United Nations Economic Commission for Europe Statistical Division Part B of CMF: Metadata, Standards Concepts and Models Jana Meliskova UNECE Work Session on Statistical Metadata Geneva, March 2010

Jana Melíšková Slide 2 Common Metadata Framework (CMF)  CMF work under the umbrella of Conference of European Statisticians  CMF aim: to assist SOs in adoption, modeling, usage and implementation of SMS across all phases of their Statistical Business Process  Collective input of NSOs and IOs  Published online via Metis Wiki

Jana Melíšková Slide 3 Common Metadata Framework  Part A - Statistical Metadata in a Corporate Context- A guide for managers Focused on corporate management of metadata projects. (Finalized, publication available)  Part B - Metadata, Standards Concepts and Models Provides information about international standards concepts and models relevant to statistical metadata. (Under preparation, presented version available on the Metis Wiki)  Part C - Metadata and the Statistical Business Process Presents a Generic Business Process Model as a common process model for statistical surveys. (Model finalized, available on Metis Wiki)  Part D - Implementation Focuses on the experiences of national and international statistical organizations that have recently implemented or re-engineered their statistical metadata systems. (Case studies available on Metis Wiki)

Jana Melíšková Slide 4 CMF Part B - standards for metadata are indispensable Use of standards is a challenge There is a common understanding in SOs that the use of common standards related to statistics and metadata is indispensable. The number and diversity of existing standards, however, makes it a challenge for statistical experts to understand them and to incorporate them efficiently in the SMS global architecture.

Jana Melíšková Slide 5 CMF Part B - a draft version Ad-hoc Task Force convened for Part B in early 2009  Presented document is not a final version of CMF Part B.  It is a draft based on: National and international experiences reported at the UNECE/Eurostat/OECD WSs on Metis, Consultancies with experts, Know-how available in writing a draft. Feedback and assistance in finalizing and further maintenance of Part B is indispensable.

Jana Melíšková Slide 6 CMF Part B- the aim The aim of Part B is to offer SMS designers an overview of existing resources, which are likely to be applicable when designing and implementing SMS.  Resources: standards, concepts, models, best practices and other methodological materials.  Focus on internationally recognized resource.  Part B is designed primarily as an Internet publication, so that it can be kept as up to date as possible.

Jana Melíšková Slide 7 CMF Part B – a unique source of info  Part B of the CMF aims to be a unique source of information on existing statistical metadata standards.  It provides a single point of reference, giving SMS designers and other potential SMS users a basic information about standards related to statistical metadata.  It provides for each standard links to more detailed materials and resources.

Jana Melíšková Slide 8 CMF Part B – groups of standards  Standards, related to statistical metadata are presented in the following groups: 1. Statistical concepts 2. Technical standards; 3. Models and statistical practices; 4. Methodological guidelines and recommendations.  Grouping aims to assist SMS designers decide in which areas of SIS metadata standards should be implemented.

Jana Melíšková Slide 9 CMF Part B- statistical concepts Statistical Concepts refer to the content of statistics. The group encompasses internationally accepted standards and/or recommendations as follows:  Concepts and definitions for compiling, disseminating and exchanging statistics;  Statistical classifications;  Statistical units;  Statistical subject matter domains;  Other standards related to statistical content.

Jana Melíšková Slide 10 CMF Part B – technical standards Technical Standards provide technical specifications for:  exchange, storage, documentation and retrieval of statistical data and metadata,  other ICT supported activities, dealing with the use of metadata for the production of statistics,  ISO international standards on Statistical Data and Metadata Exchange (SDMX),  metadata registries,  Data Documentation Initiative (DDI),  Geographical information system (GIS)

Jana Melíšková Slide 11 CMF Part B – models and statistical practices Models and Statistical Practices:  Internationally developed models related to statistical metadata;  Nationally developed models, recognized and applicable internationally;  Neuchâtel Model on Statistical Classifications and Variables;  Corporate Metadata Repository ;  the IMF Data Quality Assurance Framework  ESS standards for quality reports; others

Jana Melíšková Slide 12 CMF Part B – methodological guidelines and recommendations Methodological materials, guidelines and recommendations A lot of methodological materials and recommendations related to statistical metadata have been developed in the framework of international cooperation organized by the UNECE together with OECD, Eurostat and other international organizations. Those materials have proved already many times to be an asset for many NSOs and IOs when building their SMS. Guidelines for Statistical Metadata on the Internet, and Best Practices in Designing Websites for Dissemination of Statistics are examples of such documents. Those and others are introduced in this chapter.

Jana Melíšková Slide 13 CMF Part B – chart of standards  The chart presented in the next slide gives an overall picture about the 4 above mentioned groups of standards presented in the CMF Part B.  Each of the boxes in the chart is treated as a resource in Part B, and described with the aid of a common template.  Two examples of resource descriptions are provided for illustrative purposes in the annex.  The remainder of the resource descriptions can be consulted via the METIS wiki.  The descriptions are living documents, so any proposals for corrections, changes and additions are very welcome.

Jana Melíšková Slide 15 CMF Part B – relationships between the resources  Work has also started on defining the nature of the relationships between individual resources. The chart on the next slide shows the progress so far.  Several types of relationships have been identified: classifies codifies compliesWith conformsTo contains generalises instantiates isPartOf isSimilarTo measures

Jana Melíšková Slide 1615 October 2015 CMF Part B Relationships between resources

Jana Melíšková Slide 17 CMF Part B – some issues to be considered Completeness There are many other resources that could be described in Part B. For example:  standards indirectly related to statistical metadata;  national standards and models. Are all the relevant resources described? Should any of those currently included be removed?

Jana Melíšková Slide 18 CMF Part B – some issues to be considered A second level of resource descriptions.  Some of the resources described (for example statistical classifications and statistical units) refer just to a family of resources.  Is there a value in developing a second tier of resource descriptions to describe the elements in these resource families?  An example could be resource descriptions of the main international classifications (ISIC, ISCO, ISCED etc.).

Jana Melíšková Slide 19 CMF Part B – some issues to be considered Identification of links between resources Each resource could have links to all other resources. However, some links are stronger than others. At present only the stronger links are described. Is it sufficient for practical purposes?

Jana Melíšková Slide 20 CMF Part B – some issues to be considered Maintenance and update  A regular maintenance of the resources described in the CMF Part B is an important pre requisite for its value to SMS designers.  To identify “owners”, responsible for maintaining each resource description seems to be indispensable.

Jana Melíšková Slide 21 CMF Part B – conclusion  The work on the CMF Part B has progressed significantly during the last year. It can now be opened to the wider METIS group for comment.  Since the CMF Part B is a living document, it will never really be finished. It should remain open for further development and maintenance.  The important goal at present is to reach the stage where the METIS community will be confident that, the CMF Part B will be useful for statistical practice.  It is planned to promote CMF Part B to the wider statistical community by the end of  The input of the 2010 METIS Work Session will help significantly the Task Force to reach this goal.

Jana Melíšková Slide 22 CMF Part B THANK YOU