Perspective and challenges for data collection - Population and Housing Census Planning - unece

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Perspective and challenges for data collection - Population and Housing Census Planning - unece
2020
Population and Housing
Census Planning

Perspective and challenges for data
collection
Mexico
Perspective and challenges for data collection - Population and Housing Census Planning - unece
Contents

           Background of Censuses in Mexico

           Planning the 2020 Census

           Georeferencing Statistical Information

           Conclusions
Perspective and challenges for data collection - Population and Housing Census Planning - unece
Background of Censuses in Mexico

                     1921                        A total of:                                 2010
                     • Census                                                                • Most recent
                      postponed due              • 13 censuses                                census in
                      to the Mexican
                      Revolution
                                                 • 2 population counts                        the country                      • Use of basic
                                                                                                                                 and long

1895                                             • 1 intercensal survey                                                          form of
                                                                                                                                 questionnaire
• First census of
  national status                                                                                                              • “De jure”
• Initiation of                                                                                                                • Face-to-face
                                                                                                                                 interview
  contemporary
                                                                                                                               • Printed
  censuses                                                                                                                       questionnaires

                                                                                                                               • 10-year
                                                                                                                                 periodicity
                                                                                                                                 since 1900

 1900         1910      1920       1930   1940       1950   1960     1970   1980             1990       2000            2010      2020

1900
• Second national                                                                  1995                      2005                2015
 census                                                                            • First                   • Second            • Intercensal
                                                                                    Population                Population          Survey
                                                                                    and Housing               and Housing
                                                                                    Count                     Count
Perspective and challenges for data collection - Population and Housing Census Planning - unece
Background of Censuses in Mexico
• The use of technology has allowed to speed up processes and
  to reduce the time of results delivery.
• For example:

                 Almost 2
                  years       15
                             months
                                          9
                                        months

                 1990        2000        2010
Planning the 2020 Census
• INEGI will carry out the 2020 Population an Housing Census. For that
  year it estimates to find:

                                                            Of which
                                                           35 million
                                                          are expected
                                                        to be inhabited.

      Between 128 and 130         Between 45 and 46
       million inhabitants.        million dwellings.
Planning the 2020 Census
• Thus, the census operation will look to:

                                                Deepen the knowledge of priority
          Enumerate the population and
                                                 topics with the application of a
           existing dwellings in the country.
                                                 long questionnaire (sample).

           Obtain information of
                                                 Deliver results timely.
            optimum quality.

• To achieve this, several technological innovations will be implemented,
  such as using mobile devices to collect data.
• This represents an important challenge for INEGI, given the size of
  staff structures and the rapid changes in technologies.
Planning the 2020 Census
Methodology
• The project is planned to be developed under the following
  methodological basis:

            Type of census:                                       Proxy respondent
              • De jure                                             • The head of the household,
                                                                      either woman or man, his or
                                                                      her partner or a resident of
            Observation units:                                        18 years of age or older.
             • Residents of the national
               territory and private and                          Data collection period
               collective dwellings                                • March 2020

                                           Questionnaires:
                                            • Short form
                                            • Long form
                                            • Social Assistance
                                              Accommodations
Planning the 2020 Census
Methodology
Special field operations:

         Population in collective dwellings:                            Accommodations of social
          • Hotels, guest houses                                        assistance (CAAS):
          • Hospitals, Prisons                                            • Assistance shelters, orphanages
          • Military and religious institutions                           • Rehabilitation centers

                                         Special operations:
                                          • Foreign service Personnel
                                          • Personalities
                                          • Homeless population

                    Each of the localities under                              The characteristics of the
                    5 000 inhabitants,                                        urban environment of each
                    applying about 100                                        of the blocks of localities of
                    questions to an appropriate                               5 000 inhabitants or
                    informant.                                                more.
Planning the 2020 Census
Methodology
Special field operations:

     Verification:
      • Recovery of no-contact result dwellings,   Post-enumeration Survey:
        reducing undercoverage.                     • One month after data collection .
      • Verify the correct classification of        • Obtain the measurement of coverage at
        uninhabited and temporary use dwellings.      national level.
Planning the 2020 Census
Methodology
• Regarding data collection methods, the following strategies will be
  implemented:

                         • Face to face interview
                          using mobile devices
                          (Main strategy).

