2007 shall be based on probability sampling and half on quota sample. After 2007 all of the longitudinal data shall be based on probability sampling.

Detailed information about sampling is available in Quality Reports in Related Materials.

Mode of data collection

Mixed

Abstract

In 2013, the EU-SILC instrument covered all EU Member States plus Iceland, Turkey, Norway, Switzerland and Croatia. EU-SILC has become the EU reference source for comparative statistics on income distribution and social exclusion at European level, particularly in the context of the "Program of Community action to encourage cooperation between Member States to combat social exclusion" and for producing structural indicators on social cohesion for the annual spring report to the European Council. The first priority is to be given to the delivery of comparable, timely and high quality cross-sectional data.

There are two types of datasets: 1) Cross-sectional data pertaining to fixed time periods, with variables on income, poverty, social exclusion and living conditions. 2) Longitudinal data pertaining to individual-level changes over time, observed periodically - usually over four years.

Social exclusion and housing-condition information is collected at household level. Income at a detailed component level is collected at personal level, with some components included in the "Household" section. Labor, education and health observations only apply to persons aged 16 and over. EU-SILC was established to provide data on structural indicators of social cohesion (at-risk-of-poverty rate, S80/S20 and gender pay gap) and to provide relevant data for the two 'open methods of coordination' in the field of social inclusion and pensions in Europe.

This is the 1st version of the 2013 Cross-Sectional User Database as released in July 2015.

Geographic coverage

The survey covers following countries: Austria; Belgium; Bulgaria; Croatia; Cyprus; Czech Republic; Denmark; Estonia; Finland; France; Germany; Greece; Spain; Ireland; Italy; Latvia; Lithuania; Luxembourg; Hungary; Malta; Netherlands; Poland; Portugal; Romania; Slovenia; Slovakia; Serbia; Sweden; United Kingdom; Iceland; Norway; Turkey; Switzerland

Small parts of the national territory amounting to no more than 2% of the national population and the national territories listed below may be excluded from EU-SILC: France - French Overseas Departments and territories; Netherlands - The West Frisian Islands with the exception of Texel; Ireland - All offshore islands with the exception of Achill, Bull, Cruit, Gorumna, Inishnee, Lettermore, Lettermullan and Valentia; United Kingdom - Scotland north of the Caledonian Canal, the Scilly Islands.

Analysis unit

• Households;
• Individuals 16 years and older.

Universe

The survey covered all household members over 16 years old. Persons living in collective households and in institutions are generally excluded from the target population.

Kind of data

Sample survey data [ssd]

Sampling procedure

On the basis of various statistical and practical considerations and the precision requirements for the most critical variables, the minimum effective sample sizes to be achieved were defined. Sample size for the longitudinal component refers, for any pair of consecutive years, to the number of households successfully interviewed in the first year in which all or at least a majority of the household members aged 16 or over are successfully interviewed in both the years.

For the cross-sectional component, the plans are to achieve the minimum effective sample size of around 131.000 households in the EU as a whole (137.000 including Iceland and Norway). The allocation of the EU sample among countries represents a compromise between two objectives: the production of results at the level of individual countries, and production for the EU as a whole. Requirements for the longitudinal data will be less important. For this component, an effective sample size of around 98.000 households (103.000 including Iceland and Norway) is planned.

Member States using registers for income and other data may use a sample of persons (selected respondents) rather than a sample of complete households in the interview survey. The minimum effective sample size in terms of the number of persons aged 16 or over to be interviewed in detail is in this case taken as 75 % of the figures shown in columns 3 and 4 of the table I, for the cross-sectional and longitudinal components respectively.

The reference is to the effective sample size, which is the size required if the survey were based on simple random sampling (design effect in relation to the 'risk of poverty rate' variable = 1.0). The actual sample sizes will have to be larger to the extent that the design effects exceed 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. For countries with a sample of persons design, information on income and other data shall be collected for the household of each selected respondent and for all its members.

At the beginning, a cross-sectional representative sample of households is selected. It is divided into say 4 sub-samples, each by itself representative of the whole population and similar in structure to the whole sample. One sub-sample is purely cross-sectional and is not followed up after the first round. Respondents in the second sub-sample are requested to participate in the panel for 2 years, in the third sub-sample for 3 years, and in the fourth for 4 years. From year 2 onwards, one new panel is introduced each year, with request for participation for 4 years. In any one year, the sample consists of 4 sub-samples, which together constitute the cross-sectional sample. In year 1 they are all new samples; in all subsequent years, only one is new sample. In year 2, three are panels in the second year; in year 3, one is a panel in the second year and two in the third year; in subsequent years, one is a panel for the second year, one for the third year, and one for the fourth (final) year.

According to the Commission Regulation on sampling and tracing rules, the selection of the sample will be drawn according to the following requirements:

1. For all components of EU-SILC (whether survey or register based), the crosssectional and longitudinal (initial sample) data shall be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. All private households and all persons aged 16 and over within the household are eligible for the operation.
2. Representative probability samples shall be achieved both for households, which form the basic units of sampling, data collection and data analysis, and for individual persons in the target population.
3. The sampling frame and methods of sample selection shall ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.
4. By way of exception, paragraphs 1 to 3 shall apply in Germany exclusively to the part of the sample based on probability sampling according to Article 8 of the Regulation of the European Parliament and of the Council (EC) No 1177/2003 concerning

Community Statistics on Income and Living Conditions. Article 8 of the EU-SILC Regulation of the European Parliament and of the Council mentions: 1. The cross-sectional and longitudinal data shall be based on nationally representative probability samples. 2. By way of exception to paragraph 1, Germany shall supply cross-sectional data based on a nationally representative probability sample for the first time for the year 2008. For the year 2005, Germany shall supply data for one fourth based on probability sampling and for three fourths based on quota samples, the latter to be progressively replaced by random selection so as to achieve fully representative probability sampling by 2008. For the longitudinal component, Germany shall supply for the year 2006 one third of longitudinal data (data for year 2005 and 2006) based on probability sampling and two thirds based on quota samples. For the year 2007, half of the longitudinal data relating to years 2005, 2006 and 2007 shall be based on probability sampling and half on quota sample. After 2007 all of the longitudinal data shall be based on probability sampling.

Detailed information about sampling is available in Quality Reports in Related Materials.

Mode of data collection

Mixed

Abstract

The Project for Statistics on Living standards and Development was a countrywide World Bank sponsored Living Standards Measurement Survey. It covered approximately 9000 households, drawn from a representative sample of South African households. The fieldwork was undertaken during the nine months leading up to the country's first democratic elections at the end of April 1994. The purpose of the survey was to collect data on the conditions under which South Africans live in order to provide policymakers with the data necessary for development planning. This data would aid the implementation of goals such as those outlined in the Government of National Unity's Reconstruction and Development Programme.

Geographic coverage

The survey had national coverage

Analysis unit

Households and individuals

Universe

The survey covered all household members. Individuals in hospitals, old age homes, hotels and hostels of educational institutions were not included in the sample. Migrant labour hostels were included. In addition to those that turned up in the selected ESDs, a sample of three hostels was chosen from a national list provided by the Human Sciences Research Council and within each of these hostels a representative sample was drawn for the households in ESDs.

Kind of data

Sample survey data

Mode of data collection

Face-to-face [f2f]

Research instrument

The main instrument used in the survey was a comprehensive household questionnaire. This questionnaire covered a wide range of topics but was not intended to provide exhaustive coverage of any single subject. In other words, it was an integrated questionnaire aimed at capturing different aspects of living standards. The topics covered included demographics, household services, household expenditure, educational status and expenditure, remittances and marital maintenance, land access and use, employment and income, health status and expenditure and anthropometry (children under the age of six were weighed and their heights measured). This questionnaire was available to households in two languages, namely English and Afrikaans. In addition, interviewers had in their possession a translation in the dominant African language/s of the region.

