Statistics Portugal
description
Transcript of Statistics Portugal
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Statistics Portugal
«
29-30 September 2008
Techical approval of surveys
Joint UNECE/Eurostat/OECD Work Session on Statistical
Metadata (METIS)Lisbon, 11– 13 March, 2009
Ana Paula Guerra ([email protected])Isabel Morgado ([email protected])
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
I.1Feasibility
Study
SpecifyNeeds
Phase: Design
Process:
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
I.2 MethodologicalStudy
Design+
Build
Phase: Design
Process:
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
Phase: Production
Process:
II.1 Planning andPreparation
Build (3.5)+
Collect (4.1, 4.2)
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
Phase: Production
Process:
II.2 Collection
Collect+
Process (5.3)
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
II.3 Process andAnalyse
Process+
Analyse
Phase: Production
Process:
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
Phase: Dissemination
Process:
III.1 Dissemination Dissemination
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
IV.1 Evaluation Evaluate
Phase: Evaluation
Process:
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Business Process Model
II. Production
II.1 Planningand
Preparation
II.2Collection
II.3 Processand Analyse
III.Dissemination
III.1Dissemination
IV. Evaluation
IV.1Evaluation
Phases
I. Design
I.1Feasability
Study
I.2Methodologi
cal Study
I.3 TechnicalApproval
Processes Processes Processes Processes
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Business Process Model
Phase: Design
Process:
I.3 TechnicalApproval
(of surveys)
Methodological documents
Data collection instruments
Regist
ratio
n
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Ana Paula Guerra ([email protected])
« «STATISTICS PORTUGAL
Methodological Documentation
Joint UNECE/Eurostat/OECD
Work Session on Statistical Metadata
(METIS)
Lisbon, 11 – 13 March, 2009
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IntegratedMetadataSystem
Concepts Subsystem
ClassificationsSubsystem
MethodologicalDocumentsSubsystem
Data CollectionInstrumentsSubsystem
Variables Subsystem
Statistical Metadata System
• The Metadata System (current system)
Access: homepage of the Official Statistics website – Portal (http://www.ine.pt/)
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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
Integrated
Metadata
System
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For technical opinion
For certification
For approval
DESIGN TECHNICAL APPROVAL PRODUCTION
Valid
Coordinator
Director
Not valid
Survey Manager
Coordinator
Survey Manager
Director
SURVEY LIFE CYCLE
HISTORY
Under Construction
Technical approval/ /Methodological document workflow
• Stages
DMet
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• 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
Methodological
Documents
Subsystem
Technical approval/ /Methodological documentation
Product (output) that gathers, in Product (output) that gathers, in a coherent way, all the metadata a coherent way, all the metadata
generated during the survey generated during the survey design phase design phase
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For technical opinion
For certification
For approval
DESIGN TECHNICAL APPROVAL PRODUCTION
Valid
Coordinator
Director
Not valid
Survey Manager
Coordinator
Survey Manager
Director
SURVEY LIFE CYCLE
HISTORY
Under Construction
Technical approval/ /Data collection instrument (D.C.I.)
• Stages
D.C.I.
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• 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)
Data
Collection
Instruments
Subsystem
Data collection instruments
Instrument used for data Instrument used for data collection and for which an collection and for which an
identification can be specified identification can be specified by means of an attribute by means of an attribute
=> => final act of the technical final act of the technical approval approval
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Methodological documentation/ /Data collection instruments
METHODOLOGICAL METHODOLOGICAL DOCUMENT/DOCUMENT/
(DMet)(DMet)
New survey or Changes in the survey due to: changes Business Proccesses
reflects: DMet contents
consequence: DMet new version
New survey = new questionnaire or Changes in the questionnaire due to: changes observation variables
reflects: questionnaire contents
consequence: questionnaire new version
substitutionsubstitution
substitutionsubstitution
system
/DATA /DATA COLLECTION COLLECTION
INSTRUMENTINSTRUMENT (questionnaire)(questionnaire)
WHEN TO CREATE WHEN TO CREATE A NEW VERSION A NEW VERSION OF AOF A
due to: changes in validity period
reflects: questionnaire validity date
consequence: maintains ID_code/changes date prorogationprorogation
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Methodological documents subsystem
Userinterface
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Methodological documents subsystem
Userinterface
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Methodological documents subsystem
Userinterface
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Methodological documents subsystem
Managementarea
Search
PDF file loading
Loading without link
Cont@ct us
Methodological Documents - Management
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Data collection instruments subsystem
Userinterface
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Data collection instruments subsystem
Userinterface
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Data collection instruments subsystem
Userinterface
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Data collection instruments subsystem
Userinterface
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Presentation
Search
Advanced search
New register
Prorogation
Translation (name)
Historic information
Respondent entities
Users (internal)
General documentation
Contac@t us
Data Collection Instruments - Management
Managementarea
Data collection instruments subsystem
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«
«
Methodological Documentation
Isabel Morgado ([email protected])
Joint UNECE/Eurostat/OECD Work Session on Statistical
Metadata (METIS)Lisbon, 11– 13 March, 2009
Next Steps
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«Methodological Documentation System
«
Methodological Document
Quality Report
Euro-SDMX
….
Towards a universal archetype for reference metadata
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«
Methodological Document
«Standard format:
Methodological document
for
survey
General characterization,
Methodological characterization,
Concepts,
Classification,
Variables,
Data collection instruments,
Abbreviation and acronym,
Bibliography.
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«Methodological Document Structure
Methodological Document
Survey
Variables
Observation
Derived
Indicators Dimensions
Collection Instruments
Questionnaires
Data Files
Concepts used
Classifications used
Products
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«Euro-SDMX
«Standard format:
Euro-SDMX for Data set Contact,
Metadata update,
Statistical presentation,
Unit of measure,
Reference period,
Institutional mandate,
Confidentiality,
Release policy,
Dissemination,
Accessibility,
Quality management,
……..
ESMS(MSD)
Data set
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«Standard Quality Report
«Standard format:
Quality report for Statistical process
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(MSD)
Statisticalprocess
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«Methodological Documentation System
«
Standard formats - MSD’s
Cross Domain Concepts (shared)
Documentation of a particular “Level of attachement”
What in common?
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«Methodological Documentation System
«
Common infrastructure based on SDMX model
Diferent reports depending on different MSD’s
Reutilization of the same concept content
in different reports
A possible solution:
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«Methodological Documentation System «
Methodological document
Euro-SDMX
Standard Quality Report
Other reports
Interface
Methodological Documentation (MSD’s)
Concepts
Variables
Classifications
Products Data Collection Instruments
…
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«Methodological Documentation System
«
1. Analysis of existing implementations
2. ESSnet on SDMX: common solution for Euro-SDMX?
3. Generalization for other report types?
Implementation:
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«Methodological Documentation System
«
Thank you for your attention