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Currency Coding in Share Life

Currency Coding in Share Life. Christian Hunkler. If you already started with currency coding, we will adapt your programs to this scheme. Currency Coding - Examples. E.g. RC module: MATERNITY BENEFIT AMOUNT

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Currency Coding in Share Life

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  1. Currency Codingin Share Life Christian Hunkler

  2. If you already started with currency coding, we will adapt your programs to this scheme

  3. Currency Coding - Examples • E.g. RC module: MATERNITY BENEFIT AMOUNT rc032Can you tell me how much was your first net monthly maternity benefit when you had [{name other child}]?IWER:Enter amount. Enter currency at next question rc033 IWER:Please ask or code: Which currency was this in? • AC module e.g. ac023/ac024 sale price of owned property • RE module e.g. re021/re022 first monthly wage in job

  4. Currency Coding - 3 Problems Anything that can go wrong, went! wrong concerning currencies • Respondents think in various pre-Euro currencies • R’s life-spans cover various currencies & currency reforms • R’s lived in different countries and report in these currencies, either using their actual names/abbreviations, or not • R’s supply non-standard or local currency abbreviations/names, • Or without exact specification (e.g. “francs”: french, swiss,…?) • Interviewers • I’s enter amounts instead of currencies • I’s enter answers to other questions instead of currencies • typos • Strings • Strings allow R’s and I’s to fully charge us with all these issues • Currency abbreviations are short (2-/3-digits), difficult to unambiguously identify typos

  5. Switzerland francs suisses schw.fr hospice general franchi fr fr. a-dollar Did the last 3 R’s maybe live in Luxemburg, or in France? Whats “a dollar”? Spain pesetas y euros 8000000.00 uros pesertas Is uros a typo of Euros, or something else? Currency Coding - Examples Poland • marki • “Deutsche Mark”, “Mark der DDR”, “Reichsmark”; Finnish Markkaa; there are more marks!

  6. Currency Coding - General Process • In total 1186 unique currency strings (15.05.2009); between 28 (FR) and 192 (CH) per country • Step 1 – Assess the Mess • Code strings as conservative as possible into numeric variables • Raw Currency Codes (RCC), to be distributed to users • Coding by country teams (MEA supplies templates) • Step 2 – Use all countries inf. to reduce unknown codes • e.g. from various countries we see a currency “PKR” and majority of these respondents lived in Pakistan;  Pakistan Rupees • Generated Currency Codes (GCC), coordinated by MEA; any other good “hypothesis” are welcome: Interviewer • Step 3 – Involve experts to develop Generated Amounts

  7. Currency Coding Step 1 “Assess the mess” • Users should be given access to the raw data as close as possible to be able to recode their own measures • Coding Rules for Raw Currency Codes (RCC) • Only code “safe” answers into currency codes[If you did not start yet, please use our currency code list] • Do not impose any additional assumptions • Do not pick “the likeliest” currency • Rather use additional codes (>300) for uncertain strings • Additional Codes New standard missing codes (-2=“refusal”; -1=“don’t know”) -6 : amount instead of currency -7 : answer to different question

  8. Currency Coding Step 1 “Assess the mess” • 3 Template Do Files share_w3_CC_01_currency_coding_EXTRACT_STRINGS_vers_01.do extracts all currency variables from all modules, deletes duplicates, and stores all unique currency strings in country-specific file(s) share_w3_CC_02_currency_coding_CODE_SCHEME_vers_01.dotemplate with sample commands for German data on how to code currency variables using globals share_w3_CC_03_currency_coding_APPLY_SCHEME_vers_01.do applies the code-scheme from the previous program to all currency variables in all modules

  9. share_w3_de_01_currency_coding_EXTRACT_STRINGS_vers_01.do *----[0: PREPARATIONS (i.e. path definitions...)]------------------------ global INPATH "L:/MEA_R/20090515/CAPI/de" // Data Folder global STUB "sharew3_" // Filenames without module suffix global COUNTRY "de" // Select your country global OUTPATH "L:/temp" // Specify a directory to store the // the final file and a couple of // temporary files *------------------------------------------------------------------------ clear version 9.0 set mem 300m pause off set more off *** NO CHANGES NEEDED BELOW ***

