Scotland’s Census 2022 Filter Rules – Final Methodology
Background
Filter Rules is part of the fourth step in the census data processing journey.
For Scotland’s Census 2022, some respondents were routed past certain questions because they were not required to answer them, depending on what the questions are and the respondent’s circumstances. For example, those under the age of 16 are asked to skip subsequent questions about their employment activity. When guidance to skip subsequent questions is not followed (or misinterpreted), the potential for these answers to be inconsistent with earlier answers on the questionnaire exists. This creates issues in data processing, particularly for the Edit and Imputation (E&I) function - a process where missing and/or contradictory responses are resolved.
During census processing, there are a number of pre-determined rules which are implemented to assist in addressing this issue. They cover two overall purposes - firstly, to resolve inconsistencies where the answer can reasonably be assumed, and secondly to reinforce routing by turning appropriately skipped responses from “missing” to “no code required”. Marking these values as such allow a more accurate measurement of item (question) level non-response.
It is important to note that the Filter Rules process primarily applies to responses collected via paper questionnaires. Inconsistent answers or incorrect routing is a much smaller issue for responses made through the census questionnaire online. As a feature of the online questionnaire, respondents are simply brought to the next question, based on the answer(s) given in preceding questions. This prevents the respondent from seeing unnecessary questions, which reduces respondent burden and minimises the ability to provide inconsistent answers. On paper however, a respondent is able to see all of the questions at once, providing the opportunity to create these inconsistencies.
2022 Method
As a process, Filter Rules is required as a precursor to Edit and Imputation in order to ensure consistency in the application of questionnaire routing, relieve some of the burden from Edit and Imputation processing, and maximise the E&I donor pool.
Thus, the objectives of Filter Rules in 2022 were to:
1. Ensure the application of questionnaire routing in responses
Primarily, this applied to paper responses as online responses should skip questions that do not apply, and automatically assign the skipped questions with “no code required” (-5) rather than “missing” (-9). This distinguished appropriate non-response at the item (question) level from those questions which were skipped but should have been answered and signalled to Edit and Imputation processes that the remaining “missing” items require imputation.
2. Resolve (certain, limited) inconsistencies
Filter Rules also resolved certain inconsistencies, where we were able to reasonably assume the response. This was done through creating pre-determined rules which follow the questionnaire routing and take into account the intended meaning of the question.
For example, where a person has answered that they own their home, they were then asked to skip the landlord question. If the landlord question was answered, creating an inconsistent response, it was changed to “no code required” as we prioritise the ownership question - thus making answering the landlord question unnecessary.
It is important to note that while these specified changes are a necessary part of data preparation, in cases where ambiguity exists between responses and we cannot reasonably assume a response, changes were not made. These types of conflicts were evaluated through the Edit and Imputation methodology , which is more appropriate to resolve such contradictions. Filter Rules only make certain pre-determined corrections, based on the intended routing of the questionnaire. In those cases, the specification should read a “no action”, to indicate that we have considered the scenario better suited to be resolved by Edit and Imputation’s donor method (rather than the deterministic method employed by the Filter Rules).
3. Create a flag dataset
As part of Filter Rules, a flag dataset at the itemised step of each filter rule was created, where, if a particular variable was changed, a flag was set to indicate it had done so. This allowed the ability to trace back not only to the variable which was changed, but the step in the rule which initiated the change. This helped ensure that the changes made were correctly applied, and assist in tracking the scale at which Filter Rules made these changes.
2022 Filter Rules
Household Rules
A. Filter Rule A - Tenure and Landlord
Person Rules
B. Filter Rule B - Marital Status for Under 16s
C. Filter Rule C - Full Time Education for 0 - 3 Year Olds
D. Filter Rule D – Student and Term Time Address
E. Filter Rule E – Country of Birth and Year of Arrival
F. Filter Rule F – 0 Year Olds and Address One Year Ago
G. Filter Rule G – Carers Aged 0 - 2
H. Filter Rule H – Language Variables for 0 - 2 Year Olds
I. Filter Rule I – Long Term Health
J. Filter Rule J – Under 16s and Economic Activity
K. Filter Rule K - Economic Activity
L. Filter Rule L - Travel to Work or Study
M. Filter Rule M - Method of Travel
N. Filter Rule N - Travel or Work from Home
Notes:
-5 means “No Code Required”
-7 means “Invalid”
-9 means “Missing”
Filter Rule A – Tenure (H12) and Landlord (H13)
Filter Rule A is the only filter rule that is included in the Household section of the census questionnaire.
