Statistics Portugal

1. StatisticsPortugal « Techical approval of surveys Ana Paula Guerra (ana.guerra@ine.pt) Isabel Morgado (isabel.morgado@ine.pt) 29-30 September 2008 Joint UNECE/Eurostat/OECD Work Session on Statistical Metadata (METIS) Lisbon, 11– 13 March, 2009

2. Business Process Model

3. Business Process Model Phase: Design Process:

4. Business Process Model

5. Business Process Model Phase: Design Process:

6. Business Process Model

7. Business Process Model Phase: Production Process:

8. Business Process Model

9. Business Process Model Phase: Production Process:

10. Business Process Model

11. Business Process Model Phase: Production Process:

12. Business Process Model

13. Business Process Model Phase: Dissemination Process:

14. Business Process Model

15. Business Process Model Phase: Evaluation Process:

16. Business Process Model

17. Business Process Model Phase: Design Process: Methodological documents Data collection instruments Registration

18. « « Methodological Documentation STATISTICS PORTUGAL Ana Paula Guerra (ana.guerra@ine.pt) Joint UNECE/Eurostat/OECD Work Session on Statistical Metadata (METIS) Lisbon, 11 – 13 March, 2009

19. Statistical Metadata System • The Metadata System(current system) Access: homepage of the Official Statistics website – Portal (http://www.ine.pt/)

20. Statistical Metadata System • Main purposes • Central metadata repository • Common terminology • Improve statistical literacy • Homogeneous technological environment • Standard documentation of surveys Methodological document(DMet) • Support surveys life cycle Technical approval

21. DMet Technical approval/ /Methodological document workflow • Stages

22. Technical approval/ /Methodological documentation • Characteristics • Core subsystem (implementation: 2004) • Standard documentation of surveys (in force: 2005) • Standard format (contents) General characterization Methodological characterization Concepts Classifications Variables Data collection instruments Abbreviations and acronyms Bibliography Product (output) that gathers, in a coherent way, all the metadata generated during the survey design phase

23. D.C.I. Technical approval/ /Data collection instrument (D.C.I.) • Stages

24. Data collection instruments • Characteristics • Repository of questionnaires used in NSS (aprox.: 3500) • Access to historic information (background) • Access to detailed information (contents) General characterization (status/registration number (ID_code)/ name/validity/statistical area/responsible entity/geographic coverage/ periodicity/type of instrument) Methodological characterization (collection method/respondent entity/statistical observation unit) Data collection instrument (image) Methodological document (subsystem link) Variables (subsystem link) Instrument used for data collection and for which an identification can be specified by means of an attribute => final act of the technical approval

25. Methodological documentation/ /Data collection instruments • New survey or • Changes in the survey • due to:changes Business Proccesses • reflects:DMet contents • consequence:DMet new version WHEN TO CREATE A NEW VERSION OF A METHODOLOGICAL DOCUMENT/ (DMet) substitution system • New survey = new questionnaire or • Changes in the questionnaire • due to:changes observation variables • reflects:questionnaire contents • consequence:questionnaire new version /DATA COLLECTION INSTRUMENT(questionnaire) substitution • due to: changes in validity period • reflects: questionnaire validity date • consequence: maintains ID_code/changes date prorogation

26. Methodological documents subsystem User interface

27. User interface Methodological documents subsystem

28. User interface Methodological documents subsystem

29. Methodological documents subsystem Methodological Documents - Management Search Management area PDF file loading restricted area Loading without link Cont@ct us

30. User interface Data collection instruments subsystem 

31. User interface Data collection instruments subsystem

32. User interface Data collection instruments subsystem

33. User interface Data collection instruments subsystem

34. Data collection instruments subsystem Data Collection Instruments - Management Presentation Search Advanced search New register Prorogation Translation (name) Historic information Respondent entities Users (internal) General documentation Contac@t us Management area restricted area

35. « MethodologicalDocumentation NextSteps Isabel Morgado (isabel.morgado@ine.pt) Joint UNECE/Eurostat/OECD Work Session on Statistical Metadata (METIS) Lisbon, 11– 13 March, 2009 «

36. Methodological Documentation System « Towards a universal archetype for reference metadata • Methodological Document • Quality Report • Euro-SDMX • …. «

37. Methodological Document « Standard format: Methodological document for survey • General characterization, • Methodological characterization, • Concepts, • Classification, • Variables, • Data collection instruments, • Abbreviation and acronym, • Bibliography. «

38. Methodological DocumentStructure Survey Observation Derived Concepts used Variables Indicators Dimensions Classifications used Methodological Document Products Questionnaires Collection Instruments Data Files «

39. Euro-SDMX Standard format: « • Contact, • Metadata update, • Statistical presentation, • Unit of measure, • Reference period, • Institutional mandate, • Confidentiality, • Release policy, • Dissemination, • Accessibility, • Quality management, • …….. Euro-SDMX for Data set «

40. Standard Quality Report Standard format: « • Introduction, • Relevance, • Accuracy, • Timeliness and Punctuality, • Accessibility and clarity, • Coherence and comparability, • Trade-off between Output Quality Components, • Assessment of User Needs and Perceptions, • Performance, Cost and Respondent Burden, • Confidentiality, Transparency and Security, Quality report for Statistical process «

41. Methodological Documentation System « What in common? • Standard formats - MSD’s • Cross Domain Concepts (shared) • Documentation of a particular “Level of attachement” «

42. Methodological Documentation System « A possible solution: • Common infrastructure based on SDMX model • Diferent reports depending on different MSD’s • Reutilization ofthe sameconcept content in differentreports «

43. Methodological Documentation System « Methodological document Standard Quality Report Other reports Euro-SDMX Interface Methodological Documentation (MSD’s) Concepts Variables Data Collection Instruments Products Classifications … «

44. Methodological Documentation System « Implementation: Analysis of existing implementations ESSnet on SDMX: common solution for Euro-SDMX? Generalization for other report types? «

45. Methodological Documentation System « Thank you for your attention «