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Modern Business Statistics Methodology Handbook

A comprehensive handbook for modern business statistics methodology, offering easily accessible and maintainable modules on a web page or as a wiki. The handbook aims to establish standards and best practices for making business statistics, providing guidance on method application and parameters. Useful for statisticians, methodologists, managers, and business/software architects. Sponsored by Eurostat, the project includes NSIs from the Netherlands, Sweden, Norway, Poland, Hungary, Italy, Greece, and Switzerland.

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Modern Business Statistics Methodology Handbook

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  1. Methodology for modern business statistics = Memobust Leon Willenborg (Statistics Netherlands)

  2. Goals • Update an existing handbook from 1997 • Offer it in a form that is easily accessible and maintainable • In separate modules on a web page • Or as a wiki (?) • Try to seek a basis for the (would be) standards or best practices on how to make business statistics • Describe under what conditions a method should be applied • Indicate the parameters involved • Use standard template for modules • Use of standard terminology (SDMX, GSBPM) • Useful for: • Statisticians • Methodologists • Managers • Business and software architects

  3. Memobust • Is an ESSnet project • Sponsored by Eurostat • Budget: maximum 600 000 euro • 90 % of costs refunded • 10% paid by participating NSI’s • Two phases • Each of 1.5 years • Start (de facto): 1-1-2011

  4. Partners • NSIs from • Netherlands (co-ordinator) • Sweden • Norway • Poland • Hungary • Italy • Greece • Switzerland

  5. Contract with Eurostat • FPA (= Framework Partnership Agreement): • Which NSIs will collaborate • Who is project co-ordinator • The aim of the project (in broad terms) • SGA (= Specific Grant Agreement): • Aim of project • Detailed project plan • Deliverables • Timeline • etc

  6. Work packages (1) • Management • With respect to content • With respect to project aspects (e.g. concerning finances & project management) • Dissemination • Web site (& wiki) • Targeted visits (ESTP, NSIs, Eurostat) • Talks at conferences / meetings • Writing

  7. Work packages (2) • Support • Templates • For writing modules • For (internal) reviews of modules • Setting up and maintaining a glossary • Information exchange / discussions / education / personal contacts • Meetings / workshops • Writing • Preparation of modules (“handbook chapters”) • (Internal) reviewing of modules • Writing

  8. Duration • First phase (according to SGA): • December 2010 – May 2012 • Second phase: (tentatively) • June 2012 – December 2013

  9. Old handbook • Edited by Ad Willeboordse • Most contributing authors are from Statistics Netherlands • Whose best practices are described? • What is the basis for support? • Book in the traditional sense • Closed (new contributions cannot be added) • To a certain degree modular • A lot of ‘context’ and ‘introductions’ provided by the editor • Published in 1997 and therefore not up-to-date in all quarters anymore • Stove-pipe oriented • Not technical

  10. New handbook (1) • Describe best / recommended practices that can be used for producing business statistics (under given conditions) • Divided into separate modules • Each module treats a well defined topic • Easy to update per module, as the need arises • New modules can be added, as the need arises • Extensible (even beyond business statistics) • Use of a (standard) template for all modules • So the modules are described in a uniform way • On dedicated web site • Provided/hosted by Eurostat • Modules should be nontechnical, providing entries to more specialised and technical documents • It’s a portal rather than a traditional handbook

  11. New handbook (2) • Form: • Modules in PDF format (for display) • Original documents written in Word (for maintenance) • Or: as a wiki (if feasible) • Consistent with SDMX vocabulary & GSBPM • SDMX = Statistical Data and Metadata eXchange • GSBPM = Generic Statistical Business Process Model • Extensible with software tools [outside Memobust] • To include example software (e.g. R packages) for educational purposes or perhaps even to be used in production • Versioning of modules is an option • old versions are kept and will remain accessible

  12. Strategy (1) • Review the old handbook • Identify topics / chapters that need updating • Identify topics that are missing • Procedure • Working group to set up a proposal for modules in the new handbook • Discuss this proposal in project team and with Eurostat • Reach agreement and get approval

  13. Strategy (2) • Write modules • Use template for modules • Without development efforts in case of existing documents (as in case of method series) • With development efforts (in case of new subjects) • Use old handbook, if useful • Find others to write modules • If specialism is not in current project team • Use e.g. expertise in special ESSnet projects

  14. Current situation • Kick-off meeting was at Statistics Netherlands (The Hague) in February 2011 • Other meetings have been held in Stockholm (June 2011) and Poznan (October 2011) • Old handbook has been reviewed • Work plan almost complete: • list of modules for the new handbook • who will write/review what (and when) • A few modules have already been written

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