Eurostat Task force on ISCO - 7 October 2010 Future plans for the ESSnet on ESeG Ana Franco asked me to present the work that could be undertaken by the ESS Net on ESeC.

1. ESSnet objectives 2. Plan for the ESSnet OUTLINE 1. ESSnet objectives 2. Plan for the ESSnet First I will remind you of the ESS Net objectives as they were defined by Eurostat and then I will describe the work that can be performed package by package. These packages are mentionned for discussion of course. Finally, I will say a few words about the timing of the project

Part one ESS Net objectives

ESS Net objectives (1) Workshop 27 November 2009: collection of occupational data Adapt ESeC to ISCO-08 and built a new version of the classification Focus on the improvement of the implementation of ISCO 08 since it is the main input in ESeC. Continue to work on a derivation of ESeC exclusively on core variables to allow for an implementation in all social surveys (e.g. ISCO 2 digits, status in employment, sector) As I told you 8 months ago, the list of objectives is a compiling of two documents sent by Eurostat: first of all a document for the workshop on collection of occupational data (Agenda item 4.1). The objectives are the following: 4

ESS Net objectives (2) Workshop 27 November 2009: data collection of occupational data Study the possibility of providing more precise results from the LFS with additional variables already available in this survey (if necessary, e.g. size of the enterprise, ISCO at 3 digits, Supervision variable). Test the quality of this variable, taking into account that such derived ESeC could be slightly different from the initial ESeC used by researchers. And email 11th December 5

ESS Net objectives (3) The main objectives of ESeC are: Precisions from Eurostat added by mail, 11 December 2009 The main objectives of ESeC are: Discrimination: the classification needs to group together individuals with similar economic, social and cultural characteristics, comparable lifestyles and patterns of behaviour in order to drive analyses in a wide set of domains in the field of EU comparative research in human sciences Structure: the classification should improve the presentation of social statistics to allow comparisons and contrast analyses on the basis of one single classification for most social domains (core variables) and users.

ESS Net objectives (4) The program would have two main components: Precisions from Eurostat added by mail, 11 December 2009 The program would have two main components: Taking into account that the new ISCO incorporates already the dimension of supervisory responsibilities, what would be the core social variables which combined with the occupation could give a classification fulfilling the objectives above mentioned. This would request to test different combinations of variables in different Member States to analyse this derived classification would be relevant for the EU 7

ESS Net objectives (5) The program would have two main components: Precisions from Eurostat added by mail, 11 December 2009 The program would have two main components: Improve the quality of the different components agreed in 1. The variables considered relevant in 1 should be deeply analysed in terms of comparability between countries and between surveys. Best practices for the collection of the data should be identified. A particular attention would be dedicated to the variable "Occupation" using as input the results coming from the Task force on the implementation of ISCO 08 which will work during 2010. 8

ESS Net objectives (6) Precisions from Eurostat added by mail, 11 December 2009 Apart these 2 areas of research the ESSnet could also work on investigating the applicability of the ESeC on the social policies and possible extensions to other domains. 9

ESS Net objectives Proposals to test different combinations of core variables to analyse which derived classification would be relevant for the EU to study the possibility of providing more precise results from the LFS to test the quality of ESeG and its components to reach an agreement with the statistical information users to investigate the applicability of the ESeG on the social policies 10

An approach combining ESSnet proposals, consultation of statistical information users and statistical validation To be adopted the final classification should meet the requirements of a majority of statistics users (2) be understandable by the general public (3) have a good discriminatory power in a large number of domains 11

PART 2 Plan for the future ESSnet

Main actors NSI participating in the ESSnet a board of researchers a board of social policies specialists Eurostat network of NSIs European Statistical Advisory Commitee (ESAC) 13

Main actors: co-partners France INSEE Italy ISTAT Portugal INE Denmark DST Finland STAT FI Poland GUS Hungary KSH Czech Republic CSÚ Bulgaria To be confirmed Belgium 14

Main actors QUESTION: How to work with theESAC? By creating a temporary working group on the subject? - Is this working group to replace the board of researchers and policies specialists? Shall we presente once or twice to the ESAC the work undertaken by the ESSnet? Shall we let the final decision on the classification to ESAC members? The ESAC (European Statistical Advisory Committee) shall assist the European Parliament, the Council and the Commission in ensuring that user requirements and the costs borne by information providers and producers are taken into account in coordinating the strategic objectives and priorities of the Community's statistical information policy. That assistance shall cover all statistical domains relevant to the Community's statistical information policy. The Committee should contribute to a close cooperation in the programme-planning process in order to improve the governance of the European Statistical System and enhance the quality of Community statistics. 15

Main actors Should we set up one or two boards (of researchers QUESTION: Should we set up one or two boards (of researchers and social policies specialists)? The ESAC (European Statistical Advisory Committee) shall assist the European Parliament, the Council and the Commission in ensuring that user requirements and the costs borne by information providers and producers are taken into account in coordinating the strategic objectives and priorities of the Community's statistical information policy. That assistance shall cover all statistical domains relevant to the Community's statistical information policy. The Committee should contribute to a close cooperation in the programme-planning process in order to improve the governance of the European Statistical System and enhance the quality of Community statistics. 16

