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WebInq: electronic data collection service
WebInqelectronic data collection service
INE Portugal
Electronic Raw Data Reporting
UNECE / Eurostat (Geneva, 6 – 8 November 2006)
Paulo Saraiva dos Santos
Topic (ii) Electronic reporting of census data and other national experiences
WebInq: electronic data collection service
Background ofData Collection and EDR
at INE Portugal
WebInq: electronic data collection service
Data Collection figures Resources 250 workers + 400 local interviewers
12 M €
100 surveys and 570 occurrences 90 by self-completed (20 with 86% of enterprises);
15 by interview 110,000 enterprises (99% small or medium-sized enterprises).
Ave
rag
e a
nnu
al
ind
ica
tors
Electronic Data Reporting (EDR) 46% of surveys 56% of responses WebInq and e-mail
26,000 enterprises and 282,000 responses
200
5
WebInq: electronic data collection service
Surveys / year %
1 survey 67%
2 – 5 28%
> 5 5%
Occurrences / year %
1 occurrence 57%
2 – 12 21%
> 12 12%
Data Collection impact
Enterprises Respondents
1 enterprise 96%
> 1 4%
Surveys Respondents
1 survey 70%
> 1 30%
Multi enterprise, surveys and respondents
It demands for a flexible solution
WebInq: electronic data collection service
EDR timeline
• … some initiatives (XLS worksheets)• 1997: Intrastat and IDEP e-mail (EDIFACT, ASCII)
• 1998: e-mail management (automatic acknowledgment)
• 2003: WebInq public access XLS and e-mail• July.05: WebInq subscriber area Intrastat
webform• 2006Q4: 20 surveys
WebInq: electronic data collection service
WebInq concepts
WebInq: electronic data collection service
What is WebInq?
• INE’s website data collection channel;• Webforms and uploads (XML and XLS)• It provides information about surveys;• It aims to be a single point of access to manage
electronic questionnaires;• Users:
– Individuals, enterprises and other institutions, third declarants
• Does not cover local units and establishments • Does not cover all of our electronic reporting
WebInq: electronic data collection service
WebInq development
• Only internal resources
• Microsoft .NET Framework Version 1.1– Microsoft Visual Studio– ASPX and JavaScripts
• SQL*Server and Oracle
• thawte SSL certificates
WebInq: electronic data collection service
WebInq figures (2006 October)
• 9,000 enterprises• 8,000 users (7% third declarants)
• 20 e-questionnaires
• Intrastat webforms: – 2,600 declarants– 20,000 returns (2006)
WebInq: electronic data collection service
WebInq monthly active enterprises
0
1.000
2.000
3.000
4.000
5.000
6.000
7.000
8.000
9.000
10.000
Jan
-06
Fev
-06
Mar
-06
Ab
r-06
Mai
-06
Jun
-06
Jul-
06
Ag
o-0
6
Set
-06
Ou
t-06
No
v-06
Dez
-06
Jan
-07
Act
ive
com
pan
ies
WebInq: electronic data collection service
WebInq: Intrastat active declarants
0
500
1.000
1.500
2.000
2.500
3.000Ja
n-0
6
Fev
-06
Mar
-06
Ab
r-06
Mai
-06
Jun
-06
Jul-
06
Ag
o-0
6
Set
-06
Ou
t-06
No
v-06
Intr
asta
t ac
tive
co
mp
anie
s
WebInq: electronic data collection service
Subscriber ID
AAA000001
Fiscal number
01 123456789
Designation
Acronym
Company
Survey
User
WebInq entities and components
1. Web channel;
2. Management tool (BOW);
3. Intranet indicators report;
4. Intranet e-questionnaire edit tool (WebReg).Co
mp
one
nts
En
titie
s
WebInq: electronic data collection service
WebInq http://webinq.ine.pt/
WebInq: electronic data collection service
WebInq management tool (intranet)
WebInq: electronic data collection service
WebInq indicators report (intranet)
WebInq: electronic data collection service
WebReg: Intranet webform edit tool
WebInq: electronic data collection service
WebInq: two different areas
• PUBLIC area– General information and help about WebInq;– Statistical terms and concepts;– Download of files related with each survey;– Specific survey information;
• SUBSCRIBER area– User authentication;– Update information about inquired units;– User association with inquired units and surveys;– Manage questionnaires and users;– Secured upload of XML files.
