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

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Health variables of EU-SILC

Reference Metadata in Euro SDMX Metadata Structure (ESMS)

Compiling agency: Eurostat, the statistical office of the European Union

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The European Statistics of Income and Living Condition (EU-SILC) survey contains a small module on health, composed of 3 variables on health status and 4 variables on unmet needs for health care.

The variables on health status represent the so called Minimum European Health Module (MEHM), and measures 3 different concepts of health:

  • Self-perceived health
  • Chronic morbidity (people having a long-standing illness or health problem)
  • Activity limitation – disability (self-perceived long-standing limitations in usual activities due to health problems)

The variables on unmet needs for health care targets two broad types of services: medical care and dental care. The variables refer to the respondent's own assessment of whether he or she needed the respective type of examination or treatment, but did not have it and if so what was the main reason of not having it, Eurostat currently disseminates the following indicators for unmet needs:

  • Self-reported unmet needs for medical examination for reasons of barriers of access
  • Self-reported unmet needs for medical examination by reason
  • Self-reported unmet needs for dental examination by reason

All indicators are expressed as percentages within (or share of) the population and breakdowns are given by: sex, age, labour status, educational attainment level, and income quintile group.

Data for individual countries are disseminated starting the fourth quarter of year N+1 (where N = year of data collection). EU aggregates and health indicators for all countries (provided that the data is available) for year N are usually published by the end of February N+2.

24 October 2024

Self-perceived health: the concept is operationalized by a question on how a person perceives his/her health in general using one of the answer categories very good/ good/ fair/ bad/ very bad.

Chronic morbidity: the concept is operationalized by a question asking if the respondent suffers from any longstanding (of a duration of at least six months) illness or health problem.

Activity limitation: the concept is operationalized by using the Global Activity Limitation Indicator (GALI) for observing limitation in activities people usually do because of one or more health problems. The limitation should have lasted for at least the past six months. Three answer categories are possible: ‘severely limited’, ‘limited but not severely’ or ‘not limited at all’.

Self-reported unmet needs: Person’s own assessment of whether he or she needed examination or treatment for a specific type of health care, but didn't have it or didn't seek for it. EU-SILC collects data on two types of health care services: medical care and dental care.

Medical care: refers to individual health care services (medical examination or treatment excluding dental care) provided by or under direct supervision of medical doctors or equivalent professions according to national health care systems.

Dental care: refers to individual health care services provided by or under direct supervision of stomatologists (dentists). Health care provided by orthodontists is included.

Main reasons for unmet needs observed in SILC are the following:

  1. Could not afford to (too expensive)
  2. Waiting list
  3. Could not take time because of work, care for children or for others
  4. Too far to travel or no means of transportation
  5. Fear of doctors (resp. dentists), hospitals, examination or treatment
  6. Wanted to wait and see if problem got better on its own
  7. Didn't know any good medical doctor (resp. dentist)
  8. Other reasons.

"Reasons of barriers of access" combines the following three reasons: ‘Could not afford to (too expensive)’, ‘Waiting list’ and ‘Too far to travel or no means of transportation’.

For further details on the concepts of health status and unmet needs variables, please refer to the descriptions provided in the document: EU-SILC variables on health.

Age: the age completed at the time of the interview.

Educational attainment level: the education attainment levels of individuals are classified according to the International Standard Classification of Education (ISCED) version of 1997 and are grouped as follows:

Pre-primary, primary and lower secondary education (ED0-2):

  • Level 0: no formal education or below primary education
  • Level 1: Primary education or first stage of basic education
  • Level 2: Lower secondary or second stage of basic education

Upper secondary and post-secondary non-tertiary education (ED3_4):

  • Level 3: Upper secondary education
  • Level 4: Post-secondary non-tertiary education

First and second stage of tertiary education (ED5_6):

  • Level 5: First stage of tertiary education
  • Level 6: Second stage of tertiary education.

Labour status: most frequent/main labour status (derived from self-reported data on number of months of year spent in labour statuses). The following breakdown for disseminating of data is used:

  • Employed persons (EMP)
  • Unemployed persons (UNE)
  • Retired persons (RET)
  • Other inactive persons (INAC_OTH)

Income quintile group: is computed on the basis of the total equivalised disposable income attributed to each member of the household (for more details on the definition, please consult EU-SILC reference metadata file).

The data (of each person) are ordered according to the value of the total equivalised disposable income. Four cut-point values (the so-called quintile cut-off points) of income, dividing the survey population into five groups equally represented by 20 % of individuals each, are found:

  • First quintile group of equivalised income (Q0_20)
  • Second quintile group of equivalised income (Q20_40)
  • Third quintile group of equivalised income (Q40_60)
  • Fourth quintile group of equivalised income (Q60_80)
  • Fifth quintile group of equivalised income (Q80_100).

The first quintile group represents 20 % of population with lowest income and the fifth quintile group 20 % of population with highest income.

Individuals aged 16 years old and over living in private households.

The EU-SILC target population in each country consists of all persons living in private households. Persons living in collective households and in institutions are generallyexcluded from the target population.