In addition to the detailed household questionnaire, a community questionnaire was administered in each cluster of the sample. The purpose of this questionnaire was to elicit information on the facilities available to the community in each cluster. Questions related primarily to the provision of education, health and recreational facilities. Furthermore there was a detailed section for the prices of a range of commodities from two retail sources in or near the cluster: a formal source such as a supermarket and a less formal one such as the "corner cafe" or a "spaza". The purpose of this latter section was to obtain a measure of regional price variation both by region and by retail source. These prices were obtained by the interviewer. For the questions relating to the provision of facilities, respondents were "prominent" members of the community such as school principals, priests and chiefs.

A literacy assessment module (LAM) was administered to two respondents in each household, (a household member 13-18 years old and a one between 18 and 50) to assess literacy levels.

Data appraisal

The data collected in clusters 217 and 218 are highly unreliable and have therefore been removed from the dataset currently available on the portal. Researchers who have downloaded the data in the past should download version 2.0 of the dataset to ensure they have the corrected data. Version 2.0 of the dataset excludes two clusters from both the 1993 and 1998 samples. During follow-up field research for the KwaZulu-Natal Income Dynamics Study (KIDS) in May 2001 it was discovered that all 39 household interviews in clusters 217 and 218 had been fabricated in both 1993 and 1998. These households have been dropped in the updated release of the data. In addition, cluster 206 is now coded as urban as this was incorrectly coded as rural in the first release of the data. Note: Weights calculated by the World Bank and provided with the original data are NOT updated to reflect these changes.

Abstract

In 1992, Bosnia-Herzegovina, one of the six republics in former Yugoslavia, became an independent nation. A civil war started soon thereafter, lasting until 1995 and causing widespread destruction and losses of lives. Following the Dayton accord, BosniaHerzegovina (BiH) emerged as an independent state comprised of two entities, namely, the Federation of Bosnia-Herzegovina (FBiH) and the Republika Srpska (RS), and the district of Brcko. In addition to the destruction caused to the physical infrastructure, there was considerable social disruption and decline in living standards for a large section of the population. Alongside these events, a period of economic transition to a market economy was occurring. The distributive impacts of this transition, both positive and negative, are unknown. In short, while it is clear that welfare levels have changed, there is very little information on poverty and social indicators on which to base policies and programs. In the post-war process of rebuilding the economic and social base of the country, the government has faced the problems created by having little relevant data at the household level. The three statistical organizations in the country (State Agency for Statistics for BiH -BHAS, the RS Institute of Statistics-RSIS, and the FBiH Institute of Statistics-FIS) have been active in working to improve the data available to policy makers: both at the macro and the household level. One facet of their activities is to design and implement a series of household series. The first of these surveys is the Living Standards Measurement Study survey (LSMS). Later surveys will include the Household Budget Survey (an Income and Expenditure Survey) and a Labour Force Survey. A subset of the LSMS households will be re-interviewed in the two years following the LSMS to create a panel data set.

The three statistical organizations began work on the design of the Living Standards Measurement Study Survey (LSMS) in 1999. The purpose of the survey was to collect data needed for assessing the living standards of the population and for providing the key indicators needed for social and economic policy formulation. The survey was to provide data at the country and the entity level and to allow valid comparisons between entities to be made. The LSMS survey was carried out in the Fall of 2001 by the three statistical organizations with financial and technical support from the Department for International Development of the British Government (DfID), United Nations Development Program (UNDP), the Japanese Government, and the World Bank (WB). The creation of a Master Sample for the survey was supported by the Swedish Government through SIDA, the European Commission, the Department for International Development of the British Government and the World Bank. The overall management of the project was carried out by the Steering Board, comprised of the Directors of the RS and FBiH Statistical Institutes, the Management Board of the State Agency for Statistics and representatives from DfID, UNDP and the WB. The day-to-day project activities were carried out by the Survey Management Team, made up of two professionals from each of the three statistical organizations. The Living Standard Measurement Survey LSMS, in addition to collecting the information necessary to obtain a comprehensive as possible measure of the basic dimensions of household living standards, has three basic objectives, as follows: 1. To provide the public sector, government, the business community, scientific institutions, international donor organizations and social organizations with information on different indicators of the population's living conditions, as well as on available resources for satisfying basic needs. 2. To provide information for the evaluation of the results of different forms of government policy and programs developed with the aim to improve the population's living standard. The survey will enable the analysis of the relations between and among different aspects of living standards (housing, consumption, education, health, labour) at a given time, as well as within a household. 3. To provide key contributions for development of government's Poverty Reduction Strategy Paper, based on analysed data.

Geographic coverage

National coverage

Analysis unit

Households

Kind of data

Sample survey data [ssd]

Sampling procedure

(a) SAMPLE SIZE A total sample of 5,400 households was determined to be adequate for the needs of the survey: with 2,400 in the Republika Srpska and 3,000 in the Federation of BiH. The difficulty was in selecting a probability sample that would be representative of the country's population. The sample design for any survey depends upon the availability of information on the universe of households and individuals in the country. Usually this comes from a census or administrative records. In the case of BiH the most recent census was done in 1991. The data from this census were rendered obsolete due to both the simple passage of time but, more importantly, due to the massive population displacements that occurred during the war. At the initial stages of this project it was decided that a master sample should be constructed. Experts from Statistics Sweden developed the plan for the master sample and provided the procedures for its construction. From this master sample, the households for the LSMS were selected. Master Sample [This section is based on Peter Lynn's note "LSMS Sample Design and Weighting - Summary". April, 2002. Essex University, commissioned by DfID.] The master sample is based on a selection of municipalities and a full enumeration of the selected municipalities. Optimally, one would prefer smaller units (geographic or administrative) than municipalities. However, while it was considered that the population estimates of municipalities were reasonably accurate, this was not the case for smaller geographic or administrative areas. To avoid the error involved in sampling smaller areas with very uncertain population estimates, municipalities were used as the base unit for the master sample. The Statistics Sweden team proposed two options based on this same method, with the only difference being in the number of municipalities included and enumerated.

(b) SAMPLE DESIGN For reasons of funding, the smaller option proposed by the team was used, or Option B. Stratification of Municipalities The first step in creating the Master Sample was to group the 146 municipalities in the country into three strata- Urban, Rural and Mixed - within each of the two entities. Urban municipalities are those where 65 percent or more of the households are considered to be urban, and rural municipalities are those where the proportion of urban households is below 35 percent. The remaining municipalities were classified as Mixed (Urban and Rural) Municipalities. Brcko was excluded from the sampling frame. Urban, Rural and Mixed Municipalities: It is worth noting that the urban-rural definitions used in BiH are unusual with such large administrative units as municipalities classified as if they were completely homogeneous. Their classification into urban, rural, mixed comes from the 1991 Census which used the predominant type of income of households in the municipality to define the municipality. This definition is imperfect in two ways. First, the distribution of income sources may have changed dramatically from the pre-war times: populations have shifted, large industries have closed, and much agricultural land remains unusable due to the presence of land mines. Second, the definition is not comparable to other countries' where villages, towns and cities are classified by population size into rural or urban or by types of services and infrastructure available. Clearly, the types of communities within a municipality vary substantially in terms of both population and infrastructure. However, these imperfections are not detrimental to the sample design (the urban/rural definition may not be very useful for analysis purposes, but that is a separate issue).

