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| INTRODUCTION TO SURVEY SAMPLING A two-day short course sponsored by the Joint Program in Survey Methodology |
DECEMBER 17-18, 2009
Presented at at the Bureau of Labor Statistics Conference Center
COLM O’MUIRCHEARTAIGH
Senior Fellow, NORC and Professor, Harris School, University of Chicago
JAMES M. LEPKOWSKI
University of Michigan
Joint Program in Survey Methodology, University of Maryland
COURSE OBJECTIVES
This is a foundation course in sample survey methods and principles. The instructors will present, in a non-technical manner, basic sampling techniques such as simple random sampling, systematic sampling, stratification, and cluster sampling. The instructors will provide opportunities to implement sampling techniques in a series of exercises that accompany each topic. Group work is an integral part of the course. Participants will be allocated arbitrarily to four-person groups who will collaborate on the solution of course exercises. All participants must bring a calculator that includes at least a square root function in order to complete group exercises. Participants should not expect to obtain sufficient background in this course to master survey sampling, but they can expect to become familiar with basic techniques well enough to converse with sampling statisticians more easily about sample design.
WHO SHOULD ATTEND
Individuals in government, universities, business, and nonprofit organizations interested in understanding survey sampling methods and applying them in practice. Introductory course work in statistical methods is strongly recommended. Participants should be familiar with descriptive statistics, the normal and binomial distributions, chance selection, expected values, standard error, and confidence intervals. If you are uncertain whether you have adequate background, examine methods contained in Statistics, 2nd Edition, by Freedman, Pisani, Purves, and Adhikari (W.W. Norton & Company, New York, 1991), Chapters 3-6 and 13-16. Those wishing to have a brief introduction to some of the material in the course will find it useful to read Chapters 1-8 in the monograph Introduction to Survey Sampling, by Graham Kalton (Sage Publications, California, 1987).
THE INSTRUCTORS
Colm O’Muircheartaigh is Senior Fellow in the National Opinion Research Center and Professor in the Irving B. Harris Graduate School of Public Policy Studies, at the University of Chicago. He was formerly at the London School of Economics and Political Science (LSE), where he had been a faculty member in the Department of Statistics since 1971. He was the first director of The Methodology Institute, the LSE center for research and training in social science methodology. He selected his first national sample in 1968 (a probability sample of manufacturing establishments in Ireland). Together with Vijay Verma and Christopher Scott, he was responsible for the sample designs for the World Fertility Survey (1976-84), and was a member of the Sampling Advisory Group for the UK Office of Population Censuses and Surveys. He was Sampling Coordinator for two cross-national studies by the International Association for Educational Assessment (IEA) (1988-94 and 1997-2001) and for the OECD Network C cross-national study (1994-6). Since joining NORC in 1998, he has been responsible for the re-design of the national sampling frame and the introduction and evaluation of list-based sampling for national and local probability samples of households. His research encompasses measurement errors in surveys, cognitive aspects of question wording, and latent variable models for nonresponse. He has served as a consultant to a wide range of public and commercial organizations, including the BBC World Service, AGB, British Household Panel Survey, and the U.S. Bureaus of Labor Statistics and the Census.
James M. Lepkowski is Research Professor at the Institute for Social Research, University of Michigan, where he directs the Michigan Program in Survey Methodology. He is Professor of Biostatistics at Michigan and Research Professor in the Joint Program in Survey Methodology at the University of Maryland. His research encompasses telephone sampling design, analysis of complex sample survey data, methods for compensating for missing data in surveys, and the behavior of interviewers and respondents in survey interviews. He has served as a consultant for public and private organizations, including the U.S. Bureaus of Labor Statistics and the Census, the National Center for Health Statistics, the Bureau of Justice Statistics, and the National Center for Education Statistics.
CALCULATOR
Please bring a calculator to class. The calculator should include at least a square root function in order to complete the group exercises.
COURSE MATERIALS
Registrants will be provided with a course lecture notebook.
MEALS
JPSM group continental breakfasts, lunches and refreshments are included in the course fee.
DAILY CHECK-IN
Course registrants should check-in with JPSM Onsite each day of the course.
