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The Technical Corner
 

 

How to create the 5 Wave aggregate for the combined WVS/EVS Studies
 

Jaime Díez Medrano
Director of the WVS Data Archive

Researchers have gained free access during the last years to a valuable number of data sources. Among them is the complete collection of files from the World Values Surveys from 1981 to 2009, available separately or aggregated in a single file at www.worldvaluessurvey.org.

An agreement with EVS five years ago also made it possible to build an aggregate of the 4 initial waves of the WVS and EVS surveys, covering the 1981-2004 period. Unfortunately this agreement has not been renewed yet for the 1981-2009 period and so it is not possible to download directly the file with all data from both studies covering the period 1981-2009.

The five-wave WVS/EVS aggregate can however be constructed using existing files by any researcher using the procedure we describe in this paper.

COMPATIBILITY OF 4-WAVE AND 5-WAVE AGGREGATES

The 4-wave aggregate of the values surveys includes both WVS and EVS surveys ranging from 1981 to 2004. Both studies had an initial common start but later they took a separate path. In an effort to build a common and official aggregate of all the studies, a joint project was carried in 2005 between Tilburg University (Netherlands) and ASEP/JDS (Spain).

The main result from this project was the definition of a global dictionary, which is a listing of all variables asked in any of the surveys included in the aggregate file (EVS 1981, WVS 1981, EVS 1990, WVS 1990, WVS 1995, EVS 1999 and WVS 2000). The global dictionary also includes information about the correspondence of each individual wave variable wuth other wave variables and the recodings that are necessary to make them compatible. This was covered in Human Beliefs and Values: A Cross-Cultural Sourcebook, Loek Halman, Ronald Inglehart, Jaime Díez-Medrano, Ruud Luijkx, Editorial Siglo XXI, 2004.

When processing the WVS 2005, the variables have also been added to the global dictionary and, at the same, this dictionary was extended to include the new variables added in 2005. A few variables have been reorganized and some minor mistakes of the previous aggregate corrected. The new WVS 5-wave aggregate available on the web is built from the WVS 1981, WVS 1990, WVS 1995, WVS 2000 and WVS 2005 files using the same technique as the 4-wave, and using the same global dictionary. It is, as a consequence, compatible with the 4-wave aggregate.

The lack of an agreement between the interested parts prevents publishing a 5-wave WVS-EVS aggregate nowadays, but it is possible to extract the EVS files from the 4-wave aggregate and insert them in the existing 5-wave WVS aggregate. The procedure is described below.

PROCEDURE FOR BUILDING A 5-WAVE WVS-EVS AGGREGATE

The procedure is described in terms of SPSS syntax, available for download in the following link: 5waveWVSEVSprocedure.sps

The methodology is easy enough to be replicated in any other statistical environment.

There are basically four steps:

  • Extraction of the EVS waves 1 to 4 from the 4-wave Values Studies official aggregate
  • Adaptation of the extracted file to the minor variations in the global dictionary, renaming variables and making some recodings.
  • Insertion of the EVS resulting file into the WVS 5-wave official file.
  • Rebuilding of the Traditional Secular scores.
a- Getting the necessary files

Before you start, the following files need to be downloaded from the WVS site: www.worldvaluessurvey.org:

  • European and World Values Surveys four-wave integrated data file, 1981-2004, v.20060423, 2006
  • World Values Survey 1981-2008 official aggregate v.20090901, 2009
You should copy the above files to your local disk and take note of the folder name. We will refer to c:\your_data_folder to the path were the files are stored.

b- Extracting EVS data from the 1981-2004 aggregate file

Variable S001 tells if the data comes from EVS or WVS. S001 equals 1 for all EVS data. Also note that Sweden made the 1999 survey for both studies, and so it needs not be extracted from the file since it is already present in the WVS 5-wave aggregate.