Mode of data collection

Face-to-face [f2f]

Cleaning operations

(a) DATA ENTRY

An integrated approach to data entry and fieldwork was adopted in Bosnia and Herzegovina. Data entry proceeded side by side with data gathering to ensure verification and correction in the field. Data entry stations were located in the regional offices of the entity institutes and were equipped with computers, modem and a dedicated telephone line. The completed questionnaires were delivered to these stations each day for data entry. Twenty data entry operators (10 from Federation and 10 from RS) were trained in two training sessions held for a week each in Sarajevo and Banja Luka. The trainers were the staff of the two entity institutes who had undergone training in the CSPro software earlier and had participated in the workshops of the Pilot survey. Prior to the training, laptop computers were provided to the entity institutes, and the CSPro software was installed in them. The training for the data entry operators covered the following elements:

• Introduction to the LSMS Survey questionnaire; Introduction to the personal computers/ lap top computers; Copying data on diskette and printing of output
• The Data entry programme (CSPro). Understanding of the Round 1 data entry screens (Modules 1-10)
• Practice of Round 1 (data entry trainees enter questionnaires completed by interviewer trainees during practice interviews)
• Understanding of Round 2 Data entry screen (Modules 11-13)
• Practice of Round 2 Data entry screens (data entry trainees entered the questionnaires completed by interviewer trainees)
• Control Procedures; Copying

Abstract

The NLSS 1995/96 is basically limited to the living standards of households.

The basic objectives of this survey was to provide information required for monitoring the progress in improving national living standards and to evaluate the impact of various government policies and program on living condition of the population. This survey captured comprehensive set of data on different aspects of households welfare like consumption, income, housing, labour markets, education, health etc.

Geographic coverage

National coverage The 4 strata of the survey: - Mountains - Hills (Urban) - Hills (Rural) - Terai

Analysis unit

• Household
• Individual
• Community

Universe

The survey covered all modified de jure household members (usual residents).

Kind of data

Sample survey data [ssd]

Sampling procedure

Sample Design

Sample Frame: A complete list of all wards in the country, with a measure of size, was developed in order to select from it with Probability Proportional to Size (PPS) the sample of wards to be visited. The 1991 Population Census of Nepal was the best starting point for building such a sample frame. The Central Bureau of Statistics (CBS) constructed a data set with basic information from the census at the ward level. This data set was used as a sample frame to develop the NLSS sample.

Sample Design: The sample size for the NLSS was set at 3,388 households. This sample was divided into four strata based on the geographic and ecological regions of the country: (i) mountains, (ii) urban Hills, (iii) rural Hills, and (iv) Terai.

The sample size was designed to provide enough observations within each ecological stratum to ensure adequate statistical accuracy, as well as enough variation in key variables for policy analysis within each stratum, while respecting resource constraints and the need to balance sampling and non-sampling errors.

A two-stage stratified sampling procedure was used to select the sample for the NLSS. The primary sampling unit (PSU) is the ward, the smallest administrative unit in the 1991 Population Census. In order to increase the variability of the sample, it was decided that a small number of households - twelve - would be interviewed in each ward. Thus, a total of275 wards was obtained.

In the first stage of the sampling, wards were selected with probability proportional to size (PPS) from each of the four ecological strata, using the number of household in the ward as the measure of size. In order to give the sample an implicit stratification respecting the division of the country into Development Regions, the sample frame was sorted by ascending order of district codes, and these were numbered from East to West. The sample frame considered all the 75 districts in the country, and indeed 73 of them were represented in the sample. In the second stage of the sampling, a fixed number of households were chosen with equal probabilities from each selected PSU.

The two-stage procedure just described has several advantages. It simplified the analysis by providing a self-weighted sample. It also reduced the travel time and cost, as 12 or 16 households are interviewed in each ward. In addition, as the number of households to be interviewed in each ward was known in advance, the procedure made it possible to plan an even workload across different survey teams.

Mode of data collection

Face-to-face [f2f]

Research instrument

A preliminary draft of the questionnaire was first prepared with several discussions held between the core staff and the consultant to the project. Several documents both received from the world bank as well as from countries that had already conducted such surveys in the past were referred during this process. Subsequently the questionnaire was translated into NepalI.

After a suitable draft design of the questionnaire, a pre-test was conducted in five different places of the country. The places selected for the pre-test were Biratnagar, Rasuwa, Palpa, Nepalganj and Kathmandu Valley. The entire teams created for the pre-test were also represented by either a consultant or an expert from the bank. Feedback received from the field was utilized for necessary improvements in finalizing the seventy page questionnaire.

The content of each questionnaire is as follows:

HOUSEHOLD QUESTIONNAIRE

Section 1. HOUSEHOLD INFORMATION This section served two main purposes: (i) identify every person who is a member of the household, and (ii) provide basic demographic data such as age, sex, and marital status of everyone presently living in the household. In addition, information collected also included data on all economic activities undertaken by household members and on unemployment.

Section 2. HOUSING This section collected information on the type of dwelling occupied by the household, as well as on the household's expenditures on housing and amenities (rent, expenditure on water, garbage collection, electricity, etc.).

Section 3. ACCESS TO FACILITIES This section collected information on the distance from the household's residence to various public facilities and services.

Section 4. MIGRATION This section collected information from the household head on permanent migration for reasons of work or land availability.

Section 5. FOOD EXPENSES AND HOME PRODUCTION This section collected information on all food expenditures of the household, as well as on consumption of food items that the household produced.

Section 6. NON-FOOD EXPENDITURES AND INVENTORY OF DURABLE GOODS This section collected information on expenditure on non-food items (clothing, fuels, items for the house, etc.), as well as on the durable goods owned by the household.

Section 7. EDUCATION This section collected information on literacy for all household members aged 5 years and above, on the level of education for those members who have attended school in the past, and on levelof education and expenditures on schooling for those currently attending an educational institution.

Section 8. HEALTH This section collected information on illnesses, use of medical facilities, expenditure on health care, children's immunization, and diarrhea.

Section 9. ANTHROPOMETRICS This section collected weight and height measurements for all children 3 years or under.

Section 10. MARRIAGE AND MATERNITY HISTORY This section collected information on maternity history, pre/post-natal care, and knowledge/use of family planning methods.

Section 11. WAGE EMPLOYMENT This section collected information on wage employment in agriculture and in non-agricultural activities, as well as on income earned through wage labor.

Section 12. FARMING AND LIVESTOCK This section collected information on all agricultural activities -- land owned or operated, crops grown, use of crops, income from the sale of crops, ownership of livestock, and income from the sale of livestock.

Section 13. NON-FARM ENTERPRISES/ACTIVITIES This section collected information on all non-agricultural enterprises and activities -- type of activity, revenue earned, expenditures, etc.

Section 14. CREDIT AND SAVINGS This section collected information on loans made by the household to others, or loans taken from others by household members, as well as on land, property, or other fixed assets owned by the household.

Section 15. REMITTANCES AND TRANSFERS This section collected information on remittances sent by members of the household to others and on transfers received by members of the household from others.

Section 16. OTHER ASSETS AND INCOME This section collected information on income from all other sources not covered elsewhere in the questionnaire.

Section 17. ADEQUACY OF CONSUMPTION This section collected information on whether the household perceives its level of consumption to be adequate or not.

RURAL COMMUNITY QUESTIONNAIRE

Section 1. POPULATION CHARACTERISTICS AND INFRASTRUCTURES This section collected information on the characteristics of the community, availability of electricity and its services and water supply and sewerage.

Section 2. ACCESS TO FACILITIES Data on services and amenities, education status and health facilities was collected.

Section 3. AGRICULTURE AND FORESTRY Information on the land situation, irrigation systems, crop cycles, wages paid to hired labor, rental rates for cattle and machinery and forestry use were asked in this section.

