Encuesta Nacional de Ingresos y Gastos de los Hogares 2018, Nueva serie
Mexico, 2018 - 2019
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MEX_2018_ENIGH_v01_EN_M_v01_A_ESS
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National Institute of Statistics and Geography (Instituto Nacional de Estadística y Geografía)
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Identification
Survey ID Number
MEX_2018_ENIGH_v01_EN_M_v01_A_ESS
Title
Encuesta Nacional de Ingresos y Gastos de los Hogares 2018, Nueva serie
Translated Title
National Household Income and Expenditure Survey 2018, New series
Country
| Name | Country code |
|---|---|
| Mexico | MEX |
Study type
Survey
Series Information
Background: The ENIGH has its antecedents from 1956 and 1958 when the General Directorate of Statistics (DGE), then under the Ministry of Industry and Commerce (SIC), carried out the survey Income and Expenditure of the Population in Mexico, and in 1960 The 16 Cities of the Mexican Republic, Family Income and Expenditure. For its part, for the years 1963 and 1968, the Bank of Mexico carried out the survey on Family Income and Expenditure.
In the period 1969-1970, the DGE-SIC again carried out the Income and Expenditure Survey of the Mexican Republic. Subsequently, in 1975, the Ministry of Labor and Social Welfare (STPS) carried out a so-called Family Income and Expenses. In 1977, the DGE, as part of the Secretariat of Programming and Budget (SPP), developed the National Household Income-Expenditure Survey, a work that constituted the immediate antecedent of the surveys carried out by the DGE-INEGI for the periods: 1984, 1989, 1992, 1994, 1996, 1998, 2000, 2002, 2004, 2005, 2006, 2008, 2010, 2012, 2014, 2016 and 2018.
In the period 1969-1970, the DGE-SIC again carried out the Income and Expenditure Survey of the Mexican Republic. Subsequently, in 1975, the Ministry of Labor and Social Welfare (STPS) carried out a so-called Family Income and Expenses. In 1977, the DGE, as part of the Secretariat of Programming and Budget (SPP), developed the National Household Income-Expenditure Survey, a work that constituted the immediate antecedent of the surveys carried out by the DGE-INEGI for the periods: 1984, 1989, 1992, 1994, 1996, 1998, 2000, 2002, 2004, 2005, 2006, 2008, 2010, 2012, 2014, 2016 and 2018.
Abstract
The National Survey of Household Income and Expenditure (ENIGH) aims to provide a statistical overview of the behavior of household income and expenditure in terms of its amount, origin and distribution. In addition, it offers information on the occupational and sociodemographic characteristics of the members of the household, as well as the characteristics of the housing infrastructure and household equipment.
The ENIGH is part of the Information System of National Interest (IIN), which means that the results obtained from this project are mandatory for the Federation, the states and the municipalities, in order to contribute to national development.
In 1984, a trend began to broaden the objectives and homogenize the methodology, taking into account international recommendations and the information requirements of the different users, taking care of historical comparability.
Periodicity: Since 1992 it has been carried out biennially (every two years) with the exception of 2005 when an extraordinary survey was carried out.
Target population: It is made up of the households of nationals or foreigners, who usually reside in private homes within the national territory.
Selection Unit: Private home. The dwellings are chosen through a meticulous statistical process that guarantees that the results obtained from only a part of the population (sample) can be generalized to the total.
Sampling Frame: INEGI's multi-purpose framework is made up of demographic and cartographic information obtained from the 2010 Population and Housing Census.
Observation unit: The home.
Unit of analysis: The household, the dwelling and the members of the household.
Thematic coverage:
Characteristics of the house.
Residents and identification of households in the dwelling.
Sociodemographic characteristics of the residents of the dwelling.
Home equipment, services.
Activity condition and occupational characteristics of household members aged 12 and over.
Total current income (monetary and non-monetary) of households.
Financial and capital perceptions of households and their members.
Current monetary expenditure of households.
Financial and capital expenditures of households.
The different concepts of the ENIGH are governed by recommendations agreed upon in international conventions, for example:
The resolutions and reports of the 18 International Conferences on Labour Statistics, of the International Labour Organization (ILO).
The final report and recommendations of the Canberra Group, an expert group on "Household Income Statistics".
Manual of Household Surveys. Department of International Economic and Social Affairs, Bureau of Statistics. United Nations, New York, 1987.
They are also articulated with the CNational Accounts and with the Household Surveys carried out by the INEGI.
Sample size: At the national level, including the ten-one, there are 93,186 private homes.
Survey period: The collection of information will take place between August 11 and November 18 of this year. Throughout this period, ten cuts are made, each organized in ten days; Therefore, each of these cuts will be known as tens (see calendar in the annex).