The syntax in SPSS for doing this task is just this:

* Open the 4-wave aggregate in the workspace.
NEW FILE.
GET FILE='c:\your_data_folder\XWVSEVS_1981_2000_v20060423.sav'.
* Filter for EVS, excluding Sweden 1999 which is already in the WVS 5-wave aggregate.
SELECT IF (s001=1 AND s021<>75204111999).
EXECUTE.

c- Adapting EVS data to the current global dictionary:

Some EVS variables weren’t properly recoded in the 4-wave aggregate. More specifically, some Yes/No variables with Yes coded 1 and No coded 2 weren’t recoded to 1 Yes and 0 No in the aggregate and can be corrected using the following syntax:

* Adapt S009 format to 3 characters instead of 2.
alter type s009 (A3).
* Correct a few recoding mistakes in the official version.
recode a010 to a019,C059,D020A (2=0).

Also, a number of variables were renamed. The battery of variables about neighbours, confidence in organizations and trust were renamed to a common variable name, followed by a number for each of the groups mentioned.

The following table summarizes the changes:

Old Name

New name

Label

A124

A124_01

Neighbours: People with a criminal record

A125

A124_02

Neighbours: People of a different race

A126

A124_03

Neighbours: Heavy drinkers

A127

A124_04

Neighbours: Emotionally unstable people

A128

A124_05

Neighbours: Muslims

A129

A124_06

Neighbours: Immigrants/foreign workers

A130

A124_07

Neighbours: People who have AIDS

A131

A124_08

Neighbours: Drug addicts

A132

A124_09

Neighbours: Homosexuals

A133

A124_10

Neighbours: Jews

A134

A124_11

Neighbours: Evangelists

A135

A124_12

Neighbours: People of a different religion

A136

A124_13

Neighbours: People of the same religion

A137

A124_14

Neighbours: Militant minority

A138

A124_15

Neighbours: Zoroastrians

A139

A124_16

Neighbours: People not from country of origin

A140

A124_17

Neighbours: Gypsies

A141

A124_18

Neighbours: Political Extremists

A142

A124_19

Neighbours: Trafficants

A143

A124_20

Neighbours: Indians or Lebanese

A144

A124_21

Neighbours: Chinese or Philippine Chinese

A145

A124_22

Neighbours: Spiritists

A146

A124_23

Neighbours: Protestants

A147

A124_24

Neighbours: Christians

A148

A124_25

Neighbours: Witchdoctors and related labels

A149

A124_26

Neighbours: Left wing extremists

A150

A124_27

Neighbours: Right wing extremists

A151

A124_28

Neighbours: People with large families

A152

A124_29

Neighbours: Hindus

A153

A124_30

Neighbours: North-American persons

A154

A124_31

Neighbours: Haitians

A155

A124_32

Neighbours: Members of new religious movements

A156

A124_33

Neighbours: Jews, Arabs, Asians, gypsies, etc

A157

A124_34

Neighbours: Black people

A158

A124_35

Neighbours: White people

A159

A124_36

Neighbours: Coloured people

A160

A124_37

Neighbours: Indians

A161

A124_38

Neighbours: Kurds, Esids

A162

A124_39

Neighbours: Students

A163

A124_40

Neighbours: Unmarried mothers

A164

A124_41

Neighbours: Members of minority religious sects or cults

A177

A124_44

Neighbours: Members of ETA (terrorists)

