2. Panel Micro-Databases for Socio- Economic Research in Europe: ECHP, CHER, CNEF & EPUNet

3. What makes a good panel study ? –high data quality experienced field work agency theory based, pre-tested questions validation, filter checking, longitudinal consistency, etc. – active and permanent cooperation of data collectors and research community – easy accessibility and reasonable price – easy handling of data for empirical analysis – (interactive) user (online) support – thorough documentation

4. CHER Consortium of Household Panels for European Socio-economic Research Main objective To develop a comparative database for longitudinal household studies by harmonizing and integrating existing micro-datasets for the purpose of scientific analysis and policy assessment

5. CHER Micro-Database (18 countries in the 1990s) –14 EU member states + Switzerland, Poland, Hungary, USA ECHP-UDB for those countries without a national panel D (SOEP), UK (BHPS), LUX (PSELL), B (PSBH) –User-friendly data structure with yearly data on individuals and households –Observation Years 1990 – up to 2000 –Research Areas: Demography, Health, Education, Employment and Activity, Income and Expenditure, Housing and Household Durables, Subjective Information and Social Relations

6. Available to the scientific community Supported software formats: SAS, SPSS, Stata, ASCII Linked Files MMM-Database MISSOC: institutional information on social security MISEP: institutional information on employment policy Macro-data: time series information on macro-economic indicators (e.g. unemployment rate, GDP growth rate). Bibliographical Database (focus on panel research)

7. Extended documentation & user support –Norm statement & Deviation document for each country –Documentation of each underlying survey sample characteristics (e.g. random, register, quota sample), interview mode, attrition, population coverage, etc. –WWW-based information http://www.ceps.lu/Cher/Cherpres.htm Contact and further information: –Coordinator: CEPS/Instead (LUX) gunther.schmaus@ci.rech.lu –Main Partners: ISER (UK), DIW (GER)

8. CNEF Cross-National Equivalent File Main objective To provide equivalently defined variables for cross-national panel research for the: UK (British Household Panel Study ( BHPS), Canada (Canadian Survey of Labour and Income Dynamics (SLID) Germany (Socio-Economic Panel Survey (SOEP), and the USA (Panel Study of Income Dynamics (PSID)

9. CNEF Research Areas covered: –Demographics, HH composition, –Region (basic), Health (basic) –Employment (basic), Education (basic), –Annual income (major focus) –Macro-Level information (e.g. CPI) currently available data on 1980-2002 –PSID 1980 to 1997, 1999, and 2001 on over 33,000 individuals and 7,000 households - GSOEP 1984 to 2002 on over 20,000 individuals and 6,000 households. –BHPS 1991 to 2001 on over 21,000 individuals and 6,000 households –SLID* 1993 to 2001 on over 95,000 individuals and 32,000 households

10. Supported software formats: –SAS, SPSS, Stata, ASCII CNEF information can easily be merged to original survey data –original identifiers supplied Documentation & user support –Detailed codebook on methods and algorithms used to create each variable in each country, based on original survey variable names), and descriptive statistics for each variable –“Reliability” codes for comparability of variables across countries –WWW-based user support and email-hotline http://www.human.cornell.edu/pam/gsoep/equivfil.cfm

11. ECHP European Community Household Panel

12. Overview of the ECHP A harmonised cross-national longitudinal survey focusing on household income and living conditions also includes items on health, education, housing, migration, demographics and employment characteristics. runs from 1994 to 2001.

13. Wave One (1994) sample of some 60,500 households i.e. approximately 130,000 adults aged 16 years and over interviewed across 12 member states (Belgium, Denmark, Germany, Greece, Spain, France, Italy, Ireland, Luxembourg, The Netherlands, Portugal, the United-Kingdom). Wave Two 2 (1995) Austria, then Finland joined in wave 3 (1996) From Wave 4 (1997) Sweden provides cross-sectional data in the UDB format derived from its National Survey on Living conditions.

