2015 Module on Social and cultural participation and Material deprivation (guidelines and questionnaire)

Transcription

1 EUROPEAN COMMISSION EUROSTAT Directorate F: Social Statistics F-4: Quality of life 05 Module on Social and cultural participation and Material deprivation (guidelines and questionnaire)

2 : The target variables relate to two types of units: Individual: all variables except for the one related to the Financial stress. Household: variable related to the Financial stress. Mode of data collection: For the variable applying at household level, the mode of data collection is personal interview with the household respondent. For variables applying at individual level, the mode of data collection is personal interview with all current household members aged 6 and over or, if applicable, with each selected respondent. The age refers to the age at the end of the income reference period. Given the type of information to be collected, only personal interviews (proxy interviews as an exception for persons temporarily absent or incapacitated) are allowed. Reference period: The target variables relate to three types of reference periods: Last twelve months: for the variables related to the Participation in cultural and sport event and Formal and informal social participation. Usual: for the variables related to the Practise of artistic activities and Integration with relatives, friends and neighbours. Current: for the variables related to the Material deprivation. Data transmission: The target secondary variables should be sent to the Commission (Eurostat) in the Household Data File (H-file) and in the Personal Data File (P-file) after the target primary variables.

3 PS00: Going to the cinema Domain/Area Social and cultural participation/ Participation in cultural or sport event Reference period Last twelve months Values At most 3 times More than 3 times 3 No - cannot afford it 4 No - lack of interest 5 No - no cinema nearby 6 No - other reasons The number of times the respondent went to the cinema, during the last twelve months. If the answer is No the most important reason should be selected. The term nearby does not have to be understood only as physical distance but also in terms of accessibility. E.g. if a cinema is located 0 kilometres from the respondent s dwelling but it is easily accessible by the public transport, it should be considered nearby. Warning: Different modalities compared to 006 module

4 PS00: Going to live performances Domain/Area Social and cultural participation/ Participation in cultural or sport event Reference period Last twelve months Values At most 3 times More than 3 times 3 No - cannot afford it 4 No - lack of interest 5 No - no live performances nearby 6 No - other reasons The number of times, during the last twelve months, the respondent went to any live performance, whether it was performed by professionals or amateurs. Going to live performances to watch one's own children should be included. Live performances include theatre plays, concerts, operas, ballet, dance performances, etc. Street performances should also be included; however only organised events should be counted. E.g. if the respondent was passing by somebody playing an instrument, this is not counted; on the other hand if the respondent attended a concert played in the park, this should be included. Visits to live sport events should not be included. Participation of the respondent in live performances is excluded. If the answer is No the most important reason should be selected. The term nearby does not have to be understood only as physical distance but also in terms of accessibility. E.g. if a theatre is located 0 kilometres from the respondent s dwelling but it is easily accessible by the public transport it should be considered nearby. Warning: Different modalities compared to 006 module

5 PS030: Visits to cultural sites Domain/Area Social and cultural participation/ Participation in cultural or sport event Reference period Last twelve months Values At most 3 times More than 3 times 3 No - cannot afford it 4 No - lack of interest 5 No - no cultural sites nearby 6 No - other reasons The number of times, during the last twelve months, the respondent visited cultural sites such as historical monuments, museums, art galleries, archaeological sites, etc. Only visits whose purpose is to become acquainted with cultural or historical content of the site, either planned or spontaneous, should be included. If the answer is No the most important reason should be selected. The term nearby does not have to be understood only as physical distance but also in terms of accessibility. E.g. if a museum is located 0 kilometres from the respondent s dwelling but it is easily accessible by the public transport it should be considered nearby. Warning: Different modalities compared to 006 module