Workload: According to the meticulousness in the recording of information in this project, a load of six interviews in private homes per dozen has been defined for each interviewer. The number of interviews may decrease or increase according to several factors: non-response, recovery from non-response, or additional households.
The ENIGH is part of the Information System of National Interest (IIN), which means that the results obtained from this project are mandatory for the Federation, the states and the municipalities, in order to contribute to national development.
In 1984, a trend began to broaden the objectives and homogenize the methodology, taking into account international recommendations and the information requirements of the different users, taking care of historical comparability.
Periodicity: Since 1992 it has been carried out biennially (every two years) with the exception of 2005 when an extraordinary survey was carried out.
Target population: It is made up of the households of nationals or foreigners, who usually reside in private homes within the national territory.
Selection Unit: Private home. The dwellings are chosen through a meticulous statistical process that guarantees that the results obtained from only a part of the population (sample) can be generalized to the total.
Sampling Frame: INEGI's multi-purpose framework is made up of demographic and cartographic information obtained from the 2010 Population and Housing Census.
Observation unit: The home.
Unit of analysis: The household, the dwelling and the members of the household.
Thematic coverage:
Characteristics of the house.
Residents and identification of households in the dwelling.
Sociodemographic characteristics of the residents of the dwelling.
Home equipment, services.
Activity condition and occupational characteristics of household members aged 12 and over.
Total current income (monetary and non-monetary) of households.
Financial and capital perceptions of households and their members.
Current monetary expenditure of households.
Financial and capital expenditures of households.
The different concepts of the ENIGH are governed by recommendations agreed upon in international conventions, for example:
The resolutions and reports of the 18 International Conferences on Labour Statistics, of the International Labour Organization (ILO).
The final report and recommendations of the Canberra Group, an expert group on "Household Income Statistics".
Manual of Household Surveys. Department of International Economic and Social Affairs, Bureau of Statistics. United Nations, New York, 1987.
They are also articulated with the CNational Accounts and with the Household Surveys carried out by the INEGI.
Sample size: At the national level, including the ten-one, there are 93,186 private homes.
Survey period: The collection of information will take place between August 11 and November 18 of this year. Throughout this period, ten cuts are made, each organized in ten days; Therefore, each of these cuts will be known as tens (see calendar in the annex).
Workload: According to the meticulousness in the recording of information in this project, a load of six interviews in private homes per dozen has been defined for each interviewer. The number of interviews may decrease or increase according to several factors: non-response, recovery from non-response, or additional households.
Kind of Data
Probabilistic household survey
Unit of Analysis
The household, the dwelling and the members of the household.
Scope
Notes
Daily Expense Booklet
Section 1.1 Food, Beverages and Tobacco
Section 1.2 Public Transportation
Section II. Monthly Estimate
Household Expenditure Questionnaire
Section I. Monthly Expenditure
Section II. Quarterly Expenditure
Section III. Semi-Annual Expenditure
Household and Housing Questionnaire
Section I. Characteristics of the Dwelling
Section II. Residents and Identification of Households in the Dwelling
Section III. Sociodemographic Characteristics
Section IV. Access to Food
Section V. Household Equipment
Section VI. Transfer Time to the Hospital
Questionnaire for Persons 12 Years of Age or Older
Section I. Occupation Status of Household Members Aged 12 Years and Older
Section II. Characteristics and Income of the Main Job for Subordinates
Section III. Characteristics and Income from the Main Job for Self-Employed Persons
Section IV. Characteristics and Income from Secondary Work
Section V. Income from other Work for the Past Month
Section VI. Income from Work Performed Prior to Last Month
Section VII. Unearned Income
Section VIII. Social Networks
Section IX. Use of Time
Section X. Health
Questionnaire for Persons Under 12 Years of Age
Section I. Income of Household Members Under 12 Years of Age
Section II. Access to Health Care for Household Members Under 12 Years of Age
Home Business Questionnaire
Characteristics and Income of Household Businesses
Format A) Industrial, Commercial and Service Businesses
Format B) Agricultural Businesses
Format C) Animal Breeding, Farming and Animal By-Products Businesses
Format D) Logging, Forest Harvesting and Product Harvesting Businesses
Format E) Hunting and Trapping Businesses
Format F) Fishing Business
Section 1.1 Food, Beverages and Tobacco
Section 1.2 Public Transportation
Section II. Monthly Estimate
Household Expenditure Questionnaire
