starrysl / ahs-acs

A machine-readable mapping of the American Housing Survey to the American Community Survey

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AHS <=> ACS

This repository contains logic for mapping shared questions from the American Housing Survey (2011) and the American Community Survey (2013 5-year estimates) into a common schema. For some background around the motivations and impetus for this work, check out our blog post on the issue.

What ?

Many questions asked in the AHS directly mirror those asked in the ACS. For instance, both surveys ask about a respondent's age. While the ACS groups these responses into bucketed counts per block group (i.e. "Males under the age of 5" or "Females between the ages of 70 and 74"), the AHS simply records the respondent's actual age (4 or 72). While both surveys capture the same concept, they each record this information in different ways. This project is an effort to enable translations between the two surveys by mapping these concepts into a common schema. This is useful as it allows models trained on AHS data to be scored on ACS data. For an example of such an application, check out this project.

Why ?

Making the ACS-AHS merge a machine-readable process greatly enhances the value of the data in the American Housing Survey, and by extension, enriches what we can learn about a given few blocks within the biggest metro-areas in the U.S. We are not the first to attempt a method for explaining the relationship between the two datasets. However, to the best of our knowledge, we have gone the furthest in making that process programmatic.

How ?

We came up with these mappings by scanning the AHS Codebook for questions that were also asked in the ACS. For the most part, these were demographic variables and information about a respondent's household. While we tried to be as comprehensive as possible, it's entirely possible that some common concepts were missed (If you find any of these, please note so in this repository's issue tracker).

For each question the two surveys shared, we mapped the responses into a common schema. In the case of the AHS, responses are recorded in categories (i.e. "married" = 3 and "divorce" = 4), or continous numbers ("year house built" = 1964). On the other hand, as mentioned above, the ACS buckets responses by counts for census geographies like block groups and tracts. In order to map the two surveys, we had to similarly bucket AHS responses into binary indicators. Here's an example of what this process looks like for "Marital Status":

- concept: Marital Status 
  ahs:
        type: categorical
        var: hhmar 
        map:
            hhmar_married_spouse_present: 1
            hhmar_married_spouse_absent: 2
            hhmar_widowed: 3
            hhmar_divorced: 4
            hhmar_separated: 5
            hhmar_never_married:  6
            
  acs:
        table: B12001
        total: B12001001
        map:
            hhmar_married_spouse_present: [B12001005,B12001014]
            hhmar_married_spouse_absent: [B12001006, B12001015]
            hhmar_widowed: [B12001009, B12001018]
            hhmar_divorced: [B12001010, B12001019]
            hhmar_separated: [B12001007, B12001016]
            hhmar_never_married: [B12001003, B12001012]

The above mapping represents instructions for translating rows from the AHS variable hhmar to columns in the ACS table B12001. In the case of the AHS, we create new columns based on all possible response codes. So, while the raw AHS column may look like this:

hhmar
1
2
3
4
5
6

Our translated version would look like this:

hhmar_married_spouse_present hhmar_married_spouse_absent hhmar_widowed hhmar_divorced hhmar_separated hhmar_never_married
1 0 0 0 0 0
0 1 0 0 0 0
0 0 1 0 0 0
0 0 0 1 0 0
0 0 0 0 1 0
0 0 0 0 0 1

The ACS, on the other hand, represents responses with multiple columns for faceted counts. In the particular case of marital status, the ACS groups responses by sex. As a result, we need to merge multiple columns into a single column. For instance, the column B12001005 represents the count of males per census block who are married and whose spouses are present in their household. B12001014 represents this same count for females. By summing these two columns, we can generate a single count of people who are married with their spouse present per census block. Finally, in order to normalize these counts to the same range as our transformed AHS table, we must divide them all by the total population of a census block. The resulting table might look something like this:

hhmar_married_spouse_present hhmar_married_spouse_absent hhmar_widowed hhmar_divorced hhmar_separated hhmar_never_married
.1 .2 .4 .1 .1 .1
.2 .1 .3 .1 .2 .1
.3 .2 0 .3 0 .2
.4 .3 .1 0 .2 0
.5 .2 0 .1 .1 .1
.5 .1 .1 .1 .1 .1

You can explore all of these mappings in ahs-acs.yaml.

How do you handle missing data?

As described in the AHS Codebook, responses are missing for various reasons. In these cases, we simply reflect the original missing data codes in our resulting transformation:

column
-6
-6
1
2
column1 column2
-6 -6
-6 -6
1 0
0 1

Get the data.

If you'd like to download the resulting files of cross-tabluted variables for the AHS and ACS, you can access public versions of them here:

Or, if you want to access the raw PostgreSQL dumps of the ACS and AHS, you can find them here:

Otherwise, if you'd like to re-run the queries to generate your own output, follow the instructions for doing so on AWS below:

AWS Installation.

