A short course sponsored by the Joint Program in Survey Methodology 

MAY 1-2, 2017
Presented at the Bureau of Labor Statistics Conference Center

JPSM follows the policy of each course location. If the Bureau of Labor Statistics Conference and Training Center is open then the course will be held. Please check  If the facility opens late according to then the course will start late.

Senior Statistician and Vice President at Westat, Past President American Statistical Association

Associate Research Scientist at the Survey Research Center, University of Michigan

This short course provides an introductory exposure to producing estimates of population parameters from sample surveys.  It will examine the uncertainty of estimates resulting from sampling, through presentation of how sampling errors of survey statistics vary as a function of sample design and weighting procedures.

The course discusses procedures for estimating descriptive statistics like means, percentages, population totals, quantiles as well as model parameters from sample surveys.  It also examines statistical procedures used in comparing subgroups on attributes measured in the survey.

The course presents inferential issues that arise in moving from sample-based statistics to describing the target population of the survey.  It also describes how to compute the sampling errors of survey estimates and how to make inferences from them to the population.  It describes current practices in weight adjustments and in the presentation and description of estimates made from sample surveys.  Practical exercises during the short course reinforce the lecture materials and handouts.

Researchers and analysts who need to produce statistical estimates based upon data collected via complex sample surveys and who need to make inferences about those estimates.  The types of estimates to be discussed include: totals, means, percentages, quantiles and model parameters.  The elements of complex sample designs to be examined include: unequal weights, clustered, stratified and multi-stage designs. 

Attendees will benefit the most after the session if they have access on their job to software that computes sampling errors for estimates from complex survey data.  Such software will be needed to implement the course concepts in their work. The course will provide an overview on software options.


DAVID MORGANSTEIN is a Senior Statistician and Vice President at Westat where he is the Director of its Statistical Group.  He has over 30 years of experience in sample design and variance estimation.  He is one of the developers of WesVar a program for computing sampling errors, and a faculty member of the Joint Program for Survey Methods.  He is a fellow of the American Statistical Association and recipient of its Founders Award.  He is an elected member of the International Statistical Institute.

SUNGHEE LEE is Associate Research Scientist at the Survey Research Center, University of Michigan.  She received her Ph.D. in Survey Methodology from Joint Program in Survey Methodology, University of Maryland in 2004 and has over 20 years of experience in survey research including sampling and estimations.  She is an ad-hoc reviewer for Survey Methodology, Journal of Official Statistics, Public Opinion Quarterly, Journal of American Statistical Association among others.  Her research interest includes sampling and data collection with rare populations.

Attendees should bring scientific calculators or similar device to use in numerical exercises.

Registrants would find it beneficial to bring a laptop or device that has spreadsheet software such as MS Excel.

Registrants will be provided with a course lecture notebook.  JPSM group continental breakfasts, lunches and refreshments are also included in the course fee.

Registrants must check-in with the JPSM onsite each day of the course.


MONDAY: MAY 1, 2017
8:00--9:00 Registrant Check-in and Continental Breakfast.


Introduction and Overview on Why Sample Estimates Differ from Population. Values, Errors in Sample Statistics.
10:30--10:45  Morning Break.
10:45--12:30 Types of Descriptive Statistics, Review of Methods of Estimation, Properties of Estimators.
12:30--1:30  Lunch.
1:30--3:00 Types of Sample Designs,


Afternoon Break.


Post-Survey Adjustment, Weighting, Steps in Weighting.


TUESDAY: MAY 2, 2017
8:00--9:00  Registrant Check-in and Continental Breakfast.
9:00--10:30  Variances of Estimates, Impact of Sample Design on Sampling Errors,
The Design Effect (Deff) and How to Estimate It, Intraclass Correlation, Deff from Variation in Weights.
10:30--10:45  Morning Break.
10:45--12:30 Methods of Estimating Sampling Errors, Exact Methods, Linearization, Replication.
12:30--1:30  Lunch.
1:30-3:00 Nonresponse, Imputation, Estimating Model Parameters, Linear Regression, Logistic Regression
3:00--3:15 Afternoon Break.
3:15--4:00  Confidence Intervals, Degrees of Freedom of Variance Estimators, Transformations, Impact of Sample Design on Sampling Errors.
4:00--4:30 Software for Complex Sample Survey Data, Questions and Summary.
4:30  Adjourn.