Section I. Monthly Expenditure
Section II. Quarterly Expenditure
Section III. Semi-Annual Expenditure
Household and Housing Questionnaire
Section I. Characteristics of the Dwelling
Section II. Residents and Identification of Households in the Dwelling
Section III. Sociodemographic Characteristics
Section IV. Access to Food
Section V. Household Equipment
Section VI. Transfer Time to the Hospital
Questionnaire for Persons 12 Years of Age or Older
Section I. Occupation Status of Household Members Aged 12 Years and Older
Section II. Characteristics and Income of the Main Job for Subordinates
Section III. Characteristics and Income from the Main Job for Self-Employed Persons
Section IV. Characteristics and Income from Secondary Work
Section V. Income from other Work for the Past Month
Section VI. Income from Work Performed Prior to Last Month
Section VII. Unearned Income
Section VIII. Social Networks
Section IX. Use of Time
Section X. Health
Questionnaire for Persons Under 12 Years of Age
Section I. Income of Household Members Under 12 Years of Age
Section II. Access to Health Care for Household Members Under 12 Years of Age
Home Business Questionnaire
Characteristics and Income of Household Businesses
Format A) Industrial, Commercial and Service Businesses
Format B) Agricultural Businesses
Format C) Animal Breeding, Farming and Animal By-Products Businesses
Format D) Logging, Forest Harvesting and Product Harvesting Businesses
Format E) Hunting and Trapping Businesses
Format F) Fishing Business
Topics
| Topic |
|---|
| Household income |
| Household expenditures |
| Distribution of income |
| In-kind income |
| Transfers of income received and paid |
| Income or measures based on poverty expenditures |
| Consumer protection |
| Consumption patterns |
| Consumer durables |
| Household wealth |
Keywords
| Keyword |
|---|
| Consumption |
| Survey |
| Entertainment |
| Expenditure |
| Home |
| Income |
| Occupation |
| Population |
| Poverty |
| Remuneration |
| Work |
| Housing |
Coverage
Geographic Coverage
National and at the state level
- Urban: localities with 2,500 or more inhabitants
- Rural: localities with less than 2,500 inhabitants
- Urban: localities with 2,500 or more inhabitants
- Rural: localities with less than 2,500 inhabitants
Universe
The survey is aimed at households in the national territory.
Producers and sponsors
Primary investigators
| Name |
|---|
| National Institute of Statistics and Geography (Instituto Nacional de Estadística y Geografía) |
Funding Agency/Sponsor
| Name | Abbreviation |
|---|---|
| National Institute of Statistics and Geography (Instituto Nacional de Estadística y Geografía) | INEGI |
Sampling
Sampling Procedure
The design of the exhibition for ENIGH-2018 is characterized by being probabilistic; consequently, the results obtained from the survey are generalized to the entire population of the study domain; in turn, it is two-stage, stratified and by clusters, where the ultimate unit of selection is the dwelling and the unit of observation is the household.
The ENIGH-2018 subsample was selected from the 2012 INEGI master sample, this master sample was designed and selected from the 2012 Master Sampling Framework (Marco Maestro de Muestreo (MMM)) which was made up of housing clusters called Primary Sampling Units (PSU), built from the cartographic and demographic information obtained from the 2010 Population and Housing Census. The master sample allows the selection of subsamples for all housing surveys carried out by INEGI; Its design is probabilistic, stratified, single-stage and by clusters, since it is in them that the dwellings that make up the subsamples of the different surveys were selected in a second stage. The design of the MMM was built as follows:
Formation of the primary sampling units (PSU)
First, the set of PSUs that will cover the national territory is built.
The primary sampling units are made up of groups of dwellings with differentiated characteristics depending on the area to which they belong, as specified below:
a) In high urban areas
The minimum size of a PSU is 80 inhabited dwellings and the maximum is 160. They can be made up of:
• A block.
• The union of two or more contiguous blocks of the same AGEB.
• The union of two or more contiguous blocks of different AGEBs in the same locality.
• The union of two or more contiguous blocks from different localities, which belong to the same size of locality.
b) In urban complement: The minimum size of a PSU is 160 inhabited dwellings and the maximum is 300. They can be made up of:
• A block.
• The union of two or more contiguous blocks of the same AGEB.
• The union of two or more contiguous blocks of different AGEBs in the same locality.
• The union of two or more contiguous blocks from different AGEBs and localities, but from the same municipality.
c) In rural areas: The minimum size of a PSU is 160 inhabited dwellings and the maximum is 300. They can be made up of:
• An AGEB.
• Part of an AGEB.
• The union of two or more adjoining AGEBs in the same municipality.
• The union of an AGEB with a part of another adjoining AGEB in the same municipality.
The total number of PSUs formed was 240,912.
Stratification
Once the set of PSUs has been constructed, those with similar characteristics are grouped, that is, they are stratified.