|
Item |
Variable A |
|
Variable B |
Action (Then…) |
Notes |
|
(If tenure is…) |
|
(If landlord is…) |
|||
|
1 |
Ticked, either: 1 (Owns outright), or 2 (Mortgage/Loan) |
And |
Ticked: 1 (Council/LA), or 2 (Private/Agency) |
No Action |
This is (essentially) the same as 2011. |
|
2 |
Ticked, either: 1 (Owns outright), or 2 (Mortgage/Loan)
|
And |
Ticked: 3 (Other) |
Set: landlord to -5 (NCR) |
This is (essentially) the same as 2011. |
|
3 |
Ticked, either: 1 (Owns outright), or 2 (Mortgage/Loan)
|
And |
-7 (Invalid), or -9 (Missing) |
Set: landlord to -5 (NCR) |
This is (essentially) the same as 2011. |
|
4 |
Ticked, either: 3 (Owns w/ Shared Equity), or 5 (Part Owns/Part Rents) |
And |
Ticked: 1 (Council/LA), or 2 (Private/Agency) |
No Action |
In 2011, we did not route around the Landlord question for partial ownership answers to the Tenure question. However, we have elected to do so for 2022, so these three sub-rules reflect this change. |
|
5 |
Ticked, either: 3 (Owns w/ Shared Equity), or 5 (Part Owns/Part Rents) |
And |
Ticked: 3 (Other) |
Set: landlord to -5 (NCR) |
|
|
6 |
Ticked, either: 3 (Owns w/ Shared Equity), or 5 (Part Owns/Part Rents) |
|
-7 (Invalid), or -9 (Missing) |
Set: landlord to -5 (NCR) |
|
|
7 |
Ticked, either: 4 (Rents), or 6 (Lives Here Rent Free), or -7 (Invalid) -9 (Missing) |
And |
Any Value (ticked or unticked) |
No Action |
This is (essentially) the same as 2011. |
Filter Rule B – Marital Status (5) for Under 16s
This is the first of several new age-based routing questions, and one where the guidance on paper questionnaires does not match the online routing. As such, a deterministic edit (in Filter Rules) will only occur where responses match routing appropriately - meaning any contradiction will be resolved in E&I.
To qualify as “Filled”, two or more questions in the Dependent Fields must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
|
Variable B |
|
Dependent Fields |
Action (Then…) |
Notes |
|
(If age is…) |
|
(If mar_stat is…) |
|
||||
|
1 |
0 - 15 |
& |
Ticked: 1 (Never) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
2 |
0 - 15 |
& |
Ticked: 1 (Never) |
& |
Not Filled |
Set: mar_stat to -5 (No Code Required) |
Generally expected behaviour; since there is no routing guidance for this question on paper, a response of “never” should be sufficient to route |
|
3 |
0 - 15 |
& |
Ticked: ANY except 1 (Never) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
4 |
0 - 15 |
& |
Ticked: ANY except 1 (Never)) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
5 |
0 - 15 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
6 |
0 - 15 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: mar_stat to -5 (No Code Required) |
Expected behaviour |
|
7 |
16+ |
& |
Ticked: ANY |
& |
Filled |
No Action |
Expected behaviour |
|
8 |
16+ |
& |
Ticked: ANY |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
9 |
16+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
10 |
16+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
11 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: ANY |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
12 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: ANY |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
13 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
14 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
Dependent Fields |
|
trans_stat |
|
sex_orient |
|
quals_school |
|
quals_apprentice |
|
quals_further |
|
quals_higher |
|
ex_service |
|
emplyd_last_week |
|
other_act |
|
look_work |
|
avail_work |
|
wait_work |
|
ever_worked |
|
emp_stat |
|
employer |
|
occupation |
|
industry |
|
supervisor |
|
hours_worked |
Filter Rule C – Full Time Education (6) and 0 - 3 Year Olds (2)
This is another (new) age-based filter rule where the guidance on paper questionnaires does not match the online routing. As such, a deterministic edit (in Filter Rules) will only occur where responses match routing appropriately - meaning any contradiction will be resolved in E&I.
To qualify as “Filled”, two or more questions in the Dependent Fields must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
|
Variable B |
|
Dependent Fields |
Action (Then…) |
Notes |
|
(If age is…) |
|
(If student is…) |
|
||||
|
1 |
0 - 3 |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
2 |
0 - 3 |
& |
Ticked: 1 (Yes) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
3 |
0 - 3 |
& |
Ticked: 2 (No) |
& |
Not Filled |
Set: student to -5 (No Code Required) |
Expected behaviour without guidance; in line with routing |
|
4 |
0 - 3 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: student to -5 (No Code Required) |
Response cannot be reasonably assumed - E&I to resolve |
|
5 |
0 - 3 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Expected behaviour in line with routing |
|
6 |
4+ |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Filled |
No Action |
Expected behaviour |
|
7 |
4+ |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
8 |
4+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
9 |
4+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
10 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
11 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
12 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
13 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
Dependent Fields |
|
trans_stat |
|
sex_orient |
|
quals_school |
|
quals_apprentice |
|
quals_further |
|
quals_higher |
|
ex_service |
|
emplyd_last_week |
|
other_act |
|
look_work |
|
avail_work |
|
wait_work |
|
ever_worked |
|
emp_stat |
|
employer |
|
occupation |
|
industry |
|
supervisor |
|
hours_worked |
Filter Rule D – Student (6) and Term Time Address (7)
For Variable Groups A and B: Variable Groups are made up of several different questions (variables), noted below. In order to be considered “Filled”, there needs to be a valid response to at least three or more questions in Group A. “Not Filled” is a response to two or fewer questions.
