DDI Process modelling "working group"

1. DDI Process modelling "working group" Steve McEachern Dagstuhl workshop, 22 October, 2012

2. Summary • Origins: Impetus for the group • Meetings • Use cases • Potential models • Next steps

3. Origins • DDI qualitative working group, Nov 2011: processes for qualitative data collection and archiving (Various) • Follow-up with UK Data Archive and ICPSR re archival processing and provenance (SMcE) • GSIM development and ABS implementation (ABS) • National Child Study (Jay Greenfield) • May 2012: IASSIST discussion • Background paper - Arofan: http://goo.gl/Ruasf

4. Meetings • June 2012: Initial teleconference • Meeting notes: http://goo.gl/CmNUo • July 2012: Canberra meeting following RC33 conference • Meeting notes: http://goo.gl/49Chy

5. Use cases Various stages of the DDI lifecycle, including (but not limited to): • Data production - questionnaire design, data collection, sampling • Data analysis - analysis procedures, results generation, publication process • Data archiving - data ingest, processing and publication • Potential use cases are covered in: • Arofan's background paper • Meeting notes from teleconference

6. Potential aims for a model Alistair Hamilton, ABS • a) Historical documentation • Should be readily achievable • b) Design time • Introduction for the purposes of documentation would likely be useful • Making this machine actionable might be more problematic • May be better to figure out points of exit / handshake to other standards • c) Run time??

7. Points of departure - comments from Canberra meeting • Should we include process in DDI? • Need to think somewhat about this more generally for DDI. • Should DDI be able to “do everything”? What should be in or out of scope? • Suggestion therefore is to stay away from the more complex elements (particularly run time). • Alternative is to look at models like GSIM, and see how that might be related into existing elements of DDI - particularly lifecycle events.

8. Potential models • Wendy - starting model for discussion • Document: http://goo.gl/u8FrZ • GSIM - UNECE/ABS • Documentation: http://goo.gl/JmUWZ • GLBPM - Marcel Hebing • Documentation: Original model - http://goo.gl/H4UlO; Comments re process models - http://goo.gl/6SDu6

9. Next steps From Canberra meeting: a) Development of a bare-bones model - Wendy Thomas volunteered to outline this model, and Jay Greenfield has volunteered to compare that to his existing NCS use cases b) Review paper on existing standards that might form a starting point for DDI (or that DDI could provide external reference to) - Herve, I'm not sure if you indicated you could work on this??

10. Next steps (2) c) Development of a set of detailed use cases for process metadata requirements across various DDI "user types". - Data archives (UKDA/ICPSR/ADA) to develop a common "archive processing" use case, based on Herve's initial email - NSIs, based around recent work on GSIM - "Data lifecycle" usecases - eg. "data collection", "longitudinal data", "administrative data" - from those with a particular interest in these sections of the lifecycle

11. Next steps (3) d) Development of a working paper outlining the broad requirements of a DDI process model and relevant elements - Requirements, Possible Usecases and Potential Solutions (integrating a-c) e) Establishment of a formal DDI working group - Steve to discuss with Mary Vardigan