The political division of the country and the formation of localities differentiated by their size, naturally form a geographical stratification.
In each federal entity there are three areas, divided into zones.
High urban, Zone 01 to 09, Cities with 100,000 or more inhabitants.
Urban complement, Zone 25, 35, 45 and 55, From 50,000 to 99,999 inhabitants, 15,000 to 49,999 inhabitants, 5,000 to 14,999 inhabitants, 2,500 to 4,999 inhabitants.
Rural, Zone 60, Localities with less than 2,500 inhabitants.
At the same time, four sociodemographic strata were formed in which all the PSUs in the country were grouped, this stratification considers the sociodemographic characteristics of the inhabitants of the dwellings, as well as the physical characteristics and equipment of the same, expressed through 34 indicators built with information from the 2010 Population and Housing Census*, for which multivariate statistical methods were used.
In this way, each PSU was classified into a single geographical and a sociodemographic stratum.
As a result, there are a total of 683 strata throughout the country.
Selection of the PSUs of the master sample
The PSUs of the master sample were selected by means of a sampling with probability proportional to the size.
Sample size
For the calculation of the sample size of the ENIGH-2018, the average total current income per household was considered as a reference variable.
The ENIGH-2018 subsample was selected from the 2012 INEGI master sample, this master sample was designed and selected from the 2012 Master Sampling Framework (Marco Maestro de Muestreo (MMM)) which was made up of housing clusters called Primary Sampling Units (PSU), built from the cartographic and demographic information obtained from the 2010 Population and Housing Census. The master sample allows the selection of subsamples for all housing surveys carried out by INEGI; Its design is probabilistic, stratified, single-stage and by clusters, since it is in them that the dwellings that make up the subsamples of the different surveys were selected in a second stage. The design of the MMM was built as follows:
Formation of the primary sampling units (PSU)
First, the set of PSUs that will cover the national territory is built.
The primary sampling units are made up of groups of dwellings with differentiated characteristics depending on the area to which they belong, as specified below:
a) In high urban areas
The minimum size of a PSU is 80 inhabited dwellings and the maximum is 160. They can be made up of:
• A block.
• The union of two or more contiguous blocks of the same AGEB.
• The union of two or more contiguous blocks of different AGEBs in the same locality.
• The union of two or more contiguous blocks from different localities, which belong to the same size of locality.
b) In urban complement: The minimum size of a PSU is 160 inhabited dwellings and the maximum is 300. They can be made up of:
• A block.
• The union of two or more contiguous blocks of the same AGEB.
• The union of two or more contiguous blocks of different AGEBs in the same locality.
• The union of two or more contiguous blocks from different AGEBs and localities, but from the same municipality.
c) In rural areas: The minimum size of a PSU is 160 inhabited dwellings and the maximum is 300. They can be made up of:
• An AGEB.
• Part of an AGEB.
• The union of two or more adjoining AGEBs in the same municipality.
• The union of an AGEB with a part of another adjoining AGEB in the same municipality.
The total number of PSUs formed was 240,912.
Stratification
Once the set of PSUs has been constructed, those with similar characteristics are grouped, that is, they are stratified.
The political division of the country and the formation of localities differentiated by their size, naturally form a geographical stratification.
In each federal entity there are three areas, divided into zones.
High urban, Zone 01 to 09, Cities with 100,000 or more inhabitants.
Urban complement, Zone 25, 35, 45 and 55, From 50,000 to 99,999 inhabitants, 15,000 to 49,999 inhabitants, 5,000 to 14,999 inhabitants, 2,500 to 4,999 inhabitants.
Rural, Zone 60, Localities with less than 2,500 inhabitants.
At the same time, four sociodemographic strata were formed in which all the PSUs in the country were grouped, this stratification considers the sociodemographic characteristics of the inhabitants of the dwellings, as well as the physical characteristics and equipment of the same, expressed through 34 indicators built with information from the 2010 Population and Housing Census*, for which multivariate statistical methods were used.
In this way, each PSU was classified into a single geographical and a sociodemographic stratum.
As a result, there are a total of 683 strata throughout the country.
Selection of the PSUs of the master sample
The PSUs of the master sample were selected by means of a sampling with probability proportional to the size.
Sample size
For the calculation of the sample size of the ENIGH-2018, the average total current income per household was considered as a reference variable.
Deviations from the Sample Design
As a result of the sum of the 87,826 homes selected and 1,312 additional homes that were found in those homes, the total amounted to 89,138 households.
