Survey Methodology
Exact and approximation formulas for second-order inclusion probabilities in randomized systematic sampling with unequal probabilities and without replacement
by Kees van Berkel and Erwin VondenhoffNote 1
- Release date: June 29, 2026
Abstract
Probability-proportional-to-size sampling is widely used by national statistical offices. Here population units are selected with probabilities proportional to an auxiliary variable. Variance formulas in such designs require both first- and second-order inclusion probabilities. The computation of second-order inclusion probabilities is particularly challenging for large populations, and has been the subject of extensive research. This article presents some new exact and approximation formulas for second-order inclusion probabilities in randomized systematic sampling with unequal probabilities and without replacement.
Key Words: Horvitz-Thompson estimator; Probability-proportional-to-size (PPS) sampling; Variance estimation.
Table of contents
- Section 1. Introduction
- Section 2. Randomized systematic sampling with unequal probabilities without replacement
- Section 3. Additional notation and definitions
- Section 4. Exact formulas for second-order inclusion probabilities
- Section 5. Approximation formulas for second-order inclusion probabilities
- Section 6. Expressions for second-order inclusion probabilities in the literature
- Section 7. Accuracy of approximation formulas for second-order inclusion probabilities
- Section 8. Variance estimation
- Section 9. Conclusion
- Acknowledgements
- Appendix
- References
How to cite
van Berkel, K. and Vondenhoff, E. (2026). Exact and approximation formulas for second-order inclusion probabilities in randomized systematic sampling with unequal probabilities and without replacement. Survey Methodology, 52(1), 235-258. Available at: http://www.statcan.gc.ca/pub/12-001-x/2026001/article/00003-eng.pdf.
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