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Coordinators:

Stefania Macchia, Statistics Italy (Italy) Manuela Murgia, Statistics Italy (Italy)

4.7.1

The Force of the Forced Choice

Gabriella Fazzi, Sapienza Universit `a di Roma (Italy) Fabrizio Martire, Sapienza Universit `a di Roma (Italy) Rita Pavsic, Universit `a degli Studi di Catania (Italy)

Maria Concetta Pitrone, Sapienza Universit `a di Roma (Italy)

Abstract

Surveying attitudes, the subjects answer does not reflect only his actual status, but also: 1) the perception he has of it; 2) his awareness of having a status; 3) reactions to the instrument, affected also by the ability of using it. As a matter of fact, such ability is related to both the subjects specificities (especially education) and the structure of the instrument itself.

The most used techniques, which are usually also the most analysed through specific methodological re- searches, are the ones implying the use of point items sentences expressed as an assertion, a question, or an object description whose formulation clarify only one aspect of the issue investigated through the overall ques- tion. Beside the fact that such an instrument is considered affected by several kinds of distortion, a large amount of scientific literature has also shown that it often stimulates mechanical and/or acquiescent answers.

On the contrary, the technique known as the Forced Choice (FC) seems to be an interesting instrument, able to bypass successfully such a problems. In particular, we think that the accurately designed FC, even presenting some difficulties, allows to avoid the acquiescence risk as well as other common distortions.

To support this assumption, in the paper some research findings are presented. In particular, we will compare the FC with one of the most common technique as the Likert scale, showing the FCs efficacy in the face-to-face interviews, in the web surveys, and in the chat interviews. According to the empirical evidence, the research support the assumption that the indubitable design complexity of the FC, in this work, is largely paid off by its ability to provide more reliable answers and quasi-cardinal variables, which allow complex factorial analysis.

4.7.2

Using a Questionnaire Appraisal System to Improve Cross-National Ques-

tionnaire Design

Sally Widdop, City University London (United Kingdom)

Abstract

Despite the range of pre-testing and development tools that can be used to design questionnaires, errors can often still occur leading to low measurement quality in the final items that are fielded. These errors are more problematic in cross-national surveys because of an increase in the range of things that can go wrong and reduce equivalence both within and between countries.

By adapting and building on the Question Appraisal Systems (QAS) developed by Willis and Lessler (1999) and Dean et al. (2007), a QAS is currently being developed for use during the question design process of the European Social Survey (ESS). The QAS is a structured questionnaire that acts as a check-list for assessing potential problems with draft versions of questions.

In every round of the ESS, two 50 item rotating modules are included in the questionnaire. These focus on a specific topic and are designed by multi-national teams following a European-wide competition. Members of the Central Coordinating Team of the ESS and individuals from the successful team are involved in the design and development process for the modules. This combines expert review, country consultation and a detailed set of translation procedures with statistical modelling techniques such as multi-trait, multi-method experiments (MTMM). Based on the results of this process, individual items are adopted, re-designed or discarded.

The QAS being developed for the ESS will be split into several parts, which will be used at different stages of the design process that is already in place. In addition, the cross-cultural elements from QAS-04 designed by Dean et al. will be adapted for cross-national implementation.

This paper will assess the contribution made by the QAS to the question design process used on the ESS and will seek to answer the following key questions:

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DESIGN AND QUALITY OF SURVEY QUESTIONS

2 Did unaided expert review identify problems that were not identified by the QAS?

3 Was using the QAS helpful in producing solutions to the problems identified compared to the expert review process?

4 Was it helpful to divide the QAS into several parts and to apply these to different stages of the question design process?

