An efficient estimation method for matrix survey sampling

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Takis MerkourisNote 1

Abstract

Matrix sampling, often referred to as split-questionnaire, is a sampling design that involves dividing a questionnaire into subsets of questions, possibly overlapping, and then administering each subset to one or more different random subsamples of an initial sample. This increasingly appealing design addresses concerns related to data collection costs, respondent burden and data quality, but reduces the number of sample units that are asked each question. A broadened concept of matrix design includes the integration of samples from separate surveys for the benefit of streamlined survey operations and consistency of outputs. For matrix survey sampling with overlapping subsets of questions, we propose an efficient estimation method that exploits correlations among items surveyed in the various subsamples in order to improve the precision of the survey estimates. The proposed method, based on the principle of best linear unbiased estimation, generates composite optimal regression estimators of population totals using a suitable calibration scheme for the sampling weights of the full sample. A variant of this calibration scheme, of more general use, produces composite generalized regression estimators that are also computationally very efficient.

Key Words: Best linear unbiased estimator; Calibration; Composite estimator; Generalized regression estimator; Non-nested matrix sampling; Split-questionnaire.

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