Section 4. MIGRATION This section collected information on the main migratory movements in and out.

Section 5. DEVELOPMENT PROGRAMS, USER GROUPS, etc. In this section, information on development programs, existence user groups, and the quality of life in the community was collected.

Section 6. RURAL PRIMARY SCHOOL This section collected information on enrollment, infrastructure, and supplies.

Section 7. RURAL HEALTH FACILITY This section collected information on health facilities, equipment and services available, and health personnel in the community.

Section 8. MARKETS AND PRICES This section collected information on local shops, Haat Bazaar, agricultural inputs, sale of crops and the conversion of local units into standard units.

URBAN COMMUNITY QUESTIONNAIRE

Section 1. POPULATION CHARACTERISTICS AND INFRASTRUCTURE Information was collected on the characteristics of the community, availability of electricity, water supply and sewerage system in the ward.

Section 2. ACCESS TO FACILITIES This section collected information on the distance from the community to the various places and public facilities and services.

Section 3. MARKETS AND PRICES This section collected information on the availability and prices of different goods.

Section 4. QUALITY OF LIFE Here the notion of the quality of life in the community was

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In 1992, Bosnia-Herzegovina, one of the six republics in former Yugoslavia, became an independent nation. A civil war started soon thereafter, lasting until 1995 and causing widespread destruction and losses of lives. Following the Dayton accord, BosniaHerzegovina (BiH) emerged as an independent state comprised of two entities, namely, the Federation of Bosnia-Herzegovina (FBiH) and the Republika Srpska (RS), and the district of Brcko. In addition to the destruction caused to the physical infrastructure, there was considerable social disruption and decline in living standards for a large section of the population. Along side these events, a period of economic transition to a market economy was occurring. The distributive impacts of this transition, both positive and negative, are unknown. In short, while it is clear that welfare levels have changed, there is very little information on poverty and social indicators on which to base policies and programs. In the post-war process of rebuilding the economic and social base of the country, the government has faced the problems created by having little relevant data at the household level. The three statistical organizations in the country (State Agency for Statistics for BiH –BHAS, the RS Institute of Statistics-RSIS, and the FBiH Institute of Statistics-FIS) have been active in working to improve the data available to policy makers: both at the macro and the household level. One facet of their activities is to design and implement a series of household series. The first of these surveys is the Living Standards Measurement Study survey (LSMS). Later surveys will include the Household Budget Survey (an Income and Expenditure Survey) and a Labor Force Survey. A subset of the LSMS households will be re-interviewed in the two years following the LSMS to create a panel data set. The three statistical organizations began work on the design of the Living Standards Measurement Study Survey (LSMS) in 1999. The purpose of the survey was to collect data needed for assessing the living standards of the population and for providing the key indicators needed for social and economic policy formulation. The survey was to provide data at the country and the entity level and to allow valid comparisons between entities to be made. The LSMS survey was carried out in the Fall of 2001 by the three statistical organizations with financial and technical support from the Department for International Development of the British Government (DfID), United Nations Development Program (UNDP), the Japanese Government, and the World Bank (WB). The creation of a Master Sample for the survey was supported by the Swedish Government through SIDA, the European Commission, the Department for International Development of the British Government and the World Bank. The overall management of the project was carried out by the Steering Board, comprised of the Directors of the RS and FBiH Statistical Institutes, the Management Board of the State Agency for Statistics and representatives from DfID, UNDP and the WB. The day-to-day project activities were carried out by the Survey Mangement Team, made up of two professionals from each of the three statistical organizations. The Living Standard Measurement Survey LSMS, in addition to collecting the information necessary to obtain a comprehensive as possible measure of the basic dimensions of household living standards, has three basic objectives, as follows: 1. To provide the public sector, government, the business community, scientific institutions, international donor organizations and social organizations with information on different indicators of the population’s living conditions, as well as on available resources for satisfying basic needs. 2. To provide information for the evaluation of the results of different forms of government policy and programs developed with the aim to improve the population’s living standard. The survey will enable the analysis of the relations between and among different aspects of living standards (housing, consumption, education, health, labor) at a given time, as well as within a household. 3. To provide key contributions for development of government’s Poverty Reduction Strategy Paper, based on analyzed data.

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Abstract

Over the past decade, Albania has been seeking to develop the framework for a market economy and more open society. It has faced severe internal and external challenges in the interim – extremely low income levels and a lack of basic infrastructure, the rapid collapse of output and inflation rise after the shift in regime in 1991, the turmoil during the 1997 pyramid crisis, and the social and economic shocks accompanying the 1999 Kosovo crisis. In the face of these challenges, Albania has made notable progress in creating conditions conducive to growth and poverty reduction.

A poverty profile based on 1996 data (the most recent available) showed that some 30 percent of the rural and some 15 percent of the urban population are poor, with many others vulnerable to poverty due to their incomes being close to the poverty threshold. Income related poverty is compounded by the severe lack of access to basic infrastructure, education and health services, clean water, etc., and the ability of the Government to address these issues is complicated by high levels of internal and external migration that are not well understood.

To date, the paucity of household-level information has been a constraining factor in the design, implementation and evaluation of economic and social programs in Albania. Multi-purpose household surveys are one of the main sources of information to determine living conditions and measure the poverty situation of a country, and provide an indispensable tool to assist policymakers in monitoring and targeting social programs.

Two recent surveys carried out by the Albanian Institute of Statistics (INSTAT) – the 1998 Living Conditions Survey (LCS) and the 2000 Household Budget Survey (HBS) – drew attention, once again, to the need for accurately measuring household welfare according to wellaccepted standards, and for monitoring these trends on a regular basis. In spite of their narrow scope and limitations, these two surveys have provided the country with an invaluable training ground towards the development of a permanent household survey system to support the government strategic planning in its fight against poverty.

In the process leading to its first Poverty Reduction Strategy Paper (PRSP; also known in Albania as Growth and Poverty Reduction Strategy, GPRS), the Government of Albania reinforced its commitment to strengthening its own capacity to collect and analyze on a regular basis the information it needs to inform policy-making.

In its first phase (2001-2006), this monitoring system will include the following data collection instruments: (i) Population and Housing Census; (ii) Living Standards Measurement Surveys every 3 years, and (iii) annual panel surveys.

The Population and Housing Census (PHC) conducted in April 2001, provided the country with a much needed updated sampling frame which is one of the building blocks for the household survey structure.

The focus during this first phase of the monitoring system is on a periodic LSMS (in 2002 and 2005), followed by panel surveys on a sub-sample of LSMS households (in 2003, 2004 and 2006), drawing heavily on the 2001 census information. The possibility to include a panel component in the second LSMS will be considered at a later stage, based on the experience accumulated with the first panels.

The 2002 LSMS was in the field between April and early July, with some field activities (the community and price questionnaires) extending into August and September. The survey work was undertaken by the Living Standards unit of INSTAT, with the technical assistance of the World Bank. The present document provides detailed information on this survey. Section II summarizes the content of the survey instruments used. Section III focuses on the details of the sample design. Sections IV describes the pilot test and fieldwork procedures of the survey, as well as the training received by survey staff. Section V reviews data entry and data cleaning issues. Finally, section VI contains a series of annotations that all those interested in using the data should read.

Geographic coverage

National coverage. Domains: Tirana, other urban, rural; Agro-ecological areas (coastal, central, mountain)

Analysis unit

• Households
• Individuals

Kind of data

Sample survey data [ssd]

Sampling procedure

Sampling frame

The Republic of Albania is divided geographically into 12 Prefectures (Prefekturat). The latter are divided into Districts (Rrethet) which are, in turn, divided into Cities (Qyteti) and Communes (Komunat). The Communes contain all the rural villages and the very small cities. For the April 2001 General Census of Population and Housing census purposes, the cities and the villages were divided into Enumeration Areas (EAs). These formed the basis for the LSMS sampling frame.