What follows is a quick tutorial for how to get an AWS instance up and running with the ACS 2013 5-year census along with the 2011 AHS. For those who are trying this process for the first time, be aware of how Amazon prices servers.

1. Spin up a fresh server:

You'll need to pick a box to spin up. Navigate to AWS's "Add Instance" tool and select an Ubuntu 14.0.4 box (this is the operating system and version with which we've run the work in this repo):

ubuntu-box

You'll want a pretty beefy instance with EBS optimization if you want the queries to execute quickly:

instance-size

You'll also want to make sure to mount an EBS drive that's big enough to hold the entire ACS (150 GB is probably enough):

drive

For the rest of the steps, you should just be able to follow the defaults. However, if you'd like to eventually access the ACS database from your local machine, make sure to open port 5432. If you're concerned about privacy, set it to only allow access to your machine's IP address:

drive

Once your instance is launched, press the "Connect" button in the AWS EC2 Console and follow the instructions for ssh'ing into your instance:

drive

Now that you've got a fresh box with enough storage to hold the entire ACS, let's install (PostgreSQL)[http://www.postgresql.org/].

2. Mount your EBS drive:

First, run (lsblk)[http://manpages.courier-mta.org/htmlman8/lsblk.8.html] and check the output. You should see one drive that's a lot bigger than the others:

lsblk

Create a filesystem on this drive:

sudo mkfs -t ext4 /dev/xvdb

Then, mount this drive onto a filepath on the local system, like /mnt:

sudo mount /dev/xvdb /mnt

3. Install the requirements

Enter the following into the terminal of your remote server to get the latest updates for the system, the pre-reqs for PostgreSQL, and a Python yaml interpreter.

sudo apt-get update
sudo apt-get install postgresql postgresql-contrib postgresql-client-common
                     git python-pip
sudo pip install pyyaml

4. Configure Postgres to store data to the mounted drive

First create a new directory under /mnt and make sure it's accessible to the user postgres:

sudo mkdir /mnt/postgresql
sudo chown postgres:postgres /mnt/postgresql

Next, use a text editing program in your terminal. We'll use vim. Open up the postgresql.conf file:

sudo vim /etc/postgresql/9.3/main/postgresql.conf

If you scroll down, you should see something like this:

raw-pg-conf

Replace data_directory with your new variable and save the file. For non-vim users type i to insert text, esc to end insertion, and :wq! to save and quit.

new-pg-conf

Assume the role of the default postgres user:

sudo su postgres

Initialize a database under your new directory:

/usr/lib/postgresql/9.3/bin/initdb -D /mnt/postgresql

Now, exit from the postgres user role and restart PostgreSQL so that it can register the changes you made.

exit
sudo service postgresql restart

You should now be able to log into postgresql as the user postgres by entering:

sudo su postgres
psql
>>>psql (9.3.8)
>>>Type "help" for help.
>>>postgres=#

5. Download the ACS + AHS files to your mounted drive

Now that you have an EBS-backed instance of PostgreSQL up and running, you should be ready to install the ACS and AHS tables.

First, make sure you're no longer registered as the postgres user:

exit
>>> ubuntu@ip-123.45.67.8:~$

Now, make a temporary directory on /mnt to store the data and make this directory publicly accessible:

sudo mkdir /mnt/tmp/
sudo chmod 777 /mnt/tmp/

You're now ready to download and uncompress the AHS and ACS tables. This will take a long time... approximately 1 hour.

wget http://enigma-public.s3.amazonaws.com/projects/ahs-acs/data/ahs2011.sql.gz
gunzip ahs2011.sql.gz
wget http://enigma-public.s3.amazonaws.com/projects/ahs-acs/data/acs20135yr.sql.gz
gunzip acs20135yr.sql.gz

6. Restoring tables from downloaded backups.

Once these files finish downloading, you can set about restoring them as tables.

First, create the user and database associated with these tables:

psql -c "CREATE USER census PASSWORD 'censuspassword'; CREATE DATABASE census OWNER census;"

Now, restore the files:

pg_restore -C -d census ahs2011.sql
pg_restore -C -d census acs20135yr.sql

7. (Last Step!) Generating AHS <=> ACS csvs.

First navigate back to your root directory and clone this repository:

cd
git clone https://github.com/enigma-io/ahs-acs.git

Navigate into this directory and make sure you can write to the output directory.

cd ahs-acs/
sudo chmod 777 data/

Now generate and execute the sql commands. This will take about 30-40 minutes:

python gen_acs_sql.py | psql -d census
python gen_ahs_sql.py | psql -d census

You should now have two files in your data/ directory!

  • data/acs.csv - ACS variables mapped to AHS variables.
  • data/ahs.csv - AHS variables mapped to ACS variables.

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A machine-readable mapping of the American Housing Survey to the American Community Survey

License:MIT License


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