Survey Harmonization

Mon, 05 Jul 2021 08:00:00 +0000

We provide retrospecitve, ex post, and ex ante survey harmonization to our partners.

The aim of retrospective survey harmonization is to pool data from pre-existing surveys made with a similar methodology in different points in time and different countries or territories. Ex post survey harmonization is in a way a passive form of pooling research funding because you can utilize information from surveying that were made on somebody else’s expense.

The Arab Barometer surveys do not have a consolidated codebook, but our retroharmonize software created one, and put together data from three years and collected in many countries about various public policy issues.

The aim of ex ante survey harmonization is to maximize the value from future retrospective harmonization; in a way, it is an active form of pooling research funding, because you benefit from money spent on related open governmental and open science survey programs.

In this example we designed a survey representative among music professionals that it can be compared with large-sample, national surveys on living conditions and attitudes, and with occupational groups. Nationally representative surveys do not question enough musicians to allow such specific use; musician only surveys do not allow comparison.

retorhamonize is a peer-reviewed, scientfic statistcal software that allows the programmatic retrospective harmonization of surveys, such as the last 35 years of all Eurobarometer microdata, or all Afrobarometer microdata. Eurobarometer grew out of certain CEE member states’ need for comparable data about their music and audiovisual sectors. We commissioned surveys following ESSNet-Culture guidelines and combined our survey data with open access European microdata-level surveys.

regions solves the problems caused by Europe’s shifting regional boundaries, which have undergone changes in several thousand places over the last twenty years, meaning member states’ and Eurostat’s regional statistics are not comparable over more than two to three years. This software validates and, where possible, changes the regional coding from NUTS1999 until the not yet used NUTS2021, opening up vast, valuable, untapped data sources that can be used for longitudinal analysis or for panel analysis far more precise than what national data alone would allow. It was originally designed in a research project at IVIR in the University of Amsterdam to understand the geographical dynamics of book piracy. Because of the needs this software fills, it had 700 users in the first month after publication. It is particularly useful to re-code old surveys, as regional boundaries are changing in each decade several hundred times in Europe.

Including Indicators from Arab Barometer in Our Observatory

Mon, 28 Jun 2021 09:00:00 +0200

A new version of the retroharmonize R package – which is working with retrospective, ex post harmonization of survey data – was released yesterday after peer-review on CRAN. It allows us to compare opinion polling data from the Arab Barometer with the Eurobarometer and Afrorbarometer. This is the first version that is released in the rOpenGov community, a community of R package developers on open government data analytics and related topics.

Surveys are the most important data sources in social and economic statistics – they ask people about their lives, their attitudes and self-reported actions, or record data from companies and NGOs. Survey harmonization makes survey data comparable across time and countries. It is very important, because often we do not know without comparison if an indicator value is low or high. If 40% of the people think that climate change is a very serious problem, it does not really tell us much without knowing what percentage of the people answered this question similarly a year ago, or in other parts of the world.

With the help of Ahmed Shabani and Yousef Ibrahim, we created a third case study after the Eurobarometer, and Afrobarometer, about working with the Arab Barometer harmonized survey data files.

Ex ante survey harmonization means that researchers design questionnaires that are asking the same questions with the same survey methodology in repeated, distinct times (waves), or across different countries with carefully harmonized question translations. Ex post harmonizations means that the resulting data has the same variable names, same variable coding, and can be joined into a tidy data frame for joint statistical analysis. While seemingly a simple task, it involves plenty of metadata adjustments, because established survey programs like Eurobarometer, Afrobarometer or Arab Barometer have several decades of history, and several decades of coding practices and file formatting legacy.

Variable harmonization means that if the same question is called in one microdata source Q108 and the other eval-parl-elections then we make sure that they get a harmonize and machine readable name without spaces and special characters.
Variable label harmonization means that the same questionnaire items get the same numeric coding and same categorical labels.
Missing case harmonization means that various forms of missingness are treated the same way.

For the evaluation of the economic situation dataset, get the country averages and aggregates from Zenodo, and the plot in jpg or png from figshare.