The EAs in the frame are classified by Prefecture, District, City or Commune. The frame also contains, for every EA, the number of Housing Units (HUs), the number of occupied HUs, the number of unoccupied HUs, and the number of households. Occupied dwellings rather than total number of dwellings were used since many census EAs contain a large number of empty dwellings. The Housing Unit (defined as the space occupied by one household) was taken as the sampling unit, instead of the household, because the HU is more permanent and easier to identify in the field.

A detailed review of the list of census EAs shows that many have zero population. In order to obtain EAs with a minimum of 50 and a maximum of 120 occupied housing units, the EAs with zero population were first removed from the sampling frame. Then, the smallest EAs (with less than 50 HU) were collapsed with geographically adjacent ones and the largest EAs (with more than 120 HU) were split into two or more EAs. Subsequently, maps identifying the boundaries of every split and collapsed EA were prepared

Sample Size and Implementation

Since the 2002 LSMS had been conducted about a year after the April 2001 census, a listing operation to update the sample EAs was not conducted. However, given the rapid speed at which new constructions and demolitions of buildings take place in the city of Tirana and its suburbs, a quick count of the 75 sample EAs was carried out followed by a listing operation. The listing sheets prepared during the listing operation became the sampling frame for the final stage of selection.

The final sample design for the 2002 LSMS included 450 Primary Sampling Units (PSUs) and 8 households in each PSU, for a total of 3600 households. Four reserve units were selected in each sample PSU to act as replacement unit in non-response cases. In a few cases in which the rate of migration was particularly high and more than four of the originally selected households could not be found for the interview, additional households for the same PSU were randomly selected. During the mplementation of the survey there was a problem with the management of the questionnaires for a household that had initially refused, but later accepted, to fill in the food diary. The original household questionnaire was lost in the process and it was not possible to match the diary with a valid household questionnaire. The household had therefore to be dropped from the sample (this happened in Shkoder, PSU 16). The final sample size is therefore of 3599 households.

Stratification

The sampling frame was divided in four regions (strata), Coastal Area, Central Area, and Mountain Area, and Tirana (urban and other urban). These four strata were further divided into major cities, other urban, and other rural. The EAs were selected proportionately to the number of housing units in these areas.

In the city of Tirana and its suburbs, implicit stratification was used to improve the efficiency of the sample design. The implicit stratification was performed by ordering the EAs in the sampling frame in a geographic serpentine fashion within each stratum used for the independent selection of EAs.

The sample is not self-weighted. In order to obtain correct estimates the data need to be weighted. A file with household weights is included in the dataset (filename: weights.dta, variable: weight). When using individual rather than household variables an individual weight should be created by multiplying the household weight by the household size.

The survey is representative for Tirana, other urban and rural areas, as well as for Tirana and the three main agro-ecological/economic areas (Coastal, Central and Mountain).

Selection of households

Twelve valid households (HH's) were selected systematically and with equal probability from the Listing Forms in Tirana and 12 housing units (HU's) from census forms in the other areas. Once the 12 HH's were selected, 4 of them were chosen at random and kept as reserve units. During the fieldwork, the enumerator only received the list of the first eight HH's plus a reserve HH. Each time the enumerator needed an additional reserve HH, she had to ask the supervisor and explain the reason why the reserve unit was needed. This process helped determine the reason why reserve units were used and provided more control on their use.

If a HH was not able to have its enumeration completed, the enumerator used the first reserve unit. Full documentation was required of every non-completed interview. If in one PSU more than 4 HH selected were invalid, other units from that PSU were randomly selected by the Central Office as replacement units to keep the enumerator load constant and maintain a uniform sample size in each PSU. This only occurred in a couple of cases.

For the listing of the 75 selected PSU's in Tirana, the census data and the EA maps were used as a base, and then buildings

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The Organisation for Economic Co-operation and Development (OECD) Social and Welfare Statistics (previously Social Expenditure Database) available via the UK Data Service includes the following databases:

The OECD Social Expenditure Database (SOCX) has been developed in order to serve a growing need for indicators of social policy. It includes reliable and internationally comparable statistics on public and mandatory and voluntary private social expenditure at programme level. SOCX provides a unique tool for monitoring trends in aggregate social expenditure and analysing changes in its composition. The main social policy areas are as follows: old age, survivors, incapacity-related benefits, health, family, active labour market programmes, unemployment, housing, and other social policy areas.

The Income Distribution database contains comparable data on the distribution of household income, providing both a point of reference for judging the performance of any country and an opportunity to assess the role of common drivers as well as drivers that are country-specific. They also allow governments to draw on the experience of different countries in order to learn "what works best" in narrowing income disparities and poverty. But achieving comparability in this field is also difficult, as national practices differ widely in terms of concepts, measures, and statistical sources.

The Child Wellbeing dataset compare 21 policy-focussed measures of child well-being in six areas, chosen to cover the major aspects of children’s lives: material well being; housing and environment; education; health and safety; risk behaviours; and quality of school life.

The Better Life Index: There is more to life than the cold numbers of GDP and economic statistics. This Index allows you to compare well-being across countries, based on 11 topics the OECD has identified as essential, in the areas of material living conditions and quality of life.

The Social Expenditure data were first provided by the UK Data Service in March 2004.

This table contains information on the wellbeing of the Dutch population aged 18 years and older in terms of happiness and satisfaction with life. These subjects are broken down by various characteristics of material living conditions, i.e. standardised income, frequency of holidays and living situation. The data are also broken down by personal characteristics, that is gender, age and origin. The data are based on the Health Interview Survey (POLS, 2003-2009), the Voluntary Work and Social Cohesion module (V&S, 2010 old method), the Social Cohesion and Well-being survey (SocSam, 2010 new method, 2012) and the Social Statistics Database (SSB). Data on household income and living situation from the SSB were added to POLS data for the years 2003 up to and including 2009. From 2010 onwards data were supplemented with the SSB data from the previous year.

Data available from 2003 till 2012.

Status of the figures: The figures in this table are definite.

Changes as of 16 January 2015: This table has been discontinued.

Changes as of 16-12-2013: In 2010 the survey was redesigned. As a consequence, statistics from 2010 onwards are not completely comparable to statistics from previous years. For 2010 there are statistics based on both the old as well as the new method. More information on the redesign can be found in paragraph 4.

When will new figures be published? Not applicable.

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Abstract

In 2010, the EU-SILC instrument covered 32 countries, that is, all EU Member States plus Iceland, Turkey, Norway, Switzerland and Croatia. EU-SILC has become the EU reference source for comparative statistics on income distribution and social exclusion at European level, particularly in the context of the "Program of Community action to encourage cooperation between Member States to combat social exclusion" and for producing structural indicators on social cohesion for the annual spring report to the European Council. The first priority is to be given to the delivery of comparable, timely and high quality cross-sectional data.

There are two types of datasets: 1) Cross-sectional data pertaining to fixed time periods, with variables on income, poverty, social exclusion and living conditions. 2) Longitudinal data pertaining to individual-level changes over time, observed periodically - usually over four years.

Social exclusion and housing-condition information is collected at household level. Income at a detailed component level is collected at personal level, with some components included in the "Household" section. Labor, education and health observations only apply to persons aged 16 and over. EU-SILC was established to provide data on structural indicators of social cohesion (at-risk-of-poverty rate, S80/S20 and gender pay gap) and to provide relevant data for the two 'open methods of coordination' in the field of social inclusion and pensions in Europe.