A178

A124_45

Neighbours: Sunnis

A180

A124_46

Neighbours: Shia

A182

A124_47

Neighbours: French

A183

A124_48

Neighbours: British

A184

A124_49

Neighbours: Iranian

A185

A124_50

Neighbours: Kuwaiti

A186

A124_51

Neighbours: Turkish

A187

A124_52

Neighbours: Jordanian

A188

A124_53

Neighbours: Kildani

C042

C042B1

Why people work: work is like a business transaction

C043

C042B2

Why people work: I do the best I can regardless of pay

C044

C042B3

Why people work: I wouldn’t work if I didn’t have to

C045

C042B4

Why people work: I wouldn´t work if work interfered my life

C046

C042B5

Why people work: work most important in my life

C047

C042B6

Why people work: I never had a paid job

C048

C042B7

Why people work: don’t know

E069

E069_01

Confidence: Churches

E070

E069_02

Confidence: Armed Forces

E071

E069_03

Confidence: Education System

E072

E069_04

Confidence: The Press

E073

E069_05

Confidence: Labour Unions

E074

E069_06

Confidence: The Police

E075

E069_07

Confidence: Parliament

E076

E069_08

Confidence: The Civil Services

E077

E069_09

Confidence: Social Security System

E078

E069_10

Confidence: Television

E079

E069_11

Confidence: The Government

E080

E069_12

Confidence: The Political Parties

E081

E069_13

Confidence: Major Companies

E082

E069_14

Confidence: The Environmental Protection Movement

E083

E069_15

Confidence: The Women´s Movement

E084

E069_16

Confidence: Health Care System

E085

E069_17

Confidence: Justice System

E086

E069_18

Confidence: The European Union

E087

E069_19

Confidence: NATO

E088

E069_20

Confidence: The United Nations

E089

E069_21

Confidence: The Arab League

E090

E069_22

Confidence: The Association of South East Asian Nations -ASEAN

E091

E069_23

Confidence: The Organization for African Unity-OAU

E092

E069_24

Confidence: The NAFTA

E093

E069_25

Confidence: The Andean pact

E094

E069_26

Confidence: The Mercosur

E095

E069_27

Confidence: The SAARC

E096

E069_28

Confidence: The ECO

E097

E069_29

Confidence: The APEC

E098

E069_30

Confidence: The Free Commerce Treaty (Tratado de libre comercio)

E099

E069_31

Confidence: The United American States Organization (Organización de Estados Unidos Americanos - OEA)

E100

E069_32

Confidence: The “Movimiento en pro de Vieques”(Puerto Rico)

E101

E069_33

Confidence: Local/Regional Government

E102

E069_34

Confidence: SADC/SADEC

E103

E069_35

Confidence: East African Cooperation (EAC)

E199

E069_36

Confidence: Other television

E200

E069_37

Confidence: The Americans

E201

E069_38

Confidence: The Presidency

E202

E069_39

Confidence: The Civil Society Groups

G007

G007_01

Trust: Other people in country

G008A

G007_02

Trust: French Canadians

G008AA

G007_03

Trust: Nepalese

G008AB

G007_04

Trust: Korean residents in Japan

G008AC

G007_05

Trust: Chinese residents in Japan

G008AD

G007_06

Trust: Mestizo

G008AE

G007_07

Trust: Indians

G008AF

G007_08

Trust: Central Americans

G008AG

G007_09

Trust: Hausas

G008AH

G007_10

Trust: Igbos

G008AI

G007_11

Trust: Yorubas

G008AJ

G007_12

Trust: Ghanaians

G008AK

G007_13

Trust: Czechs

G008AL

G007_14

Trust: East Germans

G008AM

G007_15

Trust: Hungarians

G008AN

G007_16

Trust: West Germans

G008AO

G007_17

Trust: Your friends

G008AP

G007_18

Trust: Your neighbourhood

G008AQ

G007_19

Trust: White South Africans

G008AR

G007_20

Trust: Black South Africans

G008AS

G007_21

Trust: Coloured South Africans

G008AT

G007_22

Trust: Asian South Africans

G008AU

G007_23

Trust: Zulus

G008AV

G007_24

Trust: Xhosas

G008AW

G007_25

Trust: Greeks

G008AX

G007_26

Trust: Iranians

G008AY

G007_27

Trust: Europeans

G008AZ

G007_28

Trust: Moroccans

G008B

G007_29

Trust: Immigrants

G008BA

G007_30

Trust: Portuguese

G008BB

G007_31

Trust: Koreans

G008BC

G007_32

Trust: Soviet Union people

G008C

G007_37

Trust: Americans

G008D

G007_38

Trust: Mexicans

G008E

G007_39

Trust: Russians

G008F

G007_40

Trust: Chinese

G008G

G007_41

Trust: Italians

G008H

G007_42

Trust: Latin Americans

G008I

G007_43

Trust: Japanese

G008J

G007_44

Trust: Blacks

G008K

G007_45

Trust: Germans

G008L

G007_46

Trust: Arabs

G008M

G007_47

Trust: Jews

G008N

G007_48

Trust: Mapuche Indians

G008O

G007_49

Trust: Pascuences

G008P

G007_50

Trust: Argentines

G008Q

G007_51

Trust: Peruvians

G008R

G007_52

Trust: Chinese Zhuan Nationality

G008S

G007_53

Trust: Chinese Hui Nationality

G008T

G007_54

Trust: English

G008U

G007_55

Trust: Slovaks

G008V

G007_56

Trust: Gypsies

G008W

G007_57

Trust: Poles

G008X

G007_58

Trust: Indian Hindus

G008Y

G007_59

Trust: Indian Non-Hindus

G008Z

G007_60

Trust: Pakistanis

The SPSS syntax to rename the above variables is this:

