survey harmonization | Green Deal Data Observatory

Data Observatory Labs

Thu, 02 Mar 2023 13:40:00 +0100

Check out our slides. We are still looking for certain partners.

We want to build a network of Innovation Labs, connecting labs and businesses that bring these novel scientific and innovation results nearer to civil society actors, individual creators, and microenterprises in services. We bring data-, sustainability-, rights management innovation, and novel distribution models nearer to the grassroots level of creation. We want to transform scientific and technical development into business development available for small creative organizations without a data engineering/science function.

Table of Contents

WP 1 Coordination

Reprex aims to coordinate this project with a dedicated, experienced Creative Europe project manager who is familiar with the music and audiovisual creation.
Because of the project size and subsidy rate (60%) every partner must contribute to financing WP Project Coordination in proportion to their effective subsidies.

WP Survey Recycling

Utilize the survey harmonization and recycling tools developed in music to be available for film, television, photography, and book publishing users.
Extend harmonized question banks, and remove interoperability and semantic barriers to reuse data from previous audience and policy surveys for these CCSIs.
Subsidize the initial costs in use to transfer from non-reusable market research to reusable, collaborative market research.

WP Heritage Reuse

Utilize the best practices from music archives, film archives, and private photography archives to remove copyright law, ethical, interoperability, and semantic barriers to mix archival/heritage and new content in music, film, and photography (including in books.)
Create a special-purpose record label and audiovisual distributor that specializes in difficult, out-of-commerce/archival/commercial derivative work distribution on global streaming platforms.
Build a best practice for the legal and ethical public performance of derivative works that are made from archival/heritage (which were not deposited with the intent to be commercially used or widely circulated) and new creations.

WP AI & Big Data That Works For Everyone

Utilize the best practices from data feminism, music, and film distribution of niche, marginalized content, and create a general framework that reduces inequalities created by lower data representation (of women, small countries, small languages) that result in new injustice on algorithmic platforms. See publication.
Build new music, film, and photography information services that reduce the data imbalances, and make small language (for example, Estonian) or historically underrepresented (for example, female artists) more likely to be recommended by AI-driven algorithmic platforms such as YouTube, Spotify, or Amazon.
Create open source solutions and open knowledge that enables small, independent music, documentary, photography, and book publishers to build audiences, and monetize content with big data and AI algorithms that work for everyone, not only male artists, English language content, and mainstream works.

Potential partners

Creative enterprises with good YouTube (+Vimeo and other) distribution and rights management track record.
Market research, particularly survey based in film and television.
Services for private collections/collectors.

Who are we?

In 90 secs: conceptual introduction

⚙️/ subtitles/ 🇳🇱 🇬🇧 🇧🇦 🇨🇿 🇭🇺 🇩🇪 🇱🇹 🇫🇷 🇸🇰 🇪🇸 🇹🇷 + Catalan.

100,000 Opinions on the Most Pressing Global Problem

Thu, 25 Nov 2021 09:41:00 +0100

A reprezentative sample of n=100793 from 5 years on the most serious global problem. Get the tidy dataset from our repository or API.

Imagine if you could compare data easily from surveys taken about climate change from all European countries, maybe even from other continents, from different years? If you could work with a sample of not only n=1000, n=4000, or n=10,000 but n=100,000? What type of granularity it would give you about the perception of climate change or supported policy measures? That is exactly what our survey harmonization software allows for you to do.

You can use and verify our software: it is a perfectly documented, open source, peer-reviewed scientific software. But for most users, a bit too difficult to handle. This is why we are building the Green Deal Data Observatory as a user-centered API around the software. The Green Deal Data Observatory is processing climate-change related data from variuos survey, sensory, satellite data sources, and places them into tidy, easy-to-import datasets and visualizations.

Survey harmonization means various social science, statistical and data processing steps to make data comparable and joinable from various questionnaire answers taken in different countries, languages, and years. To demonstrate the power of retrospective survey harmonization, we have made an indicator, visualizations and a data animation from more than a hundred nationally representative surveys, which asked more than 137,000 Europeans about what they considered to be the single most serious problem facing the world as a whole?