The fifth revision of the 2010 Cross-Sectional User Database as released in May 2014 is documented here.

Geographic coverage

The survey covers following countries: Austria; Belgium; Bulgaria; Croatia; Cyprus; Czech Republic; Denmark; Estonia; Finland; France; Germany; Greece; Spain; Ireland; Italy; Latvia; Lithuania; Luxembourg; Hungary; Malta; Netherlands; Poland; Portugal; Romania; Slovenia; Slovakia; Sweden; United Kingdom; Iceland; Norway; Turkey; Switzerland

Small parts of the national territory amounting to no more than 2% of the national population and the national territories listed below may be excluded from EU-SILC: France - French Overseas Departments and territories; Netherlands - The West Frisian Islands with the exception of Texel; Ireland - All offshore islands with the exception of Achill, Bull, Cruit, Gorumna, Inishnee, Lettermore, Lettermullan and Valentia; United kingdom - Scotland north of the Caledonian Canal, the Scilly Islands.

Analysis unit

• Households;
• Individuals 16 years and older.

Universe

The survey covered all household members over 16 years old. Persons living in collective households and in institutions are generally excluded from the target population.

Kind of data

Sample survey data [ssd]

Sampling procedure

On the basis of various statistical and practical considerations and the precision requirements for the most critical variables, the minimum effective sample sizes to be achieved were defined. Sample size for the longitudinal component refers, for any pair of consecutive years, to the number of households successfully interviewed in the first year in which all or at least a majority of the household members aged 16 or over are successfully interviewed in both the years.

For the cross-sectional component, the plans are to achieve the minimum effective sample size of around 131.000 households in the EU as a whole (137.000 including Iceland and Norway). The allocation of the EU sample among countries represents a compromise between two objectives: the production of results at the level of individual countries, and production for the EU as a whole. Requirements for the longitudinal data will be less important. For this component, an effective sample size of around 98.000 households (103.000 including Iceland and Norway) is planned.

Member States using registers for income and other data may use a sample of persons (selected respondents) rather than a sample of complete households in the interview survey. The minimum effective sample size in terms of the number of persons aged 16 or over to be interviewed in detail is in this case taken as 75 % of the figures shown in columns 3 and 4 of the table I, for the cross-sectional and longitudinal components respectively.

The reference is to the effective sample size, which is the size required if the survey were based on simple random sampling (design effect in relation to the 'risk of poverty rate' variable = 1.0). The actual sample sizes will have to be larger to the extent that the design effects exceed 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. For countries with a sample of persons design, information on income and other data shall be collected for the household of each selected respondent and for all its members.

At the beginning, a cross-sectional representative sample of households is selected. It is divided into say 4 sub-samples, each by itself representative of the whole population and similar in structure to the whole sample. One sub-sample is purely cross-sectional and is not followed up after the first round. Respondents in the second sub-sample are requested to participate in the panel for 2 years, in the third sub-sample for 3 years, and in the fourth for 4 years. From year 2 onwards, one new panel is introduced each year, with request for participation for 4 years. In any one year, the sample consists of 4 sub-samples, which together constitute the cross-sectional sample. In year 1 they are all new samples; in all subsequent years, only one is new sample. In year 2, three are panels in the second year; in year 3, one is a panel in the second year and two in the third year; in subsequent years, one is a panel for the second year, one for the third year, and one for the fourth (final) year.

According to the Commission Regulation on sampling and tracing rules, the selection of the sample will be drawn according to the following requirements:

1. For all components of EU-SILC (whether survey or register based), the crosssectional and longitudinal (initial sample) data shall be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. All private households and all persons aged 16 and over within the household are eligible for the operation.
2. Representative probability samples shall be achieved both for households, which form the basic units of sampling, data collection and data analysis, and for individual persons in the target population.
3. The sampling frame and methods of sample selection shall ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.
4. By way of exception, paragraphs 1 to 3 shall apply in Germany exclusively to the part of the sample based on probability sampling according to Article 8 of the Regulation of the European Parliament and of the Council (EC) No 1177/2003 concerning

Community Statistics on Income and Living Conditions. Article 8 of the EU-SILC Regulation of the European Parliament and of the Council mentions: 1. The cross-sectional and longitudinal data shall be based on nationally representative probability samples. 2. By way of exception to paragraph 1, Germany shall supply cross-sectional data based on a nationally representative probability sample for the first time for the year 2008. For the year 2005, Germany shall supply data for one fourth based on probability sampling and for three fourths based on quota samples, the latter to be progressively replaced by random selection so as to achieve fully representative probability sampling by 2008. For the longitudinal component, Germany shall supply for the year 2006 one third of longitudinal data (data for year 2005 and 2006) based on probability sampling and two thirds based on quota samples. For the year 2007, half of the longitudinal data relating to years 2005, 2006 and 2007 shall be based on probability sampling and half on quota sample. After 2007 all of the longitudinal data shall be based on probability sampling.

Detailed information about sampling is available in Quality Reports in Documentation.

Mode of data collection

Mixed

Abstract

EU-SILC has become the EU reference source for comparative statistics on income distribution and social exclusion at European level, particularly in the context of the "Program of Community action to encourage cooperation between Member States to combat social exclusion" and for producing structural indicators on social cohesion for the annual spring report to the European Council. The first priority is to be given to the delivery of comparable, timely and high quality cross-sectional data.

There are two types of datasets: 1) Cross-sectional data pertaining to fixed time periods, with variables on income, poverty, social exclusion and living conditions. 2) Longitudinal data pertaining to individual-level changes over time, observed periodically - usually over four years.

Social exclusion and housing-condition information is collected at household level. Income at a detailed component level is collected at personal level, with some components included in the "Household" section. Labour, education and health observations only apply to persons 16 and older. EU-SILC was established to provide data on structural indicators of social cohesion (at-risk-of-poverty rate, S80/S20 and gender pay gap) and to provide relevant data for the two 'open methods of coordination' in the field of social inclusion and pensions in Europe.

The 7th version of the 2008 Cross-Sectional User Database (UDB) as released in July 2015 is documented here.

Geographic coverage

The survey covers following countries: Austria, Belgium, Bulgaria, Czech Republic, Denmark, Germany, Estonia, Greece, Spain, France, Ireland, Italy, Cyprus, Latvia, Lithuania, Luxembourg, Hungary, Malta, Netherlands, Poland, Portugal, Romania, Slovenia, Slovakia, Finland, Sweden, United Kingdom, Iceland, Norway.

Small parts of the national territory amounting to no more than 2% of the national population and the national territories listed below may be excluded from EU-SILC: France - French Overseas Departments and territories; Netherlands - The West Frisian Islands with the exception of Texel; Ireland - All offshore islands with the exception of Achill, Bull, Cruit, Gorumna, Inishnee, Lettermore, Lettermullan and Valentia; United kingdom - Scotland north of the Caledonian Canal, the Scilly Islands.

Analysis unit

• Households;
• Individuals 16 years and older.

Universe

The survey covered all household members over 16 years old. Persons living in collective households and in institutions are generally excluded from the target population.

Kind of data

Sample survey data [ssd]

Sampling procedure

On the basis of various statistical and practical considerations and the precision requirements for the most critical variables, the minimum effective sample sizes to be achieved were defined. Sample size for the longitudinal component refers, for any pair of consecutive years, to the number of households successfully interviewed in the first year in which all or at least a majority of the household members aged 16 or over are successfully interviewed in both the years.

