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National reference metadata

Portugal

Reference metadata describe statistical concepts and methodologies used for the collection and generation of data. They provide information on data quality and, since they are strongly content-oriented, assist users in interpreting the data. Reference metadata, unlike structural metadata, can be decoupled from the data.

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Employment and unemployment (Labour force survey) (employ)

National Reference Metadata in ESS Standard for Quality Reports Structure (ESQRS)

Compiling agency: Statistics Portugal

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Full metadata
Coverage   
Coverage Household concept Definition of household for the LFS Inclusion/exclusion criteria for members of the household Questions relating to employment status are put to all persons aged ...

The whole geographical territory of Portugal is covered, i.e. mainland, Madeira and Açores. Only private dwellings are covered. Persons living as usual residents in collective dwellings are excluded. 

 

The housekeeping concept is used to define households (see the definition of household for the LFS). Private household means a person living alone or a group of persons who live together, providing oneself or themselves with the essentials of living.  

Inclusion criterion: All people who are usually resident, whether related or not related to other members of the private household, are to be considered as members of a private multi-person household if they share household income or household expenses with other household members.

 

Exclusion criterion: Flatmates or housemates who occupy a housing unit on a house-sharing basis and share only house-related expenses, but not income, shall not be considered as part of a multi-person household occupying this housing unit, even if they share some other subsidiary household expenses.

 16 to 89

 

Population concept  Specific population subgroups
Primary/secondary students Tertiary students People working out of family home for an extended period for the purpose of work People working away from family home but returning for weekends Children alternating two places of residence
 The usual residence for all persons in the target population is established based on the ‘most of the time’ criterion, i.e., a person is assigned to the dwelling where he/she spends the majority of the year (more than 6 months). It means that, when a person regularly lives in more than one dwelling, the dwelling where one spends most of the year is taken as one’s place of usual residence. Primary/secondary students and persons working away from their family home during the week but returning to their family home for weekends always have their family home as the usual residence.  

Tertiary students always have their term address as main residence if it is a private address. They are out of the target population if their term address is a tertiary student hall of residence.
These students can also consider their family home as their usual residence in case they benefit from the household

income and are not usual residents of any other private household.

For people living outside the family home for an extended period for the purpose of work, the family home is considered as usual residence in case the person significantly contributes to the household income and is not a usual resident of any other private household. For people working away from family home but returning for weekends, the family home is considered as usual residence. Children alternating between two places of residence and spending an equal amount of time with both guardians/parents, the place of usual residence of the legal guardian who receives the child benefits (if applicable) or the place of residence of the legal guardian who contributes more to the child-related costs. If neither of these criteria apply, the place where the child is present during the reference week is taken as the usual residence. This place of usual residence is the same between the first and following interviews unless some life-changing situation occurs.

 

Reference week
Fixed week (data collection refers to one reference week, to which the observation unit has been assigned prior to the fieldwork) Rolling week (data collection always refers to the week before the interview)                                  
 Yes  No

 

Participation is voluntary/compulsory?
 Compulsory
Not Applicable

[not requested for the LFS quality report]

[not requested for the LFS quality report]

[not requested for the LFS quality report]

[not requested for the LFS quality report]

Not Applicable

[not requested for the LFS quality report]

Not Applicable

[not requested for the LFS quality report]

Sampling design & procedure
Sampling design (scheme; simple random sample, two stage stratified sample, etc.) Base used for the sample (sampling frame)  Last update of the sampling frame (continuously updated or date of the last update) Primary sampling unit (PSU)   Final sampling unit (FSU) Date of sample selection
Two stage cluster sampling.

From the 4th quarter of 2014 onwards the sampling frame is selected from National Dwellings Register (NDR) based on Census 2011 data. The NDR is composed by all private dwellings from Census 2011 (excludes collective households and institutions).

Note: To ensure compliance with the precision criteria laid down in Annex II of the Regulation (EU) 2019/1700 of the European Parliament and of the Council  of 10 October 2019, during 2021 the sample size was increased by approximately 7 500 dwellings (the sample size of the previous series was around 22 500 dwellings). Given the sample rotation scheme, this over sample size has been introduced in a phased manner, starting in the 1st quarter of 2021 until the 2nd quarter of 2022 (1 250 dwellings per quarter). From this quarter onwards the sample will be composed by 30 096 dwellings per quarter.

 

The NDR was built in 2012 and it has been continuously updated using information of national surveys and administrative data.  Geographical areas.

 Dwellings

(all households and their respective residents are interviewed).

 2022Q1

 04-11-     2021

12-11-2021

2022Q2

03-03-2022

11-03-2022

2022Q3

03-05-202

12-05-2022

2022Q4

02-08-2022

12-08-2022

 

Sampling design & procedure
First (and intermediate) stage sampling method   Final stage sampling method Stratification (variable used) Number of strata (if strata change quarterly, refer to Q4). Rotation scheme (2-2-2, 5, 6, etc.)

In each stratum (NUTS 3) the clusters (geographical areas) were selected systematically with probability proportional to size (number of private dwellings of usual residence). The clusters are composed by one or more contiguous grid INSPIRE cells with 1 km² of area, also aiming to have at least near 300 private dwellings of usual residence in each of them - 1254 PSUs are selected. The selection of PSU are made with probability to size (in the number of private dwellings of usual residence). 

