1. Joint UNECE/Eurostat/OECD
Techical approval of surveys
Statistics Portugal
Ana Paula Guerra
Isabel Morgado
29-30 September 2008
Joint UNECE/Eurostat/OECD
Work Session on Statistical Metadata (METIS)
Lisbon, 11– 13 March, 2009

2. Business Process Model

3. Business Process Model
Phase: Design
Process:

4. Business Process Model

5. Business Process Model
Phase: Design
Process:

6. Business Process Model

7. Business Process Model
Phase: Production
Process:

8. Business Process Model

9. Business Process Model
Phase: Production
Process:

10. Business Process Model

11. Business Process Model
Phase: Production
Process:

12. Business Process Model

13. Business Process Model
Phase: Dissemination
Process:

14. Business Process Model

15. Business Process Model
Phase: Evaluation
Process:

16. Business Process Model

17. Phase: Design Registration Business Process Model Process:
Methodological documents
Data collection instruments
Registration

18. Joint UNECE/Eurostat/OECD Work Session on Statistical Metadata
STATISTICS PORTUGAL
Methodological Documentation
Ana Paula Guerra
Joint UNECE/Eurostat/OECD
Work Session on Statistical Metadata
(METIS)
Lisbon, 11 – 13 March, 2009

19. Statistical Metadata System
The Metadata System (current system)
Access: homepage of the Official Statistics website – Portal (

20. 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

21. Technical approval/ /Methodological document workflow
Stages
DMet

22. Technical approval/ /Methodological documentation
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
Product (output) that gathers, in a coherent way, all the metadata generated during the survey design phase

23. Technical approval/ /Data collection instrument (D.C.I.)
Stages
D.C.I.

24. => final act of the technical approval
Data collection instruments
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)
Instrument used for data collection and for which an identification can be specified by means of an attribute
=> final act of the technical approval

25. METHODOLOGICAL DOCUMENT/
Methodological documentation/ /Data collection instruments
New survey or
Changes in the survey
due to: changes Business Proccesses
reflects: DMet contents
consequence: DMet new version
WHEN TO CREATE A NEW VERSION OF A
METHODOLOGICAL DOCUMENT/
(DMet)
substitution
system
New survey = new questionnaire or
Changes in the questionnaire
due to: changes observation variables
reflects: questionnaire contents
consequence: questionnaire new version
/DATA
COLLECTION INSTRUMENT (questionnaire)
substitution
due to: changes in validity period
reflects: questionnaire validity date
consequence: maintains ID_code/changes date
prorogation

26. Methodological documents subsystem
User
interface

27. Methodological documents subsystem
User
interface

28. Methodological documents subsystem
User
interface

29. restricted area Methodological documents subsystem Management area
Methodological Documents - Management
Search
Management
area
PDF file loading
restricted area
Loading without link us

30. Data collection instruments subsystem
User
interface 

31. Data collection instruments subsystem
User
interface

32. Data collection instruments subsystem
User
interface

33. Data collection instruments subsystem
User
interface

34. restricted area Data collection instruments subsystem Management area
Data Collection Instruments - Management
Presentation
Search
Advanced search
New register
Prorogation
Translation (name)
Historic information
Respondent entities
Users (internal)
General documentation us
Management
area
restricted area

35. Joint UNECE/Eurostat/OECD
Methodological Documentation
Next Steps
Isabel Morgado
Joint UNECE/Eurostat/OECD
Work Session on Statistical Metadata (METIS)
Lisbon, 11– 13 March, 2009

36. « Towards a universal archetype for reference metadata Quality Report
Methodological Documentation System
Towards a universal archetype for reference metadata
Methodological Document
Quality Report
Euro-SDMX ….

37. « Methodological Document « Standard format: Methodological document
survey
General characterization,
Methodological characterization,
Concepts,
Classification,
Variables,
Data collection instruments,
Abbreviation and acronym,
Bibliography.

38. Methodological Document Structure
Survey
Observation
Derived
Concepts used
Variables
Indicators
Dimensions
Classifications used
Methodological Document
Products
Questionnaires
Collection Instruments
Data Files

39. « Euro-SDMX « Standard format: Contact, Euro-SDMX for Data set
Metadata update,
Statistical presentation,
Unit of measure,
Reference period,
Institutional mandate,
Confidentiality,
Release policy,
Dissemination,
Accessibility,
Quality management,
……..
Euro-SDMX for Data set

40. « Standard Quality Report « Standard format: 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 for Statistical process

41. « Methodological Documentation System What in common?
Standard formats - MSD’s
Cross Domain Concepts (shared)
Documentation of a particular “Level of attachement”

42. « A possible solution: 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

43. Methodological Documentation (MSD’s)
Methodological Documentation System
Methodological document
Standard Quality Report
Other reports
Euro-SDMX
Interface
Methodological Documentation (MSD’s)
Concepts
Variables
Data Collection Instruments
Products
Classifications …

44. « Implementation: Methodological Documentation System
Analysis of existing implementations
ESSnet on SDMX: common solution for Euro-SDMX?
Generalization for other report types?

45. Methodological Documentation System
Thank you for your attention