|
Item |
Variable A |
|
Variable B |
|
Variable Group |
Action (Then…) |
Notes |
|
(If ft_student is…) |
|
(If term_time is…) |
|
A |
|||
|
1 |
Ticked: 1 (Yes) |
& |
Ticked: 1 (Address on Front) |
& |
Filled |
No Action |
As in 2011 (expected outcome) |
|
2 |
Ticked: 1 (Yes) |
& |
Ticked: 1 (Address on Front) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
3 |
Ticked: 1 (Yes) |
& |
Ticked: 2 (Another Address) |
& |
Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
4 |
Ticked: 1 (Yes) |
& |
Ticked: 2 (Another Address) |
& |
Not Filled |
Set: Group B to -5 (No Code Required) |
As in 2011 (expected outcome) |
|
5 |
Ticked: 1 (Yes) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
Set: term_time to -5 (No Code Required) |
As in 2011 (behaviour shows respondent simply missed term_time question) |
|
6 |
Ticked: 1 (Yes) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: term_time to -5 (NCR) Group B to -5 (NCR) |
As in 2011 (behaviour shows it was likely the respondent missed ticking a response for term_time) |
|
7 |
Ticked: 2 (No) |
& |
Ticked: 1 (Address on Front) |
& |
Filled |
Set: term_time to -5 (No Code Required) |
As in 2011 (respondent did not have to answer term_time) |
|
8 |
Ticked: 2 (No) |
& |
Ticked: 1 (Address on Front) |
& |
Not Filled |
Set: term_time to -5 (No Code Required) |
As in 2011 (respondent did not have to answer term_time; dependent fields will be resolved by E&I) |
|
9 |
Ticked: 2 (No) |
& |
Ticked: 2 (Another Address) |
& |
Filled |
Set: term_time to -5 (No Code Required) |
As in 2011 (respondent did not have to answer term_time) |
|
10 |
Ticked: 2 (No) |
& |
Ticked: 2 (Another Address) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
11 |
Ticked: 2 (No) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
Set: term_time to -5 (No Code Required) |
Expected outcome. This incorporates the 2011 pre-processing rule which was later added during live. |
|
12 |
Ticked: 2 (No) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: term_time to -5 (No Code Required) |
This incorporates the 2011 pre-processing rule which was later added during live. The dependent fields are left and should be resolved by E&I. |
|
13 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Address on Front) |
& |
Filled |
No Action |
As in 2011 (unable to determine; ft_student was missed; resolved by E&I) |
|
14 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Address on Front) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
15 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 2 (Another Address) |
& |
Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
16 |
Ticked: 2 (No) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
17 |
Ticked: 2 (No) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
|
18 |
Ticked: 2 (No) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
As in 2011 (contradictory response; resolved by E&I) |
The Dependent Variable Group A is the group of variables that is checked (if the respondent has filled three or more of) as evidence that the questions were to be answered. Group B is all the variables that are affected by the Filter Rule/routing (which will be changed to -5, No Code Required where appropriate).
In 2011, we did not check voluntary questions (of which there was only religion).
|
Dependent Group A |
Dependent Group B |
||
|
|
quals_higher |
sex_orient |
quals_higher |
|
cob |
ex_service |
cob |
ex_service |
|
|
emplyd_last_week |
mig_arr_month |
emplyd_last_week |
|
|
emplyd_last_week_grp2 |
mig_arr_year |
emplyd_last_week_grp2 |
|
add_1year_ago |
|
add_1year_ago |
other_act |
|
|
other_act |
add_1year_ago_pc |
look_work |
|
|
look_work |
add_1year_ago_cty |
avail_work |
|
carer |
avail_work |
carer |
wait_work |
|
lang_eng_understand |
wait_work |
lang_eng_understand |
ever_worked |
|
lang_eng_speak |
emp_stat |
lang_eng_speak |
emp_stat |
|
lang_eng_read |
ever_worked |
lang_eng_read |
employer |
|
lang_eng_write |
occupation |
lang_eng_write |
occupation |
|
lang_gael |
industry |
lang_gael |
industry |
|
lang_scots |
supervisor |
lang_scots |
supervisor |
|
lang_bsl |
hours_worked |
lang_bsl |
hours_worked |
|
main_lang |
|
main_lang |
work_study_address |
|
health |
|
health |
work_study_pc |
|
lt_cond |
|
lt_cond |
work_study_cty |
|
|
work_study_address |
lt_cond_other |
work_study |
|
disability |
method_travel |
disability |
method_travel |
|
passport |
|
passport |
|
|
|
|
passport_other_1_of_2 |
|
|
religion |
|
passport_other_2_of_2 |
|
|
|
|
religion |
|
|
nat_ident_uk |
|
nat_ident_uk |
|
|
|
|
nat_ident_other |
|
|
|
|
ethnic_major |
|
|
|
|
ethnic_1_of_2 |
|
|
|
|
ethnic_2_of_2 |
|
|
quals_school |
|
quals_school |
|
|
quals_apprentice |
|
quals_apprentice |
|
|
quals_further |
|
quals_further |
|
Filter Rule E – Country of Birth (9) and Year of Arrival (10)
In 2011, where a respondent was born in a UK country - ie Scotland, England, Wales or Northern Ireland (cob), but filled in year of arrival (then known as yrarr) AND the year of arrival was after year of birth (then dob), this rule changed the country you were born to No Code Required.
However, for 2022 this Filter Rule will prioritise the Country of Birth variable, meaning the mig_arr_month and mig_arr_year variables will be turned to -5 (No Code Required) if a country within the UK is selected.
This is because it was found that the level of accuracy for the Country of Birth question was much higher than the Migration question (ONS 2011 Census Quality Survey), likely due to the ability to interpret the migration question differently than intended - for example, if a respondent thought it meant a return from a holiday outside the UK.
