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Why & How Pollsters Weight (excellent read for those interested in polls)
Mystery Pollster ^ | 10/7/04 | Mark Blumenthal

Posted on 10/07/2004 10:17:08 AM PDT by Cableguy

In my last post on party identification, I promised to turn next to pollsters who weight by party. I'd like to finish up this thread with a discussion today of those who weight on party using exit polls and another post to follow on some middle-way alternatives.

First, a bit of review: In the last post, I introduced what we might call the "purist" model of weighting. Most of the surveys done by national media outlets mathematically weight (or adjust) their samples of adults to match known demographic population estimates available from the U.S. Census. These organizations do not, however, adjust the number of Democrats and Republicans in their samples. The surveys that use this weighting philosophy include CBS/New York Times, ABC/Washington Post, Gallup/CNN/USA Today, Time, Newsweek, Pew, Annenberg, and some others I didn't mention last time: SurveyUSA, The American Research Group (ARG) and the YouGov/Economist surveys and Fox News/Opinion Dynamics (although Fox weights by demographics after screening for registered or likely voters). [Note to lurking pollsters: if your organization is not on this list but should be, please email me].

The "purists" never weight by party identification because, unlike true demographics, party ID is an attitude that can change at the individual level. A study by the Pew Foundation found 16% of the individual respondents changed their party leanings in two successive interviews, one just before the 1988 election and the second roughly a week later. The individual changes translated into an overall shift from a 33%-33% split to a 35%-30% Democratic advantage. As a result of this potential for change, the National Council on Public Polls - an association polling organizations that includes most of those listed above - describes weighting by party as "little better than a guessing game where the pollster is substituting his or her judgment for scientific method."

But some pollsters chose to weight by party. Why?

One reason is that party identification, like anything estimated with a survey, can vary quite a bit due to ordinary sampling error (and remember, if we focus on the margin between Democrats and Republicans, the typically +/- 3-4% margin of error doubles to +/- 6-8%). Since party correlates strongly with the vote preference (the recent CBS survey shows 93% of Republicans support Bush and 87% of Democrats support Kerry), this random variation has obvious consequence. We see results that seem to shift wildly, when much of the variation is random. As Charlie Cook put it in a recent column, "Pollsters acknowledge variances from one poll to the next in gender, race, income and education, and they correct for it, but refuse to acknowledge that partisan numbers fluctuate just the same, and need to be corrected."

Others have argued recently that many of the recent reported shifts in party ID are implausibly big, even allowing for sampling error. Yes, they say, party ID can change, but not that much. Let us set aside (just for now) the issue of whether the population of "likely voters" ought to change from week to week (I'll get there soon...promise). Even among registered voters, a group whose population should remain relatively stable from week to week, the Gallup poll showed a shift from a nine-point Republican advantage (40% to 31%) just before the first Bush-Kerry debate, to a two-point Democratic advantage (38% to 36%) after (these numbers were apparently obtained directly from Gallup by The Left Coaster).

Ruy Texiera and his frequent contributor, Emory University Political Science Professor Alan Abramowits, have argued that what is changing is not individual attitudes as much as the willingness of Democrats and Republicans to be interviewed at any given time. Abramowits, put it this way in an email to me a few days ago:

I would expect that interest in the campaign would correlate with willingness to participate in a political poll. Even if there is a small difference on this between Dems and Reps, it could have a substantial impact on estimates of proportions of Dems and Reps in the electorate due to the very low overall response rates in these polls...Do I know that this is what's going on? No. Is it at least as plausible as a real 10 point GOP advantage in party id as the pre-debate Gallup poll showed? I think so It certainly seems plausible that low response rates (another topic I need to get to soon) may be working to exaggerate short-term shifts in party identification. It is obviously desireable to try to eliminate any such bias as well as the purely random changes in party identification that occur by chance. The question is, how?

