Luxembourg Income Study

Lead Research Organisation: London School of Economics and Political Science
Department Name: STICERD

Abstract

This application seeks continued financial support from the ESRC for LIS (formerly the Luxembourg Income Study), a cross-national data archive and research institute. LIS is a data infrastructure of income and wealth data whose primary purpose is to enable cross-national, interdisciplinary primary research into socio-economic outcomes and their determinants. Whilst LIS is physically located in Luxembourg, users of the LIS microdata come from 70 countries including the UK.

The work of acquiring, harmonising and documenting diverse datasets from multiple countries is labour intensive, requiring 10 or more full-time staff. In order to avoid having to charge individual user fees, LIS is seeking financial support to be able to continue providing researchers with access to high-quality data. This application seeks support from ESRC to help cover LIS' basic operating costs, which primarily consists of staff salaries and computer equipment.

LIS, the institution, houses two databases - the Luxembourg Income Study (LIS) and the Luxembourg Wealth Study (LWS). LIS datasets include income, employment, and demographic variables at the person- and household-level. Since its founding, LIS datasets have been used by 4,300 researchers from around the world to analyse economic and social policies and their effects on outcomes including poverty, income inequality, employment status, wage patterns, gender inequality, family formation - and when combined with other datasets - child-wellbeing, health status, immigration, political behavior and public opinion. The newer LWS datasets enable research on wealth portfolios, asset levels, and the interplay between household income and wealth.

The microdata contained in LIS and LWS are not accessible directly for reasons of confidentiality, and cannot be removed from the LIS office in Luxembourg. Therefore, only registered users may query the microdata via email to the remote-execution system, LISSY, a system-specific job submission interface. The users send programs and receive statistical summaries as the end product of their request.

LIS is a unique resource, whose primary function is to facilitate research by providing controlled public access to household data. LIS is the only data archive in existence that includes income, wealth and labour market data, over time and in one place from such diverse geographic regions and at such varied income levels. LIS also provides a high level of user support and hands-on assistance to LIS and LWS researchers - through its online learning materials, user-support staff, and training workshops. LIS has also long operated as a venue for researchers and practitioners to exchange research ideas, results, and methods. These exchanges take place through the widely accessed Working Paper Series, the Visiting Scholar program, pre- and postdoctoral postings, annual workshops, conferences, and virtual venues.

The participating countries are high-income and middle-income countries. LIS will continue to grow to include many more middle-income countries' datasets, enabling greater comparative opportunities in income, demographic, and labour market research. Additionally, LWS will continue to develop and grow, adding more countries and years, and thus facilitating new and expanded lines of research related to wealth.

The UK was one of the initial participants in both LIS and LWS. Individuals and organisations in the UK have been actively engaged with LIS for three decades, providing data, contributing financing and serving as board members. Since LIS' inception, researchers in the UK have queried the microdata; produced publications, government reports and working papers using the LIS data; attended summer workshops; participated in the Visiting Scholar program; contributed to research conferences and conference volumes; and provided invaluable intellectual guidance and direction regarding LIS' activities and products (names available upon request).

Planned Impact

The funds sought in this proposal will contribute directly to enhancing the impact of LIS. Excellent research depends on high-quality data, and LIS provides high-quality data to researchers around the world. LIS depends on core contributions from participating countries, such as the UK, to fund data harmonisation, metadata preparation, and key IT infrastructure allowing data queries. LIS' essential contribution to researchers is to take over the time- and labour-intensive task of harmonising and documenting multiple datasets for cross-national research.

LIS cross-national data are important in academia, supranational organizations, journalism and the "Third Sector." The data have the potential to inform government policies at all levels in areas such as tax policy, educational policy, family leave benefits, and the like. The LIS and LWS Databases are significant resources for researches in many disciplines such as sociology, economics, political science, public policy, demography and public health, who are studying social and economic outcomes of public policies across high- and middle-income countries.

LIS requests that all work using the databases be submitted as a working paper; the LIS, LWS and Technical Working Papers Series search engine on the website is accessible in full to the general public. Working papers do not preclude later publication in a peer-reviewed venue, in fact many papers are subsequently submitted for publication in academic journals, books and doctoral dissertations. There are nearly 600 papers available to date. LIS also produces "Key Figures," which are national indicators on poverty and inequality that are available to all visitors to the website (www.lisdatacenter.org). LIS holds annual summer workshops, maintains a funded Visiting Scholars program, sponsors annual award stipends for outstanding research using the LIS and LWS Databases, sponsors periodic conferences and an annual, public, economics lecture series, and promotes its events through social media and various professional association listservs (e.g., European Sociological Association, International Sociological Association, European Economic Association, International Economic Association, Latin American and Caribbean Economic Association, European Society for Population Economics, etc.).