|
Item |
Variable A |
|
Variable B |
Action (Then…) |
Notes |
|
(if cob is…) |
|
(if mig_arr is…) |
|||
|
1 |
Ticked, either: 923 (Scotland), or 921 (England), or 922 (Northern Ireland), or 924 (Wales) |
& |
mig_arr_month and mig_arr_year are valid |
Set: mig_arr_month and mig_arr_year to
-5 (No Code Required) |
This is slightly different to 2011; then, we would have also checked date of birth before setting the mig_arr variables to no code required. For 2022 we have not checked dob (as explained above). |
|
2 |
Ticked, either: 923 (Scotland), or 921 (England), or 922 (Northern Ireland), or 924 (Wales)
|
& |
mig_arr_month and mig_arr_year are invalid
-7 (Invalid), or -9 (Missing) |
Set: mig_arr_month and mig_arr_year to
-5 (No Code Required) |
As in 2011 |
|
3 |
Any Country Code OTHER THAN UK Countries |
& |
mig_arr_month and mig_arr_year are valid |
No Action |
As in 2011 (appropriate response, no action needed) |
|
4 |
Any Country Code OTHER THAN UK Countries
|
& |
mig_arr_month and mig_arr_year are invalid
-7 (Invalid), or -9 (Missing) |
No Action |
As in 2011 (potentially missed response; E&I to resolve) |
|
5 |
-7 (Invalid), or -9 (Missing) |
& |
mig_arr_month and mig_arr_year are valid |
No Action |
As in 2011 (E&I to resolve) |
|
6 |
-7 (Invalid), or -9 (Missing) |
& |
mig_arr_month and mig_arr_year are invalid
-7 (Invalid), or -9 (Missing) |
No Action |
As in 2011 (E&I to resolve) |
Filter Rule F – 0 Year Olds (2) and Address One Year Ago (11)
For Variable Groups A and B: Variable Groups are made up of several different questions (variables), noted below. In order to be considered “Filled”, there needs to be a valid response to at least three or more questions in Group A. “Not Filled” is a response to two or fewer questions.
|
Item |
Variable A |
|
Address 1 Year Ago |
Action (Then…) |
Notes |
|
(if age is…) |
|
||||
|
1 |
0 |
& |
Filled - response to one or more variable:
add_1year_ago add_1year_ago_pc add_1year_ago_cty |
Set: All Address 1 Year Ago Fields to -5 (No Code Required)
|
As in 2011 (respondent does not have to answer the Address 1 Year Ago question if under the age of 1) |
|
2 |
0 |
& |
Not Filled
-7 Invalid, or -9 Missing |
Set: All Address 1 Year Ago Fields to -5 (No Code Required) |
As in 2011 (appropriate response; incorporates the pre-processing rule implemented during 2011 live) |
|
3 |
1+ |
& |
Filled - response to one or more variable:
add_1year_ago add_1year_ago_pc add_1year_ago_cty |
No Action |
As in 2011 (appropriate response) |
|
4 |
1 + |
& |
Not Filled
-7 Invalid, or -9 Missing |
No Action |
As in 2011 (resolved by E&I) |
|
5 |
-7 Invalid, or -9 Missing |
& |
Filled - response to one or more variable:
add_1year_ago add_1year_ago_pc add_1year_ago_cty |
No Action |
As in 2011 (resolved by E&I) |
|
6 |
-7 Invalid, or -9 Missing |
& |
Not Filled
-7 Invalid, or -9 Missing |
No Action |
As in 2011 (resolved by E&I) |
|
Address One Year Ago Fields |
|
add_1year_ago |
|
add_1year_ago_pc |
|
add_1year_ago_cty |
|
|
Filter Rule G – Carers (12) Aged 0 - 2 (2)
This is another (new) age-based filter rule where the guidance on paper questionnaires does not match the online routing. As such, a deterministic edit (in Filter Rules) will only occur where responses match routing appropriately - meaning any contradiction will be resolved in E&I.
To qualify as “Filled”, two or more questions in the Dependent Fields must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
|
Variable B |
|
Dependent Fields |
Action (Then…) |
Notes |
|
(If age is…) |
|
(If carer is…) |
|
||||
|
1 |
0 - 2 |
& |
Ticked: 1 (No) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
2 |
0 - 2 |
& |
Ticked: 1 (No) |
& |
Not Filled |
Set: carer to -5 (No Code Required) |
Generally expected behaviour; since there is no routing guidance for this question on paper, a response of “no” should be sufficient to route |
|
3 |
0 - 2 |
& |
Ticked: Any other than 1 (No) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
4 |
0 - 2 |
& |
Ticked: Any other than 1 (No) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
5 |
0 - 2 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
6 |
0 - 2 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: carer to -5 (No Code Required) |
Expected behaviour |
|
7 |
3+ |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Filled |
No Action |
Expected behaviour |
|
8 |
3+ |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
9 |
3+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
10 |
3+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
11 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
12 |
-7 (Invalid), or -9 (Missing) |
& |
Ticked: 1 (Yes), or 2 (No) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
9 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
10 |
-7 (Invalid), or -9 (Missing) |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve |
|
Dependent Fields |
|
trans_stat |
|
sex_orient |
|
quals_school |
|
quals_apprentice |
|
quals_further |
|
quals_higher |
|
ex_service |
|
emplyd_last_week |
|
other_act |
|
look_work |
|
avail_work |
|
wait_work |
|
ever_worked |
|
emp_stat |
|
employer |
|
occupation |
|
industry |
|
supervisor |
|
hours_worked |
Filter Rule H – Language Variables (13 - 16) for 0 - 2 Year Olds (2)
This is another (new) age-based filter rule where the guidance on paper questionnaires does not match the online routing. As such, a deterministic edit (in Filter Rules) will only occur where responses match routing appropriately - meaning any contradiction will be resolved in E&I.
For the language variable group to qualify as “filled”, one or more questions must be answered. See below for a list of variables in the language variable group.
