Recent Developments of the OECD Business Tendency and Consumer Opinion Surveys Portal coi/coordination coi/coordination

PROJECT PROPOSAL Objectives Creation of a portal on the web to promote harmonisation and facilitate best practice through sharing of information The portal should provide access to: International guidelines and recommendations International guidelines and recommendations Questionnaires used by national institutes Questionnaires used by national institutes Summary metadata on key elements of national surveys Summary metadata on key elements of national surveys Selected data presented in a common format Selected data presented in a common format Links to papers from meetings organised by OECD, EC, CIRET Links to papers from meetings organised by OECD, EC, CIRET Links to selected best practice Links to selected best practice Links to selected web sites Links to selected web sites Terminology Terminology

Revised Structure Main links Recent Survey Results Recent Survey Results Methodological Guidelines and Good Practices Methodological Guidelines and Good Practices Country Metadata and Research Country Metadata and Research Meeting Papers Meeting Papers National Survey Institutes and Relevant International Bodies National Survey Institutes and Relevant International Bodies Business Tendency and Consumer Survey Terminology Business Tendency and Consumer Survey Terminology Joint Development Work by National Institutes Joint Development Work by National Institutes Other links Other links Business and Consumer Surveys: OECD Development work in OECD Non-Member Countries Business and Consumer Surveys: OECD Development work in OECD Non-Member Countries OECD Leading Indicators OECD Leading Indicators

Revised Detailed Structure Recent Survey Results Methodological Guidelines & Good Practices International Guidelines & Recommendations International Guidelines & Recommendations The Survey Frame The Survey Frame Sample Design Sample Design Estimation Estimation Data collection & Validation Data collection & Validation Survey Errors and Bias Survey Errors and Bias Evaluation & Dissemination Evaluation & Dissemination Questionnaire Design Questionnaire Design Data Presentation Data Presentation Seasonal Adjustment Seasonal Adjustment Country Metadata & Research Cross country Overviews Cross country Overviews Country Questionnaires Country Questionnaires National Survey Descriptions National Survey Descriptions Country Investigations Country Investigations Online metadata for OECD published data Online metadata for OECD published data Meeting papers November 2005 November 2005 September 2004 September 2004 November 2003 November 2003 National survey Institutes & Relevant Internat. Bodies Business and Consumer Survey Terminology

Suggestions for improvements to the Portal discussed at the OECD Workshop in Warsaw 2004 Maintaining the content – responsibility Maintaining the content – responsibility Avoid duplication of efforts with respect to OECD, EC, CIRET websites Avoid duplication of efforts with respect to OECD, EC, CIRET websites Access to data and metadata in standardised format and through links to web pages of national institutes Access to data and metadata in standardised format and through links to web pages of national institutes Providing access to long time series Providing access to long time series Information in common language (English) – metadata and questionnaires in national language, better than no information Information in common language (English) – metadata and questionnaires in national language, better than no information Links to websites of national institutes – relevant web pages rather than just home page Links to websites of national institutes – relevant web pages rather than just home page

Access to Data Long time series - Historical data back to 1986 on industrial business confidence and consumer confidence indicators is now included in the Excel file with Recent Survey Results Long time series - Historical data back to 1986 on industrial business confidence and consumer confidence indicators is now included in the Excel file with Recent Survey Results Standardised format – Proposal for calculation of Normalised confidence indicators and regional/zone aggregates presented in OECD paper Standardised format – Proposal for calculation of Normalised confidence indicators and regional/zone aggregates presented in OECD paper Detailed survey data by sectors for all OECD Member countries and the Big 6 OECD Non- member countries will be available in April 2006 through a link to OECD.Stat Detailed survey data by sectors for all OECD Member countries and the Big 6 OECD Non- member countries will be available in April 2006 through a link to OECD.Stat

Metadata in National Language Country Questionnaires BTS in Manufacturing 9 countries in English, French, German, Italian 9 countries in English, French, German, Italian BTS in Construction, Retail Trade and Services 6 or 7 countries in English, French, Italian 6 or 7 countries in English, French, Italian Consumer Surveys 4 countries in English, French, Italian languages 4 countries in English, French, Italian languages

Metadata in Standardised Format National Survey Descriptions Standardised National Survey Descriptions OECD/European Union member countries OECD/European Union member countries OECD Member countries (non European Union) OECD Member countries (non European Union) Large OECD Non-Member Economies Large OECD Non-Member Economies Online metadata for OECD published data Detailed metadata (questions/variables), updated monthly Detailed metadata (questions/variables), updated monthly

Standardised National Survey Descriptions – Metadata Items OECD Member countries (non EU) Source Source Statistical concepts and classifications Statistical concepts and classifications Data characteristics and collection Data characteristics and collection Statistical population and scope of data Statistical population and scope of data Manipulation and dissemination Manipulation and dissemination OECD/European Union member countries member countries Contact Contact Methodology Methodology /std/bt- coi/coordination /std/bt- coi/coordination /std/bt- coi/coordination /std/bt- coi/coordination

Main Metadata Items not explicitly listed in EU standard Key statistical concepts used Key statistical concepts used Unite of measurement used Unite of measurement used Reference period Reference period Base period Base period Date base period last updated Date base period last updated Link to release calendar Link to release calendar Population coverage Population coverage Aggregation & consolidation Aggregation & consolidation Estimation procedure Estimation procedure Imputation Imputation Transformations Transformations

Online Metadata for OECD Published Data Main Economic Indicators (MEI) – Sources and Definitions (METASTORE) Metadata structure Subject – Business (BTS)/consumer surveys Subject – Business (BTS)/consumer surveys Sector – manufacturing, non-manufacturing, Sector – manufacturing, non-manufacturing, Construction/retail trade/other services Country – OECD Member countries and Big 6 OECD Non-member countries Country – OECD Member countries and Big 6 OECD Non-member countries

MEI - Metadata Items Subject and Sector level (BTS) Contact Contact Direct source Direct source Variables collected Variables collected - National variables (confidence indicators) - EU harmonised variables Key statistical concept Key statistical concept Aggregation & consolidation Aggregation & consolidation Seasonal adjustment Seasonal adjustment Recommended uses and limitations Recommended uses and limitations

MEI - Metadata Items Country level Name of collection/source Name of collection/source Direct source Direct source Sampling Sampling Sector coverage Sector coverage Key statistical concept Key statistical concept Aggregation & consolidation Aggregation & consolidation Estimation Estimation Weights Weights Seasonal adjustment Seasonal adjustment Definition of individual questions/variables Definition of individual questions/variables

Future Developments Data Normalised Confidence indicators for selected countries and sectors and regional/zone aggregates will replace the data now available in the Excel file with Recent Survey Results Normalised Confidence indicators for selected countries and sectors and regional/zone aggregates will replace the data now available in the Excel file with Recent Survey Results Detailed survey data for all sectors and countries will be available through a link to OECD.Stat Detailed survey data for all sectors and countries will be available through a link to OECD.StatMetadata Coverage of metadata in standardised format for Non EU member countries to be improved gradually Coverage of metadata in standardised format for Non EU member countries to be improved gradually Online metadata for OECD published data will be rearranged to fit metadata structure (METASTORE) and upgraded with new information Online metadata for OECD published data will be rearranged to fit metadata structure (METASTORE) and upgraded with new information

Thank You Ronny Nilsson Short-term Economic Statistics Division OECD Statistics Directorate