Dwellings are selected systematically in each PSU. For each rotation and NUTS 2 region, 300 dwellings are selected by PSU.   NUTS3   7  6

 

Yearly sample size & Sampling rate
Overall theoretical yearly sampling rate Size of the theoretical yearly sample
(i.e. including non-response) (i.e. including non-response)
 2.9%  119 130 dwellings
Quarterly sample size & Sampling rate

Overall theoretical quarterly sampling rate

Size of the theoretical quarterly sample

(i.e. including non-response)

(i.e. including non-response)

 0.7%

2022Q1 - 28 842 dwellings

2022Q2 - 30 096 dwellings

2022Q3 - 30 096 dwellings

2022Q4 - 30 096 dwellings

Average per quarter - 29 783 dwellings

 

Use of subsamples to survey structural variables (wave approach)
Only for countries using a subsample for yearly variables
Wave(s) for the subsample  Are the 30 totals for ILO labour status (employment, unemployment and inactivity) by sex (males and females) and age groups (15-24, 25-34, 35-44, 45-54, 55+) between the annual average of quarterly estimates and the yearly estimates from the subsample all consistent? (Ref.: Commission Reg. 2019/2240, ) (Y/N) If not please list deviations List of yearly variables for which the wave approach is used (Ref.: Commission Reg. 2019/2240, Annex I)
 1st  Y    

HHLINK

HHSPOU

HHFATH

HHMOTH

MIGREAS

SIZEFIRM

MAINCLNT

SUPVISOR

TEMPAGCY

TEMPREAS

FINDMETH

WAYJFOUN

NEEDCARE

VARITIME

SHIFTWK

EVENWK

NIGHTWK

SATWK

SUNWK

HWWISH

LOOKOJ

ISCOPR3D

NACEPR2D

STAPROPR

EDUCFED12

HATFIELD

HATYEAR

HATWORK

EDUCNFE12

INCGROSS

GENHEALTH

GALI

 

 

Brief description of the method of calculating the quarterly core weights Is the sample population in private households expanded to the reference population in private households? (Y/N) If No, please explain which population is used as reference population Gender is used in weighting (Y/N) Which age groups are used in the weighting (e.g., 0-14, 15-19, ..., 70-74, 75+)? Which regional breakdown is used in the weighting (e.g. NUTS 3)? Other weighting dimensions
The weight is derived as the product of a design weight (which incorporates design information and non-response) and a factor that calibrates the sample to the independent demographic estimates (using a posteriori stratification method by NUTS 2, sex and 5-year age groups; NUTS 3 (or groups of NUTS 3) by six age groups; and NUTS 3 (or groups of NUTS 3) by sex).  N Total population    Y  Five-year age groups NUTS 2 and NUTS 3 (or groups of NUTS 3)  NA 

 

Brief description of the method of calculating the yearly weights (please indicate if subsampling is applied to survey yearly variables) Gender is used in weighting (Y/N) Which age groups are used in the weighting (e.g., 0-14, 15-19, ..., 70-74, 75+)? Which regional breakdown is used in the weighting (e.g. NUTS 3)? Other weighting dimensions
 

The calculation of the estimates is based on the conditions laid down in Article 9 (6) of Commission Implementing Regulation (EU) 2019/2240. Thus, each individual (respondent) in the sample is assigned a weight that results from the product of three factors:

- an initial weight based on the sample design corresponding to the inverse of the probability of selection of the respective dwelling;

- a correction factor for total non-responses to compensate for the effect of non-responses on the sample size

- a factor that calibrates (or adjusts) the sample to ensure consistency with the annual average estimates of the resident population by NUTS 2 region, sex and five-year age group, as well as the annual average labour status by major age groups, calculated on the basis of the full sample of the IE - 2021 series.

 Y

Population by five-year age group (0-4, 5-9; …,75+).

ILOSTAT by age group 16-24, 25-34, 35-44, 45-54, 55-64.

 NUTS 2  

 

Brief description of the method of calculating the weights for households External reference for number of households etc.? Which factors at household level are used in the weighting (number of households, household size, household composition, etc.) Which factors at individual level are used in the weighting (gender, age, regional breakdown etc.) Identical household weights for all household members? (Y/N)

NA

Note: The household weights are equal to the individual weights (living in the same household)

 NA  NA  NA  Y
Not Applicable
Restricted from publication

Divergence of national concepts from European concepts

(European concept or National proxy concept used) List all concepts where any divergences can be found

   
Is there a divergence between the national and European concepts for the following characteristics? (Y/N) Give a description of difference and provide an assessment of the impact of the divergence on the statistics
Definition of resident population (*)  
Identification of the main job (*)  
Employment  
Unemployment  
Changes at CONCEPT level introduced during the reference year and affecting comparability with previous reference periods (including breaks in series)
Changes in (Y/N) Description of the impact of the changes Statistics also revised backwards (if Y: year / N) Variables affected Break in series to be flagged (if Y: year and quarter/N)  
concepts and definition N        
coverage (i.e. target population)        
legislation        
classifications        
geographical boundaries        

 

Changes at MEASUREMENT level introduced during the reference year and affecting comparability with previous reference periods (including breaks in series)
Changes to (Y/N) Description of the impact of the changes Statistics also revised backwards (if Y: year / N) Variables affected Break in series to be flagged (if Y: year and quarter/N)
sampling frame  Y

Due to the COVID-19 pandemic, the CAPI data collection mode was suspended and replaced exclusively by the CATI mode from the second half of March 2020 to the 2nd quarter of 2022. During this period the sampling frame was restricted to private dwellings as usual residence with telephone.

From the 3rd quarter of 2022 onwards, both the CAPI mode and the usual sampling frame were resumed.

 N    N
sample design Y  Same as above.  N    N
rotation pattern N        
questionnaire        
instruction to interviewers        
survey mode From the 3rd quarter of 2022 onwards, the CAPI mode was resumed.  N    N
weighting scheme N        
use of auxiliary information        
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