In our new Arab Barometer case study, the evaulation of parliamentary elections has the following labels. We code them consistently 1 = free_and_fair, 2 = some_minor_problems, 3 = some_major_problems and 4 = not_free.

“0. missing”	“1. they were completely free and fair”
“2. they were free and fair, with some minor problems”	“3. they were free and fair, with some major problems”
“4. they were not free and fair”	“8. i don’t know”
“9. declined to answer”	“Missing”
“They were completely free and fair”	“They were free and fair, with some minor breaches”
“They were free and fair, with some major breaches”	“They were not free and fair”
“Don’t know”	“Refuse”
“Completely free and fair”	“Free and fair, but with minor problems”
“Free and fair, with major problems”	“Not free or fair”
“Don’t know (Do not read)”	“Decline to answer (Do not read)”

Of course, this harmonization is essential to get clean results like this:

For evaluation or reuse of parliamentary elections dataset get the replication data and the code from the Zenodo open repository.

In our case study, we had three forms of missingness: the respondent did not know the answer, the respondent did not want to answer, and at last, in some cases the respondent was not asked, because the country held no parliamentary elections. While in numerical processing, all these answers must be left out from calculating averages, for example, in a more detailed, categorical analysis they represent very different cases. A high level of refusal to answer may be an indicator of surpressing democratic opinion forming in itself.

Survey harmonization with many countries entails tens of thousands of small data management task, which, unless automatically documented, logged, and created with a reproducible code, is a helplessly error-prone process. We believe that our open-source software will bring many new statistical information to the light, which, while legally open, was never processed due to the large investment needed.

We also started building experimental APIs data is running retroharmonize regularly. We will place cultural access and participation data in the Digital Music Observatory, climate awareness, policy support and self-reported mitigation strategies into the Green Deal Data Observatory, and economy and well-being data into our Economy Data Observatory.

Further plans

Retrospective survey harmonization is a far more complex task than this blogpost suggest. Retrospective survey harmonization is a far more complex task than this blogpost suggest, because established survey programs have gathered decades of legacy data in legacy coding schemes and legacy file formats. Putting the data right, and especially putting the invaluable descriptive and administrative (processing) metadata right is a huge undertaking. We are releasing example codes, datasets and charts for researchers to comapre our harmonized results with theirs, and improve our software. We are releasing example codes, datasets and charts for researchers to comapre our harmonized results with theirs, and improve our software.

Use our software

The retroharmonize R package can be freely used, modified and distributed under the GPL-3 license. For the main developer and contributors, see the package homepage. If you use it for your work, please kindly cite it as:

Daniel Antal (2021). retroharmonize: Ex Post Survey Data Harmonization. R package version 0.1.17. https://doi.org/10.5281/zenodo.5034752

Download the BibLaTeX entry.

Tutorial to work with the Arab Barometer survey data

Daniel Antal, & Ahmed Shaibani. (2021, June 26). Case Study: Working With Arab Barometer Surveys for the retroharmonize R package (Version 0.1.6). Zenodo. https://doi.org/10.5281/zenodo.5034759

For the replication data to report potential issues and improvement suggestions with the code:

Daniel Antal, & Ahmed Shaibani. (2021). Replication Data for the retroharmonize R Package Case Study: Working With Arab Barometer Surveys (Version 0.1.6) [Data set]. Zenodo. https://doi.org/10.5281/zenodo.5034741

Experimental API

We are also experimenting with the automated placement of authoritative and citeable figures and datasets in open repositories. For the climate awareness dataset get the country averages and aggregates from Zenodo, and the plot in jpg or png from figshare. Our plan is to release open data in a modern API with rich descriptive metadata meeting the Dublin Core and DataCite standards, and further administrative metadata for correct coding, joining and further manipulating or data, or for easy import into your database.

Join our open source effort

Want to help us improve our open data service? Include Lationbarómetro and the Caucasus Barometer in our offering? Join the rOpenGov community of R package developers, an our open collaboration to create the automated data observatories. We are not only looking for developers, but data curators and service design associates, too.