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Templates · iv-shift-share

Shift-share instrumental variables (economics)

By Tomás Reyes (example)

A fork of the empirical template for shift-share designs: it adds first-stage strength diagnostics and a balance check on exposure shares.

ExampleExample: a fork of the empirical templateempirical
Anyone can contribute. Improve this template Contribute a template
Input
A research question, regional or industry panel data with exposure shares, and your literature
Output
A draft paper with first-stage tables, a replication package and an evidence package
Always at the end
compileaudit_exportgithub_pushstructured_export runs however the run ended

A fork of the empirical template. It keeps every step and check of the original and adds the design-specific checks marked below. Skills it loads: Shift-Share (Bartik) Instruments, Weak Instruments, Instrumental Variables Estimation.

Description

Data model
Discipline
Economics
Method family
Empirical (quantitative)
Design
Instrumental variablesShift-share
Research stage
Research designData analysisDraftingReview
Contributors
Tomás Reyes (Methodology, Software)
Usage
not used in published research yet
Source
Example
Record
template:iv-shift-share · JSON

Solid tags are declared by the source or mapped from its terms; dashed tags are inferred by a published rule. Hover a tag for its provenance.

Steps

Greyed steps do not run in the selected mode.

  1. 1
    initial
    Plans the paper and dispatches specialists for the literature, data, identification strategy, econometric specification, analysis and drafting.
    idea_developerliterature_scannerdata_architectidentification_strategisteconometrics_specialistdata_analystpaper_drafter
    strategist
  2. 2
    iterative
    Further rounds of the strategist, revisiting design and analysis.
    strategist
  3. 3
    estimation_gate
    Checks the estimation against the specification declared before it ran. Halts the run on failure.
    check
  4. 4
    first_stage_strength
    Reports weak-instrument-robust first-stage diagnostics. Halts when the instrument is weak by the declared criterion.
    check
  5. 5
    exposure_balance
    Tests whether exposure shares predict pre-period outcomes and records the result.
    check
  6. 6
    self_attack
    A specialist attacks the paper's own argument and evidence.
    self_attacker
    specialists
  7. 7
    polish
    Five specialists polish formulas, numbers, institutional detail, equilibria and the bibliography.
    polish_formulapolish_numericspolish_institutionspolish_equilibriapolish_bibliography
    specialists, parallel
  8. 8
    review
    Numbers and citations are checked first. Six reviewers (mechanism, technical, literature, data, identification, writing) then score the draft.
    mechanism_reviewertechnical_reviewerliterature_reviewerdata_revieweridentification_reviewerwriting_reviewer
    aggregate, parallel
  9. 9
    revision
    Revises the draft in response to the reviews, as a full revision and as targeted edits.
    revisorpatch_revisor
    specialists
  10. 10
    replication
    Builds the replication package.
    replication_packager
    specialists

Versions and evaluations

Planned

No versions yet.

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Cite this template
Persistent identifiers planned 
@software{e2ercontributors2026e2ershiftshareinstrument,
  title   = {E2ER shift-share instrumental variables (economics) template},
  author  = {E2ER contributors},
  year    = {2026},
  note    = {E2ER template. Persistent identifier planned},
  url     = {https://e2er.org/templates/iv-shift-share}
}

Checks on this template

  • ✓Output contracts · Every step produced the artifact it declared, in the declared form
    Required of every template.
  • ✓Execution reliability · Analysis code ran and wrote a parseable, non-empty result
    Required of every template.
  • ○Numbers · Every number in tables and text matches the output of executed code
    Proposed. Proposed for the floor; runs log it but may not block on it.
  • ○Citations · Every reference resolves to an existing publication via OpenAlex, Semantic Scholar or Crossref
    Proposed. Proposed for the floor; runs log it but may not block on it.
  • ○Verbatim passages · Every claim about a source points to a passage found word for word in that source
    Proposed. Proposed for the floor; runs log it but may not block on it.

Runs of this template

No runs yet.