Response Rate
Data at the national level show that in 83.7% of the cases the result of a complete interview was obtained, of which 54.9% corresponded to an interview conducted with a direct informant (01); 20.1% to interviews with indirect informants (03); 5.9% to interviews conducted in another ten with a direct informant (02) and 2.8% to interviews conducted in another ten with an indirect informant (04).
The non-response totaled 16.3%, with the non-response being type A that refers to inhabited homes; type B, which are uninhabited dwellings, and type C, which are dwellings outside the sample frame, with a share of 8.6%, 6.8% and 0.8%, respectively.
The non-response totaled 16.3%, with the non-response being type A that refers to inhabited homes; type B, which are uninhabited dwellings, and type C, which are dwellings outside the sample frame, with a share of 8.6%, 6.8% and 0.8%, respectively.
Data Collection
Dates of Data Collection
| Start | End | Cycle |
|---|---|---|
| 2018-06-04 | 2018-08-08 | Training |
| 2018-08-11 | 2018-11-28 | Survey |
| 2018-08-21 | 2018-12-31 | Capture and validation |
| 2019-01-01 | 2019-07-10 | Database Exploitation |
| 2019-07-31 | 2019-07-31 | Publication of results |
Data Collection Mode
Face-to-face [f2f]
Data Collection Notes
The state offices are responsible for carrying out the field operation, where the following processes are carried out: information gathering, supervision, capture and validation of the information.
Survey operation
To meet the requirements of the conceptual framework designed for the ENIGH 2018, the collection of information was scheduled in ten surveys, each of them organized in ten days. The survey was carried out from August 11 to November 18, 2018. It should be clarified that there were also two complementary activities. One of them had a verification from August 2 to 9, in which a complete rehearsal of the survey was carried out. The other activity consisted of the implementation of a dozen recovery questionnaires, from November 19 to 28, which served to recover questionnaires with no response and lift the workloads that had been pending in previous decades.
Activities during the survey
Each decade is made up of ten days, where specific activities were defined for each day for the collection of information:
On the first day of the ten, initial contact is established with the head of the household, the housewife or with a person over 18 years of age, explaining the objectives of the survey; the information from the Household and Housing Questionnaire is collected; it is surveyed who is the person or persons who make the purchases of food, beverages and tobacco for the consumption of the household as a whole; this person or persons are trained in filling out the Daily Expenses Booklet, and it is explained to the informant that persons aged 12 or over will be interviewed personally, asking for the times at which they can be reached and making appointments with each of them.
The second day of the home visit is spent asking about other expenses on the Household Expenditure Questionnaire, probing which household members make personal expenses or the payment of some service or other expenses for the household as a whole.
From the third to the seventh day of the ten, the information of all the members of the household is captured in the following order: first, the information from the Questionnaire for people aged 12 or over and the Business Questionnaire is collected and asked about the expenses that this person makes personally or for the household. to make the corresponding record in the Expenditure Questionnaire. If the informant knows the information of children under 12 years of age, these interviews are distributed on the rest of the days. Every day the information recorded in the Daily Expenses Booklet is reviewed and if there are problems in the record, the informant is surveyed.
On the sixth day of the ten, request the monthly estimate corresponding to section II Expenditure on food, beverages and tobacco for the household or to give to people outside the household, public transport, social programs (Liconsa and Diconsa) and finally shopping habits, all this is noted in the Daily Expenses Booklet.
On the seventh day of the ten, the Daily Expenses Booklet is collected, once the interviews are finished, the workloads are delivered to the Supervisor; who in turn delivers them to the Chief of Supervisors.
On the eighth day, the general meeting is held with the field teams and doubts of the previous ten are clarified, the Chief of Supervisors delivers to the REP, the workloads of the previous ten and receives the loads of the next ten, to deliver them to the Supervisor.
Control of the sample
To facilitate the control of the sample, each household was assigned a unique identification number at the national level that is made up of two folios: the first is the FOLIOVIV which is made up of 10 digits and identifies the dwelling, and the second is the FOLIOHOG which is 1 digit and identifies the number of households in the dwelling:
FOLIOVIV
• The first 7 digits are made up of the UPM number.
• The eighth digit indicates the ten digits in which the information was scheduled to be collected. From 1 to 9 and 0 for the 10th ten.
• The ninth and tenth digits correspond to a consecutive number of housing selection at the UPM.
FOLIOHOG
• This digit indicates the number of households that live in the house.
Household 1 is the household initially interviewed, which answers the housing section. When more than one household was found in the same household, these other households were also interviewed. For them, the number of FOLIOVIV coincides with the FOLIOVIV of the initially interviewed household, differentiating in the FOLIOHOG which can be from 2 to 5, depending on the number of households that have been found.
