IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Lifecycle & Comparative Studies Metadata Needs of the Future CESSDA RI Uwe Jensen GESIS – Leibniz Institute for the Social Science (Germany) E4 – CESSDA PPP

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Comparative research - a major feature in social science activity Globalisation & European integration > international collaboration & cross disciplinary networking, the growth in potential funding sources (EC FP’s, ESF; national funding) Comparative research - variety of forms and strategies –High quality & ambitious research affects dynamically methodology and concepts –Projects expand in no. of countries & increased complexity of the collected data of various types Variety of Subjects –Political & social institutions & systems (like welfare, organisations, families …) –Attitudes, values, and behaviour pattern in manifold areas (health, consumer, election …) Variety of design concepts & spatial & temporal dimension (examples) –Special topics / EU Candidate countries (Eurobarometer) –Modules for replications > cumulation (ISSP) –Ex-post times series (EB Trend file) –Longitudinal studies to observe the same items over long periods of time (ESS, EVS). –National studies conceptualized to allow comparison ( Household panels; GSS, Age; Health ) Metadata needs of the future CESSDA RI regard Conception > Production > Repurposing of complex data Simplified Study Lifecycle

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Data producer (Primary investigator) provide metadata (Reports on …) Conception >> Production> Repurposing Project (proposal & initialisation) > project mission & organisation & management & work principles > funding & conditions > archiving > public-re-use (> Data sharing) Study concept and survey design > Background and research questions for the study instance Questionnaire development > basic questionnaire > translations > country specific questionnaire / questions documentation & monitoring procedures Sample selection > Pilot / Pre-test of the questionnaire Project considers or decide on additional or new metadata needs to develop and to document (at this phase or at a later time)

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 New metadata needs may occur as consequence of methodological findings, e.g. on: oMode of Data Collection (mixed mode > face-to-face, telephone, Internet and paper self-completion) oStrategies on improving response rates, oFunctional equivalence of question Conception >> Production> Repurposing Needs for Contextual statistics to support analysis of variables Development of attitudinal indicators e.g. link between “life satisfaction” <> national economic indicator (ESS) Demographic database for the country level to provide additional personal or household characteristics (sex, income, educational level,...) Socio-economic macro statistics > Example: “Contextual data for the European Social Survey ”

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Data collection Conception >> Production> Repurposing Interviewer training > Guideline & monitoring Country specific fieldwork > monitoring and outcomes > Reports Additional metadata needs Complementary documentation of Event Data > Database to document context effects during fieldwork (like social, economic, natural events) (like ESS) Depending on project organisation: Quality control of the fielded data and (initial) data documentation – by country according to ex-ante proved standard (like ISSP; ESS, EVS) or – by other project regulation (e.g. integrated dataset by field work institute > Eurobarometer ) Primary Data Analyses Publication of results (by Primary investigator / Project) Pass Study to a Data provider instance

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Contracting / Ingest / Long-term preservation > special topic: Preservation metadata Data Processing - Harmonisation - Integration & Metadata Documentation Conception >> Production> Repurposing Extension of metadata needs to support public retrieval and re-use of comparative data (selective!!) Metadata capture & data processing – Standard procedures and documentation standards Question / Variable …. : Project information & Study design (funding, concepts; methodological design details) Index / Classify by controlled vocabs > Study – Question – Variable Referencing general subjects to other collections / studies (> ISSP; EVS, ESS, ….) Substantial context information: Standards used in documentation (Employment; Regions, …) From other disciplines & trusted (web) resources (statistics, country fact sheet, Health, Political Parties …) Knowledge references & products Linkage of publications on the data & (primary & secondary) project based on-line bibliography database to register publications referring to respective data Durable Citation of versioned metadata/data (PID) (study; the data (a single variable, group or trend) Lon-term preservation of processed study product Publication / dissemination

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Conception >Production >Repurposing > Metadata needs to support re-use of data (via local holdings > integrating CESSDA portal) > Metadata on structural & substantial data context (study x question x variable for space x time dimensions) Browsing – Presentation views on one Study module by topics; by year, … Module as: IDS, Country DS X Q/V groups – plus Quest., Reports, Tables, ref. Studies, Publications, DBs … Cumulation: trend view > category groups and selection by country & year (or groups of them) Search by categories to discover comparative & (potentially) comparable Questions / Data from diff. studies + applying controlled vocabs for European languages (WP4) Minimum requirement: universe (object) + concept (property) + variable content (representation) (ISO/IEC compliance) + further methodological aspects … > selective for XY countries / XY year(s) Question / Variable browsing & retrieval > specialized platform for Harmonisation & Question DB (WP9) Trend presentations from different surveys > … Concepts / scale information – multilingual question wording in a study series - …. Data explorations & analysis > Data access Publication of Data & Metadata : Store > Discover > Explore > Access (> CESSDA data portal Role of Gov. I IDS C6/V141/R7350 Role of Gov. II IDS C11/V142/R14897 Role of Gov. III IDS C26/V141/R35313 Role of Gov. IV – 2006 IDS C34/V141/R48641 Role of Gov. I-IV (2008) CUM C 22 – V R 83485

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Conception > > metadata … Production > > metadata … Repurposing > > metadata … CESSDA Policies DDI 3 Best practice > on the way + … Strategy plan Business Plan Projects to develop tools International cooperation Comparison & grouping Longitudinal data Workflows on ex-ante/ex-post proc Metadata re-use & Repositories Keyword & concepts Metadata storage & preservation Migration strategies Metadata discovery Re-Use of Data & Metadata in secondary analysis Role of Gov. I IDS C6/V141/R7350 Role of Gov. II IDS C11/V142/R14897 Role of Gov. III IDS C26/V141/R35313 Role of Gov. IV – 2006 IDS C34/V141/R48641 Role of Gov. I-IV (2008) Cumulation C22 - V114+… - R83485 DDI 3.1 HowTo … Why?! Further Standards & Models - OAIS > Preservation > Statistical data … A short stop: How to manage complex collections of metadata & relationships at the Archive level?

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Conception >> Production> Repurposing Metadata needs of the future CESSDA RI Metadata provision for re-use and replication of available data Expands present data & metadata > new knowledge products Harmonisation platform with to inform on constructs and classifications (Constructs, Classifications, Conversions DB) to enhance comparability of data across surveys > expand present metadata by community-produced metadata complementary Question database to inform comparative research on large scale on national or time-specific version of a question > allows for immediate systematic comparison > connected to concepts & classifications to support the development of new questionnaire Re-Use of Data & Metadata Role of Gov. I IDS C6/V141/R7350 Role of Gov. II IDS C11/V142/R14897 Role of Gov. III IDS C26/V141/R35313 Role of Gov. IV – 2006 IDS C34/V141/R48641 Role of Gov. I-IV (2008) CUM C22/V114+/R83485 new Conception > Production > Repurposing …..

IASSIST / IFOD: Mobile Data and the Life Cycle – Tampere, Finland May 26-29, 2009 Thank you! Contacts & information: Metadata needs & functional specifications for the CESSDA RI WP4 Controlled vocabularies WP8 Enhancement of data and metadata infrastructures WP9 Harmonisation platform & question database WP11 Investigating the potential of grid technologies WP12 Technical support for the preparatory phase WP5 One-stop-shop Portal >