* Rename the few variable names that have changed in the current aggregate dictionnary.
RENAME VARIABLES
(A124=A124_01) (A125=A124_02) (A126=A124_03) (A127=A124_04) (A128=A124_05) (A129=A124_06) (A130=A124_07) (A131=A124_08) (A132=A124_09) (A133=A124_10) (A134=A124_11) (A135=A124_12)
(A136=A124_13) (A137=A124_14) (A138=A124_15) (A139=A124_16) (A140=A124_17) (A141=A124_18) (A142=A124_19) (A143=A124_20) (A144=A124_21) (A145=A124_22) (A146=A124_23) (A147=A124_24)
(A148=A124_25) (A149=A124_26) (A150=A124_27) (A151=A124_28) (A152=A124_29) (A153=A124_30) (A154=A124_31) (A155=A124_32) (A156=A124_33) (A157=A124_34) (A158=A124_35) (A159=A124_36)
(A160=A124_37) (A161=A124_38) (A162=A124_39) (A163=A124_40) (A164=A124_41) (A177=A124_44) (A178=A124_45) (A180=A124_46) (A182=A124_47) (A183=A124_48) (A184=A124_49) (A185=A124_50) (A186=A124_51) (A187=A124_52) (A188=A124_53) (C042=C042B1) (C043=C042B2) (C044=C042B3) (C045=C042B4) (C046=C042B5) (C047=C042B6) (C048=C042B7) (E069=E069_01) (E070=E069_02) (E071=E069_03) (E072=E069_04) (E073=E069_05) (E074=E069_06) (E075=E069_07) (E076=E069_08)
(E077=E069_09) (E078=E069_10) (E079=E069_11) (E080=E069_12) (E081=E069_13) (E082=E069_14) (E083=E069_15) (E084=E069_16) (E085=E069_17) (E086=E069_18) (E087=E069_19) (E088=E069_20)
(E089=E069_21) (E090=E069_22) (E091=E069_23) (E092=E069_24) (E093=E069_25) (E094=E069_26) (E095=E069_27) (E096=E069_28) (E097=E069_29) (E098=E069_30) (E099=E069_31) (E100=E069_32)
(E101=E069_33) (E102=E069_34) (E103=E069_35) (E199=E069_36) (E200=E069_37) (E201=E069_38) (E202=E069_39) (G007=G007_01) (G008A=G007_02) (G008AA=G007_03) (G008AB=G007_04) (G008AC=G007_05) (G008AD=G007_06) (G008AE=G007_07) (G008AF=G007_08) (G008AG=G007_09) (G008AH=G007_10) (G008AI=G007_11) (G008AJ=G007_12) (G008AK=G007_13) (G008AL=G007_14) (G008AM=G007_15) (G008AN=G007_16) (G008AO=G007_17) (G008AP=G007_18) (G008AQ=G007_19) (G008AR=G007_20) (G008AS=G007_21) (G008AT=G007_22) (G008AU=G007_23) (G008AV=G007_24) (G008AW=G007_25) (G008AX=G007_26) (G008AY=G007_27) (G008AZ=G007_28) (G008B=G007_29) (G008BA=G007_30) (G008BB=G007_31) (G008BC=G007_32) (G008C=G007_37) (G008D=G007_38) (G008E=G007_39) (G008F=G007_40) (G008G=G007_41) (G008H=G007_42) (G008I=G007_43)
(G008J=G007_44) (G008K=G007_45) (G008L=G007_46) (G008M=G007_47) (G008N=G007_48) (G008O=G007_49) (G008P=G007_50) (G008Q=G007_51) (G008R=G007_52) (G008S=G007_53) (G008T=G007_54) (G008U=G007_55) (G008V=G007_56) (G008W=G007_57) (G008X=G007_58) (G008Y=G007_59) (G008Z=G007_60)
.
execute.

d- Saving the EVS part for later use:

You can save the result of the previous step to a file in the same disk folder using the following syntax (or manually if you prefer). Let’s save it under the name evs_1981_1999.sav.