Survey data harmonization refers to procedures that improve the data comparability or the possibility to make policy or scientific comparisons between data from surveys conducted in different countries or in different years. Our retroharmonize software helps this tedious, laborous, difficult data processing task.

The result is stunning compared to a survey of 1000, 4000 or even 10,000 people. In this video we have harmonized the answers from more than 137,000 Europeans surveyed in more than 20 languages. As you can see in the data animation, people got more and more concerned about climate change… until Covid struck.

Our data shows that more urban and higher educated people tend to be more and more concerned about climate change. Concern is higher and higher as younger and younger people are asked. (Our data source, the Eurobaromter survey is asking Europeans from the age of 15.)

There are huge national differences in Europe: people in the countries that we defined as Nordic (Scandinavia and Finland) are much more serious about climate change than the rest of the continent. It also matters when was the question asked: between 2013-2019 anxiety over the climate has been growing rapidly, but it peaked in 2019. In 2020, the Covid pandemic has altered the problem map of the European population, with ‘infectious diseases’ other important global problems. But apart from the time of asking the question, and the place of asking, there are important patterns emerging all over Europe which are shared regardless of the time and place.

Our classification tree model shows what factors play an important role in determining if somebody believes that climate change is the most important global problem.

People with no formal education rarely think that climate change is the most important global problem. People with secondary school education care less than people with tertiary education, and people with tertiary education or a bachelor’s degree care less than people who have a university degree or who are committed to life-long learning. This effect is further emphasized by level of urbanization: the more urbanized are the respondents, the more likely they think that climate change is the single most important problem facing humanity. (Urban people tend to have higher education levels, too.)

Another important factor is age: the younger the respondent, the more likely to believe that climate change is the single most important problem.

One takeaway is that generally, people’s climate awareness is rising: Europeans tend to be more urbanized and more educated, and this works in favor of recognizing this problem. The coming younger generations are also more aware of climate change. Yet, as Covid-19 shows, a global trauma can alter the picture quickly.

Using the implemented machine learning R software package of Christoph Molnar, we calculated the importance of various socio-demography variables in predicting who will think that climate change is the most important problem facing us.

Out of the variables we investigated, time spent in education is the most important factor contributing to climate awareness, closely followed by the time when the question was asked.

The importance of age, time, and even the time spent in education (age of leaving formal education) show that there is very significant change over time. Unfortunately, this change is not monotonous, until 2019 climate awareness was growing by this indicator, then it declined due to Covid.

If you would ask a European citizen about the most important global problem today, the following decision tree would help guessing if she or he would reply “climate change”.

Our classification tree model shows what factors play an important role in determining if somebody believes that climate change is the most important global problem.

The education level, the age, and the question of asking are very important variables, and so is the fact if the respondent has at least one child. Interestingly, parents are less likely to be concerned about climate change then other people. In other words, the children are more concerned than their parents.

Get our data

You can always rely on our API to import directly the latest, best data, but if you want to be sure, you can use our regular backups on Zenodo. Zenodo is an open science repository managed by CERN and supported by the European Union. On Zenodo, you can find an authoritative copy of our indicator (and its previous versions) with a digital object identifier, in this case, 10.5281/zenodo.5711962. These datasets will be preserved for decades, and nobody can manipulate them. You cannot accidentally overwrite them, and we have no backdoor to modify them.

Are you a data user? Give us some feedback! Shall we do some further automatic data enhancements with our datasets? Document with different metadata? Link more information for business, policy, or academic use? Please give us any feedback!

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 +0000

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 climate awareness 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.

What is Retrospective Survey Harmonization?

Thu, 04 Mar 2021 00:00:00 +0000

Reproducible ex post harmonization of survey microdata

Retrospective survey harmonization allows the comparison of opinion poll data conducted in different countries or time. In this example we are working with data from surveys that were ex ante harmonized to a certain degree – in our tutorials we are choosing questions that were asked in the same way in many natural languages. For example, you can compare what percentage of the European people in various countries, provinces and regions thought climate change was a serious world problem back in 2013, 2015, 2017 and 2019.

