EUROPEAN COMMISSIONEUROSTATDirectorate F: Social statistics and Information SocietyUnit F-3: Living conditions and Social protection Statistics

Community Statistics on Income and Living Conditions (EU-SILC)

Workshop �Monitoring social Europe�

16-17 November 2005University of Mannheim

Introduction� The successor of the ECHP (1994-2001)� EU reference source for:

! Comparative income distribution! Social exclusion statistics

� Key tool for policy makers to monitor the Lisbon Strategy - primary data source for the computation of the: ! structural indicators of social cohesion! Laeken indicators! indicators of pensions adequacy! sustainable Development indicators of

poverty and of ageing

Introduction

� Covering 25 MS from 2005 plus Norway, Iceland and Turkey (Bulgaria, Romania from 2006)

� Two dimensions! A cross-sectional dimension" Yearly data - First priority

! A longitudinal dimension" Yearly data - More limited

Introduction

� Key features of EU-SILC:

# Integration into the National Statisticalsystem

# Timeliness# Quality: accuracy, consistency,

comparability Production of quality reports and methodological studies

# Flexibility

Introduction� Harmonised definitions (income �

household)

� Minimum methodological requirements (probability sampling, fieldwork..)

� Methodological recommendations

� Characteristics of the dataAll household and personal data linkable in the cross-sectional component and in the longitudinal component (No need for longitudinal micro-data to be linkable with the cross-sectional micro-data)

Introduction

� Based on a legal basis (EP and Council Regulation complemented by Commission Regulations)

� Some degree of flexibility

# Sampling design# Data compilation (registers/interviews)# Questionnaire

2003: Launching on the basis of gentlemen agreement in 7 countries (B, DK, EL, IRL, L, A, N)

2004: Launching under the Framework Regulation in 13 EU (all old Member States except D, NL and UK plus Estonia) plus ISL and N

2005: Launching under the Framework Regulation in D, NL, UK and in all new Member States except Estonia

Time reference

5

Primary annual component: domains coveredHousehold information

Basicdata

(including degreeof urbanisation

(X,L)

Income (X,L)Total household

income (gross and disposable)

Gross income atcomponent level

HousingDwelling type,

tenure status and housing

conditions (X,L)Amenities (X)

Housing costs (X)

Social exclusionHousing and non-housing

related arrears (X,L)Non-monetary deprivation indicators (X,L)

Physical and social environment (X)

Labourinformation (X)

Child care

Primary annual component: domains covered -Personal information

Demographic data(for persons aged

under 16 (X,L), for persons aged 16+ (X,L)

and for former householdmembers (L))

Income (X,L)(gross personal income,

total andcomponents

Basic data(X,L)

HealthHealth status and

chronic illness and condition (X,L)

Access to health care (X)

Education (X,L)(including highest

ISCED level attained)

LabourBasic information on current activity

and current main job, inclon last main job for unemployed (X,L)

Basic information on activity status during income reference period (X)

Total number of hours worked on current second/third jobs (X)

Detailed labour information (X,L)Activity history (L)

Calendar of activities (L)

� Introduced every four years or less frequently

� One module per year only in the cross-sectional component

� Starting from 2005

� 2005: inter-generational transmission of poverty

� 2006: social participation

� 2007: housing conditions

Modules in EU-SILC

Household sample size - cross-sectional component (minimum effective)

2250 Iceland

3250 CyprusLuxembourg

3750

IrelandLatvia

NorwaySlovenia

4000 FinlandLithuania

4500AustriaPortugalSweden

4750

5000 Netherlands

6500 Spain

7250 FranceItaly

7500 UnitedKingdom

8250

Household sample size for 27 countries: 127.000

Germany

BelgiumGreece

Czech RepHungary

4250DenmarkSlovakia

3500 Estonia

3000 Malta

6000 Poland

Household sample size - cross-sectionalcomponent (minimum effective)

3750 Iceland

6500 Luxembourg

7250 Denmark

7500 CyprusSweden

8750Belgium

NetherlandsAustria

9000

10000 Czech RepGreece

10500 Portugal

13500 France

13750 UnitedKingdom

14500

Sample size of persons aged 16+ for 27 countries: 260.150

Germany

LithuaniaSlovenia

8000 Ireland

6750 Finland

62500 Norway

10250 Hungary7000 Malta

7750

Latvia7650

Estonia

11000 Slovakia

15000 Poland1550016000

ItalySpain

Implementation at national levelSurvey design

Sample of persons:

� 4-year rotating panel (DK, ISL, SL)

