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isabel.morgado@in e.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

[email protected] « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Page 1: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

[email protected]

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8-11 July 2008

«

Metadata Life Cycle«STATISTICS PORTUGAL

Page 2: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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National Statistical System

Statistical Metadata System

Business Process Model

Metadata Life Cycle

«

«

Overview

Page 3: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«National Statistical System «The National Statistical System

Statistical Council

National Statistical Institute (Statistics Portugal)

Central Bank (Bank of Portugal)

Regional Statistical Offices (Madeira, Azores)

Entities producers of statistics by delegation of Statistics Portugal

Statistical

authoritities

Page 4: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«National Statistical System «

Planning, Coordination and Dissemination” Standing Section

Approves:

• Concepts and definitions

• Classifications

• Template for the Methodological Document

For use in the National Statistical System – 75% surveys documented in this format

Statistical Council guides and coordinates the

National Statistical System.

Page 5: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«National Statistical System «Statistics Portugal

supervision and technical and scientific coordination National Statistical System.

Metadata Unit

Coordinates all the work related to the statistical metadata system.

Page 6: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «Purposes:

Whole life cycle of surveys;

Central repository for statistical metadata;

Terminology for statistical metadata;

Instrument for statistical harmonisation and coordination of the National Statistical System;

Homogeneous environment for its technological infrastructure.

Page 7: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System

VariablesSurveys Concepts

Clasifications

Thesaurus

DataWarehouseProduction systemsDissemination systems

Page 8: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS - Concepts

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Glossary Theme

ConceptRelationship

Source

Page 9: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS - Concepts

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Page 10: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS - Concepts

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Page 11: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS – Concepts - Editor

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Page 12: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS - Classifications

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Family

Classification

Version

Level

Item

Correspondence

table

Page 13: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 14: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 15: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 16: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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SMS - Variables

«Family/ Theme

Conceptual Variable

Variable

Statistical Indicator

Object Class

Value Domain

Unit of Measure

Property

Representation Class

Page 17: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 18: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 19: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«Statistical Metadata System «

Page 20: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Methodological Document «

Methodological Document

Survey

Variables

Observation

Derived

Indicators Dimensions

Collection Instruments

Questionnaires

Data Files

Concepts used

Classifications used

Products

Page 21: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Methodological Document

«

Page 22: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Methodological Document - Editor

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Page 23: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Data Collection Instruments «

Substitution/ Prorogation

Data Collection

Instruments

Questionnaires Files

Page 24: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Data Collection Instruments - Editor

«

Page 25: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Data Collection Instruments

«

Page 26: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

«SMS – Data Collection Instruments

«

Page 27: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Business Process Model

I. Design

Processes

II. Production III. Dissemination

Processes Processes

I.1 Feasibility

Study

I.3 Technical

Approval

II.1 Planning and

Preparation

I.2

Methodological

StudyII.2 Collection

II.3 Process and

Analyse

III.1 Dissemination

IV. Evaluation

Processes

IV.1 Evaluation

Page 28: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

«Phase: I.Design

Feasibility Study

Methodological Study

Technical approval

Survey InsertInsert, Update,

Retrieve

VariableInsert, Update,

Retrieve

ConceptInsert, Update,

Retrieve

ClassificationInsert, Update,

Retrieve

Statistical indicatorInsert, Update,

RetrieveData collection instrument Retrieve InsertSurvey instancePopulation frame

Sampling frame

Level of attachementDesign

Page 29: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Business Process Model

«Phase: I.Design/ I.3 Technical approval

I.3 Technicalapproval

PreliminaryMethodological

Document

FinalMethodological

Document MetadataRepository

INTRANET

INTERNET

Page 30: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

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Phase: II.Production

WebInqFrames and

SamplesData collection

controlSurvey Insert Retrieve Retrieve RetrieveVariableConcept RetrieveClassification RetrieveStatistical indicatorData collection instrument Retrieve RetrieveSurvey instance Insert RetrievePopulation frame Insert, Retrieve

Sampling frameInsert, Update;

Retrieve

PlanningCollection

Production

Level of attachement

Page 31: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

«Phase: II.Production/ II.2 Collection

Universes and Samples Management

System

Annual universe frame

Short – term surveys

Metadata

Statistical Unit

ISMS

SUFS

Sample frame and samples

Sample frame and samples

Structural surveys

Sub-univers

e frame

Sub-universe frame

WEbInq

Integrated Statistical Metadata System

Statistical Units File System

Page 32: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

«Phase: II.Production/ II.2 Collection

WebInq – On-line surveysRECOLHA DE DADOS

Statistical domain Prices and Short-term Statistics

Type of survey Sample survey

Geographical scope Portugal

Questionnaires 8832 - MONTHLY SURVEY TO THE INDUSTRIAL PRODUCTION

Reference periodMonth

Collection PeriodThe 23th of the month of reference.

Concepts Concepts used in this survey

Classifications Classifications used in this survey

Page 33: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

«Phase: III.Dissemination

Survey Retrieve

Variable Insert, Retrieve

Concept Insert, Retrieve

Classification Insert, Retrieve

Statistical indicator Insert, Retrieve

Data collection instrument RetrieveSurvey instancePopulation frame

Sampling frame

Level of attachement Dissemination

Page 34: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

«Phase: III.Dissemination

Planned:

Euro - SDMX

Reference Metadata

Level of attachements – Agency, Data set

Items - Cross Domain Concepts

Page 35: Isabel.morgado@ine.pt « 8-11 July 2008 « Metadata Life Cycle « STATISTICS PORTUGAL

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Metadata Life Cycle

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Thank you