6 PS040: Attendance to live sport events Domain/Area Social and cultural participation/ Participation in cultural or sport event Reference period Last twelve months Values At most 3 times More than 3 times 3 No - cannot afford it 4 No - lack of interest 5 No - no live sport events nearby 6 No - other reasons The number of times, during the last twelve months, the respondent attended a live sport event whether it was performed by professionals or amateurs. Attending an event to watch one's own children should be included. Only organised events should be included, i.e. watching one s own children playing football on the playground is excluded. Respondent s participation in live sporting events is excluded. If the answer is No the most important reason should be selected. The term nearby does not have to be understood only as physical distance but also in terms of accessibility. E.g. if a stadium is located 0 kilometres from the respondent s dwelling but it is easily accessible by the public transport it should be considered nearby. Warning: Different modalities compared to 006 module

7 PS04: Practice of artistic activities Domain/Area Social and cultural participation/practice of artistic activities Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never The frequency with which the respondent usually practices some of the artistic activities such as play an instrument, compose music, sing, dance, act, photograph, make video, draw, paint, carve or do other visual arts, handcraft, write poems, short stories, fiction, etc. Only activities performed as a hobby should be included. It is not important if the activities are organised or not. If the respondent performs more than one activity, the time spent on all of them should be counted. All activities performed as respondent's professional activity are excluded. Warning: New variable

8 PS050: Frequency of getting together with family (relatives) Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never - NA (No relatives) The frequency with which the respondent usually gets together with family during a usual year. Only relatives who don't live in the respondent s household should be considered. If the respondent meets his/her relatives once a year during holidays or feasts, the answer shall be at least once a year. To get together means spending some time with relatives at home or elsewhere. It can be talking or doing some kind of activities together. Merely encountering someone by chance is not considered as being together. If the respondent gets together with many relatives all meetings should be counted. Family (relatives) should be understood in its widest meaning. It includes father/mother/children, siblings, grandparents, aunts, uncles, cousins, nephews, nieces, families-in-law, etc.

9 PS060: Frequency of getting together with friends Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never - NA (No friends) The frequency with which the respondent usually gets together with friends during a usual year. Only friends who don't live in the respondent s household should be considered. If the respondent meets his/her friends once a year during holidays or feasts, the answer shall be at least once a year. To get together means spending time with friends at home or elsewhere. It can be talking or doing some kind of activities together. Merely encountering someone by chance is not considered as being together. If the respondent gets together with many friends all meetings should be counted. Friends should be understood in the widest meaning, as people the respondent enjoys being with and with whom he/she shares private matters. Getting together with friends for professional matters only is excluded.

10 PS070: Frequency of contacts with family (relatives) Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never - NA (No relatives) The frequency with which the respondent is usually in contact with family during a usual year. Contact can be made by telephone, sms, letter, fax, Internet ( , Skype, Facebook, FaceTime or other social networks and other Internet communication tools), etc. Only relatives who don't live in the respondent s household should be considered. It should be real contact, e.g. a letter or a conversation. Sharing or viewing photos is not a real contact and is excluded. If the respondent is in contact with many relatives all of them should be counted. Family (relatives) should be understood in its widest meaning. It includes father/mother/children, siblings, grandparents, aunts, uncles, cousins, nephews, nieces, families-in-law, etc.

11 PS080: Frequency of contacts with friends Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never - NA (No friends) The frequency with which the respondent is usually in contact with friends during a usual year. Contact can be made by telephone, sms, letter, fax, Internet ( , Skype, Facebook, FaceTime or other social networks and other Internet communication tools), etc. Only friends who don't live in the respondent s household should be considered. It should be real contact, e.g. a letter or a conversation. Sharing or viewing photos is not a real contact and is excluded. If the respondent is in contact with many friends all of them should be counted. Friends should be understood in the widest meaning, as people the respondent enjoys being with and with whom he/she shares private matters.

