Quarterly Interview

Consumer Expenditure Surveys: Quarterly Interview and Diary

Attachment I (a) - CEQ RI Instrument Specs and Attachments

Quarterly Interview

OMB: 1220-0050

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Document Drafted On: June 19, 2014
I.

Purpose
This document contains the specifications for the Computer Assisted Personal Interview
(CAPI) Quality Assurance (QC) Reinterview Blaise Instrument for the 2015 Consumer
Expenditure Quarterly (CEQ).

II.

Quality Control Reinterview
CAPI original interviews and Type B and C noninterviews are eligible for a QC
reinterview. The goal of the QC reinterview is to detect falsification by the interviewer.
The reinterview instrument includes paths for telephone reinterviews and personal visit
reinterviews.

III.

Instrument Specifications
These specifications have been separated into three major parts. The front
specifications, Section XIII, include the screens that direct the reinterviewer to make
contact, introduce himself/herself, and ask for the respondent. The middle specifications,
Section XIV, include the roster verification screens and the survey specific questions
used to determine whether falsification occurred. The back specifications, Section XV,
include the thank you screens and the screens that set up callbacks, assign reinterview
dispositions, and wrap up the case.
Attachment A, “Reinterview Instrument Screen Index”, provides the page number(s) of each
screen listed in these specifications.

For each screen in these specifications, the following information is provided:
Variable Name

The screen name that appears on the status bar.

Field Description

The name used in the Form Pane. The respondent’s answer
appears next to this variable.

Field Definition

The variable definition.

Universe

Details what must occur to obtain the variable.
Shows how the screen should look in the instrument.

Info Pane

Form Pane

Note:
Any text on the info pane in bold denotes display information that
is read aloud by the reinterviewer. Display this text in bold font
in black on the screen. All other text denotes display information
that is NOT read aloud by the reinterviewer. Display this text in
regular font in blue on the screen.
The respondent’s answers are collected next to the field
descriptions here.

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Note:
The field for the current screen should be displayed in regular font
in blue on the form pane. On the form pane, the current field’s
description is always followed by ‘[fill]’.
Question Text

Displays the question the reinterviewer must ask or answer.

Fill Instructions

When applicable, detailed information about screen fills are stated
here.

Field Length

The maximum length of the given field.

Valid Values

Gives the values that are valid for the variable.

Skip Instructions

Tells where the reinterviewer will go after collecting a specific
variable.

Special
Instructions
Help Reference
Word

IV.

Contains important information about the variable.
Contains the key word that will be included in the Help section of
the instrument. The definition of the key word will appear when
the reinterviewer presses F1.

Record-Typed Reinterview Input File
Attachment H contains instructions on how to download the Reinterview Sample Control
Input File (SCIF) for the CEQ 2015 Reinterview Survey. This Reinterview SCIF lists all
of the variables by record type that are on the reinterview input file. The original
instrument needs to set or initialize these variables, except for the few that are set by the
Demographic Statistical Methods Division (DSMD) generic reinterview system.
DSMD’s reinterview system creates the reinterview input files.
Refer to the CEQ Reinterview SCIF in Attachment H for information regarding the
description, length, and values of each of the variables required for reinterview. Record
Type 8500 in the CEQ Reinterview SCIF shows household level variables in positions 1251 and person level variables in position 1-96. CEQ Survey specific household and
person level variables follow these positions, respectively.
The following is a list of reinterview input file variables utilized in the CEQ 2015
reinterview instrument. These variables are used to set new variables, "fill" entries on the
screen, or to control pathing. The original instrument must set and output these variables,
except for SURVEY_SET, which is set by DSMD. Some of these variables are used in
the generic portions of the reinterview instrument. If the CEQ Survey uses a different
name for any of these generic variables, the CEQ name is noted in the ‘Description’
column. Convert the variable’s CEQ name to its generic name in the manipula script
when extracting the original output for reinterview.
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Name

Description

Record Type

INTPER

Original interview period

1002

RESPNAME

Respondent name

1002

AREA

Respondent’s phone number area code

1002

PREFIX

Respondent’s phone number prefix

1002

SUFFIX

Respondent’s phone number suffix

1002

EXTN

Respondent’s phone extension

1002

HNO

Address – house number

2006

HNOSUF

Address – house number suffix

2006

STRNAME

Address – street name combined

2006

UNITDES

Address – unit designation

2006

GQUNITINFO

Address – GQ unit designation

2006

NONCITYADD

Address – non-city style address

2006

PHYSDES

Address – physical description

2006

PO

Address - locality

2006

ST

Address – state abbreviation

2006

ZIP5

Address – ZIP code

2006

ZIP4

Address – ZIP4

2006

BLDGNAME

Address – building name

2006

EMAILADDRESS Household level email address

2552

ORIUSERID

2552

Interviewer James Bond ID

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Name

Description

Record Type

INTNMBR

Interview number

2552

ORIOUT

Original outcome code – See Attachment B for
values *OUTCOME in CEQ original document –
Convert OUTCOME to ORIOUT in manipula script

2552

ORIFR

Original FR code of interviewer who completed the
case *INTID in CEQ original instrument – Convert
OUTCOME to ORIOUT in manipula script

2552

CP1NAME 1

Contact person 1’s name

8001

CP1TITL1

Contact person 1’s title

8001

CP1PHON1

Contact person 1’s phone number

8001

CP1EXT1

Contact person 1’s phone extension

8001

CP1PHT1

Type of phone for contact person

8001

CP1ADD11

Contact person 1’s address 1

8001

CP1ADD21

Contact person 1’s address 2

8001

CP1PO1

Contact person 1’s address – PO/city

8001

CP1ST2

Contact person 1’s address – state

8001

CP1ZP51

Contact person 1’s address – ZIP code

8001

CP1ZP41

Contact person 1’s address – ZIP4

8001

BESTTIME

Best time to call

8200

BESTTIM2

Best time other

8200

NOSUNDAY

Do not call on Sunday

8200

PHTYP

Type of phone for respondent or household

8200

1

Attachment H specifies the screens required in the original instrument to collect the variable BYOBS and contact
person information for original Type B and C noninterview cases. The original instrument must include these
screens.
2
Attachment H specifies the screens required in the original instrument to collect the variable BYOBS and contact
person information for original Type B and C noninterview cases. The original instrument must include these
screens.
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Name

Description

Record Type

SPHONE

Second phone number of respondent or household

8200

SPHEXT

Second phone number’s extension

8200

SPHTYP

Type of phone for second phone number

8200

BYOBS1

Original case classified as a noninterview by:

8500 (HH level)

1 = Observation only
2 = Information provided by contact person
0 or empty = Question not asked for an interview or
Type A case
INTDATE

Original interview date

8500 (HH level)

TYPEA_SP

Other Type A noninterview – write-in *TYPEASP
in CEQ original instrument – Convert TYPEASP to
TYPEA_SP in manipula script

8500 (HH level)

TYPEB_SP

Other Type B noninterview – write-in

8500 (HH level)

TYPEC_SP

Other Type C noninterview – write-in

8500 (HH level)

NUMHOUSE

Number of persons in primary CU

8500 (HH level)

TOTAL_CU

Number of CUs

8500 (HH level)

REF_MONTH

Reference month

8500 (HH level)

LANGUAGE

Language used to conduct interview

8500 (HH level)

RESPON

Line number of primary respondent

8500 (HH level)

SURVEY_SET

Group number of section questions selected for
reinterview

8500 (HH level)

NROSIZE

Number of records for Block 01 (HH roster size)

8500 (person level)

LNO

HH composition – line number

8500 (person level)

*MEMBNO in CEQ original instrument – Convert
MEMBNO to LNO in manipula script
QCRESP

A flag indicating which household members are the
respondents for complete original interviews. Place
this flag on each person record. In the reinterview,
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8500 (person level)

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Name

Description

Record Type

the original respondent (that is, the person the
interviewer actually spoke to) is reinterviewed
whenever possible.
Values for this flag are:
1 = person interviewer spoke to
0 = all other household members
FNAME

HH composition – first name

8500 (person level)

LNAME

HH composition – last name

8500 (person level)

AGE

HH composition – age

8500 (person level)

REL

HH composition – relationship

8500 (person level)

*CU_CODE in CEQ original instrument –
Convert CU_CODE to REL in manipula script
SEX

HH composition – sex

8500 (person level)

MEMBSTAT

Household status flag

8500 (person level)

PERSTAT

Status – delete/reinstate

8500 (person level)

AWAY_COL

HH composition – away at college

8500 (person level)

HH_MEM

HH composition – household member

8500 (person level)

PERCUNUM

HH composition – CU member

8500 (person level)

V.

Variables Set in Reinterview Instrument
A.

Set these variables in the CEQ reinterview instrument as follows:
RPROXY_A

This is a flag indicating whether a proxy is allowed in the
reinterview. Set to
1 = proxy allowed in reinterview

OPROXY_A

This is a flag indicating whether a proxy interview is
allowed in the original survey. Set to
1 = proxy allowed in original interview

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OPROXY_U

This is a flag indicating for which household member a
proxy was used in the original interview. However, since CE
does not verify the eligibility of proxy, this flag is not set in
the original instrument. Set
OPROXY_U = 0

SURVEY_NAME

This is a string variable (200 characters in length) indicating
the name of the survey. Set to
Consumer Expenditure Quarterly Survey

USE_CKSUP

This is a string variable (three characters in length)
indicating if the interviewer needs authorization before
conducting a personal visit due to budget concerns. Set to
Yes = Interviewer needs authorization

 This is an array of 12 elements. It contains a list of codes
indicating the various discrepancies found during the
reinterview. When the reinterview instrument indicates a
discrepancy, the instrument will store the appropriate code
in this array. Upon wrapping up a case, the
DISCREPANCY array is copied into the Reinterview Notes.
See Attachment F.
ORIOUT_RSLT

This is a string variable (four characters in length) indicating
the type of original outcome for a case. Set as follows:
If ORIOUT = 201 or 203, then ORIOUT_RSLT = INT.
If ORIOUT = 216, 217, 219, 321, 322, 323 or 324, then
ORIOUT_RSLT = A.
If ORIOUT = 224, 225, 226, 228, 229, 231, 2, D, R32, 331,
or 332, then ORIOUT_RSLT = B1.
If ORIOUT = 233, then ORIOUT_RSLT = B2.
If ORIOUT = 240, 241, 2, D, R43, 244, 245, 246 or 252,
then ORIOUT_RSLT = C1.
If ORIOUT = 248, 341 or 342, then ORIOUT_RSLT = C2.

TYPE_D

This is a string variable (three characters in length)
indicating if the original survey has original Type D
noninterviews. Set to
No = original survey does not have original Type D
noninterviews.

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VACANT_INT

This is a string variable (three characters in length)
indicating if the survey has vacant interviews. Set to
No = survey does not have vacant interviews.

REDESIGN

This is a string variable (three characters in length)
indicating if the survey has converted to the 2000 Sample
Redesign. Set to
Yes = survey has converted to the 2000 Sample Redesign.

PUERTO_RICO

This is a string variable (three characters in length)
indicating if the survey includes Puerto Rico addresses. Set
to
No = survey does not include Puerto Rico addresses.

PV_ONLY

This is a string variable (three characters in length)
indicating if the survey requires all original interviews to be
conducted by personal visit. Set to
Yes = all original interviews must be done by personal visit.

MIN_AGE

This is a numeric variable (two characters in length)
indicating the minimum age for an eligible respondent. Set
to
16 = minimum age for an eligible respondent

CONTACT_C_INFO (1-3)

This is a three string variable (80 characters in length
each) indicating some descriptive text for the survey
to be filled on the CONTACT_C screen. Set to
CONTACT_C_INFO1 = bills and other household
expenses
CONTACT_C_INFO2 is empty
CONTACT_C_INFO3 is empty

ROSTER_INFO (1-3)

This is a three string variable (80 characters in length
each) indicating some descriptive text for the survey
to be filled on the ROSTER_3 and ROSTER_4
screens. Set to
ROSTER_INFO1 = didn’t have a usual residence
elsewhere or who wasn’t away at college
ROSTER_INFO2 = on [Fill: INTDATE]
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ROSTER_INFO3 is empty
TYPEB_SPLIT

This is a string variable (three characters in length)
indicating if reinterview noninterview vacants and Usual
Residence Elsewhere (UREs) need to be split between
regular and seasonal. Set to
No = vacants and UREs are not split between regular and
seasonal

RIDATE

This is the date stamp that the CEQ reinterview instrument
marks when a case is opened. Its format is mmddyyyy.

TIME_C

This is the time stamp that the CEQ reinterview instrument
marks when a case is opened. Its format is hhmmss in
military time.

OIRESP

This is a string variable (two characters in length)
representing the line number of the original respondent.
Set to the line number (LNO) of the household member with
QCRESP = 1.

SPANONLY

This is a string variable (one character in length) indicating
if the household is Spanish speaking. Set as follows:
If LANGUAGE = 2, then SPANONLY = 1.
Else SPANONLY is empty.

B.

The original instrument fills RESPNAME if the respondent is a proxy. To
compensate for this, empty RESPNAME if RESPON = 95.

C.

Set the generic contact person information variables in the CEQ reinterview
instrument as follows:
CPNAME
CPTITL
CPPHON
CPEXT
CPPHT
CPADD1
CPADD2
CPPO
CPST
CPZP5
CPZP4

=
=
=
=
=
=
=
=
=
=
=

CP1NAME
CP1TITL
CP1PHON
CP1EXT
CP1PHT
CP1ADD1
CP1ADD2
CP1PO
CP1ST
CP1ZP5
CP1ZP4

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D.

The following variables are also set in the CEQ reinterview instrument according
to the SPECIAL INSTRUCTIONS.
Name

Description

INTTYP

Method of reinterview
T = telephone reinterview
P = personal visit reinterview

VI.

LENGTH_T

Length of the original interview in total
minutes: (LENGTH_H x 60) + LENGTH_M

INCT_CNT

Tally of the number of persons incorrectly
included on the household roster

MISS_CNT

Tally of the number of persons missing from
the household roster

ITERATION

Counter for the number of CUs checked

COUNT

Number of persons in the CU being checked

DEPENDENT

Tally of the number of categories showing
dependency in a single-person CU

INDEPENDENT

Tally of the number of categories showing
independency in a multi-person CU

INCT_CU

Tally of the number of CU’s incorrectly
formed

OUTCOME

Reinterview case status - see Attachment E for
values

RI_DISP

Reinterview disposition code - see Attachment
C for values

Variables Passed between Case Management and the CEQ Reinterview Instrument
A.

Variables from Case Management
1.

Case Management sets ACTION based on OUTCOME. See Attachment
C, “CEQ Reinterview Disposition, Outcome and Action Codes”, for values.
This variable must be included in the reinterview output.
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B.

C.

2.

The CEQ reinterview instrument obtains the name of the interviewer,
variable FR_NAME, from Case Management.

3.

The CEQ reinterview instrument obtains the reinterviewer’s FR code,
FRCODE, from Case Management. If the RO reassigns a case, it changes
FRCODE in ROSCO. Case Management then passes the updated variable
to the CEQ reinterview instrument.

Variables from Case Management and the CEQ Reinterview Instrument
1.

The reinterviewer can update the sample unit phone number (AREA,
PRIX, SUFFIX, and EXTN) and appointment time (CALLBACK) in both
Case Management and the CEQ reinterview instrument. Case Management
and the CEQ reinterview instrument pass these variables, with any updates,
back and forth to each other.

2.

Case Management and the CEQ reinterview instrument also pass the case
ID (CASEID) and control number (CTRLNUM) back and forth to each
other. These variables serve as identifiers for the case.

Variables from the CEQ Reinterview Instrument
1.

2.

The reinterviewer can also update the contact person phone number
(CPPHON and CPEXT) in the CEQ reinterview instrument. The CEQ
reinterview instrument passes these variables, with any updates, to Case
Management. The CEQ reinterview instrument must reset these variables
back to CP1PHON and CP1EXT when it passes them to Case
Management.
The reinterview instrument sets OUTCOME and RI_DISP, as stated in
Section V, above, and passes them to Case Management.

VII. Formats for Date and Time Variables
A.

Use the long format (day of week, month, day, four-digit year) to display all date
variables in the reinterview instrument. Use the format MMDDYY when
outputting all date variables, INTDATE (original interview date) and RIDATE
(reinterview date), to the reinterview output file.

B.

Use the format hh:mm am/pm to display all time variables in the reinterview
instrument.

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VIII. Displaying the Sample Unit Address
Display the sample unit address in the CEQ reinterview instrument using format
ADDRESS1. Screens that display the sample unit address are START, DIAL,
INTRO_TC, HELLO_TNX, INTRO_TN, INTRO_PC, HELLO_PNX, ADDVER,
INTRO_PN, VERBYOBS, PROX_N, PROX_UN, ROSTER_1, SOMEONE_ELSE,
CONTACT_N, VACANT, STAT_VER, VACANT2, STATUS, STAT_PROBE,
STAT_PROB2,
Format ADDRESS1 is used for surveys that have converted to the 2000 Sample Redesign
(REDESIGN = Yes) and do not include Puerto Rico addresses (PUERTO_RICO = No).
Format ADDRESS1 uses the address variables on Record Type 2006 of the SCIF,
Demographic Address, and is defined as follows:
[Fill: HNO HNOSUF STRNAME UNITDES]
[Fill: BLDGNAME / blank]
[Fill: GQUNITINFO / blank]
[Fill: NONCITYADD / blank]
[Fill: PHYSDES / blank]
[Fill: PO, ST ZIP5-ZIP4]
FILL INSTRUCTIONS

IX.

1.

If BLDGNAME not empty, fill BLDGNAME.
Else leave blank, do not display item.

2.

IF GQUNITINFO not empty, fill GQUNITINFO.
Else leave blank, do not display item.

3.

If NONCITYADD not empty, fill NONCITYADD.
Else leave blank, do not display item.

4.

If PHYSDES not empty, fill PHYSDES.
Else leave blank, do not display item.

Displaying the Household Roster
A.

Display the household roster in the CEQ reinterview instrument as follows:
•

Include the following Variables: Line Number (LNO), Name (FNAME
LNAME), Relationship (REL), Age (AGE), Sex (SEX), Away at
College (AWAY_COL), HH Member (HH_MEM), and CU Member
(PERCUNUM).

•

Include all persons who have not been deleted in the original interview.

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•

Exclude a person from the household roster if:
PERSTAT = 7 or 99. This denotes a person deleted in the current
interview period (7) or a person the interviewer realizes he/she
mistakenly listed when entering the household roster (99).
Or
MEMSTAT = 1 and PERSTAT ≠ 9. This denotes a person deleted in a
previous interview period and not reinstated in the current interview
period.

•

List household members first (HH_MEM = 1), followed by non-household
members (HH_MEM = 2). Gray the listing of all non-household members.

•

Do not leave blank lines between persons included in the household roster.
Rather, condense the listing to compensate for any deleted person.

Screens that display the household roster are: HHCOMP, RIRESP, ROSTER_1,
ROSTER_2, ROSTER_3, and ROSTER_4.
B.

X.

Other screens that display the household roster are SINGLE_RELATED,
SINGLE_HOUSING, SINGLE_FOOD, SINGLE_OTHER, MULTI_RELATED,
MULTI_HOUSING, MULTI_FOOD, and MULTI_OTHER. These screens have
the additional specifications:
•

List only household members (HH_MEM=1).

•

Gray any household member whose PERCUNUM ≠ ITERATION.

Access to Original CAPI Notes and Reinterview Notes
Within the CEQ reinterview instrument, provide access between the instrument and the
original CAPI notes and the reinterview notes. Both the original CAPI notes and the
reinterview notes are separate text files maintained outside the instrument.

XI.

•

Allow the reinterviewer read only access to the original CAPI notes.

•

Allow the reinterviewer access to enter, view, or edit the reinterview notes.

Function Keys
Descriptions of the functions keys for the CEQ reinterview Blaise instrument is listed
below.
The F Keys
F1

Item specific Help
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F2
F3
F4
F5
F6
F7
F8
F9
F10
F11
F12

Jump Menu

Item notes/remarks
Return from Skip
Exit - Skip to the END of the reinterview (FIN screen)
Calculator
Repeat

The Shift-F Keys
Shift-F1
Display the household roster (HHCOMP screen)
Shift-F2
Display the Original Survey Frequently Asked Questions (FAQs)
(H_PURPOSE screen)
Shift-F3
Display the Reinterview FAQs (RIREASON screen)
Shift-F4
Shift-F5
Shift-F6
Shift-F7
View Remarks/ Items Notes
Shift-F8
Shift-F9
Shift-F10
Display function keys
Shift-F11
Display standard abbreviations (H_ABBREVI screen)
Shift-F12
Display original CAPI notes
The Ctrl Keys
Ctrl-D
Don’t know (D)
Ctrl-K
Display function key descriptions (KEY_REF screen)
Ctrl-R
Refusal (R)
Ctrl-F7
Access reinterview notes
Ctrl-H
Show Info
Ctrl-M
Show Don’t Know & Refusals
Ctrl-S
Save
Ctrl-F
Search Tag
Special Purpose Keys
Esc
Cancel
Home
Moves to beginning of form
End
Moves to first unanswered field on path
Page Up
Moves backward one page/screen
Page Down Moves forward one page/screen
Up Arrow
Move upward or backward one field
Down Arrow Moves downward or forward one field
Left Arrow Moves to previous field
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Right Arrow Moves to next field
XII. Refreshing OUTCOME = 202 Cases
If the CEQ reinterview instrument is exited with OUTCOME=202, refresh the case upon
reopening the instrument. Always maintain the reinterview input file variables and any
updates to them (for example, phone number changes) when the instrument is reopened.
Also maintain CALLBACK, the case history in Case Management, and the
DISCREPANCY array.

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XIII. Front Specifications
The screens for the front of the instrument appear in this section.
Throughout the Reinterview instrument the option of [return to reinterview] becomes available
within the Skip Instructions (for example, in the Help Menus and Frequently Asked Questions).
This option, once selected, will take the user back to the screen they were on in the reinterview
path.

