Exploring some uses for instrumental-variable calibration weighting

By Phillip Kott

The WTADJX procedure incorporated into the 2012 release of SUDAAN 11® does instrumental-variable calibration weighting using a flexible nonlinear weight-adjustment function. We review the theory behind this procedure and discuss two potential uses. The first tends to reduce mean squared errors in the absence of unit nonresponse or coverage errors. The second adjusts for unit nonresponse when the variables governing the response mechanism differ from the variables used to calibrate the weights. This occurs either because the survey variables of interest cannot be roughly modeled as a linear function of the response-model variables or because the values of the response-model variables are known only for the respondents.


Kott, P. (2013). Exploring some uses for instrumental-variable calibration weighting. (RTI Press Publication No. OP-0012-1302; No. OP-0012-1302). Research Triangle Park, NC: RTI Press. https://doi.org/10.3768/rtipress.2013.op.0012.1302

© 2019 RTI International. This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.


Phillip KottPhillip S. Kott, PhD, is a senior research statistician in RTI International’s Survey Research Division.

Contact RTI Press

To contact an author, request an exam or review copy, or seek permission to use copyrighted content, contact our editorial team.