We developed the retroharmonize R package to help this process. We have tested the package with about 80 Eurobarometer, 5 Afrobarometer survey files extensively, and a bit with Arabbarometer files. This allows the comparison of various survey answers in about 70 countries. This policy-oriented survey programs were designed to be harmonized to a certain degree, but their ex post harmonization is still necessary, challenging and errorprone. Retrospective harmonization includes harmonization of the different coding used for questions and answer options, post-stratification weights, and using different file formats.

Eurobarometer, Afrobaromer, Arab Barometer and Latinobarómetro make survey files that are harmonized across countries available for research with various terms. Our retroharmonize is not affiliated with them, and to run our examples, you must visit their websites, carefully read their terms, agree to them, and download their data yourself. What we add as a value is that we help to connect their files across time (from different years) or across these programs.

The survey programs mentioned above publish their data in the proprietary SPSS format. This file format can be imported and translated to R objects with the haven package; however, we needed to re-design haven’s labelled_spss class to maintain far more metadata, which, in turn, a modification of the labelled class. The haven package was designed and tested with data stored in individual SPSS files.

The author of labelled, Joseph Larmarange describes two main approaches to work with labelled data, such as SPSS’s method to store categorical data in the Introduction to labelled.

Two main approaches of labelled data conversion.

Our approach is a further extension of Approach B. Survey harmonization in our case always means the joining data from several SPSS files, which requires a consistent coding among several data sources. This means that data cleaning and recoding must take place before conversion to factors, character or numeric vectors. This is particularly important with factor data (and their simple character conversions) and numeric data that occasionally contains labels, for example, to describe the reason why certain data is missing. Our tutorial vignette labelled_spss_survey gives you more information about this.

In the next series of tutorials, we will deal with an array of problems. These are not for the faint heart – you need to have a solid intermediate level of R to follow.

Tidy, joined survey data

The original files identifiers may not be unique, we have to create new, truly unique identifiers. Weighting may not be straightforward.
Neither the number of observations or the number of variables (which represents the survey questions and their translation to coded data) is the same. Certain data may be only present in one survey and not the other. This means that you will likely to run loops on lists and not data.frames, but eventually you must carefully join them.

Class conversion

Similar questions may be imported from a non-native R format, in our case, from an SPSS files, in an inconsistent manner. SPSS’s variable formats cannot be translated unambiguously to R classes. retroharmonize introduced a new S3 class system that handles this problem, but eventually you will have to choose if you want to see a numeric or character coding of each categorical variable.
The harmonized surveys, with harmonized variable names and harmonized value labels, must be brought to consistent R representations (most statistical functions will only work on numeric, factor or character data) and carefully joined into a single data table for analysis.

Harmonization of variables and variable labels

Same variables may come with dissimilar variable names and variable labels. It may be a challenge to match age with age. We need to harmonize the names of variables.
The harmonized variables may have different labeling. One may call refused answers as declined and the other refusal. On a simple choice, climate change may be ‘Climate change’ or Problem: Climate change. Binary choices may have survey-specific coding conventions. Value labels must be harmonized. There are good tools to do this in a single file - but we have to work with several of them.

Missing value harmonization

There are likely to be various types of missing values. Working with missing values is probably where most human judgment is needed. Why are some answers missing: was the question not asked in some questionnaires? Is there a coding error? Did the respondent refuse the question, or sad that she did not have an answer? retroharmonize has a special labeled vector type that retains this information from the raw data, if it is present, but you must make the judgment yourself – in R, eventually you will either create a missing category, or use NA_character_ or NA_real_.

That’s a lot to put on your plate.