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Variable Name:

RIREASON

Field Description:

Reinterview Help Menu

Field Definition:
Universe:

(Shift-F3) OR (RIREF1 = 2) OR (RIREF2 = 2) OR (RIREF3 = 2) OR
(RIREF4 = 2) OR (RIREF5=2)

Info Pane:
Reinterview Help Menu
♦ Press F8 to proceed to the reinterview.
 1. Why are you calling me again?
 2. Are you calling everyone or am I just lucky?
 3. Don't you have anything better to do with my tax dollars?
I'm too busy to answer your questions again.
 4. Are you "checking up" on me? I told you the truth the first time you called.
 5. Do I have to answer your questions?
 6. Return to reinterview.
Form Pane:
Reinterview help menu [fill]
RI Reason 1 []
RI Reason 2 []
RI Reason 3 []
RI Reason 4 []
RI Reason 5 []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6

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Skip Instructions:

<1>

[go to RIREF1]

<2>

[go to RIREF2]

<3>

[go to RIREF3]

<4>

[go to RIREF4]

<5>

[go to RIREF5]

<6>

[return to reinterview]

Special Instructions:
This screen is a reference screen accessed by the Shift-F3 key.
Help Reference Word:

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Variable Name:

RIREF1

Field Description:

RI Reason 1

Field Definition:
Universe:

(RIREASON = 1)

Info Pane:
Why are you calling me again?
Like any business, we're interested in maintaining the quality of our product, so each
month we reinterview a few households who are in the survey to ensure we are efficiently
and accurately collecting data.
 1. Continue
 2. Back to Reinterview Help Menu
Form Pane:
Reinterview help menu []
RI Reason 1 [fill]
RI Reason 2 []
RI Reason 3 []
RI Reason 4 []
RI Reason 5 []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to RIREASON]

Special Instructions:
Help Reference Word:

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Variable Name:

RIREF2

Field Description:

RI Reason 2

Field Definition:
Universe:

(RIREASON = 2)

Info Pane:
Are you calling everyone or am I just lucky?
We are able to get a reliable measure of data quality by reinterviewing only a small
percentage of the total households interviewed in the survey.
 1. Continue
 2. Back to Reinterview Help Menu
Form Pane:
Reinterview help menu []
RI Reason 1 []
RI Reason 2 [fill]
RI Reason 3 []
RI Reason 4 []
RI Reason 5 []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:
Skip Instructions:

1, 2
<1>

[return to reinterview]

<2>

[go to RIREASON]

Special Instructions:
Help Reference Word:

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Variable Name:

RIREF3

Field Description:

RI Reason 3

Field Definition:
Universe:

(RIREASON = 3)

Info Pane:
Don't you have anything better to do with my tax dollars?
I'm too busy to answer your questions again.
The Bureau of Labor Statistics uses the data from this survey to measure the changes in
prices in consumer goods and services. Information collected in this survey contributes
to the Consumer Price Index, which assesses the change in purchasing power of
consumer dollars. The Census Bureau’s method of measuring data quality for this
survey is to re-contact a percentage of respondents to check that the data was collected
correctly during the original interview. We believe this method helps the Census Bureau
prevent the wasting of your tax dollars.
 1. Continue
 2. Back to Reinterview Help Menu
Form Pane:
Reinterview help menu []
RI Reason 1 []
RI Reason 2 []
RI Reason 3 [fill]
RI Reason 4 []
RI Reason 5 []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to RIREASON]

Special Instructions:
Help Reference Word:
WORKING DRAFT

22

Variable Name:

RIREF4

Field Description:

RI Reason 4

Field Definition:
Universe:

(RIREASON = 4)

Info Pane:
Are you “checking up” on me?
I told you the truth the first time you called.
The purpose of reinterview is not to check up on respondents. In order to ensure that we
are efficiently and accurately collecting data, we reinterview a few households who are in
the survey.
 1. Continue
 2. Back to Reinterview Help Menu
Form Pane:
Reinterview help menu []
RI Reason 1 []
RI Reason 2 []
RI Reason 3 []
RI Reason 4 [fill]
RI Reason 5 []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to RIREASON]

Special Instructions:
Help Reference Word:

WORKING DRAFT

23

Variable Name:

RIREF5

Field Description:

RI Reason 5

Field Definition:
Universe:

(RIREASON = 5)

Info Pane:
Do I have to answer your questions?
Your participation in this survey is voluntary. However, the information you provide will
help us to ensure the efficiency and accuracy of our data collection procedures. Like any
business, we’re interested in maintaining the quality of our product.
 1. Continue
 2. Back to Reinterview Help Menu
Form Pane:
Reinterview help menu []
RI Reason 1 []
RI Reason 2 []
RI Reason 3 []
RI Reason 4 []
RI Reason 5 [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to RIREASON]

Special Instructions:
Help Reference Word:

WORKING DRAFT

24

Variable Name:

H_PURPOSE

Field Description:

Frequently Asked Questions

Field Definition:
Universe:

(Shift-F2) OR (H_PURPOSE1 = 2) OR (H_PURPOSE2 = 2) OR
(H_PURPOSE3 = 2) OR (H_PURPOSE4 = 2) OR
(H_PURPOSE5 = 2)

Info Pane:
Frequently Asked Questions
♦ Press F8 to proceed with reinterview.
 1. What is this survey all about?
 2. Who uses this information? What good is it?
 3. How is the data collected? How many times will I be interviewed?
 4. I hesitate to tell some things about myself. What protection do I have?
 5. Is this survey authorized by law?
 6. Return to reinterview
Form Pane:
Frequently asked questions [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6

Skip Instructions:

<1>

[go to H_PURPOSE1]

<2>

[go to H_PURPOSE2]

<3>

[go to H_PURPOSE3]

<4>

[go to H_PURPOSE4]

<5>

[go to H_PURPOSE5]

<6>

[return to reinterview]

Special Instructions:
•
•

This screen is a reference screen accessed by the Shift-F2 key.
This FAQ menu screen is the same as the original instrument.

Help Reference Word:

WORKING DRAFT

25

Variable Name:

H_PURPOSE1

Field Description:

Frequent question 1

Field Definition:
Universe:

(H_PURPOSE = 1)

Info Pane:
What is this survey all about?
The Consumer Expenditure survey collects information from the nation's households
and families on their buying habits (expenditures), income, and characteristics. The
strength of the survey is that it allows data users to relate the expenditures and income of
consumers to the characteristics of those consumers.
 1. Continue
 2. Back to Frequently Asked Questions menu
Form Pane:
Frequent question 1 [fill]
Frequent question 2 []
Frequent question 3 []
Frequent question 4 []

Frequent question 5 []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to H_PURPOSE]

Special Instructions:
• Use the same FAQs, H_PURPOSE1 from the original production instrument.
Help Reference Word:

WORKING DRAFT

26

Variable Name:

H_PURPOSE2

Field Description:

Frequent question 2

Field Definition:
Universe:

(H_PURPOSE = 2)

Info Pane:
Who uses this information? What good is it?
Data from the consumer expenditure survey are used in a number of different ways by a
variety of users. An important use of the survey by the Bureau of Labor Statistics is for
the periodic revisions of the Consumer Price Index (CPI). Survey results are used to
select new market basket of goods and services for the CPI, to determine the relative
importance of CPI components, and to derive new cost weights for the market basket.
Government and private agencies use the data to study the welfare of particular
segments of the population. Economic policymakers use the data to study the impact of
policy changes in the welfare of different socioeconomic groups. Researchers use the
data in a variety of studies, including those that focus on the spending behavior of
different family types and historical spending trends.
 1. Continue
 2. Back to Frequently Asked Questions menu
Form Pane:
Frequent question 1 []
Frequent question 2 [fill]
Frequent question 3 []
Frequent question 4 []

Frequent question 5 []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to H_PURPOSE]

Special Instructions:
Use the same FAQ as H_PURPOSE2 from the original production instrument.
Help Reference Word:

WORKING DRAFT

27

Variable Name:

H_PURPOSE3

Field Description:

Frequent question 3

Field Definition:
Universe:

(H_PURPOSE = 3)

Info Pane:
How is the data collected?
How many times will I be interviewed?
The Bureau of the Census carries out data collection. In the interview survey, each
household is interviewed every 3 months over 5 calendar quarters. In the initial
interview, information is collected on demographic and family characteristics and on the
inventory of major durable goods of the household. Expenditure information is collected
in the second through fifth interview using uniform questionnaires. In the fifth
interview, a supplement is used to account for changes in assets and liabilities.
 1. Continue
 2. Back to Frequently Asked Questions menu
Form Pane:
Frequent question 1 []
Frequent question 2 []
Frequent question 3 [fill]
Frequent question 4 []

Frequent question 5 []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to H_PURPOSE]

Special Instructions:
Help Reference Word:

WORKING DRAFT

28

Variable Name:

H_PURPOSE4

Field Description:

Frequent question 4

Field Definition:
Universe:

(H_PURPOSE = 4)

Info Pane:
I hesitate to tell some things about myself.
What protection do I have?
The information that respondents provide is used solely for statistical purposes. All
Census Bureau data collectors take an Oath of Confidentiality and are subject to fines
and imprisonment for improperly disclosing information provided by respondents.
Names and addresses are removed from all forms and that information is not released as
part of any statistical data.
 1. Continue
 2. Back to Frequently Asked Questions menu
Form Pane:
Frequent question 1 []
Frequent question 2 []
Frequent question 3 []
Frequent question 4 [fill]

Frequent question 5 []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to H_PURPOSE]

Special Instructions:
Help Reference Word:

WORKING DRAFT

29

Variable Name:

H_PURPOSE5

Field Description:

Frequent question 5

Field Definition:
Universe:

(H_PURPOSE = 5)

Info Pane:
Will the data be held confidential?
The Bureau of Labor Statistics conducts the Consumer Expenditure Survey under the
authority of Title 29 of the U.S. Code. Congress authorizes the financial support for the
CE survey through Public Laws 94-439 and 95-205.
The Bureau of the Census collects the CE data under the authority of Title 13, U.S. Code,
Section 8b, which allows the Census Bureau to undertake surveys for other government
agencies. Participation in the survey is voluntary. Under Title 13, the Census Bureau
holds all information in strict confidence. We will not release information reported in the
survey, which would permit the identification of a household or any of its members to
anyone outside of the Census Bureau.
 1. Continue
 2. Back to Frequently Asked Questions menu
Form Pane:
Frequent question 1 []
Frequent question 2 []
Frequent question 3 []
Frequent question 4 []

Frequent question 5 [fill]

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2

Skip Instructions:

<1>

[return to reinterview]

<2>

[go to H_PURPOSE]

Special Instructions:
Help Reference Word:

WORKING DRAFT

30

Variable Name:

KEY_REF

Field Description:

Function Key Settings

Field Definition:
Universe:

(Ctrl-K)

Info Pane:
F1
F2
F3
F4
F5
F6
F7
F8
F9
F10
F11
F12

Function Key Settings
Item specific Help

Jump Menu

Item notes/remarks
Return to main path
Exit-skip to END
Calculator
Copy

Form Pane:

Shift-F1
Shift-F2
Shift-F3
Shift-F4
Shift-F5
Shift-F6
Shift-F7
Shift-F8
Shift-F9
Shift-F10
Shift-F11
Shift-F12
Ctrl-D
Ctrl-K
Ctrl-R
Ctrl-F7
Ctrl-H
Ctrl-M
Ctrl-S
Ctrl-F

Household roster
Original survey Frequently Asked
Questions (FAQs)
Reinterview FAQs

View Remarks/Items Notes

Display function keys
Standard abbreviation list
Original CAPI notes
Don’t know (D)
Function key description
Refusal (R)
Reinterview notes
Show Info
Show Don’t Know & Refusals
Save
Search

N/A

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:
Valid Value:

Escape

Skip Instructions:



[return to reinterview]

Special Instructions:
• This screen is an external file accessed by the Ctrl-K key. It is similar to the Function Key
Settings screen in the original production instrument with additions for reinterview.
Help Reference Word:

WORKING DRAFT

31

Variable Name:

H_ABBREV1

Field Description:

Standard Abbreviation list

Field Definition:
Universe:

(Shift-F11)

Info Pane:
Standard Abbreviation List
[Display the standard abbreviation list]
NOTE: This screen can be accessed at any time during the reinterview by pressing "Shift F11."

Form Pane:

N/A

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:
Valid Value:

Escape

Skip Instructions:



[return to reinterview]

Special Instructions:
• This screen is an external file accessed by the Shift-F11 key.

WORKING DRAFT

32

Variable Name:

FIN

Field Description:

Exit Notice

Field Definition:
Universe:

(F10)

Info Pane:
THIS CASE IS NOT COMPLETED
♦ Enter 1 to continue
 1. Continue
Form Pane:
Exit Notice [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to APPT]

Special Instructions:
• This screen is displayed whenever “F10” is pressed. F10 is the function key that allows the
reinterviewer to exit the case anytime during the reinterview.
Help Reference Word:

WORKING DRAFT

33

DISPLAY INTERVIEWER JAMESBOND ID
Variable Name:

START

Field Description:

Start up screen

Field Definition:
Universe:

OUTCOME = 200 [to access case] OR
OUTCOME = 202 (i.e. insufficient partial) OR OUTCOME = 213219 (i.e. Type A) [to re-access case]
Note: This UNIVERSE is not used by the instrument, but rather
controlled by Case Management.

Info Pane:
[Fill: SURVEY_NAME]
CAPI QUALITY CONTROL REINTERVIEW
Date: [Fill: RIDATE]

Time: [Fill: TIME_C]

Reinterview Case Status:

[Fill: OUTCOME and OUTCOME’s description]

Original Interview Date:

[Fill: INTDATE]

Original FR Code:
Original James Bond ID:
Original Name:

[Fill: ORIFR]
[Fill: ORIUSERID]
[Fill: FR_NAME]

Original Outcome:

[Fill: ORIOUT and ORIOUT’s description]
[Fill: TYPEA_SP / TYPEB_SP / TYPEC_SP / blank]
Original Respondent Name: [Fill: RESPNAME]
Sample Unit Phone:
([Fill: AREA]) [Fill: PREFIX]-[Fill: SUFFIX],
ext.[Fill: EXTN] ([Fill: PHTYP’s description])
[Fill: "Second Phone:" SPHONE (SPHTYP) / blank]
Sample Unit Address:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
[Fill: “Best Time to Contact:” BESTTIME’s description / “Best Time to Contact:” BESTTIM2 / blank]
[Fill: “Or” BESTTIM2 / blank]
[Fill: “DO NOT call on Sunday” / blank]
[Fill: “Spanish speaking” / blank]
 1. Continue
 2. Quit - Attempt later
Form Pane:
Start up screen [fill]
WORKING DRAFT

34

Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1.
Fill OUTCOME’s description with the reinterview outcome code description from
Attachment C, “Reinterview Disposition, Outcome, and Action Codes.”
2.

Fill ORIOUT’s description with the original outcome code description from Attachment
B, "List of Original Outcome Codes in the Original Instrument."

3.

If ORIOUT = 219, fill TYPEA_SP.
If ORIOUT = 233, fill TYPEB_SP.
If ORIOUT = 248, fill TYPEC_SP.
Else leave blank, do not display item.

4.

If SPHONE not empty, fill "Second Phone:" SPHONE (SPHTYP’s description). Else
leave blank, do not display item.

5.

Fill PHTYP’s and SPHTYP’s descriptions with the following descriptions of the values
of PHTYP and SPHTYP, respectively:
Values
Description
1
HOME
2
WORK
3
Cellular or Digital
4
Beeper/Pager/Answering Service
5
PUBLIC PAY PHONE
6
OTHER
7
FAX

6.

If ORIFR is not blank and ORIUSERID is not blank and FR_NAME is not blank, then display

Original FR Code:
Original James Bond ID:
Original Name: Fill:

[Fill: ORIFR]
[Fill: ORIUSERID]
[Fill: FR_NAME]

If ORIFR is not blank and ORIUSERID is not blank and FR_NAME is blank, then display

Original FR Code:
Original James Bond ID:
Original Name:

[Fill: ORIFR]
[Fill: ORIUSERID]
N/A

If ORIFR is not blank and ORIUSERID is blank and FR_NAME is not blank, then display

Original FR Code:
Original James Bond ID:
Original Name:

[Fill: ORIFR]
N/A
[Fill: FR_NAME]

If ORIFR is not blank and ORIUSERID is blank and FR_NAME is blank, then display

Original FR Code:
Original James Bond ID:

[Fill: ORIFR]
N/A

WORKING DRAFT

35

Original Name:

N/A

If ORIFR is blank and ORIUSERID is not blank and FR_NAME is not blank, then display

Original FR Code:
Original James Bond ID:
Original Name:

N/A
[Fill: ORIUSERID]
[Fill: FR_NAME]

If ORIFR is blank and ORIUSERID is not blank and FR_NAME is blank, then display

Original FR Code:
Original James Bond ID:
Original Name:

N/A
[Fill: ORIUSERID]
N/A

If ORIFR is blank and ORIUSERID is blank and FR_NAME is not blank, then display

Original FR Code:
Original James Bond ID:
Original Name: Fill:

N/A
N/A
[Fill: FR_NAME]

If ORIFR is blank and ORIUSERID is blank and FR_NAME is blank, then display

Original FR Code:
Original James Bond ID:
Original Name: Fill:

N/A
N/A
N/A

7.

If BESTTIME not empty, fill "Best Time to Contact:" BESTTIME’s description.
If BESTTIME empty and BESTTIM2 not empty, fill "Best Time to Contact:"
BESTTIM2.
If BESTTIME empty and BESTTIM2 empty, leave blank, do not display item.

8.

If BESTTIME not empty and BESTTIM2 not empty, fill "Or" BESTTIM2.
Else leave blank, do not display item.

9.

Fill BESTTIME’s description with the following descriptions of the values of
BESTTIME:
Values
Description
00
Special restriction; supervisor sets appointment
01
Morning (9am-12 noon)
02
Noon/lunchtime (11am - 1pm)
03
Afternoon (12 noon-4pm)
04
Suppertime/early evening/dinnertime (4pm-7pm)
05
Evening (6pm-9pm)
06
Anytime (9am-9pm)
07
Late evening/night (7pm-9pm)
08
Daytime (9am-4pm)
09
After 5pm (5pm-9pm)

10.

If NOSUNDAY = 1, fill “DO NOT call on Sunday.”
Else leave blank, do not display item.

11.

If SPANONLY = 1, fill “Spanish speaking.”

WORKING DRAFT

36

Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1> If (ORIOUT_RSLT = (B1, C1, B2, C2, or VINT) and BYOBS = 2)
[go to START_1A]
Else [go to START_1]
<2> [go to RINOTES_PRE]

Special Instructions:
• If START = 2, set OUTCOME = 202.
Help Reference Word:

WORKING DRAFT

37

Variable Name:

START_1A

Field Description:

Contact Person Information

Field Definition:
Universe:

(START = 1 and ORIOUT_RSLT = B1, C1, B2, C2 or VINT and
BYOBS = 2)

Info Pane:
CONTACT PERSON INFORMATION
Name:
Title:
Phone:
Address:

[Fill:
[Fill:
[Fill:
[Fill:

CPNAME]
CPTITL]
CPPHON], ext. [Fill: CPEXT] ([Fill: CPPHT])
CPADD1]
CPADD2
CPPO, CPST CPZP5-CPZP4]

[Fill: “NO CONTACT PERSON INFORMATION IS AVAILABLE” / blank]
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Contact Person Information [fill]
Original and reinterview notes []
Household Composition []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If CPNAME, CPTITL, CPPHON, CPEXT, CPADD1, CPADD2 are all empty or filled with
blanks only, fill “NO CONTACT PERSON INFORMATION IS AVAILABLE.”
Else leave blank. Do not display item.
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to START_1]

Special Instructions:
Help Reference Word:

WORKING DRAFT

38

Variable Name:

START_1

Field Description:

Original and reinterview notes

Field Definition:
Universe:

(START_1A = 1) OR
(START = 1 and ORIOUT_RSLT = INT or A) OR
(START = 1 and ORIOUT_RSLT = B1, C1, B2, C2, or VINT and
BYOBS = 1)

Info Pane:
Original CAPI Notes
♦ Press Shift-F12 to access original CAPI notes any time during reinterview.
Reinterview Notes
♦ Press Ctrl-F7 to access reinterview notes any time during reinterview.
♦ Enter, view, or update notes as necessary.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Contact Person Information []
Original and reinterview notes [fill]
Household Composition []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

If (ORIOUT_RSLT = INT) then [go to HHCOMP]
If (ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 1) then [go to BY_OBS]
Else [go to METHOD]

Special Instructions:

WORKING DRAFT

39

Help Reference Word:

WORKING DRAFT

40

Variable Name:

HHCOMP

Field Description:

Household composition

Field Definition:

Displays household roster

Universe:

(Shift-F1) OR (START_1 = 1 and ORIOUT_RSLT = INT)

Info Pane:
Line
No.

Name

Relationship Age

Sex

Away at
college

HH
member

HH number

[Fill:
LNO]

[Fill:
FNAME
LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill:
AWAY_COL]

[Fill:
HH_MEM]

[Fill:
PERCUNUM]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

◆ Press Shift-F1 to access this screen at any time during the reinterview.
◆ Enter 1 to continue.
 1.

