Abstract
Lawrence R. Ernst (1997) "Maximizing and Minimizing Overlap when Selecting a
Large Number of Units Per Stratum Simultaneously for Two Designs," Journal of
Official Statistics, 14, 297-314. Also in Proceedings of the Section on Survey
Research Methods, American Statistical Association (1997), 475-480.
A number of procedures have been developed, beginning with the work of Keyfitz, for
maximizing or minimizing the overlap of sampling units for two stratified designs. Most of
these procedures are not applicable at all, or are not feasible to implement, unless the
number of units selected per stratum is very small. The author previously presented a
procedure for increasing or decreasing overlap when a large number of units per stratum
are selected and when the sample units for the two designs must be selected sequentially,
as is the case when the second design is a redesign of the first design. That procedure
does not generally yield an optimal overlap. In the current paper a very different large
sample per stratum procedure is presented for maximizing or minimizing overlap when the
units can be selected for the two designs simultaneously, as may be the case for two
different surveys. The procedure guarantees an optimal overlap if the two designs have
identical stratifications, but can still be used, with loss of optimality, if the
stratifications differ. An application of this procedure to the joint selection of samples
for two BLS compensation surveys is discussed.
Last Modified Date: July 19, 2008
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