For the Dependent Fields to qualify as “Filled”, two or more questions must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
|
Variable(s) B |
|
Dependent Fields |
Action (Then…) |
Notes |
||
|
(If age is…) |
|
(If language is…) |
|
||||||
|
1 |
0 - 2 |
& |
Filled |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
2 |
0 - 2 |
& |
Filled |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
3 |
0 - 2 |
& |
Filled: all language variables are “no skills” and main_lang is -7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: language group to -5 (No Code Required) |
Expected behaviour without guidance; in line with routing |
||
|
4 |
0 - 2 |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
5 |
0 - 2 |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: language group to -5 (No Code Required) |
Expected behaviour. |
||
|
6 |
3+ |
& |
Filled |
& |
Filled |
No Action |
Expected behaviour. |
||
|
7 |
3+ |
& |
Filled |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
8 |
3+ |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
9 |
3+ |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
10 |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
11 |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
12 |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
13 |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled, ie -7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
Response cannot be reasonably assumed - E&I to resolve. |
||
|
Language Variable Group |
Dependent Fields |
|
lang_eng_understand |
trans_stat |
|
lang_eng_speak |
sex_orient |
|
lang_eng_read |
quals_school |
|
lang_eng_write |
quals_apprentice |
|
lang_gael |
quals_further |
|
lang_scots |
quals_higher |
|
lang_bsl |
ex_service |
|
main_lang |
emplyd_last_week |
|
|
other_act |
|
|
look_work |
|
|
avail_work |
|
|
wait_work |
|
|
ever_worked |
|
|
emp_stat |
|
|
employer |
|
|
occupation |
|
|
industry |
|
|
supervisor |
|
|
hours_worked |
|
|
|
|
|
|
Filter Rule I – Long Term Health (18)
In 2011, this rule was put into CANCEIS pre-processing during live because it was found a large proportion of people did not respond to the question - presumably because those in good health may have missed the “no conditions” option at the bottom of the list. For 2022, this may not be as big a problem as online responses (which make up a greater proportion of submissions) should assist with data quality, but for paper, the list layout is nearly the same in 2022 as in 2011 - so this rule is incorporated here to maximise the donor pool.
|
Item |
Variable A |
Variable B |
Variable C |
Action (Then… ) |
Notes |
|
(If lt_cond_other is…) |
(If health is…) |
(If disability is…) |
|||
|
1 |
Filled (Any) |
Any |
Any |
No Action
|
As 2011. |
|
2 |
Not Filled, either: -7 (Invalid) -9 (Missing) |
Ticked: 1 Very Good 2 Good |
Ticked: 3 No |
Set: lt_cond to 0000000001
|
As 2011. |
Filter Rule J – Under 16s (2) and Economic Activity (25 - 40)
Note that while this rule primarily deals with the Economic Activity questions, for 2022 it will also route the voluntary under 16 questions (question 4, trans_stat and question 8, sex_orient). Additionally, unlike 2011, the qualifications variables will also be routed here (in 2011 this was dealt with in a pre-processing step).
For the Dependent Fields to qualify as “Filled”, two or more questions must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
|
Variable B |
|
Dependent Fields |
Action (Then…) |
Notes |
|
(If age is…) |
|
(If emplyd_last_week_grp2 is…) |
|
||||
|
1 |
0 - 15 |
& |
1 (Working) |
& |
Filled |
No Action |
As 2011. Response cannot be reasonably assumed - E&I to resolve. |
|
2 |
0 - 15 |
& |
1 (Working) |
& |
Not Filled |
Set: Dependent Fields to -5 (NCR) |
As 2011 |
|
3 |
0 - 15 |
& |
2 (Not Working) |
& |
Filled |
Set: Dependent Fields to -5 (NCR) |
As 2011 - conceivable behaviour IF under 16s answer these questions. |
|
4 |
0 - 15 |
& |
2 (Not Working) |
& |
Not Filled |
Set: Dependent Fields to -5 (NCR) |
As 2011. Generally in line with expected behaviour; just answered a question they were not required to. |
|
5 |
0 - 15 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
As 2011. Response cannot be reasonably assumed - E&I to resolve |
|
6 |
0 - 15 |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
Set: Dependent Fields to -5 (NCR) |
As 2011 - expected behaviour. |
|
7 |
16+ |
& |
1 (Working) |
& |
Filled |
No Action |
As 2011 - expected behaviour. |
|
8 |
16+ |
& |
1 (Working) |
& |
Not Filled |
No Action |
As 2011 - E&I to resolve. |
|
9 |
16+ |
& |
2 (Not Working) |
& |
Filled |
No Action |
As 2011. |
|
10 |
16+ |
& |
2 (Not Working) |
& |
Not Filled |
No Action |
As 2011 - E&I to resolve. |
|
11 |
16+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Filled |
No Action |
As 2011 - E&I to resolve. |
|
12 |
16+ |
& |
-7 (Invalid), or -9 (Missing) |
& |
Not Filled |
No Action |
As 2011 - E&I to resolve. |
|
Dependent Fields |
|||
|
trans_stat |
ex_service |
wait_work |
supervisor |
|
sex_orient |
emplyd_last_week |
ever_worked |
hours_worked |
|
quals_school |
emplyd_last_week_grp2 |
emp_stat |
|
|
quals_apprentice |
other_act |
employer |
|
|
quals_further |
look_work |
occupation |
|
|
quals_higher |
avail_work |
industry |
|
Filter Rule K – Economic Activity (Working Last Week)
In 2011, the question, “Have you ever done any paid work?” was covered by two variables, ever worked and last year worked. Ever worked covered the tick response while a space was provided to write in a year for the last year worked variable. If the year “2011” was filled in the last year worked variable, the assumption generally was that the respondent was referring to current employment.