Continue

Form Pane:
Contact Person Information []
Original and reinterview notes []
Household Composition [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to METHOD]

Special Instructions:
• This screen displays the household roster. Fill REL, SEX, AWAY_COL, and HH_MEM
with their descriptions from Attachment D.
• Return to reinterview if accessed by the Shift-F1 key.
Help Reference Word: ROSTER

WORKING DRAFT

41

Variable Name:

BY_OBS

Field Description:

Type B/C noninterview by observation

Field Definition:
Universe:

(START_1 = 1 and ORIOUT_RSLT = B1, C1, B2, C2 or VINT and
BYOBS = 1)

Info Pane:
The interviewer determined the original outcome by observation.
information was collected.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Type B/C noninterview by observation [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to METHOD]

Special Instructions:
Help Reference Word:

WORKING DRAFT

No contact person

42

Variable Name:

METHOD

Field Description:

Method of reinterview

Field Definition:
Universe:

(BY_OBS = 1) OR (HHCOMP = 1) OR
(START_1 = 1 and ORIOUT_RSLT = A) OR
(START_1 = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 2)

Info Pane:
♦ Choose one of the following options to continue:
 1. Telephone Reinterview
 2. Personal Visit Reinterview
 3. Quit - Attempt later
 4. Reinterview Noninterview
 5. RO/HQ Discretion - Type A (Contact Supervisor)
Form Pane:
Method of reinterview [fill]
Dial phone number []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5

Skip Instructions:

<1>

If (ORIOUT = (B1, C1, B2, C2 or VINT) and BYOBS = 1)
then [go to VERBYOBS]
If (ORIOUT_RSLT = A) then [go to VERTYPEA]
Else [go to DIAL]

<2>

If (USE_CKSUP = Yes) then [go to CKSUP]
If (ORIOUT_RSLT = A) then [go to VERTYPEA]
If (ORIOUT_RSLT = INT and RESPNAME empty)
then [go to HELLO_PCX]
If (ORIOUT_RSLT = INT)
then [go to HELLO_PC]
If (BYOBS = 1) then [go to VERBYOBS]
WORKING DRAFT

43

If (CPNAME = empty) then [go to HELLO_PNX]
Else [go to HELLO_PN]
<3>

[go to RINOTES_PRE]

<4>

[go to STATUS_RI]

<5>

[go to RO_DISC]

Special Instructions:
• If METHOD = 1, set INTTYP = T.
• If METHOD = 2, set INTTYP = P.
• If METHOD = 3, set OUTCOME = 202.
Help Reference Word:

WORKING DRAFT

44

Variable Name:

DIAL

Field Description:

Dial phone number

Field Definition:
Universe:

(METHOD = 1 and ORIOUT_RSLT = INT) OR
(_END_ = 1) [_END_ is a dummy variable used to update phone
number] OR
(REFNUM = 2) [Used for coming back to DIAL] OR
(WRNUM = 1) [Used for coming back to DIAL] OR
(METHOD = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 2)

Info Pane:
Respondent Name:
Respondent Address:

/
Contact Name:
Contact Address:

[Fill: RESPNAME]
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]

[Fill: CPNAME]
[Fill: CPADD1
CPADD2
CPPO, CPST CPZP5-CPZP4]

♦ Dial this number:
([Fill: AREA]) [Fill: PREFIX]-[Fill: SUFFIX], ext. [Fill: EXTN] ([Fill: PHTYP’s
description]) /
[Fill: CPPHON], ext. [Fill: CPEXT] ([Fill: CPPHT’s description])
 1. Someone answers
 2. Enter new telephone number
 3. Reinterview noninterview
 4. Quit - Attempt later
Form Pane:
Method of reinterview
Dial phone number [fill]
Question Text:
User Instructions:

See info and form panes

WORKING DRAFT

45

Fill Instructions:
1. If ORIOUT_RSLT = INT, fill Respondent Name with RESPNAME. Fill Respondent
Address with format ADDRESS1 if REDESIGN = Yes and PUERTO_RICO = No, with
format ADDRESS2 if REDESIGN = No and PUERTO_RICO = No, with format
ADDRESS3 if PUERTO_RICO = Yes and PSU ≠ 72, and with format ADDRESS4 if
PUERTO_RICO = Yes and PSU = 72. Dial this number with AREA, PREFIX, SUFFIX,
EXTN, and PHTYP’s description.
2. If ORIOUT_RSLT = B1, C1, B2, C2 or VINT, fill Contact Name with CPNAME, Contact
Address with CPADD1, CPADD2, CPPO, CPST, CPZP5, CPZP4, and dial this number with
CPPHON, CPEXT, and CPPHT’s description.
3. Fill PHTYP’s and CPPHT’s descriptions with the following descriptions of the values of
PHTYP and CPPHT, respectively:
Values
Description
1
HOME
2
WORK
3
Cellular or Digital
4
Beeper/Pager/Answering Service
5
PUBLIC PAY PHONE
6
OTHER
7
FAX
Field Length:

1

Valid Values:

1, 2, , 3, 4

Skip Instructions:

<1>

If (ORIOUT_RSLT = INT and RESPNAME empty)
then [go to HELLO_TCX]
If (ORIOUT_RSLT = INT)
then [go to HELLO_TC]
If (CPNAME empty) then [go to HELLO_TNX]
Else [go to HELLO_TN]

<2>

[go to _INTRO_]

<3>

[go to STATUS_RI]

<4>

[go to RINOTES_PRE]

Special Instructions:
• If DIAL = 4, set OUTCOME = 202.
Help Reference Word:

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46

Variable Name:

_INTRO_

Field Description:

Update phone number

Field Definition:
Universe:

(DIAL = 2) OR (HELLO_TC = 7) OR (HELLO_TN = 6)

Info Pane:
♦ Enter 1 to update the telephone number.
 1. Update telephone number
Form Pane:
Enter 1 for updating phone number [fill]
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number []
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

If (ORIOUT_RSLT = INT) then [go to NEWNUMBER_A]
Else [go to NEWNUMBER_CP]

Special Instructions:
Help Reference Word:

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47

Variable Name:

NEWNUMBER_A

Field Description:

New phone number - area code portion

Field Definition:
Universe:

(_INTRO_ = 1 and ORIOUT_RSLT = INT)
[_INTRO_ is a dummy variable used to update phone number]

Info Pane:
♦

Record new number.

In Area Code: [Fill: AREA]
♦ Edit area code or press Enter for same.
New Number: [Fill: PREFIX]-[Fill: SUFFIX]
EXT: [Fill: EXTN]

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion [fill]
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number []
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

3

Valid Values:

100 - 999

Skip Instructions:

<100 - 999>

[go to NEWNUMBER_P]

Special Instructions:
• First of four duplicate screens - screen for area code entry.
• Set AREA = NEWNUMBER_A.
Help Reference Word:

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48

Variable Name:

NEWNUMBER_P

Field Description:

New phone number - prefix portion of number

Field Definition:
Universe:

(NEWNUMBER_A = <100 - 999>)

Info Pane:
♦

Record new number.
In Area Code: [Fill: NEWNUMBER_A]
New Number: [Fill: PREFIX]-[Fill: SUFFIX]

♦

Edit prefix or press Enter for same.

EXT: [Fill: EXTN]

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number [fill]
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number []
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

3

Valid Values:

100 - 999

Skip Instructions:

<100 - 999>

[go to NEWNUMBER_S]

Special Instructions:
• Second of four duplicate screens - screen for prefix entry.
• Set PREFIX = NEWNUMBER_P.
Help Reference Word:

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49

Variable Name:

NEWNUMBER_S

Field Description:

New phone number - suffix portion of number

Field Definition:
Universe:

(NEWNUMBER_P = <100 - 999>)

Info Pane:
♦

Record new number.

In Area Code: [Fill: NEWNUMBER_A]
New Number: [Fill: NEWNUMBER_P]-[Fill: SUFFIX] ♦
same.
EXT: [Fill: EXTN]

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number [fill]

Edit suffix or press Enter for

New phone number - extension portion []
New phone number []
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

4

Valid Values:

0000 - 9999

Skip Instructions:

<0000 - 9999>

[go to NEWNUMBER_E]

Special Instructions:
• Third of four duplicate screens - screen for suffix entry.
• Set SUFFIX = NEWNUMBER_S.
Help Reference Word:

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50

Variable Name:

NEWNUMBER_E

Field Description:

New phone number-extension portion

Field Definition:
Universe:

(NEWNUMBER_S = <0000 - 9999>)

Info Pane:
♦ Record new number.
In Area Code: [Fill: NEWNUMBER_A]
New Number: [Fill: NEWNUMBER_P]-[Fill: NEWNUMBER_S]
EXT: [Fill: EXTN] ♦ Edit extension or press Enter for same.

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion [fill]
New phone number []
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

5

Valid Values:

00000 - 99999, blank

Skip Instructions:

<00000 - 99999, blank>

[go to _END_]

Special Instructions:
• Fourth of four duplicate screens - screen for extension entry.
• Set EXTN = NEWNUMBER_E.
Help Reference Word:

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51

Variable Name:

NEWNUMBER_CP

Field Description:

New phone number

Field Definition:
Universe:

(_INTRO_ = 1 and ORIOUT_RSLT = B1, C1, B2, C2 or VINT)
[_INTRO_ is a dummy variable used to update phone number]

Info Pane:
♦

Record new number.

New Number: [Fill: CPPHON]
EXT: [Fill: CPEXT]

♦

Edit phone number or press Enter for same.

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number [fill]
New phone number - extension portion []
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

10

Valid Values:

1001000000 - 9999999999

Skip Instructions:

<1001000000 - 9999999999>

[go to NEWNUMBER_CE]

Special Instructions:
• First of two duplicate screens - screen for phone number.
• Set CPPHON = NEWNUMBER_CP.
Help Reference Word:

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52

Variable Name:

NEWNUMBER_CE

Field Description:

New phone number - extension portion

Field Definition:
Universe:

(NEWNUMBER_CP = <1001000000 - 9999999999>)

Info Pane:
♦ Record new number.
New Number: [Fill: NEWNUMBER_CP]
EXT: [Fill: CPEXT] ♦ Edit extension or press Enter for same.

Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number
New phone number - extension portion [fill]
End update phone number []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

5

Valid Values:

00000 - 99999, blank

Skip Instructions:

<00000 - 99999, blank>

[go to _END_]

Special Instructions:
• Second of two duplicate screens - screen for extension entry.
• Set CPEXT = NEWNUMBER_CE.
Help Reference Word:

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53

Variable Name:

_END_

Field Description:

End update phone number

Field Definition:
Universe:

(NEWNUMBER_E = <00000 - 99999> or blank) OR
(NEWNUMBER_CE = <00000 - 99999> or blank)

Info Pane:
♦ Enter 1 to go back to dial updated number.
♦ You may have to press Enter twice to update the phone number entries.
 1. Redial.
Form Pane:
Enter 1 for updating phone number []
New phone number - area code portion []
New phone number - prefix portion of number []
New phone number - suffix portion of number []

New phone number - extension portion []
New phone number []
New phone number - extension portion []
End update phone number [fill]

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to DIAL]

Special Instructions:
• Update the following phone number variables:
AREA, PREFIX, SUFFIX, and EXTN,
OR
CPPHON and CPEXT.
Help Reference Word:

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54

Variable Name:

CKSUP

Field Description:

PV authorization

Field Definition:
Universe:

(METHOD = 2 and USE_CKSUP = Yes)

Info Pane:
♦ Contact your supervisor for authorization before conducting a personal visit.
 1. Personal visit reinterview authorized
 2. Quit - Attempt later
Form Pane:
PV authorization [fill]
Hello for telephone reinterview and respondent name available []
Hello for telephone reinterview and respondent name blank []
Introduction for telephone reinterview and respondent name available []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

If (ORIOUT_RSLT = A) then [go to VERTYPEA]
If (ORIOUT_RSLT = INT and RESPNAME empty)
then [go to HELLO_PCX]
If (ORIOUT_RSLT = INT)
then [go to HELLO_PC]
If (BYOBS = 1) then [go to VERBYOBS]
If (CPNAME = empty) then [go to
HELLO_PNX]
Else [go to HELLO_PN]

<2>

[go to RINOTES_PRE]

Special Instructions:
• If CKSUP = 2, set OUTCOME = 202.
Help Reference Word:

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55

Variable Name:

HELLO_TC

Field Description:

Hello for telephone reinterview and respondent name available

Field Definition:
Universe:

(DIAL = 1 and ORIOUT_RSLT = INT and RESPNAME not empty)

Info Pane:
Hello, I'm ... from the U.S. Census Bureau.
May I speak to [Fill: RESPNAME]?
 1. This is correct person, or correct person called to the phone.
 2. Person not available now. Call back later.
 3. Person cannot be reached. Speak with another household member.
 4. Person unknown at this number.
 5. Person no longer lives there.
 6. Person deceased.
 7. Person can be reached at another number.
 8. Reinterview Noninterview.
Form Pane:
PV authorization []
Hello for telephone reinterview and respondent name available [fill]
Hello for telephone reinterview and respondent name blank []
Introduction for telephone reinterview and respondent name available []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6, 7, 8

Skip Instructions:

<1>

[go to INTRO_TC]

<2>

[go to APPT2]

<3>

If (RPROXY_A = 1) then [go to HHMEM]
Else [go to THANK_YOU]

<4>

[go to VERTELE]

<5>

If (RPROXY_A = 1) then [go to HHMEM]
Else [go to THANK_YOU]

WORKING DRAFT

56

<6>
<7>

[go to THANK_REF]
[go to _INTRO_]

<8>

[go to STATUS_RI]

Special Instructions:
Help Reference Word:

WORKING DRAFT

57

Variable Name:

HELLO_TCX

Field Description:

Hello for telephone reinterview and respondent name blank

Field Definition:
Universe:

(DIAL = 1 and ORIOUT_RSLT = INT and RESPNAME empty)

Info Pane:
Hello. This is ... from the U.S. Census Bureau.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted
your household.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or another household member answer a few questions to help us evaluate the
interviewer’s work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
Form Pane:
PV authorization []
Hello for telephone reinterview and respondent name available []
Hello for telephone reinterview and respondent name blank [fill]
Introduction for telephone reinterview and respondent name available []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1>

[go to ADDVER]

<2>

[go to STATUS_RI]

<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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58

Variable Name:

VERTELE

Field Description:

Verify telephone number

Field Definition:
Universe:

(HELLO_TC = 4) OR (HELLO_TN = 3)

Info Pane:
Have I reached area code [Fill: (AREA) PREFIX-SUFFIX, ext. EXTN] /
[CPPHON, ext. CPEXT]?
 1. Yes
 2. No
 3. Refused to verify
Form Pane:
Verify telephone number [fill]
Wrong number []
Refuse to verify telephone number []
Type A noninterview []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If ORIOUT_RSLT = INT, fill phone number with (AREA) PREFIX - SUFFIX, ext. EXTN.
Else fill with CPPHON, ext. CPEXT.
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1>

[go to ADDVER]

<2>

[go to WRNUM]

<3>

[go to REFNUM]

Special Instructions:
Help Reference Word:

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59

Variable Name:

INTRO_TC

Field Description:

Introduction for telephone reinterview and respondent name available

Field Definition:
Universe:

(HELLO_TC = 1)

Info Pane:
Thank you for helping us recently with the Consumer Expenditure Quarterly
Survey.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Is your address:

[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]?

 1. Yes
 2. No
 3. Refused to verify Address
Form Pane:
PV authorization []
Hello for telephone reinterview and respondent name available []
Hello for telephone reinterview and respondent name blank []
Introduction for telephone reinterview and respondent name available [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1, 2, 3>

[go to RIRESP]

WORKING DRAFT

60

Special Instructions:
Help Reference Word:

WORKING DRAFT

61

Variable Name:

WRNUM

Field Description:

Wrong number

Field Definition:
Universe:

(VERTELE = 2)

Info Pane:
I'm sorry. I must have dialed incorrectly.
I'll try again.
♦ Enter 1 to go back to dial updated number.
♦

You may have to press Enter twice to go back to Dial screen.

 1. Redial.
Form Pane:
Verify telephone number []
Wrong number [fill]
Refuse to verify number []
Type A noninterview []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to DIAL]

Special Instructions:
• Empty the following variables:
DIAL,
HELLO_TC,
HELLO_TN,
VERTELE, and
WRNUM.
Help Reference Word:

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62

Variable Name:

REFNUM

Field Description:

Refused to verify telephone number

Field Definition:
Universe:

(VERTELE = 3)

Info Pane:
I'm sorry. I'll dial again to be sure I've dialed correctly.
 1. After several attempts, wrap up case.
 2. Redial
Form Pane:
Verify telephone number []
Wrong number []
Refuse to verify telephone number [fill]
Type A noninterview []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

[go to THANK_REF]

<2>

[go to DIAL]

Special Instructions:
• If REFNUM = 2, empty the following variables:
DIAL,
HELLO_TC,
HELLO_TN,
VERTELE, and
REFNUM.
Help Reference Word:

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63

Variable Name:

HELLO_TN

Field Description:

Hello for telephone reinterview and contact person name available

Field Definition:
Universe:

(DIAL = 1 and ORIOUT = (B1, C1, B2, C2 or VINT) and
CPNAME not empty)

Info Pane:
Hello, I’m... from the U.S. Census Bureau.
May I speak to [Fill: CPNAME]?
 1. This is correct person, or correct person called to the phone.
 2. Person not available now.
 3. Person unknown at this number
 4. Person no longer lives there.
 5. Person deceased.
 6. Person can be reached at another number.
 7. Reinterview Noninterview
Form Pane:
Hello for telephone reinterview and contact person name available [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6, 7

Skip Instructions:

<1>

[go to INTRO_TN]

<2, 4> [go to PROX_N]
<3>

[go to VERTELE]

<5>

[go to THANK_REF]

<6>

[go to _INTRO_]

<7>

[go to STATUS_RI]

Special Instructions:
Help Reference Word:

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64

Variable Name:

VERTYPEA

Field Description:

Type A noninterview

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = A) OR
(METHOD = 1 and ORIOUT_RSLT = A) OR
(METHOD = 2 and USE_CKSUP = No and ORIOUT_RSLT = A)

Info Pane:
This case was a Type A in the original interview.
♦ Please use any available resource to check that the original outcome was:
[Fill: ORIOUT’s description] [Fill: “-” TYPEA_SP / blank] on [Fill: INTDATE].
 1. Original outcome was correct.
 2. Original outcome was incorrect.
 3. Reinterview Noninterview.
 4. Quit - Attempt later.
Form Pane:
Verify telephone number []
Wrong number []
Refuse to verify number []
Type A noninterview [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. Fill ORIOUT’s description with the original outcome code description from Attachment B,
“List of Original Interview Outcome Codes in the Original Instrument”.
2. If ORIOUT = 219, fill “-” TYPEA_SP.
Else leave blank, do not display item.
Field Length:

1

Valid Values:

1, 2, 3, 4

WORKING DRAFT

65

Skip Instructions:

<1, 4> [go to RINOTES_PRE]
<2>

[go to FALSIF]

<3>

[go to NONINT]

Special Instructions:
• If VERTYPEA = 1, set RI_OUTCM = 1 and OUTCOME = 201 and RI_DISP = 001.
• If VERTYPEA = 2, store code 4 in element [4] of DISCREPANCY array and set
RI_OUTCM = 2.
• If VERTYPEA = 3, set RI_OUTCM = 3.
• If VERTYPEA = 4, set OUTCOME = 202.
Help Reference Word:

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66

Variable Name:

HELLO_TNX

Field Description:

Hello for telephone reinterview and contact person name blank

Field Definition:
Universe:

(DIAL = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
CPNAME empty)

Info Pane:
Hello. I'm ... from the U.S. Census Bureau.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted
your location to verify the status of:
[Fill:

ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]

We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or someone else answer a few questions to help us evaluate the interviewer’s
work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
Form Pane:
Hello for telephone reinterview and contact person name blank [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, 3
WORKING DRAFT

67

Skip Instructions:

<1>

[go to CONTACT_N]

<2>

[go to STATUS_RI]

<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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68

Variable Name:

INTRO_TN

Field Description:

Introduction for telephone reinterview and contact person name available

Field Definition:
Universe:

(HELLO_TN = 1)

Info Pane:
Thank you for recently helping us verify the status of:
[Fill:

ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]

We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Introduction for telephone reinterview and contact person name available [fill]
Hello for personal visit reinterviewing and respondent name available []
Hello for personal visit reinterview and respondent name blank []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to CONTACT_N]

Special Instructions:
Help Reference Word:
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69

Variable Name:

HELLO_PC

Field Description:

Hello for personal visit reinterviewing and respondent name available

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = INT and RESPNAME not empty)
OR
(METHOD = 2 and USE_CKSUP = No and ORIOUT_RSLT = INT and
RESPNAME not empty)

Info Pane:
Hello. I’m ... from the U.S. Census Bureau.
Here is my identification card.
♦ Show ID card.
May I speak to [FILL: RESPNAME]?
 1. Correct person available.
 2. Person not available now.
 3. Person unknown at this address.
 4. Person no longer lives there.
 5. Person deceased.
 6. No one lives at this address.
 7. Reinterview Noninterview.
Form Pane:
Introduction for telephone reinterview and contact person name available []
Hello for personal visit reinterviewing and respondent name available [Fill]
Hello for personal visit reinterview and respondent name blank []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6, 7

WORKING DRAFT

70

Skip Instructions:

<1>

[go to INTRO_PC]

<2>

If (RPROXY_A = 1) then [go to HHMEM]
Else [go to APPT2]

<3>

[go to ADDVER]

<4>

If (RPROXY_A = 1) then [go to HHMEM]
Else [go to THANK_YOU]

<5>

[go to THANK_REF]

<6, 7> [go to STATUS_RI]
Special Instructions:
Help Reference Word:

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71

Variable Name:

HELLO_PCX

Field Description:

Hello for personal visit reinterview and respondent name blank

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = INT and RESPNAME empty) OR
(METHOD =2 and USE_CKSUP = No and ORIOUT_RSLT = INT and
RESPNAME empty)

Info Pane:
Hello, I'm ... from the U.S. Census Bureau.
Here is my identification card.
♦ Show ID card.
Our records show that one of our interviewers, [Fill : FR_NAME], recently contacted
your household.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or another household member answer a few questions to help us evaluate the
interviewer’s work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
 4. No one lives at this address.
Form Pane:
Introduction for telephone reinterview and contact person name available []
Hello for personal visit reinterviewing and respondent name available []
Hello for personal visit reinterview and respondent name blank [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4

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72

Skip Instructions:

<1>

[go to ADDVER]

<2, 4> [go to STATUS_RI]
<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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Variable Name:

INTRO_PC

Field Description:

Introduction for personal visit reinterview and respondent name available

Field Definition:
Universe:

(HELLO_PC = 1)

Info Pane:
Thank you for helping us recently with the Consumer Expenditure Quarterly Survey.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Is your address:

[Fill:

ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]?

 1. Yes
 2. No
 3. Refused to verify address
Form Pane:
Introduction for personal visit reinterview and respondent name available [fill]
Hello for personal visit reinterview and contact person name available []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1, 2, 3>

[go to RIRESP]

Special Instructions:
Help Reference Word:
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Variable Name:

HELLO_PN

Field Description:

Hello for personal visit reinterview and contact person name available

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 2 and CPNAME not empty) OR
(METHOD = 2 and USE_CKSUP = No and ORIOUT_RSLT = (B1, C1,
B2, C2 or VINT) and BYOBS = 2 and CPNAME not empty)

Info Pane:
Hello. I’m... from the U.S. Census Bureau.
Here is my identification card.
♦ Show ID card.
May I speak to [Fill: CPNAME]?
 1. Correct person available.
 2. Person not available now.
 3. Person unknown at this address.
 4. Person no longer lives there.
 5. Person deceased.
 6. Reinterview Noninterview.
Form Pane:
Introduction for personal visit reinterview and respondent name available []
Hello for personal visit reinterview and contact person name available [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, 4, 5, 6

Skip Instructions:

<1>

[go to INTRO_PN]

<2, 4> [go to PROX_N]
<3>

[go to ADDVER]

<5>

[go to THANK_REF]

<6>

[go to STATUS_RI]

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75

Special Instructions:
Help Reference Word:

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76

Variable Name:

HELLO_PNX

Field Description:

Hello for personal visit reinterview and contact person name blank

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 2 and CPNAME empty) OR
(METHOD = 2 and USE_CKSUP = No and ORIOUT_RSLT = (B1, C1,
B2, C2 or VINT) and BYOBS = 2 and CPNAME empty)

Info Pane:
Hello, I’m... from the U.S. Census Bureau.
Here is my identification card.
♦ Show ID card.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted this
location to verify the status of:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or someone else answer a few questions to help us evaluate the interviewer’s
work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
Form Pane:
Hello for personal visit reinterview and contact person name blank [fill]
Question Text:
User Instructions:

See info and form panes

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77

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1>

[go to CONTACT_N]

<2>

[go to STATUS_RI]

<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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Variable Name:

ADDVER

Field Description:

Address verification from proxy

Field Definition:
Universe:

(PROX_C = 1) OR (VERTELE = 1) OR (HELLO_TCX = 1) OR
(HELLO_PC = 3) OR (HELLO_PCX = 1) OR (HELLO_PN = 3)

Info Pane:
I need to verify that the address [Fill: “here” / “there”] is:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4 /
CPADD1
CPADD2
CPPO, CPST CPZP5-CPZP4]
 1. Same Address.
 2. Not same Address.
 3. Refused to verify.
Form Pane:
Address verification from proxy [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If METHOD = 2, fill “here.”
2. If METHOD = 1, fill “there.”
If ORIOUT_RSLT = INT, fill address with format ADDRESS1 if REDESIGN = Yes and
PUERTO_RICO = No, with format ADDRESS2 if REDESIGN = No and PUERTO_RICO =
NO, with format ADDRESS3 if PUERTO_RICO = Yes and PSU ≠ 72, and with format
ADDRESS4 if PUERTO_RICO = Yes and PSU = 72.
Field Length:

1

Valid Values:

1, 2, 3

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79

Skip Instructions:

<1>

If (HELLO_TN =3 or HELLO_PN=3) then [go to PROX_UN]
If (RPROXY_A = 0) then [go to THANK_SORRY]
If (HELLO_TC = 4 or HELLO_PC=3) then [go to HHMEM]
Else [go to RIRESP]

<2>

[go to THANK_SORRY]

<3>

[go to THANK_REF]

Special Instructions:
Help Reference Word:

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80

Variable Name:

INTRO_PN

Field Description:

Introduction for personal visit reinterview and contact person name
available

Field Definition:
Universe:

(HELLO_PN = 1)

Info Pane:
Thank you for recently helping us verify the status of:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
♦

Enter 1 to continue.