WebInq: electronic data collection service
Public area menu optionsService presentation
Access to subscriber area
File downloads
Surveys area
Help
Statistical terms and concepts
WebInq contacts
WebInq: electronic data collection service
Surveys area• Surveys:
– IEH: annual business survey– IMPI, IAPI: industrial production (monthly
and annual)– ICCOP: conjuncture (construction)– PTRE: quarterly business survey– IVN (5): business short term indicators– Intrastat: monthly EU trade of goods – RIAP: properties of the public
administration– SPE: business services– IEGPA: environment business– UCDR: large commercial surfaces– …
WebInq: electronic data collection service
Intrastat specific information
• Intrastat– Objectives– Legal framework– Type of survey– Data collection methods– Questionnaire– How to respond– IDEP CD request– Users manual– Dissemination products– Help– Contacts
WebInq: electronic data collection service
Two types of users
• Main user– Master key– Update inquired unity attributes– Generate survey access codes to secondary users– Follow-up the activity of secondary users– Report data
• Secondary user– Activate surveys with access codes– Report data
WebInq: electronic data collection service
Subscribers and users
• A subscriber can:– be a user of one or more inquired units;– manage one or more surveys from an inquired
unit;– become a main or a secondary user of a unit;– become a main user of an unit and a
secondary user of another different unit.
• Very flexible solution.
WebInq: electronic data collection service
CompanyCompany
Company
User
User
User
Subscribers, enterprises and surveys
U1
U2
U3
C1 C2 C3
S1
S2
S3
S1 S2
S3 S1
S2
WebInq: electronic data collection service
Subscribe
Authentify
Activate Apply
SelectSurvey
Report
@
Authentication process
Company
Survey
User
WebInq: electronic data collection service
Become a WebInq subscriber
• Go to subscriber area
• Choose new subscriber option
• Accept terms and conditions
• Provide personal information
• WebInq generates ID and password
• WebInq send an e-mail with the password
WebInq: electronic data collection service
Subscriber area menu options
Exit
Help
First access- Identify the unit- Activate master key- Activate survey
List of units
Update user information
Change password
WebInq: electronic data collection service
Main user access
1. Subscribe and login WebInq;
2. Apply to an unit master key;
3. Receive and activate the master key;
4. Manage questionnaires;
5. Manage secondary users.
WebInq: electronic data collection service
Become a main user for a unit
1. Subscribe and login WebInq;
2. Identify the inquired unit (enterprise);
3. INE send a letter to the inquired unit with the master key, informing the name of the user applicant;
4. The inquired unit send the master key to the user applicant;
5. The user activate the master key and become the main user of the inquired unit.
WebInq: electronic data collection service
Secondary user access
1. Subscribe and login WebInq;
2. Receive the survey activation code from a main user (one for unit and survey);
3. Activate the survey (one unit);
4. Manage the questionnaires.
WebInq: electronic data collection service
Activity: Choose an inquired unit
WebInq: electronic data collection service
Activity: Manage the inquired unity
WebInq: electronic data collection service
Activity: Survey management
WebInq: electronic data collection service
Intrastat webform. Returns report
WebInq: electronic data collection service
Intrastat webform. Insert a line
WebInq: electronic data collection service
Intrastat. Lines list and validation
WebInq: electronic data collection service
PTRE: XML upload example
WebInq: electronic data collection service
IMPI. Industrial production (monthly)
WebInq: electronic data collection service
IEGPA. Business environment
WebInq: electronic data collection service
IVNEC. Commerce short-term indicator
WebInq: electronic data collection service
• Other types of unities (establishments);
• XBRL upload;
• Optimize response view;
• Adapt survey management;
• English version;
• Management tool for all surveys.
Foreseen developments
WebInq: electronic data collection service
WebInqelectronic data collection service
INE Portugal
Electronic Raw Data Reporting
UNECE / Eurostat (Geneva, 6 – 8 November 2006)
Paulo Saraiva dos Santos
Topic (ii) Electronic reporting of census data and other national experiences