LIS actively engages in collaborations and intellectual exchanges with supranational agencies such as the OECD, UNICEF, and the World Bank, as well as with organisations doing similar work such as the EUROMOD project at the University of Essex, and IPUMS International at the University of Minnesota. The directors are regularly sought by journalists and government officials at all levels for commentary, as are individual researches whose scholarship is based on the LIS data. Commercial access to the microdata is prohibited by many of the countries that contribute datasets to LIS.

LIS measures its impact in a number of ways, including query submission rates through the remote-execution system LISSY, working papers accumulation, the number of new and repeat registrants to the microdata, Google Analytics, and periodic assessments of print and digital media mentions. The staff collects participant evaluations at the end of each summer workshop, requests input from board members to set organisational priorities, and submits strategic plans and progress reports to funders.
 
Description LIS Cross-National Data Center (LIS), formerly the Luxembourg Income Study, is an ongoing social science research infrastructure project that has received funding through the ESRC for many years. Funding from the ESRC, along with a matching grant from the ONS, contributes to LIS' overall core funding which supports data harmonization of datasets from high- and middle-income countries. Those datasets are lodged in the Luxembourg Income Study Database (LIS) and the Luxembourg Wealth Study Database (LWS). LIS provides regulated access to these high-quality microdata to eligible researchers around the world; approximately 9% of eligible users are from the UK. LIS also generates Poverty and Inequality Key Figures, DART estimates which are aggregated results based on the microdata, and that are available to a more general audience. This general audience includes individuals in the commercial sector, journalists, researchers in NGO's, and the like.

Key Findings

In this five year grant, LIS set out to achieve the following:
- expand LIS, adding Waves IX (2013) and X (2016), and add new middle-income countries;
- develop LWS, adding another wave of datasets to existing countries; acquire new wealth datasets for 14 more countries in cooperation with the European Central Bank (based on the Household Finance and Consumption Survey);
- create a state-of-the-art metadata search and storage system;
- maintain international standards in data security and data infrastructure systems;
- provide high-quality harmonized household microdata to researchers around the world;
- enable interdisciplinary cross-national social science research covering 45+ countries, including the UK;
- aim to broaden its reach and impact in academic and non-academic circles through focused communications strategies and collaborations.
Exploitation Route The core function of the LIS project is to provide a database for use by others.
Sectors Communities and Social Services/Policy,Digital/Communication/Information Technologies (including Software),Education,Healthcare