For the cross-sectional component, the plans are to achieve the minimum effective sample size of around 131.000 households in the EU as a whole (137.000 including Iceland and Norway). The allocation of the EU sample among countries represents a compromise between two objectives: the production of results at the level of individual countries, and production for the EU as a whole. Requirements for the longitudinal data will be less important. For this component, an effective sample size of around 98.000 households (103.000 including Iceland and Norway) is planned.

Member States using registers for income and other data may use a sample of persons (selected respondents) rather than a sample of complete households in the interview survey. The minimum effective sample size in terms of the number of persons aged 16 or over to be interviewed in detail is in this case taken as 75 % of the figures shown in columns 3 and 4 of the table I, for the cross-sectional and longitudinal components respectively.

The reference is to the effective sample size, which is the size required if the survey were based on simple random sampling (design effect in relation to the 'risk of poverty rate' variable = 1.0). The actual sample sizes will have to be larger to the extent that the design effects exceed 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. For countries with a sample of persons design, information on income and other data shall be collected for the household of each selected respondent and for all its members.

At the beginning, a cross-sectional representative sample of households is selected. It is divided into say 4 sub-samples, each by itself representative of the whole population and similar in structure to the whole sample. One sub-sample is purely cross-sectional and is not followed up after the first round. Respondents in the second sub-sample are requested to participate in the panel for 2 years, in the third sub-sample for 3 years, and in the fourth for 4 years. From year 2 onwards, one new panel is introduced each year, with request for participation for 4 years. In any one year, the sample consists of 4 sub-samples, which together constitute the cross-sectional sample. In year 1 they are all new samples; in all subsequent years, only one is new sample. In year 2, three are panels in the second year; in year 3, one is a panel in the second year and two in the third year; in subsequent years, one is a panel for the second year, one for the third year, and one for the fourth (final) year.

According to the Commission Regulation on sampling and tracing rules, the selection of the sample will be drawn according to the following requirements:

1. For all components of EU-SILC (whether survey or register based), the cross-sectional and longitudinal (initial sample) data shall be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. All private households and all persons aged 16 and over within the household are eligible for the operation.
2. Representative probability samples shall be achieved both for households, which form the basic units of sampling, data collection and data analysis, and for individual persons in the target population.
3. The sampling frame and methods of sample selection shall ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.
4. By way of exception, paragraphs 1 to 3 shall apply in Germany exclusively to the part of the sample based on probability sampling according to Article 8 of the Regulation of the European Parliament and of the Council (EC) No 1177/2003 concerning

Community Statistics on Income and Living Conditions. Article 8 of the EU-SILC Regulation of the European Parliament and of the Council mentions: 1. The cross-sectional and longitudinal data shall be based on nationally representative probability samples. 2. By way of exception to paragraph 1, Germany shall supply cross-sectional data based on a nationally representative probability sample for the first time for the year 2008. For the year 2005, Germany shall supply data for one fourth based on probability sampling and for three fourths based on quota samples, the latter to be progressively replaced by random selection so as to achieve fully representative probability sampling by 2008. For the longitudinal component, Germany shall supply for the year 2006 one third of longitudinal data (data for year 2005 and 2006) based on probability sampling and two thirds based on quota samples. For the year 2007, half of the longitudinal data relating to years 2005, 2006 and 2007 shall be based on probability sampling and half on quota sample. After 2007 all of the longitudinal data shall be based on probability sampling.

Detailed information about sampling is available in Quality Reports in Related Materials.

Mode of data collection

Mixed

Abstract

In 2013, the EU-SILC instrument covered all EU Member States plus Iceland, Turkey, Norway, Switzerland and Croatia. EU-SILC has become the EU reference source for comparative statistics on income distribution and social exclusion at European level, particularly in the context of the "Program of Community action to encourage cooperation between Member States to combat social exclusion" and for producing structural indicators on social cohesion for the annual spring report to the European Council. The first priority is to be given to the delivery of comparable, timely and high quality cross-sectional data.

There are two types of datasets: 1) Cross-sectional data pertaining to fixed time periods, with variables on income, poverty, social exclusion and living conditions. 2) Longitudinal data pertaining to individual-level changes over time, observed periodically - usually over four years.

Social exclusion and housing-condition information is collected at household level. Income at a detailed component level is collected at personal level, with some components included in the "Household" section. Labor, education and health observations only apply to persons aged 16 and over. EU-SILC was established to provide data on structural indicators of social cohesion (at-risk-of-poverty rate, S80/S20 and gender pay gap) and to provide relevant data for the two 'open methods of coordination' in the field of social inclusion and pensions in Europe.

This is the 1st version of the 2013 Cross-Sectional User Database as released in July 2015.

Geographic coverage

The survey covers following countries: Austria; Belgium; Bulgaria; Croatia; Cyprus; Czech Republic; Denmark; Estonia; Finland; France; Germany; Greece; Spain; Ireland; Italy; Latvia; Lithuania; Luxembourg; Hungary; Malta; Netherlands; Poland; Portugal; Romania; Slovenia; Slovakia; Serbia; Sweden; United Kingdom; Iceland; Norway; Turkey; Switzerland

Small parts of the national territory amounting to no more than 2% of the national population and the national territories listed below may be excluded from EU-SILC: France - French Overseas Departments and territories; Netherlands - The West Frisian Islands with the exception of Texel; Ireland - All offshore islands with the exception of Achill, Bull, Cruit, Gorumna, Inishnee, Lettermore, Lettermullan and Valentia; United Kingdom - Scotland north of the Caledonian Canal, the Scilly Islands.

Analysis unit

• Households;
• Individuals 16 years and older.

Universe

The survey covered all household members over 16 years old. Persons living in collective households and in institutions are generally excluded from the target population.

Kind of data

Sample survey data [ssd]

Sampling procedure

On the basis of various statistical and practical considerations and the precision requirements for the most critical variables, the minimum effective sample sizes to be achieved were defined. Sample size for the longitudinal component refers, for any pair of consecutive years, to the number of households successfully interviewed in the first year in which all or at least a majority of the household members aged 16 or over are successfully interviewed in both the years.

For the cross-sectional component, the plans are to achieve the minimum effective sample size of around 131.000 households in the EU as a whole (137.000 including Iceland and Norway). The allocation of the EU sample among countries represents a compromise between two objectives: the production of results at the level of individual countries, and production for the EU as a whole. Requirements for the longitudinal data will be less important. For this component, an effective sample size of around 98.000 households (103.000 including Iceland and Norway) is planned.

Member States using registers for income and other data may use a sample of persons (selected respondents) rather than a sample of complete households in the interview survey. The minimum effective sample size in terms of the number of persons aged 16 or over to be interviewed in detail is in this case taken as 75 % of the figures shown in columns 3 and 4 of the table I, for the cross-sectional and longitudinal components respectively.

The reference is to the effective sample size, which is the size required if the survey were based on simple random sampling (design effect in relation to the 'risk of poverty rate' variable = 1.0). The actual sample sizes will have to be larger to the extent that the design effects exceed 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. For countries with a sample of persons design, information on income and other data shall be collected for the household of each selected respondent and for all its members.

At the beginning, a cross-sectional representative sample of households is selected. It is divided into say 4 sub-samples, each by itself representative of the whole population and similar in structure to the whole sample. One sub-sample is purely cross-sectional and is not followed up after the first round. Respondents in the second sub-sample are requested to participate in the panel for 2 years, in the third sub-sample for 3 years, and in the fourth for 4 years. From year 2 onwards, one new panel is introduced each year, with request for participation for 4 years. In any one year, the sample consists of 4 sub-samples, which together constitute the cross-sectional sample. In year 1 they are all new samples; in all subsequent years, only one is new sample. In year 2, three are panels in the second year; in year 3, one is a panel in the second year and two in the third year; in subsequent years, one is a panel for the second year, one for the third year, and one for the fourth (final) year.