Work package A: research on possible available sources and test of the methodology . January 2011 – April 2011 17

Work package A: research on possible available sources and test of the methodology assessment of european data available agreement with providers to get access to the data collected outside the ESS test how Eurostat can deliver the data collected inside the ESS to the ESSnet partners 18

Work package A: research on possible available sources and test of the methodology assessment of the quality of the data writing conversion tables from ISCO88 to ISCO08 - test of the methodology 19

Work package A: 20

Work package A: research on possible available sources and test of the methodology QUESTION: Could Eurostat provide the ESSnet partners with micro-data? Else, could Eurostat put a programmer at the disposal of the ESSnet to reproduce programmes tested at national level? 21

Work package B: analysing the quality of professional status and occupations . January 2011 – March 2013 22

Work package B1: analysing the quality of professional status comparison of the share of self-employed/employed in MS evolution of self-employment over the last 15 years by MS distinction of « false » self-employed (degree of dependency to clients, entrepreneurial freedom)(with ESWC, EU-SILC, and ESHFC) This work package is not linked to any other tasks. It can be done at any time during the action provided the data are available 23

Work package B1: analysing the quality of professional status comparison of questions used in MS to collect professional status (including instructions given to interviewers) - recommendations to improve the quality of professional status This work package is not linked to any other tasks. It can be done at any time during the action provided the data are available 24

Work package B2: analysing the quality of the coding of occupations identification of ISCO-08 categories that are atypical (LFS 2012) - discussion with NSIs to know if the specifities are caused by the coding process - recommendations to improve the quality of the coding process in the EU This work package can start as soon as data providing occupations coded into ISCO08 are available (that is to say June 2012) 25

Work package B1 and B2: analysing the quality of professional status and occupations coding QUESTION: Should we divide the work package into two sets? Should we make tests of additional variables to distinguish between managers, supervisors…?

Work package C: definition of 3 to 4 ESeG prototypes and validation of their construction principles . May 2011 – March 2012 27

Work package C: definition of 3 or 4 ESeG prototypes and validation of their construction principles drawing inspiration from the practice of researchers, polling institutes, NSI and Eurostat building 3 to 4 prototypes, first and second level contacting ESeC consortium leaders and proposing to them including their prototype in the study provided it is based on core variables

Work package C: definition of 3 or 4 ESeG prototypes and validation of their construction principles if there is a theoretical framework or criteria (employment relations, skills) statistical analysis of its validity If necessary, developing the second level before the first one (about 30 subgroups) 29

Work package D: consultation of statistical information users . June 2011 – March 2013 30

Work package D: consultation of statistical information users identifying the main users of future ESeG in the EU and selecting about 100 respondents writing, testing and translating an interview guidebook part will be interviewed through writing procedures part through oral procedures Translation and synthesis of responses, ranking of prototypes according to the respondents preferences 31

Work package D: consultation of statistical information users .QUESTIONS: How to identify a hundred experts (researchers, social policies experts, trade unions representatives …) interested in classification matters? How to conduct face to face interviews in the countries not covered by the ESSnet? It depends on the languages spoken by the partners, and the opportunity to resort to researchers/translators. 32

Work package E: test of the discriminatory power of ESeG prototypes . April 2012 – March 2013 33

Work package E: test of the discriminatory power of ESeG prototypes according to the two boards defining the fields for the validation assessment of the discriminatory power of the prototypes in the different fields (variance analysis) synthesis and ranking of the prototypes 34

Work package F: self-identification module to assess the understanding of prototypes by the public . April 2012 – March 2013 35

Work package F: self-identification module to assess the understanding of prototypes by the public carrying out the survey writing and translating the module cleaning the data (control tables) synthesizing the results, ranking the prototype according to their legibility for the general public 36

Work package F: self-identification module to assess the understanding of prototypes by the public QUESTIONS: Is the self-identification module sufficient to assess the intelligibility of prototypes? Should’nt we add classification of occupations in prototypes as a complementary test? 37

Work package F: self-identification module to assess the understanding of prototypes by the public Classification of occupations Respondents work from a list of occupations classified according to ESeG prototypes categories but the official names are not shown. The list is compiled from the six to eight titles of the most common occupations in each group Next, respondents choose a name for each of the groups. Through their choice of words, we can see how respondents perceive and understand the groups. After that, respondents are asked to pair off the groups using a list of twelve criteria that include, among others, the ESeG construction criteria. 38

Work package Diss: presentation to ESAC and dissemination April 2013 – December 2013 39

Work package Diss: presentation to ESAC and dissemination Deliverables could include:  a validated two levels classification (derivation matrix, rationales and manual for implementation)  guidelines to improve the harmonisation of the core variables used in the derivation matrix    a panorama of the European society through final ESeG ie a in-depth description of socio-economic groups using ESS sources (broad sense) 40

Work package Diss: presentation to ESAC and dissemination Deliverables could include:  a presentation of a set of socio-economic indicators at the national and European level according to final ESeG (agregated and detailed level) (2)    a breakdown of households account into socio-economic groups  an history of socio-economic groups since 2000  a classification of countries according to final ESeG 41

The timing 42