                                              • Internet
                                               self-enumeration.

                       • Telephone-assisted
                        interview.
Planning the 2020 Census
Organization
• INEGI has a permanent structure in charge of the design and
  management of statistical information projects. The central structure
  is responsible of defining the operation strategies, coordinated and
  executed through the territorial structure, composed by:

                           10             34
                                         State
                        Regional
                                      Coordination
                       Directorates
                                        Offices
                           (DR)
                                         (CE)

• For the Census, temporary staff is hired in each CE and offices are
  established at municipal level.
• It is estimated that the operation structure will be of approximately
 200 thousand people.
Planning the 2020 Census
Organization
• Main activities established in the program:

         2017                    2018                        2019                     2020
   • Approach of           • Planning and         • Statistical design of the   • Data collection of
     census scenarios.       execution of           census sample.                urban environment
   • Public consultation     thematic tests.      • Cartographical update in      characteristics and
     for questionnaires    • Definition of the      rural Basic                   localities under
     content and             conceptual             Geostatistical areas.         5 000 inhabitants.
     methodology.            framework and data   • Statistical design of       • Launching of the
   • Definition of the       collection             post-enumeration              Census.
     census project.         instruments.           survey.                     • Post-enumeration
   • Tests of              • Pilot census.        • Recruitment and               operation.
     operational           • Bidding for the        selection of personnel.     • Information
     procedures.             purchase of mobile   • Training of operational       processing.
                             devices for data       staff.                      • Generation of results
                             collection.                                          and figures release.
                                                  • Beginning of
                                                    communication               • Publication of
                                                    campaign.                     results.
Planning the 2020 Census
Computer Assisted Personal Interviewing (CAPI)
• This method will be the main strategy for field enumeration for this
  census.

Previous experiences:
• CEMABE 2013
• Economic Censuses, 2014
• Agricultural Censuses and Surveys
• Household Surveys
• Economic Surveys
• Government Censuses
Planning the 2020 Census
Computer Assisted Personal Interviewing (CAPI)

     •
     •
                 Advantages
         Reduction in data collection times.
         Faster publication of results.
                                                      Disadvantages
                                               • High investment in mobile
                                                 computing devices (MCD).
     •   Elimination of paper work.            • Short life of MCD, as well as rapid
                                                 changes in technologies.
     •   Implementation of certain data
         integrity controls.                   • Exposure to robberies in high-risk
                                                 places.
     • Online monitoring.
                                               • Sensitivity to extreme weather
     • Elimination of the traditional            conditions.
         capture structure.
                                               • Risk of technical failures.
                                               • Requirement of additional
                                                 information security measures.
Planning the 2020 Census
Computer Assisted Personal Interviewing (CAPI)
Characteristics of computer equipment

 Equipment used in previous events:

             • Mini laptops with technical   • While these have been useful in previous
  10.1”        characteristics sufficient
                                               operations, INEGI has decided to look for
               for their use in the field.
             • The model has a solid and       cheaper and lighter equipment.
               scarcely showy case,
               therefore unattractive for
               robbery.
                                                       Equipment planned to be used for
                                                       the 2020 Census:

                                                                 • Tablets whose suitable
                                                                   characteristics will be
                                                         7-8”      determined from the results
                                                                   of technical and operational
                                                                   tests.
Planning the 2020 Census
Computer Assisted Personal Interviewing (CAPI)
Subsequent use of the MCDs
• Technological changes, as well as the useful life and storage costs
  of equipment, make the use of the about 200 thousand MCDs
  impossible even in the next intercensal event.
Possible solutions and alternatives
  Bring Your Own Device          Other projects and        CAPI + PAPI
         (BYOD)                     agreements
                                                           • Pen And Paper
       • Solves the problem
          of subsequent use.
                                    • Around 20% of
                                       MCDs will be used
                                                              Interviewing in
                                                              special cases:

       • Technical
          complications from
                                       in other INEGI
                                       projects.
                                                              • High risk areas.

