united nations regional workshop on the 2010 world programme on population and housing censuses:...

United Nations Regional Workshop on the 2010 World Programme on Population and Housing Censuses: Census Evaluation and Post Enumeration Surveys, Bangkok, Thailand, 10-14 May, 2010

Matching

Pres. 7


Matching

Purpose of matching

Determine enumeration status Correct enumeration Erroneous enumeration Missed in census


Objectives of matching

Matching aims at identifying: For persons from the P-sample:

Matched non-mover Matched out-mover Non-matched non-mover Non-matched out-mover In-mover Born after Died after


Objectives of matching

For persons enumerated in the census (E-sample): Matched non-mover Matched out-mover

=> correctly enumerated Erroneously enumerated


Matching (contd.)

Basic process of matching Matching carried out in two phases

Phase 1 – strict rules to result in Obvious matches Possible matches

Phase 2 – possible matches are re-examined using relaxed rules to determine Matches Field follow-up to obtain more information to resolve match

status


Matching Operations

Matching can be done by computer, manually or both Basic process involves comparison of addresses, names &

demographic characteristics Housing units & persons enumerated in a census are

compared with those enumerated in the PES Computer matching can first involve scanning of

questionnaire & installation of a matching software Computer matching ensures speed and objectivity using

matching algorithms


Steps Followed in Matching

Housing Unit Match Identify Search areas – good knowledge of geography of the

country and having good maps to work with Phase 1 matching to determine

Obvious matches Possible matches

Phase 2 matching to determine Matches with relaxed rule Field follow-up to obtain more information to resolve

match status


Steps Followed in Matching (contd.)

Person matching Identify E-sample persons with sufficient information eligible for

matching Identify Search areas – good knowledge of geography of the country

and having good maps to work with Phase 1 matching to determine

Obvious matches Possible matches

Phase 2 matching to determine Matches with relaxed rule Field follow-up to obtain more information to resolve match status


Matching Rules

Need for documentation of detailed matching rules In developing the rules consideration must be given to the

possibility of making erroneous matches and erroneous non-matches

If rules are relaxed and made flexible more matches and fewer non-matches may be possible-possibility of increasing erroneous matches

Put in place a system that minimizes net error


Matching Rules (contd.)

Matching rules specify characteristics, e.g. age, sex, name etc.

Specifying some tolerance ranges, e.g. for age - this allows for limited misreporting

Ranges can vary according to characteristics Care not to increase gross matching error (erroneous

matches + erroneous non-matches) while minimizing net matching error


Reconciliation Visits

Helps to identify erroneous census enumeration Good training of field staff essential Follow-up directed to no-matched persons and households Resolution of doubtful cases and definitive match status

for every P and E sample elementFor persons in census records and not in the PES

reconciliation helps to: Determine whether such persons were usual residents as

of census date or whether they were erroneously enumerated


Reconciliation Visits (contd.)

For persons appearing on PES list but not on census records, reconciliation helps to:

Confirm whether such persons were usual residents as of census date (non-movers or out-movers) or

Whether they arrived or were born after census (in-movers)

Collect additional information to determine the final match-to confirm whether such persons were residents of particular households as of census date


Thank You!

united nations regional workshop on the 2010 world programme on population and housing censuses:...

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