 1. Continue
Form Pane:
Introduction for personal visit reinterview and contact person name available [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to CONTACT_N]

Special Instructions:
Help Reference Word:

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81

Variable Name:

VERBYOBS

Field Description:

Type B/C noninterview by observation

Field Definition:
Universe:

(CKSUP = 1 and ORIOUT_RSLT = (B1, C1, B2, C2 or VINT) and
BYOBS = 1) OR
(METHOD = 1 and ORIOUT_RSLT = (B1, B2, C1, C2 or VINT) and
BYOBS = 1) OR
(METHOD = 2 and USE_CKSUP = No and ORIOUT_RSLT = (B1, C1,
B2, C2 or VINT) and BYOBS = 1)

Info Pane:
The interviewer determined the original outcome by observation.
♦ Please use any available resource to check that:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
was [Fill: ORIOUT’s description] [Fill: “-” TYPEB_SP / “-” TYPEC_SP / blank]
on [Fill: INTDATE].
 1. Original outcome was correct.
 2. Original outcome was incorrect.
 3. Reinterview Noninterview.
 4. Quit - Attempt later.
Form Pane:
Type B/C noninterview by observation [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.

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82

2. Fill ORIOUT’s description with the original outcome description of ORIOUT from
Attachment B, “List of Original Interview Outcome Codes”.
3. If ORIOUT = 233, fill “-” TYPEB_SP.
If ORIOUT = 248, fill “-” TYPEC_SP.
Else leave blank, do not display item.
Field Length:

1

Valid Values:

1, 2, 3, 4

Skip Instructions:

<1, 4> [go to RINOTES_PRE]
<2>

If (ORIOUT_RSLT = VINT) then [go to MISC_VINT]
If (ORIOUT_RSLT = B1 or B2 and VACANT_INT = No)
then [go to MISC_B]
If (ORIOUT_RSLT = B1 or B2 and VACANT_INT = YES)
then [go to MISC_BVINT]
If (ORIOUT_RSLT = C1 or C2 and VACANT_INT = No)
then [go to MISC_C]
If (ORIOUT_RSLT = C1 or C2 and VACANT_INT = Yes)
then [go to MISC_CVINT]

<3>

[go to NONINT]

Special Instructions:
• If VERBYOBS = 1, set RI_OUTCM = 1 and OUTCOME = 201 and RI_DISP = 001.
• If VERBYOBS = 2, store code 3 in element [3] of DISCREPANCY array and set
RI_OUTCM = 2.
• If VERBYOBS = 3, set RI_OUTCM = 3.
• If VERBYOBS = 4, set OUTCOME = 202.
Help Reference Word:

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83

Variable Name:

HHMEM

Field Description:

Household member

Field Definition:
Universe:

(HELLO_TC = 3 or 5 and RPROXY_A = 1 and ADDVER empty)
OR
(HELLO_PC = 2 or 4 and RPROXY_A = 1 and ADDVER empty)
OR
(ADDVER = 1 and RPROXY_A = 1 and (HELLO_TC = 4 or
HELLO_PC = 3))

Info Pane:
Perhaps you can help me.
Are you a household member [Fill: “who is” MIN_AGE “years or older” / blank]?
 1. Yes
 2. No
Form Pane:
Household member [fill]
Other household member []
Proxy contact verification for interview case []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If MIN_AGE > 0, fill “who is” MIN_AGE “years or older.”
Else leave blank.
Field Length:

1

Valid Values:

1, 2, R

Skip Instructions:

<1>

If (HELLO_TC = 4 or HELLO_PC = 3) then [go to
PROX_UC]
Else [go to PROX_C]

<2, R> [go to HHMEM2]
Special Instructions:
Help Reference Word:

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84

Variable Name:

HHMEM2

Field Description:

Other Household member

Field Definition:
Universe:

(HHMEM = 2)

Info Pane:
Is there a household member present I may speak to [Fill: “who is” MIN_AGE “years or
older” / blank]?
 1. Yes
 2. No
Form Pane:
Household member []
Other household member [fill]
Proxy contact verification for interview case []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If MIN_AGE > 0, fill “who is” MIN_AGE “years or older.”
Else leave blank.
Field Length:

1

Valid Values:

1, 2, R

Skip Instructions:

<1>

If (HELLO_TC = 4 or HELLO_PC = 3) then [go to
PROX_UC]
Else [go to PROX_C]

<2, R> [go to THANK_NOHH]
Special Instructions:
Help Reference Word:

WORKING DRAFT

85

Variable Name:

PROX_C

Field Description:

Proxy contact verification for interview case

Field Definition:
Universe:

(HHMEM = 1 and ((HELLO_TC = 3 or 5) or (HELLO_PC = 2 or
4))) OR
(HHMEM2 = 1 and ((HELLO_TC = 3 or 5) or (HELLO_PC = 2 or
4)))

Info Pane:
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted
your household.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or another household member answer a few questions to help us evaluate the
interviewer’s work?
 1. Yes
 2. No
Form Pane:
Household member []
Other household member []
Proxy contact verification for interview case [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, R

Skip Instructions:

<1>

[go to ADDVER]

<2, R> If (HELLO_PC = 2) then [go to APPT2]
Else [go to THANK_YOU]
Special Instructions:
Help Reference Word:

WORKING DRAFT

86

Variable Name:

PROX_N

Field Description:

Proxy contact verification for noninterview case

Field Definition:
Universe:

(HELLO_TN = 2 or 4) OR (HELLO_PN = 2 or 4)

Info Pane:
Perhaps you can help me.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted this
location to verify the status of :
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4].
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or someone else answer a few questions to help us evaluate the interviewer’s
work?
 1. Yes
 2. No
Form Pane:
Proxy contact verification for noninterview case [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1 ,2

WORKING DRAFT

87

Skip Instructions:

<1>

[go to CONTACT_N]

<2>

If (HELLO_PN = 2 or HELLO_TN = 2) then [go to APPT2]
If (HELLO_PN = 4 or HELLO_TN = 4)
then [go to THANK_YOU]

Special Instructions:
Help Reference Word:

WORKING DRAFT

88

Variable Name:

PROX_UC

Field Description:

Proxy contact verification for interview case - respondent unknown

Field Definition:
Universe:

(HHMEM = 1 and (HELLO_TC = 4 or HELLO_PC = 3)) OR
(HHMEM2 = 1 and (HELLO_TC = 4 or HELLO_PC = 3))

Info Pane:
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted
your household.
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or another household member answer a few questions to help us evaluate the
interviewer’s work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
Form Pane:
Household member []
Other household member []
Proxy contact verification for interview case []
Proxy contact verification for noninterview case []
Proxy contact verification for interview case - respondent unknown [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3

Skip Instructions:

<1>

[go to RIRESP]

<2>

[go to RI_OUTCM]

<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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89

Variable Name:

PROX_UN

Field Description:

Proxy contact verification for noninterview case - contact person
unknown

Field Definition:
Universe:

(ADDVER = 1 and (HELLO_TN = 3 or HELLO_PN = 3))

Info Pane:
Perhaps you can help me.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted this
location to verify the status of:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4].
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Can you or someone else answer a few questions to help us evaluate the interviewer’s
work?
 1. Yes
 2. No
 3. Inconvenient time. Try again later.
Form Pane:
Proxy contact verification for noninterview case - contact person unknown [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, 3
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90

Skip Instructions:

<1>

[go to CONTACT_N]

<2>

[go to RI_OUTCM]

<3>

[go to APPT]

Special Instructions:
Help Reference Word:

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91

XIV. Middle Specifications
The screens for the middle of the instrument appear in this section. Output “Don’t Know” as “9”
and fill with preceding “9”s if variable length > 1. Output “Refused” as “8” and fill with
preceding “9”s if variable length > 1. If a screen has eight or nine response choices, and allows
“Don’t Know” or “Refused”, the specifications writers must specify length = 2 for the variable to
differentiate between a response choice of 8 or 9 and a “Don’t Know”(99) or “Refused” (98).

WORKING DRAFT

92

Variable Name:

RIRESP

Field Description:

Reinterview Respondent

Field Definition:

Selects reinterview respondent from household roster

Universe:

(PROX_UC = 1) OR (INTRO_TC = 1, 2 or 3) OR
(INTRO_PC = 1, 2 or 3) OR
(SPEAKTO = 1 and CONTACT_C = 2 or D) OR
(ADDVER = 1 and RPROXY_A = 1 and (HELLO_TC = 3 or 5 or
HELLO_PC = 2 or 4 or HELLO_TCX = 1 or HELLO_PCX = 1))

Info Pane:
Line No.

Name

Relationship Age

Sex

Away at
college

HH
member

HH number

[Fill:
LNO]

[Fill:
FNAME LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill: AWAY_
COL]

[Fill:
HH_MEM]

[Fill:
PERCUNUM]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

◆ Ask if necessary ◆ With whom am I speaking?
◆ Enter line number of person you are speaking to or (0) if person is not on roster.

Form Pane:
Reinterview Respondent [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Value:

0 - maximum line number

Skip Instructions:

<0 - maximum line number>

WORKING DRAFT

[go to CONTACT_C]

93

Special Instructions:
• This screen displays the household roster. Fill REL and SEX with their descriptions from
Attachment D.
• A roster line cannot exceed 100 characters in length.
Help Reference Word: ROSTER

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94

Variable Name:

CONTACT_C

Field Description:

Contact verification of original survey interview?

Field Definition:
Universe:

(RIRESP = <0 - maximum line number>)

Info Pane:
Did an interviewer contact you or someone in your household on or about [Fill:
INTDATE] and ask questions about [Fill: CONTACT_C_INFO 1].
 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? [fill]
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted []

Speak to person []
Interview mode []
Phone Call Requested []
FR Polite/Professional []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2

Skip Instructions:

<1>

If (PROX_C = 1) OR If (PROX_UC =1) OR
If (HELLO_TCX =1) OR If (HELLO_PCX = 1) then [go
to PROX_PRESENT]
If (ORIOUT_RSLT=INT) then [go to ONE_SESSION]
Else [go to ORMODE]

<2, D>

If (PROX_C = 1) OR If (PROX_UC =1) OR If
(HELLO_TCX =1) OR If (HELLO_PCX = 1) then [go to
ROSTER_1]
Else [go to SOMEONE_ELSE]

Special Instructions:

Do not allow a refusal (i.e., Ctrl + R) for this question.

Help Reference Word:

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95

Variable Name:

ONE_SESSION

Field Description:

Sessions required to complete interview

Field Definition:
Universe:

(PROX_PRESENT = 1 and ORIOUT_RSLT = INT) OR
(CONTACT_C = 1 and ORIOUT_RSLT = INT and (INTRO_TC = (1,
2 or 3) or INTRO_PC = (1, 2 or 3))

Info Pane:
Was this interview done in one session?
By session I mean, was the interviewer able to complete the entire interview on the first
visit, or were there additional visits or a follow-up telephone call made.
 1. Yes
 2. No, more than one session
Form Pane:
Sessions required to complete interview [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R>

[go to ORMODE]

Special Instructions:
Help Reference Word:

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96

Variable Name:

ORMODE

Field Description:

Interview mode

Field Definition:
Universe:

(PROX_PRESENT = 1 and ORIOUT_RSLT=B1, B2, C1, C2, OR VINT)
OR (Any valid value in ONE_SESSION)

Info Pane:
Did the interviewer visit in person or call on the telephone?
 1. Personal visit only
 2. Telephone call only
 3. Both - Interviewer visited and called
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted []

Speak to person []
Interview mode [fill]
Phone Call Requested []
FR Polite/Professional []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, D, R

Skip Instructions:

<1, 3, D, R> [go to POLITE]
<2>

If (CONTACT_C = 1) then [go to
PHONE_REQUEST]
Else [go to POLITE]

Special Instructions:
Help Reference Word:

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97

Variable Name:

PHONE_REQUEST

Field Description:

Phone Call Requested

Field Definition:
Universe:

(ORMODE = 2) and (CONTACT_C = 1)

Info Pane:
Did you request the telephone interview?
 1. Yes
 2. No - Telephone interview requested by interviewer
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted []

Speak to person []
Interview mode []
Phone Call Requested [fill]
FR Polite/Professional []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R >

[go to POLITE]

Special Instructions:
• If PHONE_REQUEST = 2, store code 9 in element [9] of DISCREPANCY array.
Help Reference Word:

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98

UPDATE SKIP INSTRUCTIONS
Variable Name:

INFOBK

Field Description:

Receive information booklet

Field Definition:
Universe:

(Any valid value for LAPTOP and ORMODE = 1or 3)

Info Pane:
Did the interviewer give you an information booklet that lists a variety of items you might
have purchased?
 1. Yes
 2. No
Form Pane:
Receive information booklet [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R>

[go to RECEIPTS]

Special Instructions:
Help Reference Word:

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99

Variable Name:

POLITE

Field Description:

FR Polite/Professional

Field Definition:
Universe:

ORMODE = (1, 2, 3, D, or R) OR
(ORMODE = 2 and CONTACT_N = 1) OR
(PHONE_REQUEST = 1, 2, D, or R)

Info Pane:
Was the interviewer polite and professional?
 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted []

Speak to person []
Interview mode []
Phone Call Requested []
FR Polite/Professional [fill]

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, D, R>

If (CONTACT_C = 1) then [go to LENGTH_H]
If (ORMODE = 1 or 3) then [go to LAPTOP]
If (ORIOUT_RSLT = B2 or C2) then [go to
STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to STATUS]
Else [go to VACANT]

<2>

[go to PO_NOTES]

Special Instructions:
Help Reference Word:

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100

Variable Name:

PO_NOTES

Field Description:

Polite notes

Field Definition:
Universe:

(POLITE = 2)

Info Pane:
♦

Enter comments from the reinterview respondent here.

Form Pane:
Polite notes [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

240

Valid Values:

text up to 240 characters in length

Skip Instructions:

If (CONTACT_C = 1) then [go to LENGTH_H]
If (ORMODE = 1 or 3) then [go to LAPTOP]
If (ORIOUT_RSLT = B2 or C2) then [go to STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to STATUS]
Else [go to VACANT]

Special Instructions:
Help Reference Word:

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101

UPDATE UNIVERSE
Variable Name:

RECEIPTS

Field Description:

Asked to keep receipts

Field Definition:
Universe:

Any valid value in INFOBK

Info Pane:
Were you asked to keep receipts between interviews?
 1. Yes
 2. No
Form Pane:
Asked to keep receipts [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>
[go to REFER]
<2, D, R> [go to ANYRECEIPT]

Special Instructions:
Help Reference Word:

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UPDATE UNIVERSE AND SKIP INSTRUCTIONS
Variable Name:

REFER

Field Description:

Asked if receipts were referenced

Field Definition:
Universe:

(RECEIPTS=1)

Info Pane:
Throughout the interview, did you refer to those receipts?
 1. Yes
 2. No, I made purchases but did not refer to receipts
 3. No, I did not make any purchases
Form Pane:
Asked if receipts were referenced [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, D, R

Skip Instructions:

<1>

[go to FREQREC]

<2, 3, D, R>

[go to BUSEXP]

Special Instructions:
Help Reference Word:

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103

UPDATE UNIVERSE AND SKIP INSTRUCTIONS
Variable Name:

ANYRECEIPT

Field Description:

Referred to any receipts

Field Definition:
Universe:

RECEIPTS=2, D, R

Info Pane:
Throughout the interview, did you refer to any receipts?
 1. Yes
 2. No, I made purchases but did not refer to receipts
 3. No, I did not make any purchases
Form Pane:
Referred to any receipts [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, D, R

Skip Instructions:

<1>

[go to FREQREC]

<2, 3, D, R>

[go to BUSEXP]

Special Instructions:
Help Reference Word:

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104

UPDATE UNIVERSE AND SKIP INSTRUCTIONS
Variable Name:

FREQREC

Field Description:

Referred to receipts how frequently

Field Definition:
Universe:

REFER = 1 OR ANYRECEIPT = 1

Info Pane:
Did you refer to receipts for
 1. All or nearly all of your purchases
 2. At least half of your purchases
 3. Some of your purchases
Form Pane:
Referred to receipts how frequently [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, D, R

Skip Instructions:

<1, 2, 3, D, R>

[go to BUSEXP]

Special Instructions:
Help Reference Word:

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105

NEW SCREEN
Variable Name:

BUSEXP

Field Description:

Business Expenses

Field Definition:
Universe:

ANYRECEIPT = 2, 3, D, R OR Any valid value in FREQREC OR
REFER = 2, 3, D, R

Info Pane:
Were you asked whether you had any expenses that will be reimbursed as a business
expense?
 1. Yes
 2. No
Form Pane:
Reimbursed business expenses [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R > [go to ROSTER_1]

Special Instructions:
Help Reference Word:

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106

REMOVE SCREEN
Variable Name:

BURDEN

Field Description:

Respondent’s interview experience

Field Definition:
Universe:

(INTNMBR=5 and (INTPER = 201304, 201305, 201306, 201307,
201308, 201309) and ANYRECEIPT =2, 3, D, R)
OR
(INTNMBR=5 and (INTPER = 201304, 201305, 201306, 201307,
201308, 201309) and Any valid value in FREQREC)
OR
(INTNMBR=5 and (INTPER = 201304, 201305, 201306, 201307,
201308, 201309) and REFER=2, 3, D, R)

Info Pane:
Did the interviewer ask you questions about your experience completing the interview,
such as your feelings on the length of the interview or how sensitive you felt the questions
were?
 1. Yes
 2. No
Form Pane:
Respondent’s interview experience [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R>

[go to ROSTER_1]

Special Instructions:
• If BURDEN = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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107

REMOVE SCREEN
Variable Name:

CENADMN

Field Description:

Respondent’s preference

Field Definition:
Universe:

(INTNMBR=5 and (INTPER = 201310, 201311, 201312, 201401,
201402, 201403) and ANYRECEIPT =2, 3, D, R)
OR
(INTNMBR=5 and (INTPER = 201310, 201311, 201312, 201401,
201402, 201403) and Any valid value in FREQREC)
OR
(INTNMBR=5 and (INTPER = 201310, 201311, 201312, 201401,
201402, 201403) and REFER=2, 3, D, R)

Info Pane:
Were you asked whether you prefer that the BLS ask you about the cost of products and
services in a survey or gather this information from another source, such as commercial
records like grocery store loyalty cards or ask your doctor?
 1. Yes
 2. No
Form Pane:
Respondent’s preference [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R>

[go to ROSTER_1]

Special Instructions:
• If CENADMN = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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108

Variable Name:

LENGTH_H

Field Description:

Length of interview - hour portion

Field Definition:
Universe:

(POLITE = 1 or D and CONTACT_C = 1) OR
(Any text in PO_NOTES and CONTACT_C = 1)

Info Pane:
About how long did the interview last?
____ hours

____ min.

Form Pane:
Length of interview - hour portion [fill]
Length of interview - minute portion []
Laptop used []
Vacant Check []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

0 - 9, D, R

Skip Instructions:

<0 - 9>

[go to LENGTH_M]



If (ORMODE = 1 or 3) then [go to LAPTOP]
Else [go to ROSTER_1]

Special Instructions:

Do not allow a refusal (i.e., Ctrl + R) for this question.
First of two duplicate screens - screen for hour entry.

Help Reference Word:

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109

Variable Name:

LENGTH_M

Field Description:

Length of interview - minute portion

Field Definition:
Universe:

(LENGTH_H = <0 - 9>)

Info Pane:
About how long did the interview last?
[Fill: LENGTH_H] hours ________________ minutes

Form Pane:
Length of interview - hour portion []
Length of interview - minute portion [fill]
Laptop used []
Vacant Check []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Values:

0 - 90

Skip Instructions:

<0 - 90>

If (ORMODE = 1 or 3) then [go to LAPTOP]
Else [go to ROSTER_1]

Special Instructions:
•

• Second of two duplicate screens - screen for minute entry.
Convert the number of hours entered in LENGTH_H and the number of minutes entered in
LENGTH_M to total minutes, but do not display. Store this value in the variable
LENGTH_T.
• LENGTH_T = (LENGTH_H x 60) + LENGTH_M.

Help Reference Word:

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110

Variable Name:

LAPTOP

Field Description:

Laptop used

Field Definition:
Universe:

(LENGTH_H = D and ORMODE = 1 or 3) OR
(LENGTH_M = <0 - 90> and ORMODE = 1 or 3) OR
(POLITE = 1 or D and ORMODE = 1 or 3 and CONTACT_N = 1) OR
(Any text in PO_NOTES and ORMODE = 1 or 3 and CONTACT_N = 1)

Info Pane:
Did the interviewer use a laptop computer?
 1. Yes
 2. No
Form Pane:
Length of interview - hour portion []
Length of interview - minute portion []
Laptop used [fill]
Vacant Check []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> If (CONTACT_C = 1) then [go to INFOBK]
If (ORIOUT_RSLT = B2 or C2) then [go to
STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to
STATUS]
Else [go to VACANT]

Special Instructions:
• If LAPTOP = 2, store code 10 in element [10] of DISCREPANCY array.
Help Reference Word:

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111

UPDATE UNIVERSE
Variable Name:

ROSTER_1

Field Description:

Roster verification

Field Definition:

Verifying original roster in reinterview

Universe:

(LENGTH_H = D and ORMODE = 2 or D) OR
(LENGTH_M = <0-90> and ORMODE = 2 or D) OR
(INFOBK = 1, 2, D, R and CONTACT_C = 1 and INTNMBR=1) OR
(FREQREC = 1, 2, 3, R, or D and CONTACT_C = 1 and INTNMBR=2,
3, 4, or 5) OR (BURDEN = 1, 2, D, R and CONTACT_C = 1 and
INTNMBR=5) OR (CENADMN = 1, 2, D, R and CONTACT_C = 1 and
INTNMBR=5) OR (PROX_PRESENT = 2 and CONTACT_C = 1) OR
(SPEAKTO = 2 and CONTACT _C = 2 or D) OR
(SOMEONE_ELSE = 2 or D and (CONTACT_C = 2 or D)) OR
(CONTACT_C = 2 or D and (HELLO_TCX=1 or HELLO_PCX=1
or PROX_C = 1 or PROX_UC = 1)) OR Any valid value in BUSEXP

Info Pane:
Line
No.