5 Was the QAS useful at identifying problems specifically associated with cross-national research?

4.7.3

Meeting new challenges in the development of the 2009 Rehearsal Cen-

sus Coverage Survey questionnaire for England and Wales

Sue Dalton, Office for National Statistics (United Kingdom) Ruth Wallis, Office for National Statistics (United Kingdom)

Abstract

Social change since 2001 and the need to capture more information about short-term migrants have led to new question content and changes to the enumeration base for the 2011 UK Census. These changes have impacted on the data collection requirements for the Census Coverage Survey (CCS) which will take place approximately six weeks after the Census. The 2011 CCS will need a questionnaire that can accommodate the question content changes, and gather basic data on visitors and short term migrants, as well as usual residents. In addition, the 2011 CCS will need to collect data about the previous address of households who have moved since Census day. This has presented the challenge of designing a questionnaire that is flexible enough to collect data about the current address of continuously resident respondents as well as data about the previous address from households who have moved. The CCS is an interviewer administered survey, involving a short doorstep interview. Thus any additional requirements need to be incorporated within this basic design. This paper reports on the iterative development of the UK 2009 Rehearsal CCS questionnaire to meet these challenges. In particular, it will detail how the challenges associated with the additional requirements were assessed via three waves of cognitive interviewing and ongoing consultation and collaboration with data analysis and field operation teams.

4.7.4

QDDS III: A tool for documenting survey questionnaires for researchers

and data archives

Rainer Schnell, University of Duisburg-Essen (Germany) Anja Zwingenberger, University of Duisburg-Essen (Germany)

Max Stempfhuber, GESIS - Leibniz Institute for the Social Sciences (Germany) Oliver Hopt, GESIS - Leibniz Institute for the Social Sciences (Germany)

Abstract

The paper describes a new software system for the documentation of the development process of the questionnaire. Furthermore, it allows searching for formal and structural aspects of questions in social science data archives.

During the development of a questionnaire dozens of versions of the instruments are generated and subse- quently discarded. Usually, only the final version of the questionnaire is documented. Due to this policy, details of previous versions and the rationale behind the final details in phrasing and layout is lost. The knowledge generated during the revisions can not be used for improving future research.

We developed QDDS III as a freely available Java-program. The system allows the electronic documentation of the development of Paper&Pencil, CATI and CAPI questionnaires. The program conforms to the DDI-standard of data archives.

Finally, QDDS III allows the search and retrieval of questionnaires and survey meta-data for large survey data archives. Currently about 50 widely used surveys are documented within QDDS III. The program is unique in its ability for searching according to formal characteristics of questions. For example, a data archive repository containing hundreds of surveys can be used to find all those surveys, in which a battery of dichotomous questions is followed by an open question. Such queries are useful for the methodological inspired re-analysis of survey data.

4.7.5

Design and Composition of Questionnaires: Techniques for Response

Behavior by Extremely Long Instruments

Gediminas Merkys, Kaunas University of Technology (Lithuania) Ruta Braziene, Kaunas University of Technology (Lithuania)

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Abstract

Research problem and methodological context of the paper. There are criteria of traditional em- pirical social research methodological quality: objectivity, representativeness, reliability, validity, efficiency and utility. They are also valid for survey research. In this paper we supposing that existing criteria could be reasonably complemented by the following criteria: variety and substantiality of inquiring indicators.

Psycho-social reality is complicated, multidimensional, contextual, stochastic, and constructive. Conse- quently research, that is operating by the small number of variables, extracted from the complex reality could not provide about such a reality anything eloquent. As an exception could be considered experimental or confir- mational studies, founded theoretically and acting in previously explored area.

Long questionnaire as a trait of quality eventually could become anti-quality. Long questionnaires are difficult in filling because of tiredness of respondents, de-motivation, formal filling, low questionnaires reciprocity rate and etc. Considerable part of discarded questionnaires is an important factor and should be taken into account. On a whole as a result: unreliable and non valid research.

High number of primary items leads towards to long survey instrument. This paper presents methodological advices by filling extremely long questionnaires, based on experience of empirical studies. The most important of them are the following: research on quality of life and municipality provided services, work organizations personnel research and dissertational projects. Experience about construction of extremely long questionnaires is collected by working in very diverse populations (in common residents population and in such target populations as: school children, teachers, students, prisoners, and staff of very diverse work organizations).

