Household Expenditure and Income Survey, HEIS 2008
Jordan, 2008 - 2009
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Reference ID
JOR_2008_HEIS_HD_V2.0
Producer(s)
Economic Research Forum, Department of Statistics
Created on
Feb 19, 2014
Last modified
Oct 30, 2014
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242141
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Identification
Survey ID
JOR_2008_HEIS_HD_V2.0
Title
Household Expenditure and Income Survey, HEIS 2008
Country
| Name | Country code |
|---|---|
| Jordan | JOR |
Study type
Income/Expenditure/Household Survey [hh/ies]
Series information
The Department of Statistics in Jordan, since established, conducted a series of Expenditure and Income Surveys during the years 1966, 1980, 1986/1987, 1992, 1997, 2002/2003, 2006/2007 and 2008/2009.
Abstract
<p style="border:solid thin black;"> THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 25% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE DEPARTMENT OF STATISTICS OF THE HASHEMITE KINGDOM OF JORDAN </p>
In light of the rapid socio-economic development in this era, it is necessary to make data on household expenditure and income available, as well as the relationship between those statistics and various variables with direct or indirect impact. Therefore, most of the countries are nowadays keen to periodically carry-out Household Expenditure and Income surveys. Given the continuous changes in spending patterns, income levels and prices, as well as in population both internal and external migration, it was now mandatory to update data for household income and expenditure over time.
The main objective of the survey is to obtain detailed data on HH income and expenditure, linked to various demographic and socio-economic variables, to enable computation of poverty indices and determine the characteristics of the poor and prepare poverty maps. Therefore, to achieve these goals, it was well considered that the sample should be representative on the sub-district level.
Hence, the data collected through the survey would also enable to achieve the following objectives:
1. Provide data weights that reflect the relative importance of consumer expenditure items used in the preparation of the consumer price index.
2- Study the consumer expenditure pattern prevailing in the society and the impact of demograohic and socio-economic variables on those patterns.
3. Calculate the average annual income of the household and the individual, and assess the relationship between income and different economic and social factors, such as profession and educational level of the head of the household and other indicators.
4. Study the distribution of individuals and households by income and expenditure categories and analyze the factors associated with it.
5. Provide the necessary data for the national accounts related to overall consumption and income of the household sector.
6. Provide the necessary income data to serve in calculating poverty indices and identifying the poor chracteristics as well as drawing poverty maps..
7. Provide the data necessary for the formulation, follow-up and evaluation of economic and social development programs, including those addressed to eradicate poverty.
The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.
In light of the rapid socio-economic development in this era, it is necessary to make data on household expenditure and income available, as well as the relationship between those statistics and various variables with direct or indirect impact. Therefore, most of the countries are nowadays keen to periodically carry-out Household Expenditure and Income surveys. Given the continuous changes in spending patterns, income levels and prices, as well as in population both internal and external migration, it was now mandatory to update data for household income and expenditure over time.
The main objective of the survey is to obtain detailed data on HH income and expenditure, linked to various demographic and socio-economic variables, to enable computation of poverty indices and determine the characteristics of the poor and prepare poverty maps. Therefore, to achieve these goals, it was well considered that the sample should be representative on the sub-district level.
Hence, the data collected through the survey would also enable to achieve the following objectives:
1. Provide data weights that reflect the relative importance of consumer expenditure items used in the preparation of the consumer price index.
2- Study the consumer expenditure pattern prevailing in the society and the impact of demograohic and socio-economic variables on those patterns.
3. Calculate the average annual income of the household and the individual, and assess the relationship between income and different economic and social factors, such as profession and educational level of the head of the household and other indicators.
4. Study the distribution of individuals and households by income and expenditure categories and analyze the factors associated with it.
5. Provide the necessary data for the national accounts related to overall consumption and income of the household sector.
6. Provide the necessary income data to serve in calculating poverty indices and identifying the poor chracteristics as well as drawing poverty maps..
7. Provide the data necessary for the formulation, follow-up and evaluation of economic and social development programs, including those addressed to eradicate poverty.
The raw survey data provided by the Statistical Agency were cleaned and harmonized by the Economic Research Forum, in the context of a major project that started in 2009. During which extensive efforts have been exerted to acquire, clean, harmonize, preserve and disseminate micro data of existing household surveys in several Arab countries.
Kind of data
Sample survey data [ssd]
Unit of analysis
1- Household/family.
2- Individual/person.
2- Individual/person.