� 8-year rotating panel (NO)

� Two separate cross-sectional andlongitudinal operations (FI, SE)

Sample of households:� 9-year rotating panel (FR)

� 4-year rotating panel (all the other MS)

SILC: recommended design2004 2005 2006 2007 2008

1

2

3

4

3

4

1’

2’

4

1’

2’

3’

1’

2’

3’

4’

$Selection of four sub-samples or

replications

$From one year to another, three of

the four replications are

kept

2

3

4

1’

Implementation at national levelIntegration in National Statistical System

A complete new operation in all countries with the exception of:

� UK: integration in General HouseholdSurvey

� FI, SE: integration of the cross-sectionalcomponent respectively in IncomeDistribution Survey and in Survey of Living Conditions (ULF)

Implementation at national level

Sampling frame

� National Population Register (BE, DK, IT, LT, AT, FI, SE, IS)

� Census 2000/01 updated (CZ, ES, FR, CY,HU, PL, PT)

� Mikrocensus (DE)� Population register and census (LV)� National social security file (LU)� Sub-sample of LFS (NL)� Register of dwellings from water

corporation (MT)

Implementation at national level

Data sources

� Interviews and registers (DK, NL, SL, FI, SE, IS, NO)

� Interviews only (all other countries)

Implementation at national levelPeriods of data collection

� First semester of the year in the majority ofcountries (CZ, DK, DE, EE, EL, ES, FR, CY,LV, LT, HU, AT, PL, PT, SL, SK, FI, IS, NO)

� Second semester (BE, IT)� Around the middle of the year (LU, MT,

NL)� Continuous survey over the year (IE, SE,

UK)

Cross-sectional component:� End of February (N+2):

Community micro-data files collected in year N available for scientific purposes

� December (N+1):Social cohesion structural indicators based on cross-sectional sample of year N included in Spring report of year (N+2)

Data availability

� Longitudinal component:Community micro-data files for data collected up to year N available for scientific purposes by the end of July N+2

� End of July 2007 ⇒ 2004 and 2005 (countries starting in 2004)

� End of July 2008 ⇒ 2004-2006 or 2005-2006� End of July 2009 ⇒ 2004-2007 or 2005-2007 � End of July 2010 ⇒ 2005-2008

Data availability

� End of June (N+2): Intermediate comparative quality report relating to common cross-sectional EU indicators of year N produced by Eurostat

� End of June (N+3): Final comparative quality report covering both cross-sectional and longitudinal components of year N produced by Eurostat

� Eurostat will organise methodological studies to estimate the impact on comparability of using national data sources

Evaluation of data quality

� Access to confidential data in Eurostatpremises or release sets of anonymised micro-data for scientific purposes under the conditions laid down in Regulation (EC) N° 831/2002 of 17 May 2002

Access for scientific purposes

Cross-sectional UDB containing the most recent wave of SILC

# March 2006: UDB SILC 2004# March 2007: UDB SILC 2005 # March 2008: UDB SILC 2006 # �..

Three types of release

Longitudinal UDB containing all the trajectories ending with most recent

wave of SILC

# August 2007: UDB SILC 2004/053 rotation groups 2004 and 2005

# August 2008: UDB SILC 2004/05/062 rotation groups 2004, 2005, 20061 rotation group 2005 and 2006

# August 2009: UDB SILC 2004/05/06/071 rotation group 2004, 2005, 2006, 20071 rotation group 2005, 2006, 20071 rotation group 2006, 2007

Three types of release

Longitudinal UDB containing all 4 years trajectories available at the time of release

# August 2009: UDB SILC 2004-20071 rotation group 2004-2007 trajectories

# August 2010: UDB SILC 2004-20081 rotation group 2004-2007 trajectories1 rotation group 2005-2008 trajectories

# �

Anonymised measures for research release

A set of global recoding aiming at reducing the risk of disclosure of the database under appropriate threshold

# To maximize usability for international comparisons

Local suppressions not considered as a large-scale alternative

Anonymisation of data for release to researchers

# Region limited to NUTS 1 code# Month of birth recoded into quarter of birth# Top coding (80 and more for age)# Number of rooms (top coded 6 and more)# Country of birth recoded into 4 modalities

(Local/EU/non EU/world)# First citizenship recoded into 4 modalities

(Local/EU/non EU/world)# Second citizenship dropped# Highest ISCED level attained: regrouping of

coded 5 and 6# NACE recoded into one letter code

Set of global recoding: examples

Conclusion

� All your questions / comments are welcome