It is unlikely that you will be able to work with completely unfamiliar survey programs if you do not have a strong intermediate level of R. Our package comes with tutorials for Eurobarometer, Afrobarometer and our development version already covers Arab Barometer, highlighting some peculiar issues with these survey programs, that we hope to give a head start for less experienced R users.

retroharmonize R package for survey harmonization

Tue, 25 Aug 2020 00:00:00 +0000

Retrospective data harmonization

The aim of retroharmonize is to provide tools for reproducible retrospective (ex-post) harmonization of datasets that contain variables measuring the same concepts but coded in different ways. Ex-post data harmonization enables better use of existing data and creates new research opportunities. For example, harmonizing data from different countries enables cross-national comparisons, while merging data from different time points makes it possible to track changes over time.

Retrospective data harmonization is associated with challenges including conceptual issues with establishing equivalence and comparability, practical complications of having to standardize the naming and coding of variables, technical difficulties with merging data stored in different formats, and the need to document a large number of data transformations. The retroharmonize package assists with the latter three components, freeing up the capacity of researchers to focus on the first.

Specifically, the retroharmonize package proposes a reproducible workflow, including a new class for storing data together with the harmonized and original metadata, as well as functions for importing data from different formats, harmonizing data and metadata, documenting the harmonization process, and converting between data types. See here for an overview of the functionalities.

The new labelled_spss_survey() class is an extension of haven’s labelled_spss class. It not only preserves variable and value labels and the user-defined missing range, but also gives an identifier, for example, the filename or the wave number, to the vector. Additionally, it enables the preservation – as metadata attributes – of the original variable names, labels, and value codes and labels, from the source data, in addition to the harmonized variable names, labels, and value codes and labels. This way, the harmonized data also contain the pre-harmonization record. The stored original metadata can be used for validation and documentation purposes.

The vignette Working With The labelled_spss_survey Class provides more information about the labelled_spss_survey() class.

In Harmonize Value Labels we discuss the characteristics of the labelled_spss_survey() class and demonstrates the problems that using this class solves.

We also provide three extensive case studies illustrating how the retroharmonize package can be used for ex-post harmonization of data from cross-national surveys:

The creators of retroharmonize are not affiliated with either Afrobarometer, Arab Barometer, Eurobarometer, or the organizations that designs, produces or archives their surveys.

We started building an experimental APIs data is running retroharmonize regularly and improving known statistical data sources. See: Digital Music Observatory, Green Deal Data Observatory, Economy Data Observatory.

Citing the data sources

Our package has been tested on three harmonized survey’s microdata. Because retroharmonize is not affiliated with any of these data sources, to replicate our tutorials or work with the data, you have download the data files from these sources, and you have to cite those sources in your work.

Afrobarometer data: Cite Afrobarometer Arab Barometer data: cite Arab Barometer. Eurobarometer data: The Eurobarometer data Eurobarometer raw data and related documentation (questionnaires, codebooks, etc.) are made available by GESIS, ICPSR and through the Social Science Data Archive networks. You should cite your source, in our examples, we rely on the GESIS data files.

Citing the retroharmonize R package

For main developer and contributors, see the package homepage.

This work can be freely used, modified and distributed under the GPL-3 license:

citation("retroharmonize")
#> 
#> To cite package 'retroharmonize' in publications use:
#> 
#>   Daniel Antal (2021). retroharmonize: Ex Post Survey Data
#>   Harmonization. R package version 0.1.17.
#>   https://retroharmonize.dataobservatory.eu/
#> 
#> A BibTeX entry for LaTeX users is
#> 
#>   @Manual{,
#>     title = {retroharmonize: Ex Post Survey Data Harmonization},
#>     author = {Daniel Antal},
#>     year = {2021},
#>     doi = {10.5281/zenodo.5006056},
#>     note = {R package version 0.1.17},
#>     url = {https://retroharmonize.dataobservatory.eu/},
#>   }

Contact

For contact information, contributors, see the package homepage.

Code of Conduct

Please note that the retroharmonize project is released with a Contributor Code of Conduct. By contributing to this project, you agree to abide by its terms.

Click the Cite button above to demo the feature to enable visitors to import publication metadata into their reference management software.