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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
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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 a dossier
At the end
When any run ends, e2er builds the PDF, writes the audit trail and the structured export, and pushes to GitHub if you set that up.

Steps

Greyed steps do not run in the selected mode.

  1. 1
    Design, data, estimation and draft
    Plans the paper and dispatches specialists for the literature, data, identification strategy, econometric specification, analysis and drafting.
    Research planLiterature reviewData planIdentification strategyEstimationData and descriptive analysisPaper draft
    specialists
  2. 2
    Improve until it stops getting better
    Further rounds of the strategist, revisiting design and analysis.
    specialists
  3. 3
    Estimation check
    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-critique
    A specialist attacks the paper's own argument and evidence.
    Self-critique
    specialists
  7. 7
    Polish
    Five specialists polish formulas, numbers, institutional detail, equilibria and the bibliography.
    Polish of the formulasPolish of the numbersPolish of the institutional detailPolish of the equilibriaPolish of the bibliography
    specialists, parallel
  8. 8
    Review panel
    Numbers and citations are checked first. Six reviewers (mechanism, technical, literature, data, identification, writing) then score the draft.
    Review of the mechanismTechnical reviewReview of the literatureReview of the dataReview of the identificationReview of the writing
    reviewers, parallel
  9. 9
    Revision
    Revises the draft in response to the reviews, as a full revision and as targeted edits.
    RevisionTargeted corrections
    specialists
  10. 10
    Replication package
    Builds the replication package.
    Replication package
    specialists
Technical details

Template id iv-shift-share.

StepId in the template fileSpecialists
1. Design, data, estimation and draftinitialidea_developer, literature_scanner, data_architect, identification_strategist, econometrics_specialist, data_analyst, paper_drafter
2. Improve until it stops getting betteriterative
3. Estimation checkestimation_gate
4. First stage strengthfirst_stage_strength
5. Exposure balanceexposure_balance
6. Self-critiqueself_attackself_attacker
7. Polishpolishpolish_formula, polish_numerics, polish_institutions, polish_equilibria, polish_bibliography
8. Review panelreviewmechanism_reviewer, technical_reviewer, literature_reviewer, data_reviewer, identification_reviewer, writing_reviewer
9. Revisionrevisionrevisor, patch_revisor
10. Replication packagereplicationreplication_packager

At the end (finalize): compile, audit_export, github_push, structured_export. Modes: single_pass, iterative.

More

A fork of the empirical study 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
Authors
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.

Versions and evaluations

Planned

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Cite this template
Persistent identifiers planned 
@software{e2erauthors2026e2ershiftshareinstrument,
  title   = {e2er shift-share instrumental variables (economics) template},
  author  = {e2er authors},
  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.

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