Workloads
It was determined that in the ENIGH 2018 the workload per interviewer was six homes per ten, and the supervisors had an average of three interviewers under their supervision.
Survey operation
To meet the requirements of the conceptual framework designed for the ENIGH 2018, the collection of information was scheduled in ten surveys, each of them organized in ten days. The survey was carried out from August 11 to November 18, 2018. It should be clarified that there were also two complementary activities. One of them had a verification from August 2 to 9, in which a complete rehearsal of the survey was carried out. The other activity consisted of the implementation of a dozen recovery questionnaires, from November 19 to 28, which served to recover questionnaires with no response and lift the workloads that had been pending in previous decades.
Activities during the survey
Each decade is made up of ten days, where specific activities were defined for each day for the collection of information:
On the first day of the ten, initial contact is established with the head of the household, the housewife or with a person over 18 years of age, explaining the objectives of the survey; the information from the Household and Housing Questionnaire is collected; it is surveyed who is the person or persons who make the purchases of food, beverages and tobacco for the consumption of the household as a whole; this person or persons are trained in filling out the Daily Expenses Booklet, and it is explained to the informant that persons aged 12 or over will be interviewed personally, asking for the times at which they can be reached and making appointments with each of them.
The second day of the home visit is spent asking about other expenses on the Household Expenditure Questionnaire, probing which household members make personal expenses or the payment of some service or other expenses for the household as a whole.
From the third to the seventh day of the ten, the information of all the members of the household is captured in the following order: first, the information from the Questionnaire for people aged 12 or over and the Business Questionnaire is collected and asked about the expenses that this person makes personally or for the household. to make the corresponding record in the Expenditure Questionnaire. If the informant knows the information of children under 12 years of age, these interviews are distributed on the rest of the days. Every day the information recorded in the Daily Expenses Booklet is reviewed and if there are problems in the record, the informant is surveyed.
On the sixth day of the ten, request the monthly estimate corresponding to section II Expenditure on food, beverages and tobacco for the household or to give to people outside the household, public transport, social programs (Liconsa and Diconsa) and finally shopping habits, all this is noted in the Daily Expenses Booklet.
On the seventh day of the ten, the Daily Expenses Booklet is collected, once the interviews are finished, the workloads are delivered to the Supervisor; who in turn delivers them to the Chief of Supervisors.
On the eighth day, the general meeting is held with the field teams and doubts of the previous ten are clarified, the Chief of Supervisors delivers to the REP, the workloads of the previous ten and receives the loads of the next ten, to deliver them to the Supervisor.
Control of the sample
To facilitate the control of the sample, each household was assigned a unique identification number at the national level that is made up of two folios: the first is the FOLIOVIV which is made up of 10 digits and identifies the dwelling, and the second is the FOLIOHOG which is 1 digit and identifies the number of households in the dwelling:
FOLIOVIV
• The first 7 digits are made up of the UPM number.
• The eighth digit indicates the ten digits in which the information was scheduled to be collected. From 1 to 9 and 0 for the 10th ten.
• The ninth and tenth digits correspond to a consecutive number of housing selection at the UPM.
FOLIOHOG
• This digit indicates the number of households that live in the house.
Household 1 is the household initially interviewed, which answers the housing section. When more than one household was found in the same household, these other households were also interviewed. For them, the number of FOLIOVIV coincides with the FOLIOVIV of the initially interviewed household, differentiating in the FOLIOHOG which can be from 2 to 5, depending on the number of households that have been found.
Workloads
It was determined that in the ENIGH 2018 the workload per interviewer was six homes per ten, and the supervisors had an average of three interviewers under their supervision.
Questionnaires
Questionnaires
Six collection instruments will be used to collect information in each household, four of which concentrate information on the household as a whole.
These are:
- Household and housing questionnaire
- Household expenditure questionnaires
- Daily expenditure booklet
In the other three, individual information is recorded for people:
- Questionnaire for people aged 12 or over
- Questionnaire for people under 12 years of age
- Questionnaire for household businesses
These are:
- Household and housing questionnaire
- Household expenditure questionnaires
- Daily expenditure booklet
In the other three, individual information is recorded for people:
- Questionnaire for people aged 12 or over
- Questionnaire for people under 12 years of age
- Questionnaire for household businesses
Data Processing
Data Editing
Capture activities
The capture consisted of transferring the information from the questionnaires that were fully answered to electronic means through IKTAN, in accordance with the procedures established for the capture process of the ENIGH 2018.
The Person in Charge of Capture and Validation, together with his work team, began the capture of the questionnaires collected by each Interviewer, organized by packages of questionnaires of each page with the result of a complete interview, following the established order:
• Household and housing questionnaire.
• Questionnaires for people under 12 years of age.