There are a questionnaire construction, composition means and techniques, based on specially organized graphical design. By using extremely long questionnaires these methods and means help increase respondents motivation, attitudes and quality of the survey. The samples of conducted studies are conditionally high from 500 till 2000 and more respondents (conventional definition: long questionnaire starts from 200 primary items). Despite application of extremely long questionnaires, very high rate questionnaire reciprocity 80-98% is achieved. Based on our experience we created a framework of graphical composition. This framework involves the main points of application of graphical design: questionnaires cover list shaping and motivating instruction, application of graphical symbols, metaphors and analogies, replicated anonymous survey of the same respondents, application of principle of matrixes for construction of questions and answers, elimination of excessive information and informational noise, the harmony of syntax and graphical means, creation of compositional rhythmic and use of relaxing pictures.

Chapter 5

Adding Data to Surveys

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CHAPTER 5.

ADDING DATA TO SURVEYS

5.1

Connecting data from independent surveys

Coordinators:

Jacques Hagenaars, Tilburg University (Netherlands) Ruud Luijkx, Tilburg University (Netherlands) Ellen Verbakel, Tilburg University (Netherlands)

5.1.1

Enriching surveys by surveys

Jacques Hagenaars, Tilburg University (Netherlands) Ruud Luijkx, Tilburg University (Netherlands) Ellen Verbakel, Tilburg University (Netherlands)

Abstract

The data from past and present day sample surveys are made more and more easily accessible and better and better documented by the great Social Science Archives. Together they provide an enormous amount of potentially useful information on social life that may be at least as important as the secondary data sources from formal (governmental) registers. The connection of independent surveys can potentially increase our knowledge compared to a single survey, thereby stimulating new research without having costs for a new data collection. The main uses of these survey data for social science research will be discussed, along with a number of methodological difficulties the secondary researcher may encounter. More specifically, this presentation will outline three possible ways of how linking independent surveys can be used to answer substantial research questions in the social sciences: (a) linking surveys for analyses at the aggregate (regional, cohort etc) level, (b) connecting surveys to incorporate contextual effects in individual-level analyses, and (c) combining surveys to estimate individual relationships that are not available in a single data source.

5.1.2

Statistical matching based on multiple imputation: Outline of the proce-

dure and a substantive illustration

Bojan Todosijevic, University of Twente (Netherlands)

Abstract

Given two methodologically similar surveys, a question not asked in one survey could be seen as a special case of the missing data problem. Hence, the transfer of data across data sets, or statistical matching, could be achieved applying the procedures for Bayesian multiple imputation of missing values.

This paper presents a model for transferring data between different datasets based on multiple imputation (MI) approach. The first part of the paper demonstrates the application of the MI procedure, and outlines its main characteristics by comparing the imputed and actual respondents responses. The second part of the paper presents a substantive research example focused on the moderating influence of group identification onto the relationship between authoritarianism and ethnocentric attitudes. The exercises are based on the integrated analysis of two Dutch studies: Social and Cultural Developments in The Netherlands (SOCON 2000) and the Dutch Election Study (NKO 2002). The results show that statistical matching based on MI principles can be a useful research tool. The entire enterprise is finally interpreted in the sense of taking the previous research into account seriously.

Key words: statistical matching, multiple imputation, Dutch Election Study

5.1.3

International analysis of student achievement and labour market out-

comes based on data combined from different surveys

Maciej Jakubowski, University of Warsaw (Poland)

Abstract

Student literacy surveys are measuring student achievement in scholastic domains. PISA interna- tional survey is conducted every 3 years since 2000. The survey collects 15-year-old student literacy test scores for all OECD and numerous non-OECD countries. PISA is supposed to measure skills needed on the labour market, however, no direct test of such presumptions is possible. The paper relates student test scores to income data trying to assess whether there are any visible similarities. We try to confirm that literacy as measured by PISA is able to predict labour market outcomes. Different sources of income data are employed including United Nations databases with income inequality statistics and EU-SILC individual datasets. The focus, however, is