  • Countries: EU Member States, Iceland, Norway, Switzerland, Montenegro, the former Yugoslav Republic of Macedonia, Serbia, Turkey.
  • Aggregates:  EU level

The reference period for the health status variables is the current situation and for the unmet needs variables the past 12 months.

The reference period for the demographic and educational characteristics is the current situation. The reference period for the labour status is the income reference period.

The income reference period is a fixed 12-month period (such as the previous calendar or tax year) for all countries except UK for which the income reference period is the current year and IE for which the survey is continuous and income is collected for the last twelve months.

According to the Regulation 1982/2003 on sampling and tracing rules, for all components of EU-SILC (whether survey or register based), the cross-sectional and longitudinal (initial sample) data are to be based on a nationally representative probability sample of the population residing in private households within the country, irrespective of language, nationality or legal residence status. The sampling frame and methods of sample selection should ensure that every individual and household in the target population is assigned a known and non-zero probability of selection.

Regulation 1177/2003 defines the minimum effective sample sizes to be achieved, i.e. the actual sample sizes will have to be larger to the extent that the design effect exceeds 1.0 and to compensate for all kinds of non-response. Furthermore, the sample size refers to the number of valid households which are households for which, and for all members of which, all or nearly all the required information has been obtained. The allocation of the effective sample size is done according to the size of the country and ensuring minimum precision criteria for the key indicator at national level (absolute precision of the at-risk-of-poverty rate of 1 %).

Indicators are reported as percentages.

Estimates at aggregate level (e.g. EU) are calculated as the population-weighted arithmetic average of individual national figures.

Missing survey data is imputed using procedures specified in EU-SILC implementation regulation 1981/2003. This includes income data, household composition data and other elements.

In most cases participant countries launch EU-SILC from scratch with integrated cross-sectional and longitudinal elements (this is the Eurostat recommendation). Other countries use a combination of registers and interviews. Others seek to adapt existing national sources.

Precision requirements are set via the prescription of minimum effective sample sizes and are specified in the EU-SILC framework regulation 1177/2003. They should be carefully designed to ensure representativeness - and are to be increased by participant countries to the extent that their national sample is not determined on a simple random basis, or to reflect likely levels of non-response, or to reflect any specific national requirements. Separate values are specified for the cross-sectional and longitudinal elements.

The minimum effective sample size for the total EU cross-sectional element covers some 273,000 individuals living in 130,000 private households (ranging from 3,250 in LU to 8,250 households in DE).

Annual.

Indicators based on national SILC data are published on Eurostat website soon after its delivery and acceptance. In general it takes place in the course of year N+1 (where N = year of data collection) in case of indicators based on cross-sectional data and starting from the second half of year N+1 in case of indicators based on longitudinal data.

Health indicators for individual countries are disseminated starting the fourth quarter of year N+1. EU aggregates and indicators for all countries for year are published by the end of February N+2.

EU-SILC is based on a common framework defined by harmonized lists of target primary and secondary variables, common concepts, a recommended design, common requirements (for imputation, weighting, sampling errors calculation) and classifications aiming at maximising comparability of the information produced. To anchor EU-SILC in the National Statistical System, survey design is flexible. The framework can be seen as a trade off in terms of standardisation of surveys leading to a good degree of comparability and flexibility allowing country's specificities to be taken into account in order to maximise quality of data. Eurostat and Member States work together to develop common guidelines and procedures aimed at maximising comparability.

The EU-SILC common framework aims ensuring standardisation at different levels.

1) Conceptual standardisation is achieved because the common concepts/definitions underlying each measure/variable, the scope and time reference are defined and documented.

2) Implementation and process standardisation is achieved by editing recommendations about collection unit to be considered, sample size to be achieved for each country, a recommended design for implementing EU-SILC (the so called 4-year rotational panel which almost all countries are using), common requirements for sampling and tracing rules for the longitudinal components, common requirement for imputation and weighting procedures. International classifications aiming at maximising comparability of the information produced are also enforced. Specific fieldwork aspects are also controlled by the framework: to limit the use of proxy interviews; to limit the use of controlled substitutions, to limit the interval between the end of the income reference period and the time of the interview, to limit to the extent for the total fieldwork of one-shot surveys, to define precise follow up rules of individuals and households in case of refusals, non-contact...

3) For the health component of EU-SILC, a data translation protocol has been elaborated in order to check data comparability in all languages.

Eurostat launched several consultations with Member States on the evaluation of implementing health variables in the national SILC surveys. These consultations served as a basis for revising the methodological guidelines with a view of enhancing input harmonization of national questions with EU standard methodology. 

An evaluation of national translations of SILC questions on health status was also conducted within the Joint Action on European Health and Life Expectancy Information System (JA EHLEIS).

The harmonisation of national health questions has improved over time but the process is still on-going and the comparability of the results is to be further improved for some countries. The major progress was reached between 2007 and 2008 based on an agreement on harmonisation and closer collaboration between national SILC and EHIS teams.

Since 2005 comparability over time is ensured by the EU Regulation on EU-SILC.