Name

Relationship Age

Sex

Away at
college

HH
member

HH number

[Fill:
LNO]

[Fill:
FNAME
LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill: AWAY_
COL]

[Fill:
HH_MEM]

[Fill:
PERCUNUM]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

Our records indicate that ♦Read above name(s) in blue ♦ was/were living or staying at
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
on [Fill: INTDATE].
Is this correct?
 1. Yes
 2. No

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112

Form Pane:
Roster verification [fill]
Roster verification - deletes []
Roster verification - check for adds []
Question Text:
User Instructions:

See info and form pane

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, D, R, D, R

Skip Instructions:

<1, D, R>

[go to ROSTER_3]

<2>

[go to ROSTER_2]

Special Instructions:
• This screen displays the household roster. Fill REL, SEX, AWAY_COL, and HH_MEM
with their descriptions from Attachment D.
• If ROSTER_1 = 2, store code 7 in element [7] of DISCREPANCY array.
Help Reference Word

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113

Variable Name:

ROSTER_2

Field Description:

Roster verification - deletes

Field Definition:

Allows deletion of household members from the roster

Universe:

(ROSTER_1 = 2)

Info Pane:
Line
No.

Name

Relationship Age

Sex

Away at
college

HH
member

HH number

[Fill:
LNO]

[Fill:
FNAME
LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill: AWAY_
COL]

[Fill:
HH_MEM]

[Fill:
PERCUNUM]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

♦ Enter the line number of the household member(s) (above name(s) in blue) who
wasn’t/weren’t living or staying at the household on [Fill: INTDATE].
List of line numbers from household roster.
Form Pane:
Roster verification []
Roster verification - deletes [fill]
Roster verification - check for adds []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Values:

list of line numbers, <1 - maximum line number>

Skip Instructions:

<1 - maximum line number> [go to ROSTER_3]

Special Instructions:
• This screen displays the household roster. Fill REL and SEX with their descriptions from
Attachment D.
• Mark all that apply type of entry.
• Calculate count of the number of incorrect persons entered, but do not display. Store this
value in the variable INCT_CNT.
Help Reference Word:

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114

Variable Name:

ROSTER_3

Field Description:

Roster verification – check for adds

Field Definition:

Instrument checks for additional household members

Universe:

(ROSTER_1 = 1, D or R) OR (Any valid value in ROSTER_2)

Info Pane:
Line
No.

Name

Relationship Age

Sex

Away at
college

HH
member

HH
number

[Fill:
LNO]

[Fill:
FNAME
LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill: AWAY_
COL]

[Fill:
HH_MEM]

[Fill:
PERCUNU
M]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

Have I missed any household member who
[Fill: ROSTER_INFO1]
[Fill: ROSTER_INFO2]
[Fill: ROSTER_INFO3]?
 1. Yes
 2. No
Form Pane:
Roster verification []
Roster verification - deletes []
Roster verification - check for adds [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form pane
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

[go to ROSTER_4]

<2, D, R>

If (LENGTH_H = D and EMAILADDRESS not empty)
OR If (LENGTH_M = <0-90> and EMAILADDRESS not
empty) [go to EMAIL]

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115

If (LENGTH_H = D and EMAILADDRESS is empty) OR
If (LENGTH_M = <0-90> and EMAILADDRESS is
empty) [go to EMAIL_BLANK]
Else [go to THANK_YOU]
Special Instructions:
• This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM
with their descriptions from Attachment D.
• If ROSTER_3 = 1, store code 7 in element [7] of the DISCREPANCY array.
Help Reference Word:

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116

Variable Name:

ROSTER_4

Field Description:

Roster – verify adds

Field Definition:

Allows addition of household members to the roster

Universe:

(ROSTER_3 = 1)

Info Pane:
Line
No.

Name

Relati
onship

Age

Sex

Away at
college

HH member

HH number

[Fill:
LNO]

[Fill:
FNAME
LNAME]

[Fill:
REL]

[Fill:
AGE]

[Fill:
SEX]

[Fill: AWAY_
COL]

[Fill: HH_MEM]

[Fill:
PERCUNUM]

•
•

•
•

•
•

•
•

•
•

•
•

•
•

•
•

♦ Enter the name of each missing household member who
-

[Fill: ROSTER_INFO1]
[Fill: ROSTER_INFO2]
[Fill: ROSTER_INFO3]

♦ Press Enter after each name and again after last name to continue.
Form Pane:
Roster - verify adds [fill]
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []

Roster - verify adds []
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []

Roster - verify adds []
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []
Roster - verify adds []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

text ≤ 50 characters

Valid Values:

Lists of up to 15 names

Skip Instructions:

If (LENGTH_H = D and EMAILADDRESS not empty) OR If
(LENGTH_M = <0-90> and EMAILADDRESS not empty) [go to
EMAIL]

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117

If (LENGTH_H = D and EMAILADDRESS is empty) OR If
(LENGTH_M = <0-90> and EMAILADDRESS is empty) [go to
EMAIL_BLANK]
Else [go to THANK_YOU]
Special Instructions:
• This screen displays the household roster. Fill REL, SEX, AWAY_COL and HH_MEM
with their descriptions from Attachment D.
• Mark all that apply type of entry.
• Calculate count of the number of missing persons entered, but do not display. Store this
value in the variable MISS_CNT.
• A roster line cannot exceed 100 characters in length.
Help Reference Word:

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118

Variable Name:

EMAIL

Field Description:

E-mail address verification

Field Definition:

Verify household email address collected in original interview

Universe:

(ROSTER_3 = 2, D, or R and EMAILADDRESS not empty) OR (Any
valid value in ROSTER_4 and EMAILADDRESS not empty)

Info Pane:
Is your email address [Fill: EMAILADDRESS]?
 1. Yes
 2. No
 3. Refuse to verify e-mail address
Form Pane:
Email verification [fill]
Email verification – correction []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, 3, D, R

Skip Instructions:

<1, 3, D, R>

[go to SURVEY]

<2>

[go to EMAIL_UPDATE]

Special Instructions:
Help Reference Word:

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119

Variable Name:

EMAIL_UPDATE

Field Description:

Update E-mail address

Field Definition:

Update E-mail address collected in original interview

Universe:

(EMAIL = 2)

Info Pane:
What is your correct email address?
♦

Enter correct e-mail address.

♦

Enter 1 if respondent refuse to give correct e-mail address.

Form Pane:
Email verification []
Email verification – correction [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

75

Valid Values:

1, text ≤ 75 characters

Skip Instructions:

<1, text ≤ 75 characters >

Special Instructions:

Do not allow a don’t know (i.e., Ctrl + D) or refusal (i.e., Ctrl + R) for
this question.

Help Reference Word:

WORKING DRAFT

[go to SURVEY]

120

Variable Name:

EMAIL_BLANK

Field Description:

Missing e-mail address

Field Definition:

Email address field was blank

Universe:

(ROSTER_3 = 2, D, or R and EMAILADDRESS is empty) OR (Any
valid value in ROSTER_4 and EMAILADDRESS is empty)

Info Pane:
Our records indicate that your e-mail address wasn’t recorded during the previous
interview.
Do you have an email address?
 1. Yes
 2. No
Form Pane:
Email - blank [fill]
Email - collect []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1,>

[go to EMAIL_COLLECT]

<2, D, R>

[go to SURVEY]

Special Instructions:
Help Reference Word:

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121

Variable Name:

EMAIL_COLLECT

Field Description:

Collect missing e-mail address

Field Definition:
Universe:

(EMAIL_BLANK = 1)

Info Pane:
Can I have your email address?
♦

Enter e-mail address.

♦

Enter 1 if respondent refuse to give e-mail address.

Form Pane:
Email - blank []
Email - collect [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

75

Valid Values:

1, text ≤ 75 characters

Skip Instructions:

<1, text ≤ 75 characters >

Special Instructions:

Do not allow a don’t know (i.e., Ctrl + D) or refusal (i.e., Ctrl + R) for
this question.

[go to SURVEY]

Help Reference Word:

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122

Variable Name:

SURVEY

Field Description:

Prepare for survey content questions

Field Definition:
Universe:

(VACANT = 1) OR (EMAIL = 1, 3, D or R) OR
(Any valid value in EMAIL_UPDATE) OR
(EMAIL_BLANK = 2, D or R) OR (Any valid value in
EMAIL_COLLECT)

Info Pane:
Now I am going to ask you a few questions about the content of the interview.
◆ Press 1 to continue.
 1. Continue
Form Pane:
Prepare for survey content questions [fill]
Question Text/Fill Instructions:
1.
If NROSIZE =1 and RIRESP > 0, fill ‘Since our records have you as the only household
member, you make up one HH.’
2.

If NROSIZE =1 and RIRESP = 0, fill ‘Since our records have’ FNAME and
LNAME from only person level record ‘as the only household member, he/she makes
up one HH.’

3.

Else fill ‘All household members who are related make up a HH. By related I mean
by blood, marriage, adoption, or other legal arrangement. For people who are unrelated,
a group of household members make up a HH if they are dependent on one another for
payment of their major expenses. A household member makes up his own HH if he is
independent of all other household members for payment of his major expenses. By
major expenses I mean housing expenses, food expenses, and other living expenses such
as clothing, transportation, etc.’

Field Length:

1

Valid Values:

1

Skip Instructions:

<1>

If (IN_COLL=1 or 2) then [go to UTILITIES]
If (IN_COLL=3 or BLANK and ADULT_CU=1) then [go to
EDUCATION]
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123

If (IN_COLL=3 or BLANK and ADULT_CU = 0 or BLANK and
IN_CLOCMBA_S= C)
then [go to SPECLOTH]
Else [go to HHAPP]

WORKING DRAFT

124

Variable Name:

UTILITIES

Field Description:

Utilities

Field Definition:
Universe:

SURVEY=1 and IN_COLL=1 or 2

Info Pane:
Were you asked about utility bills such as electricity or gas?
 1. Yes
 2. No
Form Pane:
Utilities [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to VEHICLE]

Special Instructions:
• If UTILITIES = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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125

Variable Name:

VEHICLE

Field Description:

Vehicle

Field Definition:
Universe:

IN_COLL=1 or 2 and Any valid value on UTILITIES

Info Pane:
For any vehicle that you rented, leased, or owned, were you asked about expenses such as
licensing, registration, or fuel?
 1. Yes
 2. No
Form Pane:
Vehicle [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to MEDICAL]

Special Instructions:
• If VEHICLE = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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126

Variable Name:

MEDICAL

Field Description:

Out-of-pocket payments

Field Definition:
Universe:

IN_COLL=1 or 2 and Any valid value on VEHICLE

Info Pane:
Did the interviewer ask you about out-of-pocket payments made directly to a medical
provider for eye or dental care?
 1. Yes
 2. No
Form Pane:
Out-of-pocket payments [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to HEALTH]

Special Instructions:
• If MEDICAL = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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127

Variable Name:

HEALTH

Field Description:

Health insurance

Field Definition:

IN_COLL=1 or 2 and Any valid value on MEDICAL

Universe:
Info Pane:
Did the interviewer ask whether you pay for a health insurance policy or hospitalization
plan?
 1. Yes
 2. No
Form Pane:
Health insurance [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to WORK]

Special Instructions:
• If HEALTH = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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128

Variable Name:

WORK

Field Description:

Work history

Field Definition:
Universe:

IN_COLL=1 or 2 and Any valid value on HEALTH

Info Pane:
Were you asked about working in the past year? Do not include housework.
 1. Yes
 2. No
Form Pane:
Work history [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to THANK_YOU]

Special Instructions:
• If WORK = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

WORKING DRAFT

129

Variable Name:

EDUCATION

Field Description:

Education expenses

Field Definition:
Universe:

SURVEY = 1 and IN_COLL=3 or BLANK and ADULT_CU = 1

Info Pane:
Were you asked about payments made for education expenses?
Education expenses would include recreation lessons, textbooks, supplies, equipment, test
preparation, tutoring, or housing while attending.
 1. Yes
 2. No
Form Pane:
Education expenses [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to INSURANCE]

Special Instructions:
• If EDUCATION = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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Variable Name:

INSURANCE

Field Description:

New insurance policies

Field Definition:
Universe:

Any valid value in EDUCATION

Info Pane:
Were you asked about any new insurance policies?
Please include health, vision, dental, life, vehicle, home/renters insurance policies.
 1. Yes
 2. No
Form Pane:
New insurance policies [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to THANK_YOU]

Special Instructions:
• If INSURANCE = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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Variable Name:

HHAPP

Field Description:

Purchasing HH appliances

Field Definition:
Universe:

SURVEY = 1 and IN_COLL=3 or BLANK and ADULT_CU = 0 or
BLANK and IN_CLOCMBA_S = BLANK

Info Pane:
Were you asked about purchasing garbage disposals, range hoods, and built-in
dishwashers?
If the respondent recalls at least one of the three items, then select ‘Yes’.
 1. Yes
 2. No
Form Pane:
Purchasing HH appliances [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to MEALEXP]

Special Instructions:
• If HHAPP = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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Variable Name:

MEALEXP

Field Description:

Weekly expenses for meals

Field Definition:
Universe:

Any valid value in HHAPP

Info Pane:
Were you asked about your usual weekly expense for meals or snacks from restaurants,
fast food places, or cafeterias?
 1. Yes
 2. No
Form Pane:
Weekly expenses for meals [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to CLOTHING]

Special Instructions:
• If MEALEXP = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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133

Variable Name:

CLOTHING

Field Description:

Purchasing clothing items

Field Definition:
Universe:

Any valid value in MEALEXP

Info Pane:
Were you asked about purchasing swimsuits, uniforms, and jewelry?
If the respondent recalls at least one of the three items, then select ‘Yes’.
 1. Yes
 2. No
Form Pane:
Purchasing clothing items [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to MISCEXP]

Special Instructions:
• If CLOTHING = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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Variable Name:

MISCEXP

Field Description:

Purchasing miscellaneous expenses

Field Definition:

Any valid value in CLOTHING

Universe:
Info Pane:
Were you asked about miscellaneous expenses such as funeral costs, legal fees, and adult
care?
If the respondent recalls at least one of the three items, then select ‘Yes’.
 1. Yes
 2. No
 3. I don’t remember
Form Pane:
Purchasing miscellaneous expenses [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to THANK_YOU]

Special Instructions:
• If MISCEXP = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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135

Variable Name:

SPECLOTH

Field Description:

Specify clothing expenses

Field Definition:

SURVEY = 1 and IN_COLL=3 or BLANK and ADULT_CU = 0 or
BLANK and IN_CLOCMBA_S= C

Universe:
Info Pane:
Were you asked about specific clothing items such as footwear, and undergarments
separately?
 1. Yes
 2. No
Form Pane:
Specify clothing expenses [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, OR > then [go to COMCLOTH]

Special Instructions:
• If SPECLOTH = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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136

Variable Name:

COMCLOTH

Field Description:

Combined clothing expenses

Field Definition:
Universe:

Any valid value in SPECLOTH

Info Pane:
You reported combined clothing expenses. Were you asked to tell what you spent on
individual clothing types such as sports coats, nightwear, and sweaters?
A combined clothing expense is a clothing expense where you paid for different types of
clothing items in a single purchase. For example, we want to know if you were asked how much
you spent on sports coats, nightwear, or sweaters separately rather than giving one lump sum for
all clothing purchased.
 1. Yes
 2. No
Form Pane:
Combined clothing expenses [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, 2, D, R> then [go to THANK_YOU]

Special Instructions:
• If COMCLOTH = 2, store code 8 in element [8] of DISCREPANCY array.
Help Reference Word:

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137

Variable Name:

PROX_PRESENT

Field Description:

Proxy present

Field Definition:
Universe:

(CONTACT_C = 1 and (PROX_C = 1 or PROX_UC = 1 or
HELLO_TCX=1 or HELLO_PCX=1)) OR
(CONTACT_N = 1 and (PROX_N = 1 or PROX_UN = 1 or
HELLO_TNX = 1 or HELLO_PNX = 1))

Info Pane:
Were you present during the original interview?
 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present [fill]
Someone else contacted []

Speak to person []
Interview mode []
Phone Call Requested []
FR Polite/Professional []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

If (ORIOUT_RSLT = INT) then [go to ONE_SESSION]
Else [go to ORMODE]

<2>

If (CONTACT_C = 1) then [go to ROSTER_1]
If (ORIOUT_RSLT = B2 or C2) then [go to STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to STATUS]
Else [go to VACANT]

Special Instructions:
Help Reference Word:

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138

Variable Name:

SOMEONE_ELSE

Field Description:

Someone else contacted

Field Definition:
Universe:

(CONTACT_C = 2 or D and (INTRO_TC = 1, 2 or 3 or
INTRO_PC = 1, 2 or 3)) OR
(CONTACT_N = 2 or D and PROX_N empty and PROX_UN empty)

Info Pane:
Could the interviewer have spoken to another person at
[Fill:

ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4 /
CPADD1
CPADD2
CPPO, CPST CPZP5-CPZP4]?

 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted [fill]
Question Text:
User Instructions:

Speak to person []
Interview mode []
Phone Call Requested []
FR Polite/Professional []

See info and form panes

Fill Instructions:
1. If ORIOUT_RSLT = INT, fill address with format ADDRESS1 if REDESIGN = Yes and
PUERTO_RICO = No, with format ADDRESS2 if REDESIGN = No and PUERTO_RICO =
No, with format ADDRESS3 if PUERTO_RICO = Yes and PSU ≠ 72, and with format
ADDRESS4 if PUERTO_RICO = Yes and PSU = 72.
Else fill contact person address.
Field Length:

1

Valid Values:

1, 2, D, R

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139

Skip Instructions:

<1>

[go to SPEAKTO]

<2, D, R>

If (CONTACT_C = (2 or D)) then [go to
ROSTER_1]
If (ORIOUT_RSLT = B2 or C2) then [go to
STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to
STATUS]
Else [go to VACANT]

Special Instructions:
• If (SOMEONE_ELSE = 2), add code 1 to element [1] of DISCREPANCY array.
Help Reference Word:

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140

Variable Name:

SPEAKTO

Field Description:

Speak to person

Field Definition:
Universe:

(SOMEONE_ELSE = 1)

Info Pane:
May I speak to her/him?
 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview []
Proxy present []
Someone else contacted []

Speak to person [fill]
Interview mode []
Phone Call Requested []
FR Polite/Professional []

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

If (CONTACT_C = 2 or D) then [go to RIRESP]
Else [go to CONTACT_N]

<2, D, R>

If (CONTACT_C = (2 or D)) then [go to ROSTER_1]
If (ORIOUT_RSLT = B2 or C2) then [go to
STAT_PROBE]
If (ORIOUT_RSLT = B1 or C1) then [go to STATUS]
Else [go to VACANT]

Special Instructions:
If (SPEAKTO = 1 and CONTACT_C = (2 or D)), empty the following variables upon returning
to RIRESP: RIRESP, CONTACT_C, SOMEONE_ELSE, and SPEAKTO.
If (SPEAKTO = 1 and CONTACT_N = (2 or D)), empty the following variables upon returning
to CONTACT_N: CONTACT_N, SOMEONE_ELSE, and SPEAKTO.

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Help Reference Word:

WORKING DRAFT

142

Variable Name:

CONTACT_N

Field Description:

Contact verification for original survey noninterview

Field Definition:
Universe:

(HELLO_PNX = 1) OR (HELLO_TNX = 1) OR (INTRO_TN = 1)
OR (INTRO_PN = 1) OR (PROX_N = 1) OR (PROX_UN = 1) OR
(SPEAKTO = 1 and CONTACT_N = 2 or D)

Info Pane:
Did an interviewer visit or call regarding:
[Fill:

ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]?

 1. Yes
 2. No
Form Pane:
Contact verification of original survey interview? []
Contact verification for original survey noninterview [fill]
Proxy present []
Someone else contacted []
Question Text:
User Instructions:

Speak to person []
Interview mode []
Phone Call Requested []
FR Polite/Professional []

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, D, R

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143

Skip Instructions:

<1>

If (PROX_N = 1) OR If (PROX_UN = 1) OR
If (HELLO_TNX = 1) OR If (HELLO_PNX = 1)
then [go to PROX_PRESENT]
If (ORIOUT_RSLT=INT) then [go to ONE_SESSION]
Else [go to ORMODE]

<2, D, R>

If (PROX_N empty and PROX_UN empty)
then [go to SOMEONE_ELSE]
If (ORIOUT_RSLT = (B2 or C2)) then [go to
STAT_PROBE]
If (ORIOUT_RSLT = (B1 or C1)) then [go to STATUS]
Else [go to VACANT]

Special Instructions:
Help Reference Word:

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144

Variable Name:

VACANT

Field Description:

Vacant Check

Field Definition:
Universe:

(SPEAKTO = 2 and ORIOUT_RSLT = VINT) OR
(PROX_PRESENT = 2 and ORIOUT_RSLT = VINT) OR
(LAPTOP = 1, 2, D, R or D and ORIOUT_RSLT = VINT) OR
(SOMEONE_ELSE= 2 or D and ORIOUT_RSLT = VINT) OR
(POLITE = 1 or D and ORMODE = 2 or D and ORIOUT_RSLT= VINT)
OR
(Any valid value in PO_NOTES and ORMODE = 2 or D and
ORIOUT_RSLT=VINT) OR
(CONTACT_N = 2 or D and (PROX_N = 1 or PROX_UN = 1) and
ORIOUT_RSLT = VINT)

Info Pane:
Was
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
vacant on [Fill: INTDATE]?
 1. Yes
 2. No
Form Pane:
Length of interview - hour portion []
Length of interview - minute portion []
Laptop used []
Vacant Check [fill]
Question Text:
User Instructions:

See info and form panes

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145

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

[go to SURVEY]

<2>

[go to STAT_PROB2]



[go to STAT_VER]

Special Instructions:
• (If VACANT = 2), store code 6 in element [6] of DISCREPANCY array.
Help Reference Word:

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146

Variable Name:

STAT_VER

Field Description:

Verify unit status

Field Definition:
Universe:

(VACANT = (D or R)) OR (VACANT2 = (D or R))

Info Pane:
Is there someone present I could speak with who could tell me the status of
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
on or about [Fill: INTDATE]?
 1. Yes
 2. No
Form Pane:
Verify unit status [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

[go to SPEAKTO2]

<2, D, R>

[go to THANK_YOU]

Special Instructions:
Help Reference Word:

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147

Variable Name:

SPEAKTO2

Field Description:

Speak to person

Field Definition:
Universe:

(STAT_VER = 1)

Info Pane:
May I speak to her/him?
 1. Yes
 2. No
Form Pane:
Speak to person [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

[go to VACANT2]

<2, D, R>

[go to THANK_YOU]

Special Instructions:
Help Reference Word:

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148

Variable Name:

VACANT2

Field Description:

Vacant Check

Field Definition:
Universe:

(SPEAKTO2 = 1)

Info Pane:
Hello, I’m ... from the U.S. Census Bureau.
Our records show that one of our interviewers, [Fill: FR_NAME], recently contacted this
location to verify the status of:
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
We’re doing a short quality control check to make sure that our interviewers are
following correct procedures.
Was
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
vacant on [Fill: INTDATE]?
 1. Yes
 2. No
Form Pane:
Vacant Check [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
2. If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
3. If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
4. If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.