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not on comparing country means in literacy and income, but in relating to each other whole distributions and statistics describing their shape. The paper discusses results of such comparative analysis and methodological problems which have to be addressed. The most basic problems are related to differences in variable coding and scaling of background variables which could be potentially used to adjust samples making them directly compa- rable. More general problems are also discussed, which in this case are mainly associated with discrepancies in complex sampling designs and validity of linking samples of dissimilar populations collected using distinct survey methodologies. Robustness and reliability of different approaches to overcome these problems and doubts are discussed. Finally, the results of comparative analysis are presented. These are based on simple comparisons of basic statistics measuring score and income levels and dispersion, but also on regression and semi-parametric methods of adjusting and comparing two distributions (see Tarozzi, 2006). Main results are in line with intu- itions and partially confirm validity of the approach. However, some findings are counter intuitive and their interpretation is uncertain. Examples given make clear that results based on linked datasets are less robust to methodological criticism. In some cases it cannot be assured that they are not artifacts caused by flaws in linking methodology, rather than real phenomena revealed by researchers.

5.1.4

Normative context as a determinant for labour market participation

Ellen Verbakel, Tilburg University (Netherlands) Ruud Luijkx, Tilburg University (Netherlands)

Abstract

Decisions on labour market participation and working hours are often supposed to be related to norms and values about gender roles and the division of (paid) labour. The shift from traditional values, which emphasize the household and caring role of women and the breadwinner role of men, to modern values, which emphasize an equal division of labour, has often been proposed as an explanation for the huge increase in female labour market participation, but also for the recent increase in part-time working fathers. Not only may values held in ones social context affect working hours of individual men and women, they may also play a role in the way spouses influence each others careers. Labour market careers of husbands and wives are supposed to be related since they need to arrange their careers in such a way that there is enough income and time available in the household. In an earlier study, I have hypothesized that the normative context affects the way spouses influence each others careers. In times that the traditional norms were widely embraced, wives were likely to stop working as soon as the couple could afford it. This results in a negative association between husbands resources and wifes labour market participation. The opposite is expected in times when norms have become less traditional. Then, husbands will try to support their wives careers, and it will be the husbands with most resources who will be most successful in this. As a result, in modern times, there is supposedly a positive association between resources of the husband and his wifes labour market participation.

Empirical tests for the hypotheses that the normative context affects working hours of men and women and the way spouses influence each others careers have either been completely absent (i.e. the observed trends are not tried to be explained) or have used indicators for normative context on the country level. Such a measure neglects the fact that much variety in values exists within a country, even at a single point in time, and it seems plausible that people adhere more strongly to norms in their direct environment than to the average norm held by the population in general. In this study, I will investigate the influence of the normative context that is more directly relevant for couples decisions: those of the people in the same birth cohort and with the educational level. These are supposedly the groups people can identify with without having the problem of endogeneity, which is the case if we would consider the norms of friends or of the region people live in. The research question runs as follows: To what extent does the normative context, defined as the people in the same birth cohort and with the same educational level, affect (a) working hours adjustments of men and women, and (b) the influence of the partners resources on working hours adjustments?

The Family Surveys Dutch Population has a retrospective design that provides us with complete labour market, relational and fertility careers of both partners, including the exact timing of events. This feature offers a unique opportunity to investigate transitions in the labour market careers within couples. Information on the normative context is lacking, however. To overcome this problem, I will aggregate information on values for each cohort x education group that will be derived from the European Values Study (waves in 1981, 1990, 1999/2000, and 2008) and SOCON (waves in 1979, 1985, 1990, 1995, and 2000). Average values on working mothers and gender roles will be calculated for five-year periods. I will study transitions that take place between 1980 and 2003. Event history analysis is used to estimate the influence of the normative context on (a) the probability of a change in labour market participation (entry, exit, more hours, fewer hours) of men and women, and (b) on

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