• Questionnaires for people aged 12 and over.
• Questionnaires for home businesses.
• Household expenditure questionnaire.
• Daily expenses booklet.
In addition, the IKTAN made it possible to record and know the progress or conclusion of workloads.
Validation activities
In parallel to the capture, the state coordination began the validation of the sheets with complete capture, which complied with the verification of valid ranges. The validation consisted of the application of the validation criteria through the Analyst and ISE processes, with the aim of purifying the data of possible capture errors, inconsistencies and omissions, before releasing them and storing them in the validation database.
Integration and validation of the capture database in central offices
Once the capture and verification stage of information is completed, the capture database is integrated. This database was built during the capture and validation process, as IKTAN deposited the validated information directly into the database. Subsequently, general validation criteria are applied in order to purge the files of inconsistencies and omissions between the different tables of the database. Along with this activity, a database of interview results and the number of members of the households who had a complete interview is generated to send it to the geostatistical frameworks area that is responsible for generating the expansion factors, corrected for non-response.
Creation of an exploitation database and generation of tabulations
From the database resulting from the validation process, an exploitation database is generated that contains standardized information for the quarter as well as the derived variables according to the objectives of the survey. Key frequencies and a concentrate of control figures are also obtained to ensure that the file is free of errors and inconsistencies. Comparisons are made with other sources and previous surveys of the survey. Once this last stage of information analysis has been carried out, then the tabulations that make up the different publications generated by the ENIGH are generated.
The capture consisted of transferring the information from the questionnaires that were fully answered to electronic means through IKTAN, in accordance with the procedures established for the capture process of the ENIGH 2018.
The Person in Charge of Capture and Validation, together with his work team, began the capture of the questionnaires collected by each Interviewer, organized by packages of questionnaires of each page with the result of a complete interview, following the established order:
• Household and housing questionnaire.
• Questionnaires for people under 12 years of age.
• Questionnaires for people aged 12 and over.
• Questionnaires for home businesses.
• Household expenditure questionnaire.
• Daily expenses booklet.
In addition, the IKTAN made it possible to record and know the progress or conclusion of workloads.
Validation activities
In parallel to the capture, the state coordination began the validation of the sheets with complete capture, which complied with the verification of valid ranges. The validation consisted of the application of the validation criteria through the Analyst and ISE processes, with the aim of purifying the data of possible capture errors, inconsistencies and omissions, before releasing them and storing them in the validation database.
Integration and validation of the capture database in central offices
Once the capture and verification stage of information is completed, the capture database is integrated. This database was built during the capture and validation process, as IKTAN deposited the validated information directly into the database. Subsequently, general validation criteria are applied in order to purge the files of inconsistencies and omissions between the different tables of the database. Along with this activity, a database of interview results and the number of members of the households who had a complete interview is generated to send it to the geostatistical frameworks area that is responsible for generating the expansion factors, corrected for non-response.
Creation of an exploitation database and generation of tabulations
From the database resulting from the validation process, an exploitation database is generated that contains standardized information for the quarter as well as the derived variables according to the objectives of the survey. Key frequencies and a concentrate of control figures are also obtained to ensure that the file is free of errors and inconsistencies. Comparisons are made with other sources and previous surveys of the survey. Once this last stage of information analysis has been carried out, then the tabulations that make up the different publications generated by the ENIGH are generated.
Data Appraisal
Estimates of Sampling Error
For the evaluation of the sampling errors of the main estimates, the "Ultimate Clusters" method was used, based on the fact that the greatest contribution to the variance of an estimator, in a multistage design, is that which occurs between the primary sampling units, the term "Ultimate Clusters" is used to denote the total sample units of a primary sampling unit.
Access policy
Contacts
| Name | Affiliation | URL | |
|---|---|---|---|
| User Service | INEGI | [email protected] | Link |
Confidentiality
LEGAL BASIS
This survey is governed by the provisions of Articles 37, 45 and 47 of the Law on the National Statistical and Geographic Information System. All information will be kept strictly confidential. Article 37: The data provided for statistical purposes by the System Informants to the Units in terms of this Law shall be strictly confidential and under no circumstances may they be used for any purpose other than statistics. The Institute shall not provide any person with the data referred to in this article for fiscal, judicial, administrative or any other type of purposes.
Access conditions
Public use.
In compliance with the provisions of Article 100 of the Law on the National System of Statistical and Geographic Information and Article 14 of the Standard for the Dissemination and Promotion of Access, Knowledge and Use of Statistical and Geographic Information Generated by the National Institute of Statistics and Geography, INEGI following the best international practices, makes available to all users through a direct download site, the microdata of the national surveys and representative samples of the census operations, without violating the principles of confidentiality and reserve of basic information established in the Law.