Pollster John Zogby has championed one simple answer. After screening for "likely voters," Zogby weights every poll he conducts to match the characteristics reported by the exit polls conducted in the most recent comparable election. In a recent column on his website, Zogby said he weights every national survey this year to the Party Identification result from 2000: 39% Democrat, 35% Republican and 26% Independent. "I know that to some pollsters I am a heretic," Zogby recently told Reuters, "but I have found that weighting for party ID is a proven way of ensuring you have a proper sample."

Regular readers will anticipate my skepticism of Zogby's approach. If the purist model allows for too much variation in party identification, Zogby assumes too little. He forces every survey conducted during 2004 to conform to the snapshot of party from Election Day 2000, allowing no room for the possibility that this year may be different or that some individuals may alter their views of the parties -- moving from, say, Democrat to Independent and back again -- in the wake of a political convention or a debate. The reliance on past exit polls also has at least two more methodological challenges:

* Telephone surveys use an interviewer to read each question. Exit polls involve a paper questionnaire that respondents fill out by themselves. These different methodologies can lead to different results on many questions, including past voting behavior (although I know of no experimental research looking specifically at the impact on party identification).

* Exit polls do not include absentee or early voters in many states. Since absentee votes have been historically more Republican, their absence could make a difference of a point or two in the national party ID estimate.

Do these various pitfalls have practical consequence? Abramowits, who supports the idea of weighting by party (though in fairness, prefers a different approach than Zogby's), says no. "It is just not obvious that weighting by party id," he writes in his email, "or some compromise like using a rolling weight based on combined samples over time, produces less accurate results than not weighting by party id."

I'd argue that there is evidence to the contrary, at least regarding Zogby. In 2002, he "called" over 29% of his 2002 Senate and/or Gubernatorial races for the wrong candidate, despite polling more races than all but one other company. At the same time, the missed call rate for all of the pollsters combined was only 13% (hat tip to DalyThoughts for these statistics culled from an NCPP report on polling in the 2002 elections).

But Abramowitz mentions "a compromise" like a "rolling weight." Is there a third way between the purist model and Zogby's rigid use of old exit polls? I'll take that up in Part III.


TOPICS: News/Current Events; Politics/Elections
KEYWORDS: polling; polls; specialsauce; weight; zogby

1 posted on 10/07/2004 10:17:08 AM PDT by Cableguy
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To: dvwjr; Dales; RWR8189

ping


2 posted on 10/07/2004 10:17:34 AM PDT by Cableguy
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To: Cableguy

the rpoblem with zogby weighting based on 2000 is that quite a few normal republican voters stayed home that year due to the last minute 'drunk driving' fiasco.


3 posted on 10/07/2004 10:23:55 AM PDT by flashbunny
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To: flashbunny

You also have the issue of people who became republican after 9/11, who can't back Kerry and the rest of the anti-war people, the people who were turned off by Al Gore, etc.


4 posted on 10/07/2004 10:25:49 AM PDT by misterrob
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To: Cableguy

Good stuff. Thanks for posting it.


5 posted on 10/07/2004 10:26:22 AM PDT by kesg
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To: Cableguy

Mystery Pollster is a Dem, but he's very straightforward and thus very informative for people from both parties. He's not providing spin here, he's explaining how pollsters do things and what weaknesses there are in their approaches, no matter which party benefits. It's too bad that there aren't more political insiders like him who avoid talking points and simply provide information.


6 posted on 10/07/2004 10:28:14 AM PDT by Numbers Guy
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To: Cableguy

Excelllent!


7 posted on 10/07/2004 10:31:22 AM PDT by conservativepoet
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To: Cableguy

poll bump


8 posted on 10/07/2004 10:59:15 AM PDT by madison46 (Give IRAN nuke fuel?? Your nutz)
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To: Cableguy
He includes ARG among pollster who DO NOT weight according to party identification. Yet, according to Polipundit.com:

Start excerpt...