TENTATIVE SCHEDULE
| THURSDAY: DECEMBER 17, 2009 | |
| 8:00 - 9:00 | Registrant Check-in and Continental Breakfast |
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9:00 - 10:00 |
Background: Course introduction, Simple random sampling methods |
| Exercise 1. The sampling distribution | |
| 10:00 - 10:15 | Coffee break |
| 10:15 - 12:00 | Element sampling: A brief history of survey sampling |
| Estimation of population means and proportions | |
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Sampling variance |
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Sample size determination |
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Exercise 2 |
| 12:00 - 1:00 | Lunch |
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1:00 - 2:45 |
Element sampling: Systematic sampling |
| Exercise 3 | |
| Cluster sampling: Equal sized clusters | |
| 2:45 - 3:00 | Coffee break |
| 3:00 - 5:00 | Cluster sampling (continued): Subsampling Design effects and intracluster homogeneity |
| Exercise 4 | |
| 5:00 | Adjourn |
| FRIDAY: DECEMBER 18, 2009 | |
| 7:30 - 8:30 | Registrant Check-in and Continental Breakfast |
| 8:30 - 10:00 | Cluster sampling (continued): Sampling unequal sized clusters |
| Probability proportionate to size selection | |
| Exercise 5 | |
| 10:00 - 10:15 | Coffee break |
| Stratification: Purpose of stratification | |
| Stratified sampling estimates | |
| Determining sample allocation | |
| Exercise 6 | |
| 12:00 - 1:00 | Lunch |
| 1:00 - 2:45 | Sampling problems: Frame problems |
| Objective respondent selection | |
| Weighting: unequal probabilities of selection | |
| Exercise 7 | |
| 2:45 - 3:00 | Coffee break |
| 3:00 - 4:30 | Sampling problems (continued): |
| Weights for unit non-response and poststratification | |
| General issues in variance estimation | |
| Concluding exercises | |
| 4:30 | Adjourn |
FEES
The course fee is $600 for JPSM sponsor affiliates, $600 for full-time university students, and $810 for other participants. Sponsor Affiliate List: http://projects.isr.umich.edu/jpsm/info.cfm#sponsors.
REGISTRATION
Online registration is required. Short Courses: www.jpsm.org/shortcourses . Confirmation of acceptance will be sent after the registration form has been processed. Registration is not firm until you receive an acceptance email. The email will include directions to the course. The automatic web registration number is not an acceptance letter. The registration deadline is December 3, 2009.
PAYMENT
Payment by credit card is required. Payment may be done online during registration. Post registration payment may be done online at www.jpsm.org/shortcourses using the registration number or by calling (800) 937-9320. Payment is required by December 3, 2009.
CANCELLATION
Please notify JPSM as soon as possible if you need to cancel your registration. Cancellation requests should be done online at www.jpsm.org/shortcourses . You will be fully reimbursed if you cancel by December 3, 2009. Cancellation December 4-9, 2009 will require a $100 administrative fee, the remainder will be reimbursed. Cancellation on or after December 10, 2009 is subject to the full fee amount.
INQUIRIES
Questions for this course should be directed to the JPSM Short Course, Institute for Social Research, University of Michigan, 426 Thompson Street, Room 4050, Ann Arbor, MI 48104-2321, Phone: (800) 937-9320, Fax: (734) 764-8263, Email: jpsmshort@isr.umich.edu.
JPSM Short Course: www.jpsm.org/shortcourses
Sponsor Affiliate List: projects.isr.umich.edu/jpsm/info.cfm#sponsors
JPSM Home Page: www.jpsm.org
Tax Identification (University of Michigan): 38-6006309
FELLOWSHIP
The Joint Program in Survey Methodology strives to increase the number of survey professionals from groups traditionally under-represented in the field. As part of this effort, a limited number of competitive fellowships are available to African-Americans, Latinos, Hispanic Americans, and Native American Indians for the short course. The registrant must be a US citizen or permanent resident.
Fellowship applicants should submit:
- Online Registration
- A 500-word essay describing their reasons for wanting to attend this short course and how their participation will enhance their chosen career path. The essay should indicate the applicant’s background (i.e. African-American, Latino, Hispanic American, or Native American Indian) and why financial support is needed.
- A letter of recommendation written by a person knowledgeable about the applicant’s aptitude and interest in survey methodology.