  10. share_w3_de_01_currency_coding_EXTRACT_STRINGS_vers_01.do *----[I: EXTRACT CURRENCY STRINGS FROM ALL MODULES]---------------------- foreach c in $COUNTRY { quietly { foreach m in ac cs cv_r fq fs gl hc hs iv ls mn rc re rp st xt { *>> prepare empty dataset to store all currency strings clear set obs 1 // one empty line added gen str20 currency = "" save "${OUTPATH}/currency_coding_`c'.dta", replace *>> select currency variables use "${INPATH}/${STUB}`m'.dta",clear quietly ds, has(varlabel *currency*) // r(varlist) holds list // of vars with currency *>> store varlist as global to have it available for later use global cvars_`c'_`m' `r(varlist)'

  11. share_w3_de_01_currency_coding_EXTRACT_STRINGS_vers_01.do *>> extract each currency variable, drop duplicates/empty strings foreach var of global cvars_`c'_`m' { use `var' using "${INPATH}/${STUB}`m'.dta", clear rename `var' currency duplicates drop keep if currency!="" save "${OUTPATH}/tempfile_`c'_`m'_`var'.dta", replace } *>> use empty dataset and append all single currency vars use "${OUTPATH}/currency_coding_`c'.dta", clear foreach var of global cvars_`c'_`m' { append using "${OUTPATH}/tempfile_`c'_`m'_`var'.dta" } *>> aggregate it within modules duplicates drop keep if currency!="" // the one empty line is dropped save "${OUTPATH}/currency_coding_`c'_`m'.dta", replace

  12. share_w3_de_01_currency_coding_EXTRACT_STRINGS_vers_01.do *>> aggregate it within countries use "${OUTPATH}/currency_coding_`c'_ac.dta", clear foreach m in cs cv_r fq fs gl hc hs iv ls mn rc re rp st xt { append using "$OUTPATH/currency_coding_`c'_`m'.dta" } *>> Make basic string corrections, get rid of duplicates again replace currency = lower(itrim(trim(currency))) duplicates drop keep if currency!="" *>> save final coding file country wise save "${OUTPATH}/currency_coding_`c'.dta", replace *>> erase temporary files foreach m in ac cs cv_r fq fs gl hc hs iv ls mn rc re rp st xt { erase "${OUTPATH}/currency_coding_`c'_`m'.dta" } } //quietly end

  13. share_w3_de_02_currency_coding_CODE_SCHEME_vers_01.do *----[0: PREPARATIONS (i.e. path definitions...)]----------------------- global COUNTRY "de" // Select your country global OUTPATH "L:/temp" // Specify the same directory as in // Do File 1, where final file of do // file 1 is stored use $OUTPATH/currency_coding_${COUNTRY}.dta, replace global CURVAR currency // store it as global, as the code scheme // developed for this list of strings is // used for all "real" currency variables // in all modules // therefore we need a "container" we can // replace with real variable names later // on *** out-comment everything above for use in program 3

  14. share_w3_de_02_currency_coding_CODE_SCHEME_vers_01.do *----[1: CODING SECTION]------------------------------------------------ gen ${CURVAR}c = . // generate numeric variable holding coded version // of CURVAR *>> STATA LABELS lab var ${CURVAR}c „Currency Code Sheme for country: ${COUNTRY}" lab def ${CURVAR}c -6 "amount instead of currency" , modify lab def ${CURVAR}c -7 "answer to different question" , modify lab def ${CURVAR}c -2 "refusal" , modify lab def ${CURVAR}c -1 "don't know" , modify lab def ${CURVAR}c 1 "eur - euro" , modify lab def ${CURVAR}c 5 "bef - belgian franc" , modify … lab def ${CURVAR}c 14 "chf - swiss francs" , modify lab def ${CURVAR}c 15 "cyp - cyprus pound" , modify …