American Research Group: ARG’s methodology for national polling was not published, but from their primary polling in the spring, ARG stated “The results for this tracking survey are based on completed telephone interviews among a statewide random sample of likely primary voters in [the state]. Telephone households are selected by adding random digits to telephone exchanges selected in a random probability-proportionate-to-size sample of the state. Respondents in the telephone households are randomly selected and then screened for voter registration (including intent to register on or before primary day) and likelihood of voting in the primary.” On September 22, ARG released a nationwide compilation of state polls, which revealed they use a 53-47 weighting of women to men, and a party weighting of 41.4% Democrats, 35.5% Republicans, and 23.1% Independents. These do not conform to 2000 or 2002 exit polling, nor the 2000 Census, and are not in line with NCPP guidelines. ARG’s respondent poll may sometimes be pure RDD, but at other times appears to be a reserved poll from previous polls, in order to track possible opinion shifts in the same pool. ARG does not explain whether this is the case, and did not respond to a request for clarification.

End excerpt...

"...which revealed they use a 53-47 weighting of women to men, and a party weighting of 41.4% Democrats, 35.5% Republicans, and 23.1% Independents."

Who is right with regard to ARG?? From the way that ARG consistently produces results that are usually some of the most left-leaning, my guess is that they do weight by party identification.
9 posted on 10/07/2004 11:35:26 AM PDT by AaronInCarolina
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To: AaronInCarolina

Polipundit is not saying ARG weighted the Party ID. He is saying that the end result was the breakdown as shown. Those are two different things.

I agree with you that ARG seems to lean left. But proving is a difficult matter.


10 posted on 10/07/2004 11:38:06 AM PDT by Cableguy
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To: Cableguy
Polipundit is not saying ARG weighted the Party ID. He is saying that the end result was the breakdown as shown. Those are two different things.

I pasted straight from Polipundit's article. See post #9. It says they use a party weighting. It does not say it just produced results that happened to brake down that way.
11 posted on 10/07/2004 11:53:22 AM PDT by AaronInCarolina
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To: Cableguy
Great info, thanks!

Even though I know about how Fox News/Opinion Dynamics weights its polls, I still can not get their latest numbers to jibe. Same with the Washington Post/ABC News poll.

As to the use of the last national presidential election in which the pollsters are using [39%(D), 35%(R), 26%(I)] proportions, that number is slightly off since while it did use the VNS exit poll number of 13,157 respondents, it was applied to the total number of voters in the national election which were known on November 12th when the VNS data was published. If the same sample results of the 13,157 VNS exit poll respondents is combined with the final total of voters in the national elections finally compiled months AFTER the end of said election the proportions come out to be [38.86%(D), 34.37%(R), 26.77%(I)]. In a close election the numbers to the right of the decimal point become significant.

His point about the VNS exit poll results missing the impact of the advantage in the percentage of Republicans over Democrats and Independents concerning absentee ballots is a great point.

Just a thought on my part, but I believe that there is a mix in the way 'weighting' should be handled. I think that there is a substantial percentage of voters who will go to the grave while remaining a member of a particular party, much like those whose religious affiliation will never change. Then there is the body of 'Independents' whom vote for the 'man, not the party', and then there are those who are loosely affiliated with a particular party but can be swayed by current events and by who-will-be-the-winner perceptions.

Much like the American Revolution: A bit over one-third were for the War for Independence, a tad more under one-third were against the War for Independence and those remaining either had better things to do, or would go with the winner...


dvwjr
12 posted on 10/07/2004 12:08:26 PM PDT by dvwjr
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To: AaronInCarolina

Yeah, you are right about that one. But that particular poll was a compilation of state by state polls that they have done. Remember, ARG polled all 50 states over a 2-3 week period? So they must consolidated it using a political ID factor to get a nationwide poll.

But that doesn't mean that they use a political ID with their state polls or nationwide polls done within 2-3 days.


13 posted on 10/07/2004 12:11:17 PM PDT by Cableguy
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