isabel.morgado@ine.pt

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8-11 July 2008

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Metadata Life Cycle«STATISTICS PORTUGAL

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National Statistical System

Statistical Metadata System

Business Process Model

Metadata Life Cycle

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Overview

«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

«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.

«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.

«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.

«Statistical Metadata System

VariablesSurveys Concepts

Clasifications

Thesaurus

DataWarehouseProduction systemsDissemination systems

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SMS - Concepts

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Glossary Theme

ConceptRelationship

Source

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SMS - Concepts

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SMS - Concepts

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SMS – Concepts - Editor

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SMS - Classifications

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Family

Classification

Version

Level

Item

Correspondence

table

«Statistical Metadata System «

«Statistical Metadata System «

«Statistical Metadata System «

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SMS - Variables

«Family/ Theme

Conceptual Variable

Variable

Statistical Indicator

Object Class

Value Domain

Unit of Measure

Property

Representation Class

«Statistical Metadata System «

«Statistical Metadata System «

«Statistical Metadata System «

«SMS – Methodological Document «

Methodological Document

Survey

Variables

Observation

Derived

Indicators Dimensions

Collection Instruments

Questionnaires

Data Files

Concepts used

Classifications used

Products

«SMS – Methodological Document

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«SMS – Methodological Document - Editor

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«SMS – Data Collection Instruments «

Substitution/ Prorogation

Data Collection

Instruments

Questionnaires Files

«SMS – Data Collection Instruments - Editor

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«SMS – Data Collection Instruments

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«SMS – Data Collection Instruments

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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

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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

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Business Process Model

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

I.3 Technicalapproval

PreliminaryMethodological

Document

FinalMethodological

Document MetadataRepository

INTRANET

INTERNET

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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

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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

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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

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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

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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

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Metadata Life Cycle

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Thank you