For 2022, the options for the ever worked variable have changed. There is no longer a last year worked variable and to account for this, the options have been split into “Yes, in the last 12 months” and “Yes but not in the last 12 months”. This has added some uncertainty to changing the ever_worked variable in the 2022 filter rule; as the census is issued in March of 2022, the equivalent to writing “2011” in last year worked is not the same as “Yes, in the last 12 months”. Thus, many changes that require choice between the two ever worked options have been left for E&I to resolve where we may originally (in 2011) have made changes.
For the Dependent Fields to qualify as “Filled”, 2 or more questions must be answered. See below for a list of the variables in the Dependent Fields group (generally questions that apply to 16+).
|
Item |
Variable A |
Variable B |
Dependent Fields |
Action (Then…) |
Notes |
|
|
(emplyd_last_week_grp2) |
(ever_worked) |
A |
B |
|||
|
1 |
1 (Working) |
1 (Last 12 Months) |
Filled |
Filled |
No Action |
Unable to tell if answers pertain to current or past employment. E&I to resolve. This is similar to what was done in 2011. |
|
2 |
1 (Working) |
1 (Last 12 Months) |
Filled |
Not Filled |
No Action |
Unable to tell if answers pertain to current or past employment, and respondent should have filled Fields B according to routing question ever_worked. E&I to resolve. This is a different to what was done in 2011, but due to question change. |
|
3 |
1 (Working) |
1 (Last 12 Months) |
Not Filled |
Filled |
Set: ever_worked to -5 Fields A to -5 |
A respondent currently working who followed routing, except they also answered ever_worked..
This is the same as 2011 (except there is no last year worked to change). |
|
4 |
1 (Working) |
1 (Last 12 Months) |
Not Filled |
Not Filled |
Set: ever_worked to -5 Fields A to -5 |
A respondent who did not fill Fields A or B, so followed at least part of the routing. They should have filled B (but not A) so leave B as missing and enforce routing by setting Fields A to -5.
This is the same as 2011 (except for lastyrwrk, as it does not exist in 2022). |
|
5 |
1 (Working) |
2 (Not Last 12 Months) |
Filled |
Filled |
Set: emplyd_last_week to 000001 and emplyd_last_week_grp2 to 2 Not Working |
A respondent who said they are both currently working but haven’t worked in the last 12 months; however, routing is followed except for the Working Last Week question. This is similar to the rule in 2011. |
|
6 |
1 (Working) |
2 (Not Last 12 Months) |
Filled |
Not Filled |
Set: emplyd_last_week to 000001 and emplyd_last_week_grp2 to 2 Not Working |
A respondent who said they are both currently working but haven’t worked in the last 12 months, however, routing is followed except for the Working Last Week question. They should have filled B, so leave these as missing. This is similar to the rule in 2011. |
|
7 |
1 (Working) |
2 (Not Last 12 Months) |
Not Filled |
Filled |
No Action |
A respondent who said they are both currently working but haven’t worked in the last 12 months. Unable to follow routing/determine which answers pertain to, so no action. |
|
8 |
1 (Working) |
2 (Not Last 12 Months) |
Not Filled |
Not Filled |
No Action |
As above. |
|
9 |
1 (Working) |
3 (Never Worked) |
Filled |
Filled |
No Action |
A contradictory response where the respondent answers they are both working and have never worked. However, they provided all Fields A and Fields B, so there is an indication that they have at least worked in the past.
In 2011, we changed the emplyd_last_week variables (to not working) and lastyrwrkd to missing (to allow E&I to resolve). This question isn’t the same for 2022 so we will allow E&I to resolve. In a way, this is similar to Item 1 (2022). |
|
10 |
1 (Working) |
3 (Never Worked) |
Filled |
Not Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working
and
Fields B to -5 No Code Required |
A contradictory response where the respondent answers that they are working and have never worked. Since they filled Fields A but not B, there is heavier indication that they have never worked (routing followed except for emplyd variables). As such, we can resolve the inconsistency by changing the emplyd_last_week variables (and setting B to NCR). This is similar to what we did in 2011. |
|
11 |
1 (Working) |
3 (Never Worked) |
Not Filled |
Filled |
No Action |
A contradictory response where the respondent answers they are both working and have never worked. We don't have evidence whether the respondent is currently working or has not worked in the last 12 months so leave this for E&I to resolve (this is also what we did in 2011). |
|
12 |
1 (Working) |
3 (Never Worked) |
Not Filled |
Not Filled |
No Action |
A contradictory response where the respondent answers they are working and have never worked. Can’t tell if routing was followed so leave for E&I to resolve. |
|
13 |
1 (Working) |
-7 (Invalid), or -9 (Missing) |
Filled |
Filled |
Set: ever_worked to -5 Fields A to -5 |
Similar to 2011 |
|
14 |
1 (Working) |
-7 (Invalid), or -9 (Missing) |
Filled |
Not Filled |
No Action |
In 2011, we changed the emplyd variables to Not Working and ever_worked to missing to allow E&I to resolve. This isn’t quite the same in 2022, so No Action to allow E&I to resolve. |
|
15 |
1 (Working) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Filled |
Set: ever_worked to -5 Fields A to -5 |
Appropriate response - enforce routing. |
|
16 |
1 (Working) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
17 |
2 (Not Working) |
1 (Last 12 Months) |
Filled |
Filled |
No Action |
Appropriate response, no actions needed. |
|
18 |
2 (Not Working) |
1 (Last 12 Months) |
Filled |
Not Filled |
No Action |
Respondent should have filled B - No action, allow E&I to resolve. |
|
19 |
2 (Not Working) |
1 (Last 12 Months) |
Not Filled |
Filled |
No Action |
Respondent should have filled A - No action, allow E&I to resolve. |
|
20 |
2 (Not Working) |
1 (Last 12 Months) |
Not Filled |
Not Filled |
No Action |