  15. share_w3_de_02_currency_coding_CODE_SCHEME_vers_01.do *>> CODE NUMBERS & OTHER SUBSTANTIVE ANSWERS; REFUSALS; CORRECT TYPOS OF KNOWN CURRENCIES replace ${CURVAR}c = -2 if inlist($CURVAR, "#refusal#") replace ${CURVAR}c = -1 if inlist($CURVAR, "#don't know#") replace ${CURVAR}c = -6 if inlist($CURVAR, "30","270","270","320") replace ${CURVAR}c = -6 if inlist($CURVAR, "1170","0","00","2200") replace ${CURVAR}c = -6 if inlist($CURVAR, "300000","150","420") replace ${CURVAR}c = -7 if inlist($CURVAR, "1952","sekretärin") *>> CODE EUROS & "SAVE" CURRENCIES replace ${CURVAR}c = 1 if inlist($CURVAR, "euro","euro","eur", "euo") replace ${CURVAR}c = 18 if inlist($CURVAR, "dm","deutache mark") replace ${CURVAR}c = 18 if inlist($CURVAR, "deutsche mark","d-mark") … replace ${CURVAR}c = 17 if inlist($CURVAR, "mark der ddr","ddr mark") …

  16. share_w3_de_02_currency_coding_CODE_SCHEME_vers_01.do *>> once in a while: drop all already coded strings: drop if ${CURVAR}c != . // out-comment this for use in program 3 *>> and open data browser again to check the remaining strings: br // abbreviation for browse out-comment this *>> Use >300 codes for all remaining strings replace ${CURVAR}c =341 if inlist($CURVAR, "deputat (naturalien)") replace ${CURVAR}c =342 if inlist($CURVAR, "ru") replace ${CURVAR}c =343 if inlist($CURVAR, "lat") replace ${CURVAR}c =344 if inlist($CURVAR, "tjige") replace ${CURVAR}c =345 if inlist($CURVAR, "ruel") *** out-comment everything below for use in program 3 *>> you are done if all strings are represented by numeric codes drop if ${CURVAR}c != . . list . // NO MORE STRINGS IN FILE, CODING IS DONE :-)

  17. share_w3_de_03_currency_coding_APPLY_SCHEME_vers_01.do *----[0: PREPARATIONS (i.e. path definitions...)]---  as before foreach c in $COUNTRY { foreach m in ac cs cv_r fq fs gl hc hs iv ls mn rc re rp st xt { *>> select currency variables use "${INPATH}/${STUB}`m'.dta",clear quietly ds, has(varlabel *currency*) global cvars_`c'_`m' `r(varlist)' // store varlist as global *>> label currency variables in each module use "${INPATH}/${STUB}`m'.dta", clear foreach var of global cvars_`c'_`m' { global CURVAR `var' replace `var' = lower(itrim(trim(`var'))) do "${DOFILE}/share_w3_de_02_currency_coding_CODE_SCHEME.do" save "${OUTPATH}/sharew3_`m'_withcurcodes.dta", replace } } }

  18. Currency Coding Step 1 “Assess the mess” • Risky assumption • The procedure takes only currency string variables into account that have „currency“ in their variable label • So, if you discover any other variable including currencies but having a different label, let us know • If labels are changed, e.g. non-English labels, the procedure will not work anymore. Remedies: • You have to change the label search command: – quietly ds, has(varlabel *currency*) – • We send you a file containing all unique currency strings for your country

  19. Suggestions for Step 1 “Assess the mess” 1. Easiest to code all typos of country’s actual/pre-Euro currency [swiss francs, s.f., …] 2. Easy to code “country & currencies” formatted answers [argent. pesos]  For 1. & 2., please use Share_w3_all_CurrencyCodePlan.xls 3. Easy to code “currency names”, please do not make assumptions here [dollar, mark, …] its obvious for “dollars” or “marks” that it might be misleading; and maybe is also for other currency names 4. Check remaining strings, maybe there are some more strings with only minor typos  For 3. & 4., develop own codes, preferably >300

  20. MEA Wants • Program 2 or similar styled list of strings, their codes, and codeplan use the Stata template files, or if you use SPSS, please use a format (tabs, spaces) that allows easy transformation • List of currencies in use during respondents life span, preferably including • English currency name, • Date of currency being effective [& Expiration Date]i.e. currency reforms • Typically used abbreviation codes for these currencies • Any good ideas/experts/expertise on how to reduce the remaining problems

  21. Thank you

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