                                    
                                                              • Equipment
          wide diversity of          • Agreements with          failure.
          equipment.                   other government       • Battery
       • Information security
          implications arise.
                                       agencies will be
                                       sought.
                                                                exhaustion.
Planning the 2020 Census
Self-enumeration alternatives
     Secondary collection strategies                 In the following cases
                                                            Delivery of invitation if by
            Computer Assisted Telephone
                                                            the 3rd visit the interview
                Interviewing (CATI)
                                                            has not been achieved.

                       Computer Assisted Web
                        Interviewing (CAWI)    If the informant makes
                                               the express request
                                               for self-enumeration.

 • INEGI is currently working on the
                                                                  Initial strategy in blocks
   appropriate operating procedures                               with more than 75% of
   and tests to keep data collection                              dwellings with Internet
                                                                  connection.
   times and coverage unaffected.
 • The strategy will be tested in October             Zones with
   2017, also the application will be                 restricted access.

   compatible with multiple devices.
Planning the 2020 Census
Challenges or the use of CAPI strategy

    Climatological challenges:                 Social challenges:
      • Extreme conditions for MCD.             • Insecurity.
      • Intense heat.                           • Restricted access zones.
      • Rain, humidity, dust.                   • Social conflicts.

                                       Technological challenges:
                                      • Information security in MCD.
                                      • Safe transmissions to central servers.
                                      • Backups and recovery.
                                      • Updates.
                                      • Technical support.
Georeferencing Statistical Information
National Geostatistical Framework (MGN)
                             • Designed and created by INEGI
                               in 1978, this framework
                               georeferences statistical
                               information of censuses
                               and surveys.

                                                                                                    123-4
       • It is periodical updating guarantees
                                                             • In this system, each
         the coverage and correct geographic
                                                               geostatistical area has
         reference of information, plus it has
                                                               a unique key in the
         evolved to digital versions available
                                                               national territory.
         for free online.

                                          • Once data collection is
                                            achieved, it is used to publish
                                            results and geostatistical
                                            systems such as SCINCE* and
                                            the National Housing Inventory.     * 2010 System for the Consultation
                                                                                  of Census Information.
Georeferencing Statistical Information
Use of QR Codes

             Lessons learned from the                               Plans for the 2020 Population
              2015 Intercensal Survey                                   and Housing Census

    • They allowed questionnaires control:                                  • Paper questionnaires (for exception
                                                                              cases) will have QR codes, which will
      From reception and distribution                                        be read through the camera of mobile
       in the field,                                                          devices for questionnaire control.
      to their delivery to data capture
       centers,
                                                              • Labels to be placed in dwellings will
      to their storage in regional                             also have QR codes, to assign a
       or state warehouses.                                     unique key to each dwelling in the
                                                                country, and therefore to allow
                                                                unequivocal identification during
                    • They enabled linking each                 verification and post-enumeration.
                      questionnaire to the dwellings in
                      the building list, making it possible
                      to monitor them in every stage, and                   • Self-enumeration notices will have
                      to ensure the correct association                       QR codes containing the URL to the
                      of information and geographical                         census web system, as well as the user
                      areas.                                                  and password linked to the dwelling.
Georeferencing Statistical Information
Use of Global Positioning System (GPS)
              Dwellings location                                  Operations
                                                                  monitoring

      • Using the GPS in
        MCDs, INEGI will
        register coordinates
        of dwellings during
        field operations.

                               • To overcome precision
                                 problems, Tests will be
                                 conducted during 2017,        • To monitor enumeration
                                 anticipating the correction     by verifying interviews
                                 of points to at least the       are conducted in the
                                 correct block.                  assigned work areas.
Conclusions
• INEGI has traditionally sought the incorporation of technological
  innovations to statistical project processes, to make them more
  efficient and improve data quality.
• For the 2020 Census, the use of mobile devices for data collection is
  one of the most important technological innovations planned.
• The challenges this implies, are being analyzed and evaluated.
• Tests will be taken to insure that innovations lead to a tangible
  benefit in terms of information production: reliability, opportunity
  and cost reduction.
• INEGI seeks the modernization of its processes, promoting actions
  that, complementary to the 2020 Census, contribute to the use of
  administrative records for statistical production.
Thank you for your attention!
 @inegi_informa      INEGI Informa
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