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Agriculture & Future Food Systems · Article

Survey, Administrative and Flow Data

Ask how a food-system record was produced before combining it with another record or treating an unexplained difference as a measured loss.

Preparation and related reading

Shared Foundations

Related articles

This article helps you

  • Distinguish observations from surveys, operating records and material accounts.
  • Align definitions, units, coverage and reporting periods.
  • Use a balance to locate an unresolved question without inventing its answer.

Three records may describe different events

A growers' group compares a household survey, delivery invoices and warehouse weights. The survey asks what people obtained last week, the invoices record transactions, and the warehouse tracks physical movement. Their totals differ. That does not immediately prove that someone reported falsely: the records may concern different people, dates and stages.

Read a dataset's definition before reading its largest number. What event was counted: an order, a sale, receipt, preparation or consumption? Who could enter the record, and who could be absent? A useful connection between sources begins by identifying those differences rather than choosing the figure that best supports a preferred story.

Surveys depend on questions and coverage

A survey obtains answers or observations from selected people or units. Its question wording, recall period, sampling and response pattern shape what the result describes. Food purchased by a household is different from food eaten by each member. A response about difficulty obtaining food is different from a measured nutrient intake.

Retain the questionnaire or measurement definition and explain how the sample represents the intended population. A large response count alone does not establish representation. Dates matter too: a seven-day recall and a calendar-month invoice file should not be presented as observations of one identical period without an explicit justified adjustment.

Operating records have their own purpose

Administrative records arise while an organisation performs a task: placing orders, issuing invoices, recording stock or administering a service. They can provide detailed repeated observations, but their original purpose may not match the research question. A billed order can be cancelled, partially delivered or received after its invoice date.

Check identifiers, status updates and revisions before counting unique events. An order line and its later correction should not automatically become two meals or two shipments. Small producers or unregistered channels may be outside an organisation's coverage. 'No entry' can mean no event, an event outside the system or an unrecorded event; the interpretation needs evidence.

A flow account connects stocks and movements

For a stated product and boundary, opening stock plus inputs must be reconciled with outputs and closing stock, allowing for relevant transformations. Keep a common mass basis. Fresh produce with changing water content cannot silently be treated as the same dry-matter account, and processed products need appropriate conversion information.

Consider an invented warehouse-period record for one vegetable on a common fresh-mass basis, stipulating no processing, water exchange or other physical mass change. Opening stock is 20 kg and received stock 80 kg. Dispatches are 70 kg, recorded discard 5 kg and measured closing stock 20 kg. The recorded input side is 100 kg; the recorded output-and-closing side is 95 kg. Five kilograms remain unexplained by these records.

Invented warehouse records on one stated mass basis
RecordMass
Opening stock20 kg
Received80 kg
Dispatched70 kg
Recorded discard5 kg
Closing stock20 kg
Unreconciled difference5 kg

Known records leave a residual

Known records leave a residualThe invented warehouse account has 100 kg on the opening-plus-receipt side and 95 kg in recorded dispatch, discard and closing stock. The 5 kg difference remains unresolved. Original hypothetical comparison, not physical splitting of 100 kg. One common fresh-mass basis and no processing, water exchange or other mass change are stipulated; record completeness still requires investigation.Opening + received: 100kg20 kg opening stock + 80 kgphysically receivedKnown account: 95 kg70 kg dispatched + 5 kg discard +20 kg closingUnreconciled: 5 kg100 − 95; not an independentlymeasured discardcomparerecords100 − 95
Original hypothetical comparison, not physical splitting of 100 kg. One common fresh-mass basis and no processing, water exchange or other mass change are stipulated; record completeness still requires investigation.
Read the diagram as text

The invented warehouse account has 100 kg on the opening-plus-receipt side and 95 kg in recorded dispatch, discard and closing stock. The 5 kg difference remains unresolved.

Parts

Opening + received: 100 kg
20 kg opening stock + 80 kg physically received
Known account: 95 kg
70 kg dispatched + 5 kg discard + 20 kg closing
Unreconciled: 5 kg
100 − 95; not an independently measured discard

Connections

  • Opening + received: 100 kg → Known account: 95 kg: compare records
  • Known account: 95 kg → Unreconciled: 5 kg: 100 − 95

Investigate an unresolved balance

The 5 kg difference is not automatically an additional measured discard. It might reflect an omitted movement, a stock-count error, a misplaced date or another recording problem. The stated assumptions might also be wrong. A balance provides a consistency question; it does not identify which explanation is correct.

Check the weighing method, units, time cut-off and stock identities. Preserve the initial record and document verified corrections. If a later verified closing count were 25 kg rather than 20 kg, the arithmetic would reconcile. That hypothetical possibility illustrates one explanation; it is not evidence that this warehouse actually made that error. A closed account also cannot independently prove that every entry is accurate.

Report what was observed and adjusted

A combined report should distinguish directly recorded values, estimates and assumptions. Describe any conversion, imputation or exclusion that changes the result. Keep the original reporting period and corrected version accessible so later comparisons can use the same rule.

Choose the next source according to the unresolved question. Customer receipt records can clarify a delivery status; repeat stock measurement can investigate a warehouse discrepancy; an appropriately designed survey can examine access beyond registered sales. Shared conservation and uncertainty principles support these checks, while specialised nutrition, logistics and statistical methods remain in neighbouring topics.

Worked examples

Locate the unreconciled mass

What does the invented warehouse account establish?

  1. Add opening stock and receipt: 20+80=100 kg.
  2. Add recorded dispatch, discard and closing stock: 70+5+20=95 kg.
  3. Subtract: 100−95=5 kg not explained by the current records.

There is a 5 kg unreconciled difference under the stated boundary. It is not a newly measured loss or proof of one cause.

Check a reporting date

An invoice is issued on the last day of one month, but the shipment arrives the next month. Must the two monthly totals match?

  1. Identify whether each file counts invoice issue or physical receipt.
  2. Check the actual arrival date and any cancellations or adjustments.
  3. Compare matching event definitions and periods before investigating a remaining difference.

No. The dates refer to different events. Neither file should be silently moved or redefined to force agreement.

Check your understanding

  1. Does a household purchase survey directly measure what each household member ate?

    Show answer and reasoning

    No.

    Acquisition and individual consumption are different quantities.

  2. Does an arithmetically closed warehouse account prove every constituent record is accurate?

    Show answer and reasoning

    No.

    Offsetting errors or incorrect assumptions can still produce a closed total.

  3. If verified closing stock were 25 kg in the invented case, what would be the residual?

    Show answer and reasoning

    Zero kilograms.

    100−(70+5+25)=0; this conditional calculation is not a finding that the original count was wrong.

Key ideas

  • Identify the event, unit, coverage and period behind each dataset.
  • Surveys, administrative records and material accounts answer complementary questions.
  • A residual signals an unresolved account, not a proven cause.
  • Preserve original records and distinguish measured corrections from assumptions.

References

Sources supporting the explanations and examples in this article.

  1. Food Balance Sheets: A Handbook — nature, sources and accuracyFood and Agriculture Organization of the United NationsTeaching resourcefao.orgRead source
  2. Impact Evaluation in Practice, second edition — selecting indicators and causal comparisonsPaul J. Gertler; Sebastian Martinez; Patrick Premand; Laura B. Rawlings; Christel M. J. VermeerschTextbook chapter · PDFdocuments1.worldbank.orgRead source