Version
Version
V1.0: A cleaned and a harmonized version of the survey dataset, produced by the Economic Research Forum for dissemination.
V2.0: A cleaned and a harmonized version of the survey dataset, including all variables in V1.0 in addition to a number of new/detailed-composite coded version of the variables considered essential on the household as well as the individual level, produced by the Economic Research Forum for dissemination.
V2.0: A cleaned and a harmonized version of the survey dataset, including all variables in V1.0 in addition to a number of new/detailed-composite coded version of the variables considered essential on the household as well as the individual level, produced by the Economic Research Forum for dissemination.
Version date
2014-01
Version notes
All documentation available for the original survey provided by the Statistical Agency, and for the harmonized datasets produced by the Economic Research Forum, has been published, along with a copy of all international classifications of expenditures, occupations and economic activities used during the harmonization process.
However, as far as the datasets are concerned, the Economic Research Forum produces and releases only the harmonized versions in both SPSS and STATA formats.
However, as far as the datasets are concerned, the Economic Research Forum produces and releases only the harmonized versions in both SPSS and STATA formats.
Scope
Notes
Household: Includes geographic, social, and economic characteristics of households, namely, household composition, dwelling characteristics, ownership of assets indicators, heads' and spouses' characteristics, annual household expenditure and income.
Individual: Includes demographic, migration, education, labor and health characteristics, as well as annual income for household members identified as earners. Moreover, fathers' and mothers' characteristics are generated for household members if possible.
Individual: Includes demographic, migration, education, labor and health characteristics, as well as annual income for household members identified as earners. Moreover, fathers' and mothers' characteristics are generated for household members if possible.
Topics
| Topic | Vocabulary |
|---|---|
| Poverty | ERF |
| Expenditure | ERF |
| Income | ERF |
| Infrastructure | ERF |
| Education | ERF |
| Labor | ERF |
| Health | ERF |
Coverage
Geographic coverage
This survey was carried-out for a sample of 12678 households distributed on urban and rural areas in all the Kingdom governorates.
Universe
The survey covered a national sample of households and all individuals permanently residing in surveyed households.
Producers and sponsors
Primary investigators
| Name | Affiliation |
|---|---|
| Economic Research Forum | |
| Department of Statistics | The Hashemite Kingdom of Jordan |
Sampling
Sampling procedure
<p style="border:solid thin black;"> THE CLEANED AND HARMONIZED VERSION OF THE SURVEY DATA PRODUCED AND PUBLISHED BY THE ECONOMIC RESEARCH FORUM REPRESENTS 25% OF THE ORIGINAL SURVEY DATA COLLECTED BY THE DEPARTMENT OF STATISTICS OF THE HASHEMITE KINGDOM OF JORDAN </p>
A two stage stratified cluster sampling technique was used.
In the first stage, a cluster sample proportional to the size has been uniformly selected, and in the second stage, a systematic approach guaranteing a representative sample of all sub-districts (Qada) has been applied.
A two stage stratified cluster sampling technique was used.
In the first stage, a cluster sample proportional to the size has been uniformly selected, and in the second stage, a systematic approach guaranteing a representative sample of all sub-districts (Qada) has been applied.
Survey instrument
Questionnaires
List of survey questionnaires:
(1) General Form
(2) Expenditure on food commodities Form
(3) Expenditure on non-food commodities Form
(1) General Form
(2) Expenditure on food commodities Form
(3) Expenditure on non-food commodities Form
Data collection
Dates of Data Collection
| Start | End | Cycle |
|---|---|---|
| 2008 | 2009 | - |
Data Collectors
| Name | Affiliation |
|---|---|
| Department of Statistics | The Hashemite Kingdom of Jordan |
Data processing
Cleaning operations
Raw Data
=======
The design and implementation of this survey procedures are:
1. Sample design and selection.
2. Design of forms/questionnaires, guidelines to assist in filling out the questionnaires, and preparing instruction manuals.
3. Design the tables template to be used for the dissemination of the survey results.
4. Preparation of the fieldwork phase including printing forms/questionnaires, instruction manuals, data collection instructions, data checking instructions and codebooks.
5. Selection and training of survey staff to collect data and run required data checkings.
6. Preparation and implementation of the pretest phase for the survey designed to test and develop forms/questionnaires, instructions and software programs required for data processing and production of survey results.
