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E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project (*). Orietta Luzi Istat - Italian Statistical Institute (*) partially fund by the European Community (Represented by the Commission of the European Communities).
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E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project(*) Orietta Luzi Istat - Italian Statistical Institute (*) partially fund by the European Community (Represented by the Commission of the European Communities) UNECE Work Session on Statistical Data Editing Wien, 21-23 April 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) The EDIMBUS Project EDitingandIMputationin cross-sectionalBUsinessSurvey • Background • European LEG on Quality and Code of Practice • Need for a higher level of harmonization of E&I principles and strategies at European and National level, and higher comparability of the produced statistical information • To this aim, good practices mainly focusing on which elements to consider when designing and managing E&I, have been considered more appropriate than other types of standard manuals Istat, 28 Marzo 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) The EDIMBUS Project EDitingandIMputationin cross-sectionalBUsinessSurveyJanuary 2006 – 30 June 2007 • Project partners • Italian National Statistical Institute (ISTAT - coordinator) Orietta Luzi, Marco Di Zio, Ugo Guarnera, Antonia Manzari • Centraal Bureau voor de Statistiek Netherlands (CBS) Ton De Waal, Jeroen Pannekoek, Jeffrey Hoogland, Caren Tempelman • Swiss-Federal Statistical Office (SFSO)Beat Hulliger, Daniel Kilchmann • Main result of the EDIMBUS Project • Manual of Recommended Practices (RPM) to for the design and the management of E&I strategies in cross-sectional business surveys (edimbus.istat.it) Istat, 28 Marzo 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) The Manual of Recommended Practices (RPM) • Main characteristics • Focus: E&I at the post-data collection/data entry stage.How to plan and coordinate E&I activities performed at the various survey stages is a crucial but not explored issue • Oriented to survey managers and E&I experts: The RPM reader is assumed to have basic theoretical and practical knowledge on E&I • Not (only) a methodological tool: More space is given to issues relating to process design, control and management than that reserved to theoretical aspects, already available in specialized literature • Applicability: many of the elements of the RPM can be extended to other classes of surveys Istat, 28 Marzo 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) The Manual of Recommended Practices (RPM) • Crucial steps of the project • Defining a common glossary/basic definitions and concepts • Identify the needs the RPM was mainly expected to meet • Agree on the high-level templateof the RPM, and on a reference prototype for E&I data and process flows in cross-sectional business surveys • Agree on the most appropriate trade-off between methodological and operational aspects, prioritize issues Istat, 28 Marzo 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) The Manual of Recommended Practices (RPM) Covered topics/Manual template • How to design and control E&I strategies • How to test E&I methods • Methods and practices for error detection and error treatment (by error typology) • Application context • Advantages and limitations • Recommendations • The documentation of E&I processes and results • How to evaluate the effects of E&I on estimation and subsequent data analysis Istat, 28 Marzo 2008
E&I in Cross-Sectional Business Surveys: Recommended Practices from the EDIMBUS Project) Open Problems and Perspectives • Dissemination of the RPM in the ESS and inside NSIs • Publications • Training • Seminars • Promote the implementation of the RPM on pilot surveys at each single NSI in the ESS • At single NSIs, develop high-level strategies for supporting the efficient design and management of E&I • Periodic update of the RPM by expert groups at ESS/ National level Istat, 28 Marzo 2008