12 PS08: Communication via social media Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Daily Every week (not every day) 3 Several times a month (not every week) 4 Once a month 5 At least once a year (less than once a month) 6 Never The frequency with which the respondent participates actively in social networking sites, such as community-based web sites, online discussions forums, chat rooms and other social spaces online. Active participation means not only joining social networks but also contributing actively to the discussion. Posting messages, photos, likes, etc. is also included. The nature of the issue discussed in the network should not be taken into account. A social media should be understood as any website that enables users to create public profiles within that website and form relationships with other users (not necessarily friends or people really close to him/her) of the same website who access their profile. The examples of such social media can be: Facebook, My Space, LinkedIn, Twitter etc. Warning: New variable

13 PS090: Help from others Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Yes No - NA (No relatives, friends, neighbours) The respondent's ability to ask for help (any kind of help: moral, material or financial) from any relatives, friends or neighbours. Both relatives and friends should be understood in their widest meaning. The question is about the possibility for the respondent to ask for help whether the respondent needs it or not. Only people who don't belong to the respondent s household should be considered.

14 PS09: Personal matters (anyone to discuss with) Domain/Area Social and cultural participation/ Integration with relatives, friends and neighbours Reference period Usual Values Yes No The presence of at least one person the respondent can discuss personal matters with. The potential is of having somebody to discuss personal matters with, whether the respondent needs it or not. It can be anybody, including household members and not necessarily family or friends. Warning: New variable

15 PS00: Participation in informal voluntary activities Domain/Area Social and cultural participation/ Formal and informal social participation Reference period Last twelve months Values Yes No lack of interest 3 No lack of time 4 No other reason If the respondent, during the last twelve months, undertook any informal unpaid activities that were not arranged by any organisation. It includes such activities as: - helping other people, including family members not living in the same household (e.g. cooking for others; taking care of people in hospitals/at home; taking people for a walk, shopping, etc) - helping animals (e.g. taking care of homeless, wild animals) - other informal voluntary activities such as cleaning a beach, a forest etc. Any activity that respondent undertakes for his/her household or in his/her work are excluded. Activities undertaken within charitable organisations should also be excluded.

16 PS0: Participation in formal voluntary work Domain/Area Social and cultural participation/ Formal and informal social participation Reference period Last twelve months Values Yes No lack of interest 3 No lack of time 4 No other reason If the respondent, during the last twelve months, did any unpaid non-compulsory work for or through an organisation, a formal group or a club. It also includes unpaid work for charitable or religious organisations. Attending meetings connected with these activities is included. Unpaid non-compulsory work should be understood as volunteer work conducted to help other people, the environment, animals, the wider community, etc. Unpaid internship in the company that makes profit is excluded. Warning: New variable

17 PS0: Active citizenship Domain/Area Social and cultural participation/ Formal and informal social participation Reference period Last twelve months Values Yes No lack of interest 3 No lack of time 4 No other reason If the respondent, during the last twelve months, participated in activities related to active citizenship, such as participation to the activities of a political party or a local interest group, participation in a public consultation, peaceful protest including signing a petition, participation in a demonstration, writing a letter to a politician, writing a letter to the media. Active participation via Internet (e.g. petition, letter, etc.) should be taken into account. Attending meetings connected with these activities is included. There should be no mention or discussion of political affiliation or the nature of the activities undertaken. Voting should not be considered as active citizenship (in some countries voting is compulsory). Warning: New variable

18 HD080: Replacing worn-out furniture Domain/Area Material deprivation/financial stress Reference period Current Household Mode of collection Household respondent Values Yes No - household cannot afford it 3 No - other reason -7 Not applicable: HB00 <03 The term "furniture" corresponds to the objects such as tables, chairs, beds, desks, dressers, cupboards, etc. kept in the dwelling to make it suitable or comfortable for living or working in. Second-hand furniture can be taken into account. This variable is different from the EU-SILC core HS060 Capacity to face unexpected financial expenses which aims to capture problems of shortage of money and where, about the time scale, the focus is on the short term. The list of concerned expenses is also different as this variable HD080 only refers to furniture.