Respondent should have filled A and B - No Action, allow E&I to resolve. |
|
21 |
2 (Not Working) |
2 (Not Last 12 Months) |
Filled |
Filled |
No Action |
Appropriate response, no actions needed. |
|
22 |
2 (Not Working) |
2 (Not Last 12 Months) |
Filled |
Not Filled |
No Action |
Respondent should have filled B - No action, allow E&I to resolve. |
|
23 |
2 (Not Working) |
2 (Not Last 12 Months) |
Not Filled |
Filled |
No Action |
Respondent should have filled A - No action, allow E&I to resolve. |
|
24 |
2 (Not Working) |
2 (Not Last 12 Months) |
Not Filled |
Not Filled |
No Action |
Respondent should have filled A and B - No Action, allow E&I to resolve. |
|
25 |
2 (Not Working) |
3 (Never Worked) |
Filled |
Filled |
No Action |
Respondent has ticked they have never worked, but by filling B there is a strong indication they have done some work previously. In 2011, we would have changed the ever_worked variable to No, but this isn’t the same in 2022 so leave for E&I to resolve. |
|
26 |
2 (Not Working) |
3 (Never Worked) |
Filled |
Not Filled |
No Action |
Appropriate response - no action needed. |
|
27 |
2 (Not Working) |
3 (Never Worked) |
Not Filled |
Filled |
No Action |
In 2011, we changed ever_worked to missing to allow E&I to resolve. This isn’t quite the same in 2022, so No Action to allow E&I to resolve. |
|
28 |
2 (Not Working) |
3 (Never Worked) |
Not Filled |
Not Filled |
Set: Fields B to -5 No Code Required |
Respondent has largely followed routing, except they should have filled Fields A. Leaving these unchanged will be resolved in E&I, but routing can be enforced here by setting B to NCR. This is similar to what was done in 2011. |
|
29 |
2 (Not Working) |
-7 (Invalid), or -9 (Missing) |
Filled |
Filled |
No Action |
In 2011, we changed ever_worked to Yes and allowed E&I to resolve lastyrwrkd. However, this isn’t quite the same in 2022, so No Action allows E&I to resolve. |
|
30 |
2 (Not Working) |
-7 (Invalid), or -9 (Missing) |
Filled |
Not Filled |
No Action |
E&I to resolve - this is the same as 2011. |
|
31 |
2 (Not Working) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Filled |
No Action |
In 2011, we changed ever_worked to Yes and allowed E&I to resolve lastyrwrkd. However, this isn’t quite the same in 2022, so No Action allows E&I to resolve. |
|
32 |
2 (Not Working) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
33 |
-7 (Invalid), or -9 (Missing) |
1 (Last 12 Months) |
Filled |
Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working |
Aligns with routing; similar to 2011. |
|
34 |
-7 (Invalid), or -9 (Missing) |
1 (Last 12 Months) |
Filled |
Not Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working |
Aligns with routing, although respondent should have filled Fields B - E&I to resolve this. |
|
35 |
-7 (Invalid), or -9 (Missing) |
1 (Last 12 Months) |
Not Filled |
Filled |
No Action |
E&I to resolve - this is also what we did in 2011. |
|
36 |
-7 (Invalid), or -9 (Missing) |
1 (Last 12 Months) |
Not Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
37 |
-7 (Invalid), or -9 (Missing) |
2 (Not Last 12 Months) |
Filled |
Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working |
As 2011. |
|
38 |
-7 (Invalid), or -9 (Missing) |
2 (Not Last 12 Months) |
Filled |
Not Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working |
Aligns with routing, although respondent should have filled Fields B - E&I to resolve this. |
|
39 |
-7 (Invalid), or -9 (Missing) |
2 (Not Last 12 Months) |
Not Filled |
Filled |
No Action |
E&I to resolve. This is what was done in 2011. |
|
40 |
-7 (Invalid), or -9 (Missing) |
2 (Not Last 12 Months) |
Not Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
41 |
-7 (Invalid), or -9 (Missing) |
3 (Never Worked) |
Filled |
Filled |
No Action |
Contradictory information - respondent indicates they have never worked, but filled in Fields B (which indicates they have worked). E&I to resolve. |
|
42 |
-7 (Invalid), or -9 (Missing) |
3 (Never Worked;) |
Filled |
Not Filled |
Set: emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working and Fields B to -5 No Code Required |
Generally aligns with appropriate routing. |
|
43 |
-7 (Invalid), or -9 (Missing) |
3 (Never Worked) |
Not Filled |
Filled |
No Action |
Contradictory information - respondent indicates they have never worked, but filled in Fields B (which indicates they have worked). E&I to resolve. |
|
44 |
-7 (Invalid), or -9 (Missing) |
3 (Never Worked) |
Not Filled |
Not Filled |
Set:3
emplyd_last_week to 000001 emplyd_last_week_grp2 to 2 Not Working and Fields B to -5 No Code Required |
Generally aligns with appropriate routing, though E&I will resolve Fields A. |
|
45 |
-7 (Invalid), or -9 (Missing) |
-7 (Invalid), or -9 (Missing) |
Filled |
Filled |
Set: emplyd_last_week to 000001 emplyd_lastflag_week_grp2 to 2 Not Working |
Filling Fields B indicates that there is a history of work; however, leaving the ever_worked variable for E&I to resolve. |
|
46 |
-7 (Invalid), or -9 (Missing) |
-7 (Invalid), or -9 (Missing) |
Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
47 |
-7 (Invalid), or -9 (Missing) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Filled |
No Action |
E&I to resolve. |
|
48 |
-7 (Invalid), or -9 (Missing) |
-7 (Invalid), or -9 (Missing) |
Not Filled |
Not Filled |
No Action |
Not enough information - E&I to resolve. |
|
Dependent Fields A |
Dependent Fields B |
|
other_act |
emp_stat |
|
look_work |
employer |
|
avail_work |
occupation |
|
wait_work |
industry |
|
|
supervisor |
|
|
hours_worked |
Filter Rule L - Work or Study More
The online questionnaire has a series of sub-questions around working and studying which determines which activity the respondent does more if they have indicated they both work and study. This is because the “Travel to Work” address response should apply to the place where the respondent spends the most time. However, there is no such indicator on a paper questionnaire. For the most part, the Filter Rules can’t make this determination, except in a couple of straightforward cases, detailed here.
