He, she, they: Using sex and gender in survey adjustment

A couple years ago, Lauren Kennedy, Kate Khanna, Dan Simpson, Yajun Jia, Julien Teitler, and I wrote this paper, which begins:

Accounting for sex and gender is a challenge in social science research. While other methodology papers consider issues surrounding appropriate measurement, we consider the problem of adjustment for survey nonresponse and generalization from samples to populations in the context of the recent push toward measuring sex or gender as a non-binary construct. This is challenging not only in that response categories differ between sex and gender measurement, but also in that both these attributes are potentially multidimensional. We reflect on similarities to measuring race/ethnicity before considering the ethical and statistical implications of the options available to us. We present a simulation study to understand the statistical implications under a variety of scenarios, and demonstrate the application of the decision process with the New York City Poverty Tracker. Overall, we conclude not with a single best recommendation for all surveys but rather with an awareness of the complexity of the problem and the benefits and weaknesses of different approaches.

In the meantime, some more articles have appeared on the topic, including:

How a “Something Else” Response Option for Sexual Identity Affects National Survey Estimates of Associations Between Sexual Identity, Reproductive Health, and Substance Use, by Brady West, Curtiss Engstrom, Ty Schepis, Ilmul Tani, and Sean Esteban McCabe

Gender Identification and Survey Weighting: A Shifting Landscape, by Brian Urlacher

Recognizing Identity Fluidity in Demographic Research, by Aliya Saperstein

Diversifying Gender Categories and the Sex/Gender System, by Cecilia Ridgeway and Aliya Saperstein

Saperstein has done earlier work on malleability of identity, so it makes sense that she and her colleagues would be interested in the He, She, They stuff.