19 PD00: Replace worn-out clothes by some new (not second-hand) ones Domain/Area Transmission type Reference period Material deprivation/basic needs Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason -7 Not applicable: PB00 <03 The focus is on the replacement of the worn out clothes by some new clothes (such as suit, winter coat, pullover, etc.). The variable refers to worn out clothes, not to old-fashioned ones.

20 PD030: Two pairs of properly fitting shoes (including a pair of allweather shoes) Domain/Area Transmission type Reference period Material deprivation/basic needs Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason Flags filled -7 Not applicable: PB00 <03 The concept of shoes has to be understood in a broad sense. It could include boots, sandals, etc. according to the climatic conditions of the concerned country. On the other hand, all-weather shoes could be defined as any daily life shoes with the exception of sandals and boots.

21 PD050: Get-together with friends/family (relatives) for a drink/meal at least once a month Domain/Area Transmission type Reference period Material deprivation/leisure and social activities Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason -7 Not applicable: PB00 <03 Friends: Friends should be understood in the widest meaning as people the respondent enjoys being with and with whom the respondent shares private matters. Family (relatives): The family, or relatives, should be understood in its widest meaning. It includes father/mother/children, siblings, grandparents, aunts, uncles, cousins, nephews, nieces, families-in-law, etc. To get together for a drink/meal: To get-together for a drink/meal means spending time eating and/or drinking with friends or family (relatives) at home or elsewhere (restaurant, pub, etc.). Getting together with friends for professional matters only is excluded. The "No - cannot afford it" answer for getting together for a drink/meal refers to the financial exclusion/ deprivation. The "No - other reason" answer for this variable refers to another type of exclusion, namely the social exclusion. This formulation is thought to be more adapted in a cross national perspective because having friends at home is not the main way to have social relation in all countries. This variable aims to take into account the multi-cultural specificities as well as the financial and social aspects of deprivation.

22 PD060: Regularly participate in a leisure activity Domain/Area Transmission type Reference period Material deprivation/leisure and social activities Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason -7 Not applicable: PB00 <03 Regularly The term "regularly" is linked to the considered activity(ies) and is to be self-defined by the respondent. However, a "yes" answer should imply that leisure activities (all together) are done several times per year. Leisure activity The considered activity(ies) such as sport, cinema, concert, etc should occur outside home. This(these) would cost some money for entrance and/or travel costs (e.g. swimming), for purchase costs (e.g. riding a bicycle) or for participating costs in an organised play events (e.g. football club fees).. Formal organisation of activities is not an important element.

23 PD070: Spend a small amount of money each week on yourself Domain/Area Transmission type Reference period Material deprivation/leisure and social activities Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason -7 Not applicable: PB00 <03 To spend a small amount of money on yourself means to freely spend money, e.g., to go to the movies, to buy a small object, to buy a magazine, a small book, a cake, an ice-cream in summer or other small things to eat, cigarettes, to go to the hairdresser, etc. The "Yes" answer means that the person can afford to spend this money without having to consult anyone.

24 PD080: Internet connection for personal use at home Domain/Area Transmission type Reference period Material deprivation/durables Early and regular Current Personal interview Mode of collection Values Yes No - cannot afford it 3 No - other reason -7 Not applicable: PB00 <03 The internet access can be via Smartphone (e.g. BlackBerry/iPhone), other wireless handheld device (tablet, etc ), video games console, laptop, desktop computer, TV etc. Example of internet activities for personal use: social networking, sending/receiving s, using services related to travel and accommodation, creating web pages, blogs, Internet banking, reading or downloading online music, video, news etc, looking for information, telephoning or making video calls, buying/selling goods or services, taking part in online consultations or voting on civic or political issues etc. The household member is considered to have internet connection for personal use at home only if all the needs for personal use he/she are fully fulfilled by this connection.

