Optimizing the Expected Overlap of Survey Samples via the Northwest Corner Rule

Mach, Lenka; Reiss, Philip T.; Şchiopu-Kratina, Ioana

doi:10.1198/016214506000000320

Cited by 6 publications

(13 citation statements)

References 9 publications

(8 reference statements)

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“…Remark 7 As in other approaches based on mathematical programming (Causey et al, 1985;Ernst and Ikeda, 1995;Ernst, 1986Ernst, , 1996Ernst, , 1998Ernst and Paben, 2002;Mach et al, 2006), the sizes of Problems (6) and (7) can increase very fast. Thus, the procedure is operationally feasible to implement only for moderate m and q.…”

Section: Remarkmentioning

confidence: 98%

“…For stratified simple random sampling without replacement (srswor), the sequential srswor with permanent random numbers (Ohlsson, 1995) can yield maximal expected overlap for positive coordination and does not suffer from the drawbacks mentioned above. The method of Mach et al (2006), based on a reduced transportation problem, yields optimal expected overlap for positive coordination of several surveys and negative coordination of two surveys with stratified srswor designs, subject to constraints on marginal sampling designs.…”

Section: Framework and Design Problemmentioning

confidence: 99%

“…Similarly, the second marginal sampling design is represented by the q × 1 vector p 2 which contains the values p 2 (s 2 i ) for s 2 i ∈ S 2 . The overall sampling design is said to be coordinated if p( Cotton and Hesse, 1992;Mach et al, 2006), i.e. if the two samples are not selected independently.…”

Section: Framework and Design Problemmentioning

confidence: 99%

“…See, for example, Ernst (1999); Ohlsson (1995); Mach et al (2006) and the references therein. Many of the methods proposed in the literature do not produce optimal overlap, but do lead to more coordination than would be provided by the independent selection of samples.…”

Section: Introductionmentioning

confidence: 99%

“…Some approaches to reducing the amount of computation when solving this transportation problem have been proposed. See Aragon and Pathak (1990), Pathak and Fahimi (1992), Ernst and Ikeda (1995), Mach et al (2006). Matei and Tillé (2005) developed an alternative approach, which is based upon the same optimization criteria as the transportation problem, but employs a quite different (and less intensive) computational method, applying a simple iterative proportional fitting (IPF) algorithm to an initial feasible solution.…”

Section: Introductionmentioning

confidence: 99%

See 4 more Smart Citations

Optimal sample coordination using controlled selection

Matei¹,

Skinner²

2009

Journal of Statistical Planning and Inference

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Sample coordination maximizes or minimizes the overlap of two or more samples selected from overlapping populations. It can be applied to designs with simultaneous or sequential selection of samples. We propose a method for sample coordination in the former case. We consider the case where units are to be selected with maximum overlap using two designs with given unit inclusion probabilities. The degree of coordination is measured by the expected sample overlap, which is bounded above by a theoretical bound, called the absolute upper bound, and which depends on the unit inclusion probabilities. If the expected overlap equals the absolute upper bound, the sample coordination is maximal. Most of the methods given in the literature consider fixed marginal sampling designs, but in many cases, the absolute upper bound is not achieved. We propose to construct optimal sampling designs for given unit inclusion probabilities in order to realize maximal coordination. Our method is based on some theoretical conditions on joint selection probability of two samples and on the controlled selection method with linear programming implementation. The method can also be applied to minimize the sample overlap.

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Section: Remarkmentioning

confidence: 98%

Section: Framework and Design Problemmentioning

confidence: 99%

Section: Framework and Design Problemmentioning

confidence: 99%

Section: Introductionmentioning

confidence: 99%

Section: Introductionmentioning

confidence: 99%

See 3 more Smart Citations

Optimal sample coordination using controlled selection

Matei¹,

Skinner²

2009

Journal of Statistical Planning and Inference

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Sample Coordination Methods and Systems for Establishment Surveys

Matei¹,

Smith²

2023

Advances in Business Statistics, Methods and Data Collection

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A sample coordination method to monitor totals of environmental variables

Zhao

Grafström

2020

Environmetrics

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A new sampling strategy for design‐based environmental monitoring is proposed. It has the potential to produce superior estimators for totals of environmental variables and their changes over time. In the strategy, we combine two concepts known as spatially balanced sampling and coordination of samples. Spatially balanced sampling can provide superior estimators of totals, while coordination of samples over time is often used to improve estimators of change. Compared with reference strategies, we show that the new strategy can improve the precision of the estimators of totals and their change simultaneously. A forest inventory application is used to illustrate the new strategy and the results can be summarized as (i) using auxiliary information to spread the sample can improve the estimators of totals; (ii) a positive coordination of the samples reduced the variance of the estimator of change by more than 37% compared with independent samples; and (iii) a high overlap between successive samples does not guarantee a good estimator of change. The presented strategy can be used to develop more efficient environmental monitoring programs.

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Optimizing the Expected Overlap of Survey Samples via the Northwest Corner Rule

Cited by 6 publications

References 9 publications

Optimal sample coordination using controlled selection

Optimal sample coordination using controlled selection

Sample Coordination Methods and Systems for Establishment Surveys

A sample coordination method to monitor totals of environmental variables

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