The online registration form, essay, and letter of recommendation are due by November 19, 2009. JPSM will evaluate the applications and inform the successful applicants by November 26, 2009. The fellowship covers the registration fee, materials to be distributed during the course and the JPSM group continental breakfasts, lunches and breaks. The essay and letter of recommendation may be faxed to (734) 764-8263 or emailed to JPSMShort@isr.umich.edu.
JPSM CITATION PROGRAM
The citation programs are built around the JPSM short courses. The JPSM Citation in Introductory Survey Methodology is designed to provide the working professional and interested students with state-of-the-art knowledge about current principles and practices for conducting complex surveys combined with practical skills of day-to-day utility. The JPSM Citation in Introductory Economic Measurement is designed for professional staff requiring a grounding in the principles and practices of economic measurement. Completion of the citation programs involves taking a semester-length JPSM credit-bearing course and eight JPSM short courses, of which four are specified core courses. For information on the Certificate and Citation Programs visit the website at http://www.jpsm.org or call (301) 314-7911.
BUREAU OF LABOR STATISTICS CONFERENCE AND TRAINING CENTER
Postal Square Building, 2 Massachusetts Avenue, NE, Washington, DC 20212-0001
Visitor Entrance: 1st Street, NE, Washington, DC 20212-0001
Classroom: Conference Room 1-2
Conference Center: (202) 691-6630
VISITOR ENTRANCE
U.S. Bureau of Labor Statistics, Postal Square Building, 1st Street, NE, Washington, DC 20212-0001
Registrants are required to enter the Bureau of Labor Statistics through the First Street, NE entrance (between Massachusetts Avenue and G Street, NE) across from Union Station. Do not use the main entrance on 2 Massachusetts Avenue.
ID REQUIREMENT
All visitors must present a valid photo ID at the visitor’s entrance and pick up a visitor’s badge. Please arrive 10 minutes early to allow enough time to go through security.
SCREENING
Visitors and packages will be processed through the x-ray and metal detector screening equipment.
OVERNIGHT ROOMS
Individuals are responsible for making their own overnight room reservations and for payment.
TRAVEL RESOURCES
Amtrak: www.amtrak.com
MARC Train: www.mtamaryland.com
Metro Rail & Bus: www.wmata.com
Parking Locations: washingtondc.bestparking.com also www.parkingcarma.com
Supper Shuttle: http://www.supershuttle.com/
VRE Train: www.vre.org/
METRO RAIL
Union Station: 701 First St. NE, Washington, DC 20002
Lines: Red
Entrances:
1) East side of First St., NW, (west side Union Station)
2) Massachusetts Ave., (entrance to Amtrak Terminal)
Directions: Traveling by metro is preferred. The Bureau of Labor Statistics (BLS) is located across the street from Union Station. Take the Metro Red Line to Union Station. Exit the platform at the North end of the station (exit that says to Amtrak trains). There is a doorway exit to the left of the turnstiles and manager’s kiosk. Go out that door instead of taking the escalator up to Union Station and straight across the street is the visitor’s entrance to BLS.
TRAIN
Union Station: Amtrak, MARC and VRE
PARKING
Registrants are responsible for parking costs.Traveling by metro is preferred. Parking is available in a number of commercial parking lots within a 1-4 block radius of BLS. Daily parking fees range from $14-20.
Colonial Parking: 750 1st St NE (between G Pl NE-H St NE)
Colonial Parking: 810 1st St NE (at H St NW)
Colonial Parking: 1 Massachusetts Ave NW (between F St NW – G St NW)
Colonial Parking: 25 Massachusetts Ave NW (between N Capitol Ave NW – New Jersey Ave NW)
Colonial Parking (Union Station): 30 Massachusetts Ave NE (between 1st Street NE – 2nd St NE)
Altman’s Parking: 50 Massachusetts Ave NW (between N Capitol St NW -New Jersey Ave NW)
Colonial Parking: 15 F St NW (between 1st St NW-N Capitol St NW)
PMI Garage: 10 G St NE (between 1st St NE – N Capitol St NE)
Colonial Parking: 400 N Capitol St (between D St NW – E St NW)
Quikpark Inc: 777 N Capitol St NE (between G Pl NE – H St NE)
MarcParc Garage: 825 N Capitol St NW (between H St NE – K St NE)
Central Parking System Inc: 400 New Jersey Ave NW (between D St NW – E St NW)
DRIVING
From the East: Follow New York Avenue (west) into the city. Turn left on First Street, N.E.. The building will be on your right . The building is on the corner of Massachusetts Avenue and North Capitol Street.