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149

Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1>

[go to THANK_YOU]

<2>

[go to STAT_PROB2]



[go to STAT_VER]

Special Instructions:
If (VACANT2 = D or R), empty the following variables upon returning to STAT_VER:
STAT_VER, SPEAKTO2, and VACANT2.
•

If (VACANT2 = 2), store code 6 in element [6] of DISCREPANCY array.

Help Reference Word:

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150

Variable Name:

STATUS

Field Description:

Status check

Field Definition:
Universe:

(LAPTOP = (1, 2, D, R) and ORIOUT_RSLT = (B1 or C1)) OR
(PROX_PRESENT = 2 and ORIOUT_RSLT = (B1 or C1)) OR
(POLITE = (1 or D) and ORMODE = (2 or D) and
ORIOUT_RSLT = (B1 or C1)) OR
(SPEAKTO = 2 and CONTACT_N = (2 or D) and
ORIOUT_RSLT = (B1 or C1)) OR
(Any valid value in PO_NOTES and ORMODE = (2 or D) and
ORIOUT_RSLT = (B1 or C1)) OR
(CONTACT_N = (2 or D) and (PROX_N = 1 or PROX_UN = 1) and
ORIOUT_RSLT = (B1 or C1)) OR
(SOMEONE_ELSE = (2 or D) and CONTACT_N = (2 or D) and
ORIOUT_RSLT = (B1 or C1))

Info Pane:
Our records show that on [Fill: INTDATE],
[Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
[Fill: ORIOUT’s description].
Is this information correct?
 1. Yes
 2. No
Form Pane:
Status check [fill]
Status probe []
Status probe - initial incorrect []
Question Text:
User Instructions:

See info and form panes

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151

Fill Instructions:
1. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
2. Fill ORIOUT’s description with the original outcome code description from Attachment E,
“Original Outcome Code Descriptions for the STATUS Screen”.
Field Length:

1

Valid Values:

1, 2, D, R

Skip Instructions:

<1, D> [go to THANK_YOU]

<2, R> [go to STAT_PROB2]
Special Instructions:
• If (STATUS = 2), store code 6 in element [6] of DISCREPANCY array.
Help Reference Word:

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152

Variable Name:

STAT_PROBE

Field Description:

Status probe

Field Definition:
Universe:

(SPEAKTO = 2 and ORIOUT_RSLT = B2 or C2) OR
(LAPTOP = (1, 2, D, R or D) and ORIOUT_RSLT = (B2 or C2)) OR
(PROX_PRESENT = 2 and ORIOUT_RSLT = (B2 or C2)) OR
(SOMEONE_ELSE = (2 or D) and ORIOUT_RSLT = (B2 or C2))
OR
(POLITE = (1 or D) and ORMODE = (2 or D) and
ORIOUT_RSLT = (B2 or C2)) OR
(Any valid value in PO_NOTES and ORMODE = 2 or D and
ORIOUT_RSLT = B2 or C2) OR
(CONTACT_N = 2 or D and (PROX_N =1 or PROX_UN = 1) and
ORIOUT_RSLT = B2 or C2)

Info Pane:
Original Outcome: [Fill: ORIOUT] - [Fill: ORIOUT’s description]
[Fill: TYPEB_SP / TYPEC_SP / blank]
Original Interview Date: [Fill: INTDATE]
What was the status of [Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
on or about [Fill: INTDATE]?
♦ Enter reported status.
♦

Explain any discrepancy between reported status and original outcome.

Form Pane:
Status check []
Status probe [fill]
Status probe - initial incorrect []
Question Text:
User Instructions:

See info and form panes
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153

Fill Instructions:
1. Fill ORIOUT’s description with the original outcome code description from Attachment
B, “Original Interview Outcome Codes”.
2. If ORIOUT = 233, fill TYPEB_SP.
If ORIOUT = 248, fill TYPEC_SP.
Else leave blank, do not display item.
3. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

240

Valid Values:

text ≤ 240 characters

Skip Instructions:

< text ≤ 240 characters >

[go to THANK_YOU]

Special Instructions:
Help Reference Word:

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154

Variable Name:

STAT_PROB2

Field Description:

Status probe - initial incorrect

Field Definition:
Universe:

(STATUS = 2) OR (VACANT = 2) OR (VACANT2 = 2)

Info Pane:
Original Outcome: [Fill: ORIOUT] - [Fill: ORIOUT’s description]
Original Interview Date: [Fill: INDATE]
What was the status of [Fill: ADDRESS1 /
ADDRESS2 /
ADDRESS3 /
ADDRESS4]
on or about [Fill: INDATE]?
♦

Enter reported status.

♦

Explain any discrepancy between reported status and original outcome.

Form Pane:
Status check []
Status probe []
Status probe - initial incorrect [fill]
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. Fill ORIOUT’s description with the original outcome code description from Attachment B,
“List of Original Interview Outcome Codes”.
2. If REDESIGN = Yes and PUERTO_RICO = No, fill with format ADDRESS1.
If REDESIGN = No and PUERTO_RICO = No, fill with format ADDRESS2.
If PUERTO_RICO = Yes and PSU ≠ 72, fill with format ADDRESS3.
If PUERTO_RICO = Yes and PSU = 72, fill with format ADDRESS4.
Field Length:

240

Valid Values:

text ≤ 240 characters

Skip Instructions:

< text ≤ 240 characters >

[go to THANK_YOU]

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Special Instructions:
Help Reference Word:

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156

XV.

Back Specifications

The screens for the back of the instrument appear in this section. A list of the reinterview
disposition (RI_DISP), outcome (OUTCOME) and action (ACTION) codes appear in
Attachment C, “CEQ Reinterview Disposition, Outcome and Action Codes”. The reinterview
instrument sets the reinterview disposition and outcome codes. Case Management assigns the
action code based on the reinterview outcome code.

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Variable Name:

THANK_SORRY

Field Description:

Thank you for wrong address

Field Definition:
Universe:

(ADDVER = 2) OR (ADDVER = 1 and (HELLO_TC = 4 or HELLO_PC
= 3 or HELLO_TCX = 1 or HELLO_PCX = 1) and RPROXY_A = 0)

Info Pane:
I'm sorry. I have the wrong address/telephone number. Thank you for your help.
♦ Attempt to contact the correct household now or at a later time.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Thank you for wrong address [fill]
Thank You []
Thank you for refusal []
Thank you for non-household member []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1

Skip Instructions:

<1>

[go to STATUS_RI]

Special Instructions:
Help Reference Word:

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158

Variable Name:

THANK_YOU

Field Description:

Thank You

Field Definition:
Universe:

(STAT_VER = 2) OR (VACANT2 = 1) OR (STATUS = 1 or D) OR
(HELLO_TC = (3 or 5) and RPROXY_A = 0) OR
(HELLO_PC = 4 and RPROXY_A = 0) OR
(Any valid value in STAT_PROBE) OR (Any valid value in
STAT_PROB2) OR (SPEAKTO2=2) OR
(PROX_N = 2 and (HELLO_PN = 4 or HELLO_TN = 4)) OR
(PROX_C = 2 and (HELLO_PC = 4 or HELLO_TC = (3 or 5))) OR
(LENGTH_H empty and LENGTH_M empty) OR
(ROSTER_3 = (2, D or R) and LENGTH_H empty and LENGTH_M
empty)) OR
(Any valid value in ROSTER_4 and LENGTH_H empty and
LENGTH_M empty) OR
Any valid value in (WORK, INSURANCE, MISCEXP, or COMCLOTH)

Info Pane:
Thank you for your cooperation. You've been very helpful.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Thank you for wrong address []
Thank You [fill]
Thank you for refusal []
Thank you for non-household member []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1

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159

Skip Instructions:

<1>

If (HELLO_TC = 5 and RPROXY_A = 0) OR
If (HELLO_PN = 4 and PROX_N = 2) OR
If (HELLO_PC = 4 and RPROXY_A = 0) OR
If (HELLO_TN = 4 and PROX_N = 2)
then [go to STATUS_RI]
Else [go to RI_OUTCM]

Special Instructions:
Help Reference Word:

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160

Variable Name:

THANK_REF

Field Description:

Thank you for refusal

Field Definition:
Universe:

(ADDVER = 3) OR (HELLO_TC = 6) OR (REFNUM = 1) OR
(HELLO_TN = 5) OR (HELLO_PC = 5) OR (HELLO_PN = 5)

Info Pane:
I’m sorry to have bothered you.
♦ Enter 1 to continue
 1. Continue
Form Pane:
Thank you for wrong address []
Thank You []
Thank you for refusal [fill]
Thank you for non-household member []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1

Skip Instructions:

<1>

If (HELLO_PC = 5) OR If (HELLO_PN = 5) OR If (HELLO_TC
= 6)
OR If (HELLO_TN=5) then [go to NONINT]
Else [go to RI_OUTCM]

Special Instructions:
• If (HELLO_PC = 5) OR (HELLO_PN = 5) OR (HELLO_TC = 6) OR (HELLO_TN = 5), set
RI_OUTCM=3.
Help Reference Word:

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161

Variable Name:

THANK_NOHH

Field Description:

Thank you for non-household member

Field Definition:
Universe:

(HHMEM2 = 2)

Info Pane:
Thank you for your help, but I need to speak to a household member. I'll try back later.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Thank you for wrong address []
Thank You []
Thank you for refusal []
Thank you for non-household member [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Values:

1

Skip Instructions:

<1>

[go to STATUS_RI]

Special Instructions:
Help Reference Word:

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162

Variable Name:

APPT

Field Description:

Make appointment for better time

Field Definition:
Universe:

(HELLO_TCX = 3) OR (HELLO_TNX = 3) OR (HELLO_PCX = 3) OR
(HELLO_PNX = 3) OR (PROX_UC = 3) OR (PROX_UN = 3) OR
(FIN (F10) = 1)

Info Pane:
? [F1]
I'd like to schedule a date to complete/conduct the quality check. What DATE and
TIME would be best to call/visit?
Today is: [Fill: RIDATE].
♦
♦

Enter DATE and TIME
Enter (1) if you don’t intend to follow up on this case.

Form Pane:
Make appointment [fill]
Appointment for contact []
Call back thanks []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

25

Valid Value:

<1, text ≤ 25 characters>

Skip Instructions:

<1>


[go to RI_OUTCM]
[go to CBTHANK]

Special Instructions:
• Store APPT in CALLBACK.
Help Reference Word:

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163

Variable Name:

APPT2

Field Description:

Appointment for contact

Field Definition:
Universe:

(HELLO_TC = 2) OR (PROX_C = 2 and HELLO_PC = 2) OR
(HELLO_PC = 2 and RPROXY_A = 0) OR
(PROX_N = 2 and (HELLO_PN = 2 or HELLO_TN = 2))

Info Pane:
What DATE and TIME would be best to contact
[Fill: RESPNAME /CPNAME, CPTITL] in order to conduct the quality check?
Today is: [Fill: RIDATE]
♦ Enter DATE and TIME
♦ Enter (1) if you don't intend to follow up on this case.
Form Pane:
Make appointment []
Appointment for contact [fill]
Call back thanks []
Question Text:
User Instructions:

See info and form panes

Fill Instructions:
1. If ORIOUT_RSLT = INT, fill RESPNAME.
Else fill CPNAME, CPTITL.
Field Length:

25

Valid Values:

<1, text ≤ 25 characters>

Skip Instructions:

<1>


[go to RI_OUTCM]
[go to CBTHANK]

Special Instructions:
• Store APPT2 in CALLBACK.
Help Reference Word:

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164

Variable Name:

CBTHANK

Field Description:

Call back thanks

Field Definition:
Universe:

(APPT not empty and APPT ≠ 1) OR
(APPT2 not empty and APPT2 ≠ 1)

Info Pane:
Thank you for your help.
We will call/visit again at the time suggested.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Make appointment []
Appointment for contact []
Call back thanks [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

<1>

Skip Instructions:

<1>

[go to RINOTES_PRE]

Special Instructions:
• Set OUTCOME = 202
Help Reference Word:

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165

Variable Name:

STATUS_RI

Field Description:

Status of case

Field Definition:

Reinterview status

Universe:

(METHOD = 4) OR (DIAL = 3) OR (HELLO_TNX = 2) OR
OR (HELLO_TCX = 2) OR (HELLO_PC = (6 or 7)) OR
(HELLO_PCX = (2 or 4)) OR (HELLO_PN = 6) OR (HELLO_PNX = 2)
OR
(HELLO_TC = 8) OR (HELLO_TN = 7) OR (THANK_SORRY = 1) OR
(THANK_NOHH = 1) OR
(THANK_YOU = 1 and ((HELLO_TC = 5 and RPROXY_A = 0) or
(HELLO_PN = 4 and PROX_N = 2) or (HELLO_PC = 4 and
RPROXY_A = 0) or (HELLO_TN = 4 and PROX_N = 2))) OR
(RINOTES_PRE = 1 and OUTCOME = 201 and CONTACT_C empty
and STATUS empty and STAT_PROBE empty and VERTYPEA empty
and VERBYOBS empty and VACANT empty)

Info Pane:
This case is not completed.
♦ Make several attempts to contact respondent/contact person before selecting reinterview
noninterview.
 1. Quit - Complete later
 2. Reinterview Noninterview
Form Pane:
Status of case [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2

Skip Instructions:

<1>
<2>

[go to RINOTES_PRE]
[go to NONINT]

Special Instructions:
• If (STATUS_RI = 1), set OUTCOME = 202 and empty RI_OUTCM.
• If (STATUS_RI = 2), set RI_OUTCM=3.

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Help Reference Word:

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167

Variable Name:

RI_OUTCM

Field Description:

Verify original outcome

Field Definition:
Universe:

(APPT = 1) OR (APPT2 = 1) OR (PROX_UC = 2) OR (PROX_UN = 2)
OR
(THANK_REF = 1 and REFNUM = 1) OR
(THANK_REF = 1 and ADDVER = 3) OR
(THANK_YOU = 1 and HELLO_TNX = 1) OR
(THANK_YOU = 1 and HELLO_PCX = 1) OR
(THANK_YOU = 1 and HELLO_PNX = 1) OR
(THANK_YOU = 1 and (HELLO_TC = (1, 3, 4 or 7) or
(HELLO_TC = 5 and RPROXY_A = 1))) OR
(THANK_YOU = 1 and (HELLO_PN = (1, 2 or 3) or (HELLO_PN = 4
and PROX_N = 1))) OR
(THANK_YOU = 1 and (HELLO_PC = (1, 2 or 3) or (HELLO_PC = 4
and RPROXY_A = 1))) OR
(THANK_YOU = 1 and (HELLO_TN = (1, 2, 3 or 6) or (HELLO_TN = 4
and PROX_N = 1))) OR
(THANK_YOU = 1 and HELLO_TCX = 1) OR

Info Pane:
Original Outcome:

[FILL: ORIOUT] - [FILL: ORIOUT’s description]
[Fill: TYPEA_SP/TYPEB_SP/TYPEC_SP/blank]
Original Interview Date: [FILL: INTDATE].
♦ Was the original outcome correct?
 1. Yes
 2. No
 3. Reinterview Noninterview
Form Pane:
Verify original outcome [fill]
Question Text:
User Instructions:

See info and form panes

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168

Fill Instructions:
1. Fill ORIOUT’s description with the original outcome code description from Attachment B,
“List of Original Interview Outcome Codes”.
•

If ORIOUT = 219, fill TYPEA_SP.
If ORIOUT = 233, fill TYPEB_SP.
If ORIOUT = 248, fill TYPEC_SP.
Else leave blank, do not display item

Field Length:

1

Valid Value:

1, 2, 3

Skip Instructions:

<1>

[go to FALSIF]

<2>

If (ORIOUT_RSLT = VINT) then [go to MISC_VINT]
If (ORIOUT_RSLT = (B1 or B2) and VACANT_INT = No)
then [go to MISC_B]
If (ORIOUT_RSLT = (B1 or B2) and VACANT_INT = Yes)
then [go to MISC_BVINT]
If (ORIOUT_RSLT = (C1 or C2) and VACANT_INT = No)
then [go to MISC_C]
If (ORIOUT_RSLT = (C1 or C2) and VACANT_INT = Yes)
then [go to MISC_CVINT]
Else [go to FALSIF]

<3>

[go to NONINT]

Special Instructions:
• If (RI_OUTCM = 2 and VERBYOBS is empty and VERTYPEA is empty), store code 2 in
element [2] of DISCREPANCY array.
Help Reference Word:

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169

Variable Name:

NONINT

Field Description:

Noninterview classification

Field Definition:
Universe:

(VERTYPEA = 3) OR (VERBYOBS = 3) OR
(STATUS_RI = 2) OR (RI_OUTCM = 3) OR
(THANK_REF = 1 and (HELLO_PC = 5 or HELLO_PN = 5 or
HELLO_TC = 6 or HELLO_TN = 5))

Info Pane:
♦ Which outcome describes this reinterview case?
 1. Type A Noninterview.
 2. Type B Noninterview.
 3. Type C Noninterview.
 4. Type D Noninterview - Household replaced by new household since the original
interview.
Form Pane:
Noninterview classification [fill]
Type A description []
Type B description []
Type B description- regular/seasonal split []
Type C description []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2, 3, 4

Skip Instructions:

<1>

[go to TYPEA]

<2>

If (TYPEB_SPLIT = No) then [go to TYPEB]
Else [go to TYPEB_ALT]

<3>
<4>

[go to TYPEC]
[go to FALSIF]

Special Instructions:
Help Reference Word:

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170

Variable Name:

TYPEA

Field Description:

Type A description

Field Definition:
Universe:

(NONINT = 1)

Info Pane:
♦ Which Type A outcome describes this reinterview case?
 1. Unable to complete, bad telephone number.
 2. Unable to locate.
 3. No one home.
 4. Temporarily absent.
 5. Refused.
 6. Language problem.
 7. Respondent can’t remember.
 8. Insufficient partial.
 9. Other Type A - Specify in the Reinterview Notes.
Form Pane:
Noninterview classification []
Type A description [fill]
Type B description []
Type B description - regular/seasonal split []
Type C description []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1-9

Skip Instructions:

<1-9>

[go to FALSIF]

Special Instructions:
• If (TYPEA = 1), store code 11 in element [11] of DISCREPANCY array.
Help Reference Word:

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171

Variable Name:

TYPEB

Field Description:

Type B description

Field Definition:
Universe:

(NONINT = 2 and TYPEB_SPLIT = No)

Info Pane:
♦ Which Type B outcome describes this reinterview case?
 1. Vacant, regular or seasonal.
 2. Vacant, storage of household furniture.
 3. Converted to temporary business or storage.
 4. Unoccupied tent or trailer site.
 5. Unfit, to be demolished.
 6. HH institutionalized or temporarily ineligible.
 7. Entire HH under age [Fill: MIN_AGE].
 8. Temporarily occupied by persons with Usual Residence Elsewhere (URE).
 9. Other Type B - Specify in the Reinterview Notes.
Form Pane:
Noninterview classification []
Type A description []
Type B description [fill]
Type B description - regular/seasonal split []
Type C description []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1 -9

Skip Instructions:

<1 -9>

[go to FALSIF]

Special Instructions:
Help Reference Word:

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172

Variable Name:

TYPEB_ALT

Field Description:

Type B description - regular/seasonal split

Field Definition:
Universe:

(NONINT = 2 and TYPEB_SPLIT = Yes)

Info Pane:
♦ Which Type B outcome describes this reinterview case?
 1. Vacant, regular.
 2. Vacant, seasonal.
 3. Vacant, storage of household furniture.
 4. Converted to temporary business or storage.
 5. Unoccupied tent or trailer site.
 6. Unfit, to be demolished.
 7. HH institutionalized or temporarily ineligible.
 8. Entire HH under age [Fill: MIN_AGE].
 9. Temporarily occupied by persons with Usual Residence Elsewhere (URE), regular.
 10. Temporarily occupied by persons with Usual Residence Elsewhere (URE), seasonal.
 11. Other Type B - Specify in the Reinterview Notes.
Form Pane:
Noninterview classification []
Type A description []
Type B description []
Type B description - regular/seasonal split [fill]
Type C description []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Value:

1-11

Skip Instructions:

<1-11>

[go to FALSIF]

Special Instructions:
Help Reference Word:

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173

Variable Name:

TYPEC

Field Description:

Type C description

Field Definition:
Universe:

(NONINT = 3)

Info Pane:
♦ Which Type C outcome describes this reinterview case?
 1. Demolished.
 2. House or trailer moved.
 3. Converted to permanent business or storage.
 4. Condemned.
 5. Deceased.
 6. Moved out of country.
 7. Other Type C - Specify in the Reinterview Notes.
Form Pane:
Noninterview classification []
Type A description []
Type B description []
Type B description - regular/seasonal split []
Type C description [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1-7

Skip Instructions:

<1-7>

[go to FALSIF]

Special Instructions:
Help Reference Word:

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174

Variable Name:

MISC_B

Field Description:

Misclassification of original Type B case

Field Definition:
Universe:

(RI_OUTCM = 2 and ORIOUT_RSLT = (B1 or B2) and
VACANT_INT = No) OR
(VERBYOBS = 2 and ORIOUT_RSLT = (B1 or B2) and
VACANT_INT = No)

Info Pane:
♦

Which of the following options describes the misclassification of this original Type B
case?