URL https://www.lisdatacenter.org/
 
Description Narrative Impact Report ES/L016273/1 LIS Cross-National Data Center 2023 LIS Cross-National Data Center (LIS), formerly the Luxembourg Income Study, is an ongoing social science research infrastructure project that has received funding through the ESRC for many years. Funding from the ESRC, along with a matching grant from the ONS, contributes to LIS' overall core funding which supports data harmonization of datasets from high- and middle-income countries. Those datasets are lodged in the Luxembourg Income Study Database (LIS) and the Luxembourg Wealth Study Database (LWS). LIS provides regulated access to these high-quality microdata to eligible researchers around the world; approximately 9% of eligible users are from the UK, and the number of jobs submitted by UK users represents around on average 6% of the total number of jobs submitted over the grant period. LIS also generates Poverty and Inequality Key Figures, DART estimates which are aggregated results based on the microdata, and that are available to a more general audience. This general audience includes individuals in the commercial sector, journalists, researchers in NGO's, and the like. Key Findings In this five-year grant, LIS set out to achieve the following: - expand LIS, adding Waves IX (2013) and X (2016), and add new middle-income countries; - develop LWS, adding another wave of datasets to existing countries; acquire new wealth datasets for 14 more countries in cooperation with the European Central Bank (based on the Household Finance and Consumption Survey); - create a state-of-the-art metadata search and storage system; - maintain international standards in data security and data infrastructure systems; - provide high-quality harmonized household microdata to researchers around the world; - enable interdisciplinary cross-national social science research covering 45+ countries, including the UK; - aim to broaden its reach and impact in academic and non-academic circles through focused communications strategies and collaborations. All of those objectives have been achieved. Key findings are listed below. Data harmonisation Throughout this grant period (1 Apr 2015 to 31 Mar 2020), LIS has added 185 new datasets, of which 132 into the LIS Database, 53 into the LWS Database. In addition, around the same number of datasets have been reviewed as shown in the below table. Year New datasets Reviewed 2015 (April-December) 21 9 2016 38 36 2017 26 17 2018 54 47 2019 32 56 2020 (Jan-March) 14 18 Total 185 183 By March 2020, 50 datasets were included in the LIS wave (Wave XI) and 33 datasets were included in Wave X. As for the LWS Database, 14 datasets were included in (Wave XI) and 4 in Wave X. LIS has as well added 7 new countries to the Luxembourg Income Study (LIS) Database that are Dominican Republic, Georgia, India, Ivory Coast, Palestine, Panama, and Vietnam. In addition, five new countries to the Luxembourg Wealth Study (LWS) Database that are Japan, Luxembourg, Spain, Estonia and South Africa. By the end of this grant period, LIS databases covered 52 countries from around the world. It should be highlighted that following the decision of the LIS Executive Committee, LIS started to reduce the lag between consecutive waves from three years to one - or the minimum feasible given data availability. Hence, in 2020 LIS has continued data annualisation that started with Germany with other countries; namely Belgium (15 datasets), Canada (5 datasets), Ireland (11 datasets), Lithuania (7 datasets), Switzerland (9 datasets), the United Kingdom (13 datasets), and the United States (19 datasets). More countries are being currently annualized for instance Austria, Israel, and Uruguay. - In addition to the harmonization of eight datasets from Mali and three others from Laos. LIS Metadata Information System (METIS) In 2017, LIS has launched its publicly available Metadata Information System (METIS). METIS provides extensive documentation, via a state-of the-art metadata system for storage and retrieval of all LIS and LWS documentation. METIS provides: 1) detailed information for each dataset, pertaining to the underlying survey and dataset-specific variable definitions and 2) information about how the original microdata were transformed into the harmonized microdata. The components of METIS-a web interface, a metadata repository, and a backend system- facilitate use of the LIS and LWS microdata, and enhance efficiency of metadata production. LISSY Upgrade - New Graphing Functionality In 2020, LIS has launched a new version of LISSY which includes a fully web-based interface and graphing functionalities. This upgrade includes the following features: - Java application no longer required - graphing functionality, on screen and exportable as image - possibility to review earlier jobs in a multiple jobs window - download of all results in PDF/TXT/PNG format - direct import of syntax files into the job editor pane. DART - LIS New Data Visualisation Tool In 2020 LIS has launched its Data Access Research Tool (DART), a powerful web-based interactive tool that allows users to select and visualise income and wealth indicators, countries, and time periods, and to decompose them by a multitude of individual and household characteristics, all based on the LIS harmonised databases. Data Usage The below tables show the total number of LISSY users from 2015 to 2020, throughout this period more than 6600 users have accessed the LIS databases through the LISSY system, of which almost 600 are UK based users. On average, the UK users represent around 9% of the LISSY users. As for the number of jobs submitted by UK users, as shown below the percentage of jobs sent by UK users represents around 5% of the jobs sent to the LISSY system. year Total number of users Total number of Jobs submitted to LISSY 2015 1328 64,404 2016 1289 63,598 2017 908 66,100 2018 1074 73,385 2019 1021 68,071 2020 1057 75,975 Total 6677 411,533 year Percentage of the UK users to the total LISSY users Percentage of jobs submitted by UK users to the total number of submitted jobs 2015 8.7% 5.6% 2016 9.5% 4.7% 2017 9.4% 7.6% 2018 8.8% 4.6% 2019 7.9% 5.5% 2020 8.8% 4.7% Total 8.9% 5.4% It should be noted that for the following years, with the addition of annual UK data, the number of jobs submitted from UK users has increased significantly. Impact Academic impact Measuring the impact of data harmonisation at LIS is visible in the (mandatory) submission of users' academic papers to the Working Papers series. LIS maintains three active series: the LIS Working Papers Series, the LWS Working Papers Series, and the Technical Working Papers Series. 68%, or 134 of the 197 working papers (all series) submitted since 2015 include UK data; 59%, or 545 of the 928 working papers (all series) ever submitted include the UK data. In March 2017 LIS included its Working Papers series in LIS WP in Research Papers in Economics (RePEc). Over the remaining period of the grant, LIS Working Papers were downloaded 6,926 times and viewed 21,607 times from RePEc (Research Papers in Economics), while LWS Working Papers were downloaded 1,429 times and viewed 609 times. According to RePEc, the 5-year impact factor is 0.31. In addition, according to the Publish and Perish software that retrieves and analyses academic citations, the Hirsch's h-index (i.e. number of papers citing/using LIS/LWS that have at least that same number of citations) is stable at around 160 for LIS and 55 for LWS.
First Year Of Impact 2015
Sector Communities and Social Services/Policy,Creative Economy,Digital/Communication/Information Technologies (including Software),Education
Impact Types Cultural,Societal,Policy & public services