From the West or North: Take Capital Beltway. Exit on New Hampshire Avenue (south). New Hampshire Avenue turns into North Capital Street when you enter the District of Columbia. Keep driving south on North Capital to Massachusetts Avenue. The building will be on your left at the corner of Massachusetts Avenue and North Capital Street.
From the South: Follow I-395 north. Take Massachusetts Avenue exit. Turn right onto Massachusetts Avenue (going east). The building will be on your left at the corner of Massachusetts Avenue and North Capital Street.
AIRPORTS
DCA - RONALD REAGAN WASHINGTON NATIONAL (5.4 mi)
Ronald Reagan Washington National Airport Metro Stop: (Metro Blue & Yellow Line)
The Washington, DC Metrorail system has an elevated Metrorail station connected to the concourse level at Reagan National Airport. Take the Blue Line towards Largo Town. Transfer to the Red Line at Center Metro Station transfer to the Red Line. Go towards Silver Sping or Glenmont Metro. Exit at the Union Station Metro Station.
DCA Metro Access: In DCA Terminals B and C there are connecting pedestrian bridges to the metro station. If exiting from DCA Terminal A go to the street side curb. Board an “Airport Shuttle” bus. At the stops for Parking Garages B and C (bus shelter #3 and bus shelter #5) you may access an enclosed bridge which connects to the Metrorail station.
SupperShuttle: Ticket counters located in Terminal B and C baggage claim area located next to doors 4 and 9. Ticket counters are open daily from 6:00 AM to 1:00 AM. Guests arriving in Terminal A should proceed outside to the SuperShuttle loading area immediately outside the Terminal A door. Call 800-258-3826 for assistance.
IAD – DULLES INTERNATIONAL AIRPORT (28.7 mi)
The airport handles both domestic and international traffic. IAD connects by bus to the Metro Rail System.
Metro Bus & Rail: Take Metrobus 5A from IAD towards L’Enfant Plaza Metro. Transfer to the Orange Line at the Rosslyn Metro Station. Go towards New Carrollton. Transfer to the Red Line at Metro Center Metro Station. Go towards Glenmont Metro. Exit at Union Station Metro Station.
SupperShuttle: Ticket counters are located on the far ends of the Ground Transportation Level of the Main Terminal. Shuttles operate on an on-demand basis. No reservations are needed for outbound service from the Airport.For information or inbound reservations to the Airport, call 1-800-BLUEVAN or go to www.supershuttle.com.
BWI - BALTIMORE WASHINGTON INTERNATIONAL THURGOOD MARSHALL AIRPORT (31.3 mi) BWI connects by bus and train to the Metro Rail system
Metro Bus & Rail: Take the south bound B30 Metrobus to Greenbelt Metro Rail Station located at Terminal (pier E) on the lower level. Get on the Green Line towards Branch Ave. Transfer to the Red Line at the Fort Totten Metro Station. Go towards Shady Grove. Get off at the Union Station Metro Station.
Amtrak Train: You can take the Amtrak train from the BWI Airport Rail Station. Get on the train heading south to Union Station.
MARC Train: The MARC train is another option from BWI. Go to the lower baggage claim level of BWI to get on the shuttle to the BWI MARCH station. After you buy your ticket, get on the MARC Penn Line going to Union Station.
Super Shuttle: Ticket counters are located on the lower level baggage claim area of BWI. One is near baggage claim #1 (Southwest Airlines Terminal – Concourse A) and the other is near baggage claim #10 (Concourse C). They are open between the hours of 6:00 AM and 2:00 AM. When counters are closed, please call (888) 826-2700 for information or to arrange service.
JPSM SHORT COURSE
Questions for this course should be directed to the JPSM Short Course, Institute for Social Research, University of Michigan, 426 Thompson Street, Room 4050, Ann Arbor, MI 48104-2321, Phone: (800) 937-9320, Fax: (734) 764-8263, Email: jpsmshort@isr.umich.edu.
JPSM Short Course: www.jpsm.org/shortcourses
Sponsor Affiliate List: projects.isr.umich.edu/jpsm/info.cfm#sponsors
JPSM Home Page: www.jpsm.org
Tax Identification (University of Michigan): 38-6006309
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Primary Funding for JPSM is from the Interagency Council |