According to the Commission Regulation on sampling and tracing rules, the selection of the sample will be drawn according to the following requirements:

1. For all components of EU-SILC (whether survey or register based), the crosssectional and longitudinal (initial sample) data shall be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. All private households and all persons aged 16 and over within the household are eligible for the operation.
2. Representative probability samples shall be achieved both for households, which form the basic units of sampling, data collection and data analysis, and for individual persons in the target population.
3. The sampling frame and methods of sample selection shall ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.
4. By way of exception, paragraphs 1 to 3 shall apply in Germany exclusively to the part of the sample based on probability sampling according to Article 8 of the Regulation of the European Parliament and of the Council (EC) No 1177/2003 concerning

Community Statistics on Income and Living Conditions. Article 8 of the EU-SILC Regulation of the European Parliament and of the Council mentions: 1. The cross-sectional and longitudinal data shall be based on nationally representative probability samples. 2. By way of exception to paragraph 1, Germany shall supply cross-sectional data based on a nationally representative probability sample for the first time for the year 2008. For the year 2005, Germany shall supply data for one fourth based on probability sampling and for three fourths based on quota samples, the latter to be progressively replaced by random selection so as to achieve fully representative probability sampling by 2008. For the longitudinal component, Germany shall supply for the year 2006 one third of longitudinal data (data for year 2005 and 2006) based on probability sampling and two thirds based on quota samples. For the year 2007, half of the longitudinal data relating to years 2005, 2006 and 2007 shall be based on probability sampling and half on quota sample. After 2007 all of the longitudinal data shall be based on probability sampling.

Detailed information about sampling is available in Quality Reports in Related Materials.

Mode of data collection

Mixed

Abstract

The main objective of the HEIS survey is to obtain detailed data on household expenditure and income, linked to various demographic and socio-economic variables, to enable computation of poverty indices and determine the characteristics of the poor and prepare poverty maps. Therefore, to achieve these goals, the sample had to be representative on the sub-district level. The raw survey data provided by the Statistical Office was cleaned and harmonized by the Economic Research Forum, in the context of a major research project to develop and expand knowledge on equity and inequality in the Arab region. The main focus of the project is to measure the magnitude and direction of change in inequality and to understand the complex contributing social, political and economic forces influencing its levels. However, the measurement and analysis of the magnitude and direction of change in this inequality cannot be consistently carried out without harmonized and comparable micro-level data on income and expenditures. Therefore, one important component of this research project is securing and harmonizing household surveys from as many countries in the region as possible, adhering to international statistics on household living standards distribution. Once the dataset has been compiled, the Economic Research Forum makes it available, subject to confidentiality agreements, to all researchers and institutions concerned with data collection and issues of inequality.

Data collected through the survey helped in achieving the following objectives: 1. Provide data weights that reflect the relative importance of consumer expenditure items used in the preparation of the consumer price index 2. Study the consumer expenditure pattern prevailing in the society and the impact of demographic and socio-economic variables on those patterns 3. Calculate the average annual income of the household and the individual, and assess the relationship between income and different economic and social factors, such as profession and educational level of the head of the household and other indicators 4. Study the distribution of individuals and households by income and expenditure categories and analyze the factors associated with it 5. Provide the necessary data for the national accounts related to overall consumption and income of the household sector 6. Provide the necessary income data to serve in calculating poverty indices and identifying the poor characteristics as well as drawing poverty maps 7. Provide the data necessary for the formulation, follow-up and evaluation of economic and social development programs, including those addressed to eradicate poverty

Geographic coverage

National

Analysis unit

• Households
• Individuals

Kind of data

Sample survey data [ssd]

Sampling procedure

The Household Expenditure and Income survey sample for 2010, was designed to serve the basic objectives of the survey through providing a relatively large sample in each sub-district to enable drawing a poverty map in Jordan. The General Census of Population and Housing in 2004 provided a detailed framework for housing and households for different administrative levels in the country. Jordan is administratively divided into 12 governorates, each governorate is composed of a number of districts, each district (Liwa) includes one or more sub-district (Qada). In each sub-district, there are a number of communities (cities and villages). Each community was divided into a number of blocks. Where in each block, the number of houses ranged between 60 and 100 houses. Nomads, persons living in collective dwellings such as hotels, hospitals and prison were excluded from the survey framework.

A two stage stratified cluster sampling technique was used. In the first stage, a cluster sample proportional to the size was uniformly selected, where the number of households in each cluster was considered the weight of the cluster. At the second stage, a sample of 8 households was selected from each cluster, in addition to another 4 households selected as a backup for the basic sample, using a systematic sampling technique. Those 4 households were sampled to be used during the first visit to the block in case the visit to the original household selected is not possible for any reason. For the purposes of this survey, each sub-district was considered a separate stratum to ensure the possibility of producing results on the sub-district level. In this respect, the survey framework adopted that provided by the General Census of Population and Housing Census in dividing the sample strata. To estimate the sample size, the coefficient of variation and the design effect of the expenditure variable provided in the Household Expenditure and Income Survey for the year 2008 was calculated for each sub-district. These results were used to estimate the sample size on the sub-district level so that the coefficient of variation for the expenditure variable in each sub-district is less than 10%, at a minimum, of the number of clusters in the same sub-district (6 clusters). This is to ensure adequate presentation of clusters in different administrative areas to enable drawing an indicative poverty map.

It should be noted that in addition to the standard non response rate assumed, higher rates were expected in areas where poor households are concentrated in major cities. Therefore, those were taken into consideration during the sampling design phase, and a higher number of households were selected from those areas, aiming at well covering all regions where poverty spreads.

Mode of data collection

Face-to-face [f2f]

Research instrument

• General form
• Expenditure on food commodities form
• Expenditure on non-food commodities form

Cleaning operations

Raw Data: - Organizing forms/questionnaires: A compatible archive system was used to classify the forms according to different rounds throughout the year. A registry was prepared to indicate different stages of the process of data checking, coding and entry till forms were back to the archive system. - Data office checking: This phase was achieved concurrently with the data collection phase in the field where questionnaires completed in the field were immediately sent to data office checking phase. - Data coding: A team was trained to work on the data coding phase, which in this survey is only limited to education specialization, profession and economic activity. In this respect, international classifications were used, while for the rest of the questions, coding was predefined during the design phase. - Data entry/validation: A team consisting of system analysts, programmers and data entry personnel were working on the data at this stage. System analysts and programmers started by identifying the survey framework and questionnaire fields to help build computerized data entry forms. A set of validation rules were added to the entry form to ensure accuracy of data entered. A team was then trained to complete the data entry process. Forms prepared for data entry were provided by the archive department to ensure forms are correctly extracted and put back in the archive system. A data validation process was run on the data to ensure the data entered is free of errors. - Results tabulation and dissemination: After the completion of all data processing operations, ORACLE was used to tabulate the survey final results. Those results were further checked using similar outputs from SPSS to ensure that tabulations produced were correct. A check was also run on each table to guarantee consistency of figures presented, together with required editing for tables' titles and report formatting.

Harmonized Data: - The Statistical Package for Social Science (SPSS) was used to clean and harmonize the datasets. - The harmonization process started with cleaning all raw data files received from the Statistical Office. - Cleaned data files were then merged to produce one data file on the individual level containing all variables subject to harmonization. - A country-specific program was generated for each dataset to generate/compute/recode/rename/format/label harmonized variables. - A post-harmonization cleaning process was run on the data. - Harmonized data was saved on the household as well as the individual level, in SPSS and converted to STATA format.