 1. Should have been an Interview or Type A.
 2. Should have been another Type B.
 3. Should have been a Type C.
Form Pane:
Misclassification of original Type B case [fill]
Misclassification of original Type C case []
Misclassification of original vacant interview []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2, 3

Skip Instructions:

<1-3>

[go to FALSIF]

Special Instructions:
• If (MISC_B = 1), store code 5 in element [5] of DISCREPANCY array.
Help Reference Word:

WORKING DRAFT

175

Variable Name:

MISC_C

Field Description:

Misclassification of original Type C case

Field Definition:
Universe:

(RI_OUTCM = 2 and ORIOUT_RSLT = (C1 or C2) and
VACANT_INT = No) OR
(VERBYOBS = 2 and ORIOUT_RSLT = (C1 or C2) and
VACANT_INT = No)

Info Pane:
♦ Which of the following options describes the misclassification of this original Type C
case?
 1. Should have been an Interview or Type A.
 2. Should have been a Type B.
 3. Should have been another Type C.
Form Pane:
Misclassification of original Type B case []
Misclassification of original Type C case [fill]
Misclassification of original vacant interview []
Misclassification of original Type B case []
Misclassification of original Type C case []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2, 3

Skip Instructions:

<1-3>

[go to FALSIF]

Special Instructions:
• If (MISC_C = 1), store code 5 in element [5] of DISCREPANCY array.
Help Reference Word:

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176

Variable Name:

MISC_VINT

Field Description:

Misclassification of original vacant interview

Field Definition:
Universe:

(RI_OUTCM = 2 and ORIOUT_RSLT = VINT) OR
(VERBYOBS = 2 and ORIOUT_RSLT = VINT)

Info Pane:
♦ Which of the following options describes the misclassification of this original vacant
interview case?
 1. Should have been an Interview or Type A.
 2. Should have been a Type B or C.
Form Pane:
Misclassification of original Type B case []
Misclassification of original Type C case []
Misclassification of original vacant interview [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2

Skip Instructions:

<1, 2>

[go to FALSIF]

Special Instructions:
Help Reference Word:

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177

Variable Name:

MISC_BVINT

Field Description:

Misclassification of original Type B case

Field Definition:
Universe:

(RI_OUTCM = 2 and ORIOUT_RSLT = (B1 or B2) and
VACANT_INT = YES) OR
(VERBYOBS = 2 and ORIOUT_RSLT = (B1 or B2) and
VACANT_INT = Yes)

Info Pane:
♦ Which of the following options describes the misclassification of this original Type B
case?
 1. Should have been an Interview or Type A.
 2. Should have been a vacant interview.
 3. Should have been another Type B.
 4. Should have been a Type C.
Form Pane:
Misclassification of original vacant interview []
Misclassification of original Type B case [fill]
Misclassification of original Type C case []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2, 3, 4

Skip Instructions:

<1-4>

[go to FALSIF]

Special Instructions:
• If (MISC_BVINT = 1), store code 5 in element [5] of DISCREPANCY array.
Help Reference Word:

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178

Variable Name:

MISC_CVINT

Field Description:

Misclassification of original Type C case

Field Definition:
Universe:

(RI_OUTCM = 2 and ORIOUT_RSLT = (C1 or C2) and
VACANT_INT = YES) OR
(VERBYOBS = 2 and ORIOUT_RSLT = (C1 or C2) and
VACANT_INT = Yes)

Info Pane:
♦ Which of the following options describes the misclassification of this original Type C
case?
 1. Should have been an Interview or Type A.
 2. Should have been a vacant interview.
 3. Should have been a Type B.
 4. Should have been another Type C.
Form Pane:
Misclassification of original vacant interview []
Misclassification of original Type B case []
Misclassification of original Type C case [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1, 2, 3, 4

Skip Instructions:

<1-4>

[go to FALSIF]

Special Instructions:
• If (MISC_CVINT = 1), store code 5 in element [5] of DISCREPANCY array.
Help Reference Word:

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179

Variable Name:

FALSIF

Field Description:

Falsification suspected?

Field Definition:
Universe:

(NONINT = 4) OR (VERTYPEA = 2) OR (TYPEA = <1-9>) OR
(TYPEB = <1-9>) OR (TYPEB_ALT = <1-11>) OR (TYPEC = <17>) OR
(MISC_B = <1-4>) OR (MISC_C = <1-4>) OR (MISC_VINT = (1
or 2))
OR (MISC_BVINT = <1-5>) OR (MISC_CVINT = <1-5>) OR
(RI_OUTCM = 2 and ORIOUT_RSLT = INT) OR
(RI_OUTCM = 1 and ORIOUT_RSLT = (INT, B1, B2, C1, C2 or
VINT) and
BYOBS = blank or 2)

Info Pane:
[Fill: “Your reinterview indicates the following discrepancies:”
code and description of each code listed in DISCREPANCY array /
“Your reinterview did not indicate any discrepancies.”]
♦ Do you suspect falsification?
 1. Yes
 2. No
 3. Unable to determine
Form Pane:
Falsification suspected? [fill]
Question Text:
Use Instructions:

See info and form panes

Fill Instructions:
1. If DISCREPANCY array contains one or more codes, fill “Your reinterview indicates the
following discrepancies:” and the code and description of each code listed in
DISCREPANCY array with the code’s description from Attachment F.
Else fill “Your reinterview did not indicate any discrepancies.”
Field Length:

1

Valid Value:

1, 2, 3
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180

Skip Instructions:

<1>

If (RI_OUTCM = 2 or 3) OR If (RI_OUTCM = 1 and only one
element in DISCREPANCY array ≥1)
then [go to RINOTES_PRE]
If (RI_OUTCM = 1 and all elements in DISCREPANCY array
blank) then [go to NO_DISCREP]
If (RI_OUTCM = 1 and two or more elements in
DISCREPANCY array ≥1) then [go to SF_RIDISP]

<2>

If (RI_OUTCM = 1 and DISCREPANCY [6] = 6 and all elements
in DISCREPANCY array blank)
OR If (RI_OUTCM = 3) then [go to RINOTES_PRE]
If (RI_OUTCM = 2 and ORIOUT_RSLT = (A, B1, C1, B2, C2 or
VINT) then [go to RINOTES_PRE]
Else [go to DISCREP_NOTES]

<3>

If (RI_OUTCM = 2 and ORIOUT_RSLT = (A, B1, C1, B2, C2 or
VINT) OR
If (RI_OUTCM = 3) OR
If (RI_OUTCM = 2 and ORIOUT_RSLT=INT and
DISCREPANCY [2] = 2 and all other elements in
DISCREPANCY array blank) OR
If (RI_OUTCM = 2 and ORIOUT_RSLT=INT and only one
element in DISCREPANCY array ≥1) OR
If (RI_OUTCM = 1 and all elements in DISCREPANCY array
blank) OR
If (RI_OUTCM = 1 and DISCREPANCY [6] = 6 and all other
elements in DISCREPANCY array blank) OR
If (RI_OUTCM = 1 and only one element in DISCREPANCY
array ≥1) then [go to RINOTES_PRE]
Else [go to NSF_RIDISP]

Special Instructions:
• Coding Cases Verified as Correct:
If (FALSIF = 2 or 3 and RI_OUTCM = 1 and all elements in DISCREPANCY array blank),
set OUTCOME = 201 and RI_DISP = 001.
If (FALSIF = 2 or 3 and RI_OUTCM = 1 and DISCREPANCY[6] = 6 and all other elements
in DISCREPANCY array blank), set OUTCOME = 201 and RI_DISP = 001

•

Coding Original Type A Noninterview Cases:

WORKING DRAFT

181

If (FALSIF = 1 and RI_OUTCM = 2 and ORIOUT_RSLT = A), set OUTCOME = 301 and
RI_DISP = 103.
If (FALSIF = 2 or 3 and RI_OUTCM = 2 and ORIOUT_RSLT = A), set OUTCOME = 301
and RI_DISP = 058.
•

Coding Cases Verified as Reinterview Noninterview:
If (FALSIF = 1 and NONINT = 4, set OUTCOME = 360) and RI_DISP = 085.
If (FALSIF = 1 and TYPEA = 1), set OUTCOME = 214 and RI_DISP = 105.
If (FALSIF = 1 and TYPEA = 2), set OUTCOME = 214 and RI_DISP = 067.
If (FALSIF = 1 and TYPEA = 3), set OUTCOME = 216 and RI_DISP = 068.
If (FALSIF = 1 and TYPEA = 4), set OUTCOME = 217 and RI_DISP = 069.
If (FALSIF = 1 and TYPEA = 5), set OUTCOME = 218 and RI_DISP = 086.
If (FALSIF = 1 and TYPEA = 6), set OUTCOME = 213 and RI_DISP = 087.
If (FALSIF = 1 and TYPEA = 7), set OUTCOME = 219 and RI_DISP = 090.
If (FALSIF = 1 and TYPEA = 8), set OUTCOME = 215 and RI_DISP = 089.
If (FALSIF = 1 and TYPEA = 9), set OUTCOME = 219 and RI_DISP = 090.
If (FALSIF = 1 and TYPEB = 1), set OUTCOME = 226 and RI_DISP = 071.
If (FALSIF = 1 and TYPEB = 2), set OUTCOME = 227 and RI_DISP = 073.
If (FALSIF = 1 and TYPEB = 3), set OUTCOME = 230 and RI_DISP = 074.
If (FALSIF = 1 and TYPEB = 4), set OUTCOME = 231 and RI_DISP = 075.
If (FALSIF = 1 and TYPEB = 5), set OUTCOME = 228 and RI_DISP = 077.
If (FALSIF = 1 and TYPEB = 6), set OUTCOME = 234 and RI_DISP = 076.
If (FALSIF = 1 and TYPEB = 7), set OUTCOME = 224 and RI_DISP = 091.
If (FALSIF = 1 and TYPEB = 8), set OUTCOME = 225 and RI_DISP = 092.
If (FALSIF = 1 and TYPEB = 9), set OUTCOME = 233 and RI_DISP = 094.
If (FALSIF = 1 and TYPEB_ALT = 1), set OUTCOME = 226 and RI_DISP = 071.
If (FALSIF = 1 and TYPEB_ALT = 2), set OUTCOME = 326 and RI_DISP = 072.
If (FALSIF = 1 and TYPEB_ALT = 3), set OUTCOME = 227 and RI_DISP = 073.
If (FALSIF = 1 and TYPEB_ALT = 4), set OUTCOME = 230 and RI_DISP = 074.
If (FALSIF = 1 and TYPEB_ALT = 5), set OUTCOME = 231 and RI_DISP = 075.
If (FALSIF = 1 and TYPEB_ALT = 6), set OUTCOME = 228 and RI_DISP = 077.
If (FALSIF = 1 and TYPEB_ALT = 7), set OUTCOME = 234 and RI_DISP = 076.
If (FALSIF = 1 and TYPEB_ALT = 8), set OUTCOME = 224 and RI_DISP = 091.
If (FALSIF = 1 and TYPEB_ALT = 9), set OUTCOME = 225 and RI_DISP = 092.
If (FALSIF = 1 and TYPEB_ALT = 10), set OUTCOME = 225 and RI_DISP = 093.
If (FALSIF = 1 and TYPEB_ALT = 11), set OUTCOME = 233 and RI_DISP = 094.
If (FALSIF = 1 and TYPEC = 1), set OUTCOME = 240 and RI_DISP = 078.
If (FALSIF = 1 and TYPEC = 2), set OUTCOME = 241 and RI_DISP = 079.
If (FALSIF = 1 and TYPEC = 3), set OUTCOME = 243 and RI_DISP = 080.
If (FALSIF = 1 and TYPEC = 4), set OUTCOME = 245 and RI_DISP = 081.
If (FALSIF = 1 and TYPEC = 5), set OUTCOME = 250 and RI_DISP = 083.
If (FALSIF = 1 and TYPEC = 6), set OUTCOME = 251 and RI_DISP = 084.
If (FALSIF = 1 and TYPEC = 7), set OUTCOME = 248 and RI_DISP = 095.
WORKING DRAFT

182

If (FALSIF = (2 or 3) and NONINT = 4), set OUTCOME = 360 and RI_DISP = 032
If (FALSIF = (2 or 3) and TYPEA = 1), set OUTCOME = 214 and RI_DISP = 003.
If (FALSIF = (2 or 3) and TYPEA = 2), set OUTCOME = 214 and RI_DISP = 013.
If (FALSIF = (2 or 3) and TYPEA = 3), set OUTCOME = 216 and RI_DISP = 014.
If (FALSIF = (2 or 3) and TYPEA = 4), set OUTCOME = 217 and RI_DISP = 015.
If (FALSIF = (2 or 3) and TYPEA = 5), set OUTCOME = 218 and RI_DISP = 033.
If (FALSIF = (2 or 3) and TYPEA = 6), set OUTCOME = 213 and RI_DISP = 034.
If (FALSIF = (2 or 3) and TYPEA = 7), set OUTCOME = 218 and RI_DISP = 035.
If (FALSIF = (2 or 3) and TYPEA = 8), set OUTCOME = 215 and RI_DISP = 036.
If (FALSIF = (2 or 3) and TYPEA = 9), set OUTCOME = 219 and RI_DISP = 037.
If (FALSIF = (2 or 3) and TYPEB = 1), set OUTCOME = 226 and RI_DISP = 017.
If (FALSIF = (2 or 3) and TYPEB = 2), set OUTCOME = 227 and RI_DISP = 019.
If (FALSIF = (2 or 3) and TYPEB = 3), set OUTCOME = 230 and RI_DISP = 020.
If (FALSIF = (2 or 3) and TYPEB = 4), set OUTCOME = 231 and RI_DISP = 021.
If (FALSIF = (2 or 3) and TYPEB = 5), set OUTCOME = 228 and RI_DISP = 023.
If (FALSIF = (2 or 3) and TYPEB = 6), set OUTCOME = 234 and RI_DISP = 022.
If (FALSIF = (2 or 3) and TYPEB = 7), set OUTCOME = 224 and RI_DISP = 038.
If (FALSIF = (2 or 3) and TYPEB = 8), set OUTCOME = 225 and RI_DISP = 039.
If (FALSIF = (2 or 3) and TYPEB = 9), set OUTCOME = 233 and RI_DISP = 041.
If (FALSIF = (2 or 3) and TYPEB_ALT = 1), set OUTCOME = 226 and RI_DISP = 017.
If (FALSIF = (2 or 3) and TYPEB_ALT = 2), set OUTCOME = 326 and RI_DISP = 018.
If (FALSIF = (2 or 3) and TYPEB_ALT = 3), set OUTCOME = 227 and RI_DISP = 019.
If (FALSIF = (2 or 3) and TYPEB_ALT = 4), set OUTCOME = 230 and RI_DISP = 020.
If (FALSIF = (2 or 3) and TYPEB_ALT = 5), set OUTCOME = 231 and RI_DISP = 021.
If (FALSIF = (2 or 3) and TYPEB_ALT = 6), set OUTCOME = 228 and RI_DISP = 023.
If (FALSIF = (2 or 3) and TYPEB_ALT = 7), set OUTCOME = 234 and RI_DISP = 022.
If (FALSIF = (2 or 3) and TYPEB_ALT = 8), set OUTCOME = 224 and RI_DISP = 038.
If (FALSIF = (2 or 3) and TYPEB_ALT = 9), set OUTCOME = 225 and RI_DISP = 039.
If (FALSIF = (2 or 3) and TYPEB_ALT = 10), set OUTCOME = 225 and RI_DISP = 040.
If (FALSIF = (2 or 3) and TYPEB_ALT = 11), set OUTCOME = 233 and RI_DISP = 041.
If (FALSIF = (2 or 3) and TYPEC = 1), set OUTCOME = 240 and RI_DISP = 024.
If (FALSIF = (2 or 3) and TYPEC = 2), set OUTCOME = 241 and RI_DISP = 025.
If (FALSIF = (2 or 3) and TYPEC = 3), set OUTCOME = 243 and RI_DISP = 026.
If (FALSIF = (2 or 3) and TYPEC = 4), set OUTCOME = 245 and RI_DISP = 027.
If (FALSIF = (2 or 3) and TYPEC = 5), set OUTCOME = 250 and RI_DISP = 030.
If (FALSIF = (2 or 3) and TYPEC = 6), set OUTCOME = 251 and RI_DISP = 031.
If (FALSIF = (2 or 3) and TYPEC = 7), set OUTCOME = 248 and RI_DISP = 042.

WORKING DRAFT

183

•

Coding Misclassified Original Type B, C, or Vacant Interview Cases:
If (FALSIF = 1 and (MISC_B = 1 or MISC_BVINT = 1)), set OUTCOME = 301 and
RI_DISP = 096.
If (FALSIF = 1 and (MISC_B = 3 or MISC_BVINT = 4)), set OUTCOME = 301 and
RI_DISP = 099.
If (FALSIF = 1 and (MISC_B = 4 or MISC_BVINT = 5)), set OUTCOME = 301 and
RI_DISP = 100.
If (FALSIF = 1 and (MISC_C = 1 or MISC_CVINT = 1)), set OUTCOME = 301 and
RI_DISP = 097.
If (FALSIF = 1 and (MISC_C = 2 or MISC_CVINT = 3)), set OUTCOME = 301 and
RI_DISP = 101.
If (FALSIF = 1 and (MISC_C = 4 or MISC_CVINT = 5)), set OUTCOME = 301 and
RI_DISP = 102.
If (FALSIF = 1 and (MISC_B = 2 or MISC_BVINT = 3 or MISC_C = 3 or MISC_CVINT =
4)), set OUTCOME = 301 and RI_DISP = 103.
If (FALSIF = 1 and MISC_VINT = 1), set OUTCOME = 301 and RI_DISP = 106.
If (FALSIF = 1 and MISC_VINT = 2), set OUTCOME = 301 and RI_DISP = 104.
If (FALSIF = 1 and MISC_BVINT = 2), set OUTCOME = 301 and RI_DISP = 109.
If (FALSIF = 1 and MISC_CVINT = 2), set OUTCOME = 301 and RI_DISP = 108.
If (FALSIF = (2 or 3) and (MISC_B = 1 or MISC_BVINT = 1)), set OUTCOME = 301 and
RI_DISP = 043.
If (FALSIF = (2 or 3) and (MISC_B = 3 or MISC_BVINT = 4)), set OUTCOME = 301 and
RI_DISP = 046.
If (FALSIF = (2 or 3) and (MISC_B = 4 or MISC_BVINT = 5)), set OUTCOME = 301 and
RI_DISP = 047.
If (FALSIF = (2 or 3) and (MISC_C = 1 or MISC_CVINT = 1)), set OUTCOME = 301 and
RI_DISP = 044.
If (FALSIF = (2 or 3) and (MISC_C = 2 or MISC_CVINT = 3)), set OUTCOME = 301 and
RI_DISP = 048.
If (FALSIF = (2 or 3) and (MISC_C = 4 or MISC_CVINT = 5)), set OUTCOME = 301 and
RI_DISP = 049.
If (FALSIF = (2 or 3) and (MISC_B = 2 or MISC_BVINT = 3 or MISC_C = 3 or
MISC_CVINT = 4)), set OUTCOME = 301 and RI_DISP = 058.
If (FALSIF = (2 or 3) and MISC_VINT = 1), set OUTCOME = 301 and RI_DISP = 059.
If (FALSIF = (2 or 3) and MISC_VINT = 2), set OUTCOME = 301 and RI_DISP = 051.
If (FALSIF = (2 or 3) and MISC_BVINT = 2), set OUTCOME = 301 and RI_DISP = 050.
If (FALSIF = (2 or 3) and MISC_CVINT = 2), set OUTCOME = 301 and RI_DISP = 045.

•

Coding Cases with Discrepancies:
If (FALSIF = 1 and RI_OUTCM = 2 and ORIOUT_RSLT = INT), set OUTCOME = 301
and RI_DISP = 060
WORKING DRAFT

184

If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[1] = 1 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 066.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[6] = 6 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 066.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[7] = 7 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 061.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[8] = 8 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 062.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[9] = 9 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 111.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[10] = 10 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 112.
If (FALSIF = 1 and RI_OUTCM = 1 and DISCREPANCY[12] = 12 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 110.
If FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[1] = 1 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 012.
If (FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[7] = 7 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 009.
If (FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[8] = 8 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 005.
If (FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[9] = 9 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 011.
If (FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[10] = 10 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 004.
If (FALSIF = 3 and RI_OUTCM = 1 and DISCREPANCY[12] = 12 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 010.

If (FALSIF = 3 and RI_OUTCM = 2 and ORIOUT_RSLT = INT and DISCREPANCY[2] =
2 and all other elements in DISCREPANCY array blank), set OUTCOME = 301 and
RI_DISP = 012.
Help Reference Word:

WORKING DRAFT

185

Variable Name:

DISCREP_NOTES

Field Description:

Discrepancy notes

Field Definition:
Universe:

(FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY [6] = blank and
one or more elements in DISCREPANCY array ≥ 1) OR
(FALSIF = 2 and RI_OUTCM = 1 and two or more elements in
DISCREPANCY array ≥ 1) OR
(FALSIF = 2 and RI_OUTCM = 2 and ORIOUT_RSLT = INT)

Info Pane:
♦ Explain why you do not suspect falsification in the Reinterview Notes now.
♦ Press Ctrl-F7 to access Reinterview Notes.
♦ Enter 1 when done with your explanation in the Reinterview Notes.

Form Pane:
Discrepancy notes [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

If (only one element in array DISCREPANCY ≥ 1)
then [go to RINOTES_PRE]
Else [go to NSF_RIDISP]

Special Instructions:
• If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[1] = 1 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 012.
• If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[7] = 7 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 009.
• If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[8] = 8 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 005.
• If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[9] = 9 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 011.

WORKING DRAFT

186

•
•
•
•

If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[10] = 10 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 004.
If (FALSIF = 2 and RI_OUTCM = 1 and DISCREPANCY[12] = 12 and all other elements in
DISCREPANCY array blank), set OUTCOME = 301 and RI_DISP = 010.
If (FALSIF = 2 and RI_OUTCM = 2 and ORIOUT_RSLT = INT and DISCREPANCY[2]
= 2 and all other elements in DISCREPANCY array blank), set OUTCOME = 301 and
RI_DISP = 012.

Help Reference Word:

WORKING DRAFT

187

Variable Name:

NSF_RIDISP

Field Description:

Discrepancy options - no suspected falsification

Field Definition:
Universe:

(DISCREP_NOTES = 1 and two or more elements in DISCREPANCY
array ≥ 1) OR
(FALSIF = 3 and RI_OUTCM = 1 and two or more elements in
DISCREPANCY array ≥ 1) OR
(FALSIF = 3 and RI_OUTCM = 2 and ORIOUT_RSLT = INT and two or
more elements in DISCREPANCY array ≥1)

Info Pane:
Your reinterview detected multiple discrepancies.
♦ Enter the code of the detected discrepancy which best describes this case.
 1. Respondent said no one contacted this household.
 2. You determined that the original status, 201 – Interview, incorrect.
 6. Respondent indicated that the original status was incorrect.
 7. The household roster was incorrect.
 8. Not all survey questions were asked.
 9. Interviewer conducted a telephone interview only when personal visit required.
 10. Case done by a personal visit and respondent said laptop not used.
12. CU make-up incorrect.
Form Pane:
Discrepancy options – no suspected falsification [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Value:

1, 2, 6, 7, 8, 9, 10, 12

Skip Instructions:

<1, 2, 6, 7, 8, 9, 10, 12>

[go to RINOTES_PRE]

Special Instructions:
• List in the answer list section only the choices that correspond to elements in
DISCREPANCY array ≥ 1. Leave no blank lines between the choices.