14. For most countries, surveys carried out using the harmonised ECHP questionnaire. For some countries the institutes in charge of the production of the ECHP converted national data surveys into ECHP format to replace the ECHP from 1997 onwards. Therefore some information might not have been collected in the national surveys so that they will appear as missing in the ECHP. In other cases, variables that were not collected in the national survey were imputed based on similar variables.

15. Nature of ECHP data by country and year (Harmonised original ECHP data and data derived from existing national sources) Countries Full ECHP Data Format ECHP Data Format Derived from National Surveys Belgium*, Denmark,France, Greece, Ireland, Italy, the Netherlands*, Spain, Portugal 1994-2001- Austria1995-2001- Finland1996-2001- Germany1994-19961994-2001 (SOEP) Luxembourg1994-19961997-2001 (PSELL) United-Kingdom1994-19961994-2001 (BHPS) Sweden-1997-2001 (SLCS) (Cross-sectional data only)

16. Characteristics of the ECHP dataset Multi dimensional character of the topics covered - microdata on a wide range of topics at the level of individual and household: income, social life, housing condition, health, education, employment, training, and so on. cross-national comparability of the data - a harmonised and comparable dataset across countries achieved through implementation of common procedures at all stages from the design of a harmonised questionnaire, harmonised definitions and sampling requirements. longitudinal nature of data -provides information on relationships and transitions over time at the micro level.

17. Synopsis ECHPCHERCNEF # countries14184 Data providerOfficial Statistics: Eurostat, NDUs Research institutionsResearch institutions (extensively used) Main aim of data collection focus on monitoring living conditions in EU Plus: further develop empirical & theoretical considerations to explain human behavior Mode of harmonization input / ex-post (DE, UK, LU) ex-post Micro-data linkable to underlying survey n.a.yes Time period covered1994 – 1999 (terminated 2001) 1990 – 2000 (end ?) 1980 – 2002 (on-going) Max panel length8 years11 years18+ years

18. Synopsis ECHPCHERCNEF Documentation (survey, variables, desc. stats) improvableextended User support by data provider lowhigh (to come)high Online supportnoyes (to come)yes Major advantagesfull EU coverage, high degree of comparability coverage of Eastern European transition economies ongoing & long- running Data availability (update) rather slowend of 2003last update Spring 2003 (data of 2001) Data filespooled across countries, year specific pooled across countries, year specific country and year specific Variable naming convention fully harmonized across time harmonized, year specific harmonized, year specific

20. Rationale for EPUNet ECHP not well utilised ECHP complex and difficult to analyse ECHP available but expensive and access administratively difficult Potential users cannot “try before they buy” Users are isolated from other users

21. EPUNet was set up by the European Panel Analysis Group to encourage and support the maximum use of the ECHP data by independent analysts to develop and maintain links between researchers analysing the ECHP was funded by the EC until end 2005

22. Main Partners Institute for Social and Economic Research (ISER) Essex, UK German Institute for Economic Research, (DIW) Berlin, DE Economic and Social Research Institute (ESRI) Dublin, IE Centre d’Etudes de Populations, de Pauvrete et de Politiques Socio-Economiques (CEPS/Instead) LU

23. Other Partners Tilburg Institute for Social and Socio-economic Security Research (TISSER) Tilburg, NL Dept of Sociology and Social Research (DSSR) Milano- Bicocca IT Centre for Labour Market and Social Research (CLS) Aarhus, DK

24. Services for new ECHP users A basic user guide to the ECHP A data transcription service Training Sessions in data access and panel analysis Short Term Research Visits

25. Technical Links Between Analysts A register of data queries and solutions A file of derived variables An e-mail hotline (EPUNet-Mail@diw.de)

26. A register of current projects and a library of published results An annual research conference A web-site Shared Research Results

27. EPUNet2004 Berlin 24-26 June 2004 In conjunction with GSOEP2004 EPUNet2005 Essex July 2005 In conjunction with BHPS2005 EPUNet CONFERENCES

28. EPUNet Web Site: http://epunet.essex.ac.uk EPUNet Email: EPUNet@isermail.essex.ac.uk CONTACT