* The file is ready to be merged. Save the EVS 4-wave under evs_1981_1999.sav name excluding some variables that will not be included in the aggregate.
SAVE OUTFILE='c:\your_data_folder\evs_1981_1999.sav'
/DROP a008a,a059a,a060a,a061a,c036a,c037a,c038a,c039a,c040a,c041a, c042a,c060a,d020a,d044a,d056a,d057a,d058a,d061a,d062a,d063a,d064a, d065a,e003a,e004a,e146a,e147a,e148a,e149a,e168a,e169a,e170a,e171a, e172a,e173a,e174a,e175a,e176a,e177a,f145a,f146a,f147a,f148a,f149a,f150a, f151a,f152a, f153a,f154a,f155a,f160a,f161a,f163a
.

In the above command, we have omitted some variables that are not common to any WVS study. If you want to keep them, simply remove the /DROP subcommand from the SPSS command.

e- Merging together 5-wave WVS and 4-wave EVS files

The last step is to merge the two files with WVS and EVS only aggregates. This can be done in SPSS with the following command:

* Now merge the WVS 5-wave and the EVS 4-wave.
NEW FILE.
ADD FILES
/FILE='c:\your_data_folder\wvs1981_2008_v20090914.sav'
/FILE='c:\your_data_folder\evs_1981_1999.sav'
.

We now have an aggregate of the WVS+EVS, covering 1981-2009 and with 355,298 individual cases from 98 world societies!

f- Final adjustments of the aggregate

As a final step, we need to rebuild the Y003 Autonomy index, which is reversed in the 4-wave aggregate, and rebuild the TradRat/SurvSelf factors for the whole file:

* Compute again the Autonomy Index (Auton4) to make sure it is correct.
COMPUTE Y003=-4.
if (A040>=0 and A042>=0 and A029>=0 and A039>=0) y003=-(a040 + a042)+(a029 +A039).
execute.
* Compute again the TradRat and SurvSelf scores.
FACTOR /VARIABLES a008 a165 e018 e025 f063 f118 f120 g006 y002 y003
/MISSING LISTWISE
/ANALYSIS a008 a165 e018 e025 f063 f118 f120 g006 y002 y003
/PRINT INITIAL EXTRACTION ROTATION
/FORMAT SORT BLANK(.3)
/CRITERIA FACTORS(2) ITERATE(25)
/EXTRACTION PC
/CRITERIA ITERATE(25)
/ROTATION VARIMAX
/SAVE REG(ALL)
/METHOD=CORRELATION.
EXECUTE .
COMPUTE TRADRAT5=fac1_1.
COMPUTE SURVSELF=-fac2_1.
COMPUTE S007=$CASENUM.
EXECUTE.

g- Save your results

The resulting file is ready. Let’s save it for future use in our research:

* Save the resulting 5 wave EVS/WVS aggregate under the name wvsevs_1981_2009,
excluding the auxiliar variables that aren't needed.
SAVE OUTFILE='c:\your_data_folder\wvsevs_1981_2009.sav' /DROP fac1_1,fac2_1.

FINAL CONSIDERATIONS

For those willing to create smaller files for analyzing subsets of such a big file, you may consider the following tricks:

a) Variable S001 codes the study (1= EVS 2=WVS)
b) Variable S002 codes the wave (1=1981, 2=1990, 3=1995, 4=1999/2000 and 5=2005)
c) Variable S003 codes the country
d) Variable S004 codes the survey number in the same wave, for the few cases were more than a survey was carried.
e) Variable S021 is a compound of the above variables (study-wave-country-sample)
You can use any of these variables to filter the file and build a smaller one.

 
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How to create the 5 Wave aggregate for the combined WVS/EVS Studies
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