7. Data collection.
8. Data checking and coding.
9. Data entry.
10. Data cleaning using data validation programs.
11. Data accuracy and consistency checks.
12. Data tabulation and preliminary results.
13. Preparation of the final report and dissemination of final results.
Harmonized Data
===========
- The Statistical Package for Social Science (SPSS) is used to clean and harmonize the datasets.
- The harmonization process starts with cleaning all raw data files received from the Statistical Agency.
- Cleaned data files are then all merged to produce one data file on the individual level containing all variables subject to harmonization.
- A country-specific program is generated for each dataset to generate/ compute/ recode/ rename/ format/ label harmonized variables.
- A post-harmonization cleaning process is then conducted on the data.
- Harmonized data is saved on the household as well as the individual level, in SPSS and converted to STATA format.
=======
The design and implementation of this survey procedures are:
1. Sample design and selection.
2. Design of forms/questionnaires, guidelines to assist in filling out the questionnaires, and preparing instruction manuals.
3. Design the tables template to be used for the dissemination of the survey results.
4. Preparation of the fieldwork phase including printing forms/questionnaires, instruction manuals, data collection instructions, data checking instructions and codebooks.
5. Selection and training of survey staff to collect data and run required data checkings.
6. Preparation and implementation of the pretest phase for the survey designed to test and develop forms/questionnaires, instructions and software programs required for data processing and production of survey results.
7. Data collection.
8. Data checking and coding.
9. Data entry.
10. Data cleaning using data validation programs.
11. Data accuracy and consistency checks.
12. Data tabulation and preliminary results.
13. Preparation of the final report and dissemination of final results.
Harmonized Data
===========
- The Statistical Package for Social Science (SPSS) is used to clean and harmonize the datasets.
- The harmonization process starts with cleaning all raw data files received from the Statistical Agency.
- Cleaned data files are then all merged to produce one data file on the individual level containing all variables subject to harmonization.
- A country-specific program is generated for each dataset to generate/ compute/ recode/ rename/ format/ label harmonized variables.
- A post-harmonization cleaning process is then conducted on the data.
- Harmonized data is saved on the household as well as the individual level, in SPSS and converted to STATA format.
Data Access
Access authority
| Name | Affiliation | URL | |
|---|---|---|---|
| Economic Research Forum | (ERF) | www.erf.org.eg | erfdataportal@erf.org.eg |
Confidentiality
| Is signing of a confidentiality declaration required? | Confidentiality declaration text |
|---|---|
| yes |
To access the micro data, researchers are required to register on the ERF website and comply with the data access agreement. The data will be used only for scholarly research, or educational purposes. Users are prohibited from using data acquired from the Economic Research Forum in the pursuit of any commercial or private ventures. |
Access conditions
Licensed datasets, accessible under conditions.
Citation requirement
The users should cite the Economic Research Forum and the Department of Statistics of The Hashemite Kingdom of Jordan as follows:
OAMDI, 2014. Harmonized Household Income and Expenditure Surveys (HHIES), http://www.erf.org.eg/cms.php?id=erfdataportal. Version 2.0 of Licensed Data Files; HEIS 2008 - Department of Statistics (DOS), The Hashemite Kingdom of Jordan. Egypt: Economic Research Forum (ERF).
OAMDI, 2014. Harmonized Household Income and Expenditure Surveys (HHIES), http://www.erf.org.eg/cms.php?id=erfdataportal. Version 2.0 of Licensed Data Files; HEIS 2008 - Department of Statistics (DOS), The Hashemite Kingdom of Jordan. Egypt: Economic Research Forum (ERF).
Disclaimer and copyrights
Disclaimer
The Economic Research Forum and the Department of Statistics in The Hashemite Kingdom of Jordan have granted the researcher access to relevant data following exhaustive efforts to protect the confidentiality of individual data. The researcher is solely responsible for any analysis or conclusions drawn from available data.
Copyright
(c) 2014, Economic Research Forum | (c) 2008, Department of Statistics, The Hashemite Kingdom of Jordan
Contacts
Contacts
| Name | URL | |
|---|---|---|
| Economic Research Forum (ERF) - 21 Al-Sad Al-Aaly St., Dokki, Giza, Egypt | erfdataportal@erf.org.eg | www.erf.org.eg |
Metadata production
Document ID
JOR_2008_HEIS_HD_V2.0
Producers
| Name | Role |
|---|---|
| Economic Research Forum | Cleaning and harmonizing raw data received from the Statistical Agency |
Date of metadata production
2014-01
Metadata version
Version
Version 2.0