|
Item |
Variable A |
Variable B |
Variable C |
Action (Then…) |
Notes |
|
(If ft_student is…) |
(If other_act is…) |
emplyd_last_week_grp2 |
|||
|
1 |
1 (Yes) |
2 (Studying) |
1 (Working) |
No Action
|
Unable to determine if respondent works or studies more. |
|
2 |
1 (Yes) |
2 (Studying) |
2 (Not Working) |
Set: work_study to 2 (Study) |
|
|
3 |
1 (Yes) |
Anything other than 2 (Studying)[1] |
1 (Working) |
No Action
|
Unable to determine if respondent works or studies more. |
|
4 |
1 (Yes) |
Anything other than 2 (Studying) |
2 (Not Working) |
No Action |
Unable to determine if respondent works or studies more. |
|
5 |
2 (No) |
2 (Studying) |
1 (Working) |
No Action |
Unable to determine if respondent works or studies more. |
|
6 |
2 (No) |
2 (Studying) |
2 (Not Working) |
No Action |
Unable to determine if respondent works or studies more. |
|
7 |
2 (No) |
Anything other than 2 (Studying) |
1 (Working) |
Set: work_study to 1 (Work) |
|
|
8 |
2 (No) |
Anything other than 2 (Studying) |
2 (Not Working) |
No Action |
Not enough information |
Filter Rule M - Method of Travel
This rule is essentially the same as 2011, with the exception that travel options for “outside of the UK” are now set to “no code required”.
|
Item |
Variable A |
Variable B |
Action (Then…) |
Notes |
|
(If work_study_address is…) |
(If method_travel is…) |
|||
|
1 |
1 Work from Home |
Any Value |
Set: method_travel to -5 No Code Required |
As in 2011 |
|
2 |
2 Equivalent |
Any Value |
Set: method_travel to -5 No Code Required |
This is similar to 2011, but we did not have the work_study_address option (2 Equivalent) |
|
3 |
3 No Fixed Place |
Any Value |
No Action
|
As in 2011 |
|
4 |
4 Offshore |
Any Value |
No Action
|
As in 2011 |
|
5 |
5 Another Address |
Any Value |
No Action
|
As in 2011 |
|
6 |
6 Outside UK |
Any Value |
Set: method_travel to -5 No Code Required |
This is new for 2022 and will mirror the routing on OCI |
|
7 |
-7 Invalid, or -9 Missing |
Any Value |
No Action |
As in 2011 |
Filter Rule N - Travel or Work from Home (Transportation Question Recode Option)
There is one situation where the Filter Rules will create a new code for an (inherent) answer option in order to prevent an inconsistency. The “Travel to Work or Study” question (42) gives options for work or studying from home, however, the “Method of Travel” question (43) does not give a tick option for this. In these circumstances, rather than setting a –5 (no code required), the related filter rule (N) will create the code “11” (Work or Study from home). This was done in 2011 as well for E&I purposes.
|
Item |
Variable A |
Variable B |
Action (Then…) |
Notes |
|
(If work_study_address is…) |
(If method_travel is…) |
|||
|
1 |
1 Work from Home |
Any Value |
Set: method_travel to 11 (Work or Study from Home) |
As in 2011 |
|
2 |
2 Equivalent |
Any Value |
Set: method_travel to 11 (Work or Study from Home) |
This is similar to 2011, but we did not have the work_study_address option (2 Equivalent) |
|
3 |
3 Any other option |
Any Value |
No Action
|
As in 2011 |
|
4 |
-7 Invalid, or -9 Missing |
Any Value |
No Action |
As in 2011 |
3. Conclusion
Filter Rules were successfully completed as part of Scotland’s Census 2022.
As a feature of the online questionnaire, respondents are simply brought to the next question, based on the answer(s) given in preceding questions. This prevents the respondent from seeing unnecessary questions, which reduces respondent burden and minimises the ability to provide inconsistent answers. On paper however, a respondent is able to see all of the questions at once, providing the opportunity to create these inconsistencies. To minimise the potential bias between the two modes of completion, all responses (both online and paper) will be processed through the filter rules.
Filter Rules is required as a precursor to Edit and Imputation. This is to ensure consistency in the application of questionnaire routing and resolve inconsistencies in responses, which in turn relieve some of the burden from Edit and Imputation processing, and maximise the E&I donor pool.