WORKING DRAFT

188

•

Allow only a value in NSF_RIDISP that corresponds to an element in DISCREPANCY
array ≥ 1.
If (NSF_RIDISP = 1), set OUTCOME = 301 and RI_DISP = 012.
If (NSF_RIDISP = 2), set OUTCOME = 301 and RI_DISP = 012.
If (NSF_RIDISP = 6), set OUTCOME = 301 and RI_DISP = 012.
If (NSF_RIDISP = 7), set OUTCOME = 301 and RI_DISP = 009.
If (NSF_RIDISP = 8), set OUTCOME = 301 and RI_DISP = 005.
If (NSF_RIDISP = 9), set OUTCOME = 301 and RI_DISP = 011.
If (NSF_RIDISP = 10), set OUTCOME = 301 and RI_DISP = 004.
If (NSF_RIDISP = 12), set OUTCOME = 301 and RI_DISP = 010.

Help Reference Word:

WORKING DRAFT

189

Variable Name:

RO_DISC

Field Description:

RO discretion case

Field Definition:
Universe:

(METHOD = 5)

Info Pane:
♦ Caution: Obtain supervisor's permission before selecting an option below.
♦ Which of the following options describes this reinterview case?
 1. Hard to interview original case
 2. More than 50 miles from nearest reinterviewer and no phone number
 3. Observed during the original interview
 4. Personal visit needed, but not authorized
 5. Case management or ROSCO problems - Obtain HQ approval
 6. Sample adjustment - Obtain HQ approval
 7. Other RO discretion - Specify in the Reinterview Notes
Form Pane:
RO discretion case [fill]
No discrepancy case []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1-7

Skip Instructions:

<1-7> [go to RINOTES_PRE]

Special Instructions:
• IF (RO_DISC = 1), set OUTCOME = 311 and RI_DISP = 052.
IF (RO_DISC = 2), set OUTCOME = 312 and RI_DISP = 053.
IF (RO_DISC = 3), set OUTCOME = 312 and RI_DISP = 054.
IF (RO_DISC = 4), set OUTCOME = 312 and RI_DISP = 055.
IF (RO_DISC = 5), set OUTCOME = 312 and RI_DISP = 056.
IF (RO_DISC = 6), set OUTCOME = 312 and RI_DISP = 029.
IF (RO_DISC = 7), set OUTCOME = 312 and RI_DISP = 057.
Help Reference Word:

WORKING DRAFT

190

Variable Name:

NO_DISCREP

Field Description:

No discrepancy case

Field Definition:
Universe:

(FALSIF = 1 and RI_OUTCM = 1 and all elements in DISCREPANCY
array blank)

Info Pane:
♦ Explain why you suspect falsification in the Reinterview Notes now.
♦ Press Ctrl-F7 to access Reinterview Notes.
♦ Enter 1 when done with your explanation in the Reinterview Notes
1
Form Pane:
RO discretion case []
No discrepancy case [fill]

Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[go to RINOTES_PRE]

Special Instructions:
• Set OUTCOME = 301 and RI_DISP = 066.
Help Reference Word:

WORKING DRAFT

191

Variable Name:

SF_RIDISP

Field Description:

Discrepancy options - suspect falsification

Field Definition:
Universe:

(FALSIF = 1 and RI_OUTCM=1 and two or more elements in
DISCREPANCY array ≥ 1)

Info Pane:
Your reinterview detected multiple discrepancies.
♦

Enter the code of the detected discrepancy which best describes the primary reason you
suspect falsification.

 1.
 6.
 7.
 8.
 9.

The respondent said no one contacted this household regarding this survey.
The respondent indicated that the original status was incorrect.
The household roster was incorrect.
Not all survey questions were asked in the interview.
The interviewer conducted a telephone interview only when a personal visit interview
required.
 10. Case was done by a personal visit and respondent said laptop was not used.
 12. CU make-up incorrect.

Form Pane:
Discrepancy options - suspect falsification [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

2

Valid Value:

1, 6, 7, 8, 9, 10, 12

Skip Instructions:

<1, 6, 7, 8, 9, 10, 12>

[go to RINOTES_PRE]

Special Instructions:
• List in the answer list section only the choices that correspond to elements in
DISCREPANCY array ≥ 1. Leave no blank lines between choices.
• Allow only a value in SF_RIDISP that corresponds to an element in DISCREPANCY
array ≥ 1.
If (SF_RIDISP = 1), set OUTCOME = 301 and RI_DISP = 066
If (SF_RIDISP = 6), set OUTCOME = 301 and RI_DISP = 066
If (SF_RIDISP = 7), set OUTCOME = 301 and RI_DISP = 061
WORKING DRAFT

192

If (SF_RIDISP = 8), set OUTCOME = 301 and RI_DISP = 062
If (SF_RIDISP = 9), set OUTCOME = 301 and RI_DISP = 111
If (SF_RIDISP = 10), set OUTCOME = 301 and RI_DISP = 112
If (SF_RIDISP = 12), set OUTCOME = 301 and RI_DISP = 110

Help Reference Word:

WORKING DRAFT

193

Variable Name:

RINOTES_PRE

Field Description:

Reinterview notes

Field Definition:
Universe:

(START = 2) OR (METHOD = 3) OR (DIAL = 4) OR
(VERTYPEA = (1 or 4)) OR (VERBYOBS = (1 or 4)) OR
(SF_RIDISP = <1-15>) OR (NSF_RIDISP = <1-15>) OR
(NO_DISCREP = 1) OR (CBTHANK = 1) OR (STATUS_RI = 1) OR
(CKSUP = 2) OR (RO_DISC = <1-7>) OR
(FALSIF = <1-3> and RI_OUTCM = 3) OR
(FALSIF = <1-3> and RI_OUTCM = 2 and ORIOUT_RSLT = A) OR
(FALSIF = 1 and RI_OUTCM = 2 and ORIOUT_RSLT = INT) OR
(FALSIF=1 and RI_OUTCM=1 and only one element in
DISCREPANCY array ≥1) OR
≥ 1)

(DISCREP_NOTES=1 and only one element in DISCREPANCY array
OR (FALSIF=3 and RI_OUTCM=1 and only one element in
DISCREPANCY array ≥1) OR
(FALSIF=3 and RI_OUTCM=2 and ORIOUT_RSLT=INT and
DISCREPANCY [2] = 2 and all other elements in DISCREPANCY
array blank) OR
(FALSIF = <1-3> and RI_OUTCM = 2 and
ORIOUT_RSLT = (B1, C1, B2, C2 or VINT)) OR

(FALSIF = 2 or 3 and RI_OUTCM = 1 and (DISCREPANCY array
blank or
(DISCREPANCY [6] = 6 and all other elements in DISCREPANCY
array blank)))

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Info Pane:
♦ Enter reinterview notes about this case now, or view and edit existing notes.
♦ Press Ctrl-F7 to access Reinterview Notes.
♦ Press Shift-F11 to access Abbreviation List.
♦ Press Shift-F12 to view Original CAPI Notes.
♦ Enter 1 to continue after completing reinterview notes.
 1. Continue
Form Pane:
Reinterview notes [fill]
Ready to wrap up []
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

If (OUTCOME = 201 and CONTACT_C empty and STATUS
empty and STAT_PROBE empty and VERTYPEA empty and
VERBYOBS empty and VACANT empty)
then [go to STATUS_RI]
If (OUTCOME = 202) then [exit instrument]
Else [go to READYWRAP]

Special Instructions:
• If (OUTCOME = 201 and CONTACT_C is empty and STATUS is empty and
STAT_PROBE is empty and VERTYPEA is empty and VERBYOBS is empty and
VACANT is empty), empty OUTCOME.
Help Reference Word:

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Variable Name:

READYWRAP

Field Description:

Ready to wrap up

Field Definition:
Universe:

(RINOTES_PRE =1 and OUTCOME > 202) OR
(RINOTES_PRE =1 and OUTCOME = 201 and (CONTACT_C = (1, 2,
D, R or D) or STATUS = (1, 2, D, R, or D) or any valid value in
STAT_PROBE or VERTYPEA = <1-4> or VERBYOBS = <1-4> or
VACANT = (1, 2, D, R, D or R)))

Info Pane:
This case is complete and ready to be transmitted. After exiting, the case will be deleted from
your case list.
♦ Enter 1 to continue.
 1. Continue
Form Pane:
Reinterview notes []
Ready to wrap up [fill]
Question Text/Fill Instructions:
User Instructions:
See info and form panes
Field Length:

1

Valid Value:

1

Skip Instructions:

<1>

[exit instrument]

Special Instructions:
Help Reference Word:

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196

XVII.

Attachments

Attachment A: CE Quarterly 2015: Reinterview Instrument Screen Index
Attachment B: CE Quarterly 2015: Original Interview Outcome Codes
Attachment C: CE Quarterly 2015: Reinterview Disposition, Outcome and
Action Codes
Attachment D: CE Quarterly 2015: Household Roster Variable Descriptions Used in the
2015 CE Reinterview Instrument
Attachment E: CE Quarterly 2015: Original Outcome Code Descriptions for the
STATUS Screen
Attachment F:

CE Quarterly 2015: Discrepancy Codes and Descriptions for Elements
in DISCREPANCY array

Attachment G: CE Quarterly 2015: Reinterview Scenarios
Attachment H: CE Quarterly 2015: Reinterview SCIF (RT 8500) Layout

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Attachment A
2015 CE Quarterly: Reinterview Instrument Screen Index
_END_, 53
_INTRO_, 46
ADDVER, 78
ANYRECEIPT, 103
APPT, 162
APPT2, 163
BURDEN, 106 (deleted screen)
BUSEXP, 105 (new screen)
BY_OBS, 41
CBTHANK, 164
CENADMN, 107 (deleted screen)
CKSUP, 54
CLOTHING, 133
COMCLOTH, 136
CONTACT_C, 94
CONTACT_N, 142
DIAL, 44
DISCREP_NOTES, 185
EDUCATION, 129
EMAIL, 118
EMAIL_BLANK, 120
EMAIL_COLLECT, 121
EMAIL_UPDATE, 119
FALSIF, 179
FIN, 32
FREQREC, 104
H_ABBREV1, 31
H_PURPOSE, 24
H_PURPOSE1, 25
H_PURPOSE2, 26
H_PURPOSE3, 27
H_PURPOSE4, 28
H_PURPOSE5, 29
HEALTH, 127
HELLO_PC, 69
HELLO_PCX, 71
HELLO_PN, 74
HELLO_PNX, 76
HELLO_TC, 55
HELLO_TCX, 57
HELLO_TN, 63
HELLO_TNX, 66
HHAPP, 131
HHCOMP, 40
HHMEM, 83

HHMEM2, 84
INFOBK, 98
INSURANCE, 130
INTRO_PC, 73
INTRO_PN, 80
INTRO_TC, 59
INTRO_TN, 68
KEY_REF, 30
LAPTOP, 110
LENGTH_H, 108
LENGTH_M, 109
MEALEXP, 132
MEDICAL, 126
METHOD, 42
MISC_B, 174
MISC_BVINT, 177
MISC_C, 175
MISC_CVINT, 178
MISC_VINT, 176
MISCEXP, 134
NEWNUMBER_A, 47
NEWNUMBER_CE, 52
NEWNUMBER_CP, 51
NEWNUMBER_E, 50
NEWNUMBER_P, 48
NEWNUMBER_S, 49
NO_DISCREP, 190
NONINT, 169
NSF_RIDISP, 187
ONE_SESSION, 95
ORMODE, 96
PHONE_REQUEST, 97
PO_NOTES, 100
POLITE, 99
PROX_C, 85
PROX_N, 86
PROX_PRESENT, 137
PROX_UC, 88
PROX_UN, 89
READYWRAP, 195
RECEIPTS, 101
REFER, 102
REFNUM, 62
RI_OUTCM, 167
RINOTES_PRE, 193

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RIREASON, 17
RIREF1, 19
RIREF2, 20
RIREF3, 21
RIREF4, 22
RIREF5, 23
RIRESP, 92
RO_DISC, 189
ROSTER_1, 111
ROSTER_2, 113
ROSTER_3, 114
ROSTER_4, 116
SF_RIDISP, 191
SOMEONE_ELSE, 138
SPEAKTO, 140
SPEAKTO2, 147
SPECLOTH, 135
START, 33
START_1, 38
START_1A, 37
STAT_PROB2, 154
STAT_PROBE, 152
STAT_VER, 146
STATUS, 150
STATUS_RI, 165
SURVEY, 122
THANK_NOHH, 161
THANK_REF, 160
THANK_SORRY, 157
THANK_YOU, 158
TYPEA, 170
TYPEB, 171
TYPEB_ALT, 172
TYPEC, 173
UTILITIES, 124
VACANT, 144
VACANT2, 148
VEHICLE, 125
VERBYOBS, 81
VERTELE, 58
VERTYPEA, 64
WORK, 128
WRNUM, 61

198

Attachment B
2015 CE Quarterly: Original Interview Outcome Codes
Outcome
200
201
202
203
204
206

Description
New case, not started
Completed interview
Case started, insufficient partial
Transmit, no more follow-up possible.
Partial, complete through Section 20, callback to complete
Don’t know follow-up needed

216
217
219
321
322
323
324

Type A - No one home (unable to contact)
Type A - Temporarily absent
Other Type A - specify
Type A - Refused, Hostile respondent
Type A - Refused, Time related excuses
Type A - Refused, Language problems
Type A - Refused, Other - specify

224
225
226
228
229
231
232
233
331
332

Type B - All persons under 16
Type B - Occupied by persons with URE
Type B - Vacant for rent
Type B - Unfit, to be demolished
Type B - Under construction, not ready
Type B - Unoccupied tent/trailer site
Type B - Permit granted, construction not started
Type B - Other – specify
Type B - Vacant for sale
Type B - Vacant other - specify

240
241
243
244
245
246
247
341
342
248
252

Type C - Demolished
Type C - House or trailer moved
Type C - Converted to permanent nonresidential use
Type C - Merged units within same structure
Type C - Condemned
Type C - Built After April 1, 1990
Type C - Unused serial # or listing sheet
Type C - CU moved
Type C - CU merged with another CE CU within same address
Type C - Other - specify
Type C - Located on military base or post
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256
257
290

Type C - Removed during subsampling
Type C- Unit already had a chance of selection
Type C - Spawned in error

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200

Attachment C
CE Quarterly 2015: Reinterview Disposition, Outcome and Action Codes
Disposition

Outcome

Action

Description

N/A

200

00

New case, not started

N/A

202

01

Accessed instrument, no interview or insufficient partial

001

201

10

Original interview or noninterview verified as correct

003

214

21

Unable to complete, bad telephone number

013

214

21

Unable to locate

014

216

21

No one home

015

217

21

Temporarily absent

033

218

21

Refused

034

213

21

Language problem

035

218

21

Respondent can't remember

036

215

21

Insufficient partial

037

219

21

Other Type A

017

226

31

Vacant, regular or seasonal

019

227

31

Vacant, storage of household furniture

020

230

31

Converted to temporary business or storage

021

231

31

Unoccupied tent or trailer site

022

234

31

HH institutionalized or temporarily ineligible

023

228

31

Unfit, to be demolished

038

224

31

Entire HH under age limit

039

225

31

Temporarily occupied by persons with URE

041

233

31

Other Type B

024

240

41

Demolished

025

241

41

House or trailer moved

026

243

41

Converted to permanent business or storage

027

245

41

Condemned

030

250

41

Deceased

031

251

41

Moved out of country

042

248

41

Other Type C

032

360

51

HH replaced by new HH since original interview

043

301

11

Originally classified as a B, should have been an Interview or Type A

044

301

11

Originally classified as a C, should have been an Interview or Type A

046

301

11

Originally classified as a B, should have been a C

Type A

Type B

Type C

Type D
Misclassified Cases

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201

048

301

11

Originally classified as a C, should have been a B

058

301

11

Other misclassification - specify in the notes

004

301

11

Discrepancy - laptop not used

005

301

11

Discrepancy - not all questions asked in original interview

009

301

11

Discrepancy - incorrect household roster

010

301

11

Discrepancy - CU determination incorrect

011

301

11

Discrepancy - telephone interview when personal visit required

012

301

11

Other discrepancy - no suspected falsification

029

312

21

HQ discretion - permanent (sample adjustment)

052

311

21

053

312

21

RO discretion - permanent (hard to interview original case)
RO discretion - temporary (more than 50 miles from nearest
reinterviewer and no phone number)

054

312

21

RO discretion - temporary (observed during the original interview)

055

312

21

RO discretion - temporary (personal visit needed, but not authorized)

056

312

21

HQ discretion - temporary (case management, ROSCO problems)

057

312

21

RO discretion - temporary (other)

Discrepancy Cases

RO/HQ Discretion

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Attachment D
2015 CE Quarterly: Household Roster Variable Descriptions Used in the 2015 CE
Quarterly Reinterview Instrument
Use the following descriptions for the values of the variables listed below when displaying the household roster in
the CE reinterview instrument.
The possible values for RELATIONSHIP are:
1 = Reference Person
2 = Spouse
3 = Child
4 = Grandchild
5 = In-Law
6 = Brother/sister

7 = Parent(s)
8 = Other related person
9 = Unrelated person
10 = Unmarried Partner
D = Don’t Know
R = Refused

The possible values for AGE are:

Any numeric value
The possible values for SEX are:
1 = Male
2 = Female
The possible values for AWAY_COL (appears as ‘Away @ college’) are:
Yes
No
The possible values for HH_MEM (appears as ‘HH MEMBER’ on the roster) are:
Yes
No
The possible values for PERCUNUM (appears as ‘CU Number’) are:

Any numeric value

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Attachment E
CE Quarterly 2015: Original Outcome Code Descriptions for the STATUS Screen
Use these descriptions to fill “ORIOUT’s description” on the STATUS screen:
If original
outcome code
(ORIOUT) is:

Fill with:

224

“was occupied entirely by minors (everyone in the household is under 16)”

225

“was occupied entirely by persons who usually live at another address.”

226

“was vacant.”

228

“was unfit to live in or scheduled to be demolished.”

229

“was under construction.”

230

“was converted to a permanent or temporary business or storage”

231

“was an unoccupied site for mobile home, trailer, or tent.”

232

“was a building site where construction had not started.”

235

“was vacant for seasonal use”

236

“was occupied - screened out by household”

240

“was demolished.”

241

“was a lot where a house or trailer had been moved off of.”

243

“was converted to a permanent business or storage.”

244

“was merged with another unit.”

245

“was condemned.”

246

“was built after April 1, 2000 (4/1/00).”

331

“was vacant and for sale.”

332

“was vacant.”

341

“had moved.”

342

“was merged with another household with the same address.”

252

“was located on a military base or post.”

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Attachment F
CE Quarterly 2015: Discrepancy Codes and Descriptions for Elements in the
DISCREPANCY Array
Element/Code

Description

1

The reinterview respondent said no one contacted this household regarding this survey.

2

You determined that the original status, [Fill: ORIOUT] - [Fill: ORIOUT’s description from Attachment C],
was incorrect.

3

The status of this case was completed by observation in the original interview. You determined that the
original status, [Fill: ORIOUT] - [Fill: ORIOUT’s description from Attachment C] was incorrect.

4

This case was a Type A in the original interview. You determined that the original status, [Fill: ORIOUT] [Fill: ORIOUT’s description from Attachment C], was incorrect.

5

The interviewer classified this unit as a Type B or Type C Noninterview and you determined that it should
have been an Interview or Type A.

6

The reinterview respondent indicated that the original status, [Fill: ORIOUT] - [Fill: ORIOUT’s description
from Attachment C] was incorrect.

7

The household roster was incorrect.

8

Not all survey questions were asked in the interview.

9

The interviewer conducted a telephone interview only instead of a personal visit interview, as required.

10

This case was done by a personal visit and the reinterview respondent said the interviewer did not use a laptop.

11

The interviewer entered a bad telephone number for this case.

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Attachment G
CE Quarterly 2015: Reinterview Scenarios
The questions below will be asked of respondents who had completed or sufficient partials for the original interview
including proxy respondents that were present during the original interview. Parenthetical references indicate
exceptions. Items followed by a (*) are questions asked of original noninterviews wherever a contact person is
available.

•

Confirm that the respondent was contacted

•

Confirm the mode of the original interview

•

Ask whether the interviewer
o Was polite and professional
o Used a laptop (personal visit only)
o Gave an information booklet
o Request that receipts be kept
o Asked if purchases were reimbursed as business expenses

•

About how long did the interview last? (Captures hours & minutes)

•

Verify the household roster

•

Verify address

•

One of the four following scenarios
Scenario 1: Completed or sufficient partial interviews where the respondent is a full-time or part-time student
Were you asked about utility bills such as electricity or gas?
For any vehicle that you rented, leased, or owned, were you asked about expenses such as licensing, registration,
or fuel?
Did the interviewer ask you about out-of-pocket payments made directly to a medical provider for eye or dental
care?
Did the interviewer ask whether you pay for a health insurance policy?
Were you asked about working in the past year? Do not include housework.
Scenario 2: Completed or sufficient partial interviews where the respondent is NOT a student and the household
members are all adults (i.e. not children or grandchildren)
Were you asked about payments made for education expenses?
Were you asked about any new insurance policies?
Scenario 3: Completed or sufficient partial interviews where the respondent is NOT a student and reported a combined
expense for clothing

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Were you asked about specific clothing items such as shirts, footwear, undergarments separately?
You reported combined clothing expenses. Were you asked to tell what you spent on individual clothing types
such as sports coats, nightwear, and sweaters separately?
Scenario 4: All other respondents
Were you asked about purchasing garbage disposals, range hoods, and built-in dishwashers?
Were you asked about purchasing swimsuits, uniforms, and jewelry?
Were you asked about miscellaneous expenses such as funeral costs, legal fees, and adult care?

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Attachment H
CE Quarterly 2015: Reinterview SCIF (Record Type Layout)
This SCIF is now maintained online by TMO. It can be found on the following intranet website:
https://scifprod.tmo.census.gov/scif/main/mainMenu.seam. Follow the steps below:


Click Survey Specific SCIF



Type CEQ RI next to Survey Name



Click



Find the row labeled CEQ Reinterview - 2015



Click



You can then print it in Adobe Acrobat

Search for SS SCIFs

to open the SCIF

This SCIF uses Record Types:
1002
2006
2552
8001
8100
8200
8500
850001

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File Typeapplication/pdf
File TitleJuly 7, 2010
AuthorBOC
File Modified2014-07-02
File Created2014-06-19

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