In compliance with the provisions of Article 100 of the Law on the National System of Statistical and Geographic Information and Article 14 of the Standard for the Dissemination and Promotion of Access, Knowledge and Use of Statistical and Geographic Information Generated by the National Institute of Statistics and Geography, INEGI following the best international practices, makes available to all users through a direct download site, the microdata of the national surveys and representative samples of the census operations, without violating the principles of confidentiality and reserve of basic information established in the Law.
Citation requirements
Source: INEGI. National Survey of Household Income and Expenditure 2018. ENIGH New series. Database.
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https://www.inegi.org.mx/inegi/terminos.html
Copyright © INEGI 2019
1. The data contained herein comes from multiple sources. The National Institute of Statistics and Geography, hereinafter "INEGI", makes this material available to users individually, as an end user license. Any commercialization of this right of access is therefore prohibited.
INEGI reserves the right to modify these license conditions for the information at any time and without prior notice.
2. The use of the information presented is authorized, provided that the source is cited: "Source: INEGI. National Survey of Household Income and Expenditure 2018. ENIGH New series. Database", in order to allow third parties to verify such information.
3. The data in this document has been entered following strict quality control procedures.
Likewise, INEGI presents the information with the greatest possible opportunity, notwithstanding the above, INEGI does not assume any legal or any other responsibility for the accuracy, timeliness, content or use of the same by third parties.
4. This document contains security measures to protect the information from any alteration made by third parties, however, INEGI does not assume any responsibility for the alteration or manipulation of the data once placed in it.
5. This document provides links to others from national and international organizations. However, INEGI does not assume any type of responsibility for the content, or for the use of these sites.
6. The laws, regulations and other provisions that appear in this document do not create rights or establish obligations different from those contained in the provisions published in the Official Gazette of the Federation.
Terms of use of the free use of INEGI information
1. The user:
a. You can make and distribute copies of the information, without altering or deleting its metadata.
b. You can disseminate and publish the information.
c. You can adapt and reorder information.
d. It can extract all or part of the information.
and. It can commercially exploit the information, using it as an input to generate other products or services.
f. It must grant the corresponding credits to INEGI as the author, and when technically possible, mention the source of extraction of the information as follows: "Source: INEGI, name of the product from which the information is extracted" and if applicable, date of update, example: "Source: INEGI, Economic Census 2009".
g. It must not use the information with the aim of deceiving or confusing the population by changing its original meaning and its veracity.
h. It must not appear that the use made of the information represents an official position of INEGI or that it is endorsed, integrated, sponsored or supported by the source of origin.
2. INEGI will not be responsible for the interpretation and application that the user makes of the results obtained through the use of information; therefore, any decision based on its interpretation excludes INEGI from any responsibility. Likewise, INEGI will not be responsible for differences obtained due to precisions, rounding or numerical truncations, as well as for technical or technological changes that may affect such results.
3. The validity of these Terms of Free Use is for an indefinite period of time provided that the above provisions are not contravened.
4. Unauthorized use in contravention of these Terms of Free Use may be sanctioned in accordance with the applicable legislation in force.
5. These Terms of Free Use are governed by the Law of the National System of Statistical and Geographic Information, as well as by the applicable regulations on the matter, in case of controversy, the user expressly agrees to submit to the jurisdiction and competence of the Federal Courts of Mexico City, Federal District, waiving the jurisdiction that may correspond to him by reason of present or future domicile or any other cause.
6. INEGI reserves the right to modify these Terms of Free Use at any time.
https://www.inegi.org.mx/inegi/terminos.html
Copyright © INEGI 2019
Metadata production
DDI Document ID
DDI_MEX_2018_ENIGH_v01_EN_M_v01_A_ESS_FAO
Producers
| Name | Abbreviation | Role | Affiliation |
|---|---|---|---|
| National Institute of Statistics and Geography (Instituto Nacional de Estadística y Geografía) | INEGI | ||
| General Directorate of Sociodemographic Statistics (Dirección General de Estadísticas Sociodemográficas) | DGES | ||
| Deputy Directorate General of Sociodemographic Surveys and Administrative Records (Dirección General Adjunta de Encuestas Sociodemográficas y Registros Administrativos) | DGAESRA | ||
| Regular Household Surveys Directorate (Dirección de Encuestas Regulares en Hogares) | |||
| Income and Expenditure Survey Subdirectorate (Subdirección de Encuestas de Ingresos y Gastos) | Survey documentation and metadata review | ||
| Statistics Division | Metadata adapted for FAM | Food and Agriculture Organization of the United Nations |