Fees and awards are not transferrable due to nonattendance. Fees are course specific. The course fee is $670 for JPSM sponsor affiliates, $670 for full-time university students, and $900 for other participants. Sponsor Affiliate List

Online registration is required.  The registration deadline is April 17, 2017 Confirmation of acceptance will be sent after the registration form has been processed. Registrants are responsible for keeping track of their registrations and course dates. Contact JPSM if you have any questions concerning the status of the registration. JPSM Short  Courses

Payment by credit card is required.  Payment is due April 17, 2017.  Payments are course and date specific. Payment may be done online during registration. Post registration payment may be done online using the registration number or by calling 800.937.9320. Credit card payments may also be faxed  to 734.764.8263.

Tax Identification Number (University of Michigan): 38-6006309  

DUNS (University of Michigan): 073133571 

Please notify JPSM as soon as possible if you need to cancel your registration. Fees and awards are not transferrable due to nonattendance. Cancellation requests should be done online. You will be fully reimbursed if you cancel by April 17, 2017. Cancellation April 18-23, 2017 will require a $100 administrative fee, the remainder will be reimbursed. Cancellation on or after April 24, 2017 is subject to the full fee amount.

The Janet Norwood Conference and Training Center (JNCTC)

Visitor Entrance: Postal Square, Building, 1st Street, NE, Washington, D.C. 20212-0001
Classroom: Conference Rooms 1-2-3, Conference Center: 202.691.6630

The course will be held at Bureau of Labor Statistics Conference and Training Center in Washington DC. Attendees are required to enter through the visitor entrance on First Street NE (between Massachusetts Avenue and G Street, NE) across from Union Station. Do not use the main entrance on 2 Massachusetts Avenue.  Please note that food is not allowed in the classroom. Only drinks with caps or lids are allowed into the classroom.

All visitors must present a valid photo ID at the visitor’s entrance and pick up a visitor’s badge. Visitors and packages will be processed through the x-ray and metal detector screening equipment. Equipment brought into BLS requires property passes. Passes can be picked up from the receptionist. Please arrive 10 minutes early to allow enough time to go through security. Attendees  must also check-in with JPSM onsite assistant each day of the course.

Contact your LAN department in advance to see if the URL can be added as an authorized site. The center has open unsecured public Wi-Fi access. Some browsers, such as Chrome, are not compatible. The conference rooms are equipped with repeaters which ensures the wireless signal is transmitted throughout the conference center.  Users must accept pop-ups to accept the terms of the Wi-Fi and to enter the log-in credentials.  If your computer is government issued or company issued the user may not be able to modify the security settings which allows access to the CTC_Guest network.  

Individuals are responsible for making their own overnight room reservations and for payment.

Union Station (Red Line): 
701 First Street. NE, Washington, DC 20002
Entrance 1: East side of First Street., NW, (west side Union Station) 
Entrance 2: Massachusetts Avenue (entrance to Amtrak Terminal)

The Bureau of Labor Statistics is located across the street from 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.

Union Station: Amtrak, MARC and VRE

Registrants are responsible for parking fees. Parking is available in a number of commercial parking lots within a 1-4 block radius. Daily parking fees range from $14-20.

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 Capitol Street when you enter the District of Columbia. Keep driving south on North Capitol to Massachusetts Avenue. The building will be on your left at the corner of Massachusetts Avenue and North Capitol 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 Capitol Street.


DCA- Ronald Reagan Washington National Airport  (5.4 mi) 
An elevated metro rail station is connected to the concourse level at Reagan National Airport.
Ground Transportation at DCA 

IAD – Dulles International Airport (28.7 mi) 
Ground Transportation at IAD

BWI – Baltimore Washington International Thurgood Marshall Airport (31.3 mi) 
Ground Transportation at BWI 

Best Parking   
MARC Train    
Washington DC Parking  
Spot Hero  
Union Station Information  
VRE Train  
WMATA Washington Metropolitan Area Transit Authority  
WMATA Union Station  

The citation programs are built around the JPSM short courses. The JPSM Citation in Introductory Survey Methodology is designed to provide the working professional or interested student 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 who need to know the principles and practices of economic measurement. Completion of either citation program 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  or call 301.314.7911.

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@umich.eduTo unsubscribe to the JPSM Short Course Listserv List, please send an email to with the words "Unsubscribe-Short Course list" in the subject line.

Short Courses:
Sponsor Affiliate List:

JPSM Home Page: 

Tax Identification Number (University of Michigan): 38-6006309  

 DUNS (University of Michigan): 073133571 

Primary Funding for JPSM is from the Interagency Council on Statistical Policy