25 PROPOSAL FOR A CORRESPONDING QUESTIONNAIRE In the household questionnaire MATERIAL DEPRIVATION HD080 3 Could you tell me if your household replace worn-out furniture? Yes No - household cannot afford it No - other reason In the individual questionnaire PD00 PD030 PD050 PD060 PD070 PD080 Could you tell me if you have or do the following? Replace worn-out clothes by some new (not second-hand) ones? No - cannot No - other Not selected Yes afford it reason respondent 3 flag -3 Have two pairs of properly fitting shoes (including a pair of all-weather shoes)? 3 flag -3 Could you tell me if you get together with friends/family (relatives) for a drink/meal at least once a month? Could you tell me if you regularly participate in a leisure activity such as sport, cinema, concert, etc.? Spend a small amount of money each week on yourself (without having to consult anyone)? 3 flag -3 3 flag -3 3 flag -3 Have access to Internet for personal use at home? 3 flag -3 PS SOCIAL AND CULTURAL PARTICIPATION Thinking about the last twelve months, did you go to the cinema? Yes No Not selected respondent YES - how many times? At most 3 times More than 3 times NO - why not (please give only the most important reason)? Cannot afford it Lack of interest No cinema nearby Other reasons

26 PS Thinking about the last twelve months, did you attend any other live performances such as theatre plays, concerts, operas, ballet, dance performances etc. presented by professionals or amateurs? Yes No Not selected respondent YES - how many times? At most 3 times More than 3 times NO - why not (please give only the most important reason)? Cannot afford it Lack of interest No live performances nearby Other reasons PS030 PS Thinking about the last twelve months, did you visit cultural sites such as historical monuments, museums, art galleries, archaeological sites, etc.? Yes No Not selected respondent YES - how many times? At most 3 times More than 3 times NO - why not (please give only the most important reason)? Cannot afford it Lack of interest No cultural sites nearby Other reasons Thinking about the last twelve months, did you attend a live sport event with professionals or amateurs? Yes No Not selected respondent YES - how many times? At most 3 times More than 3 times NO - why not (please give only the most important reason)? Cannot afford it Lack of interest No live sport events nearby Other reasons How often do/are you usually:

27 PS050 PS060 PS070 PS080 PS04 PS08 Daily Every week (not every day) Several times a month (not every week) Once a month At least once a year (less than once a month) Never Get together with your family (relatives)? Get together with your friends? Contact your family (relatives) (by telephone, sms, letter, fax, Internet etc.)? Contact your friends (by telephone, sms, letter, fax, Internet etc.)? Practice some of the following activities such as play an instrument, sing, dance, act, photograph, paint, carve, handcraft, write poems, etc. as a hobby? Active in any of social networking websites (e.g. Facebook, My Space, LinkedIn, Twitter etc.)? Not applicable - (no relatives) - (no friends) - (no relatives) - (no friends) Not selected respondent flag -3 flag -3 flag -3 flag flag flag -3 PS Do you have any relatives, friends or neighbours that you can ask for help? Yes No No relatives, friends, neighbours Not selected respondent PS09-3 Do you have anyone to discuss personal matters with? Yes No Not selected respondent PS0 Thinking about the last twelve months, did you do any unpaid noncompulsory work (or provide services) for or through an organisation, a formal group or a club?

28 PS00 PS Yes No Not selected respondent NO - why not (please give only the most important reason)? Lack of interest Lack of time Other reason Thinking about the last twelve months, did you give some time to any informal unpaid activities (e.g. helping other people, helping animals etc.), that were not arranged by any organisation? Yes No Not selected respondent NO - why not (please give only the most important reason)? Lack of interest Lack of time Other reason Thinking about the last twelve months, did you participate actively in the activities of a political party or local interest group, in a public consultation, in a demonstration, in a peaceful protest including signing a petition, writing a letter to a politician or to the media, etc.? Yes No Not selected respondent NO - why not (please give only the most important reason)? Lack of interest Lack of time Other reason