Transcript Case Studies Slovenia Julija Kutin [email protected] METIS Workshop on the Statistical Business Process and Case Studies 11-13 March 2009

Case Studies
Slovenia
Julija Kutin
[email protected]
METIS Workshop on the Statistical Business
Process and Case Studies
11-13 March 2009
Outline
1.
Introduction.
2.
Statistical metadata systems and the
statistical business process.
3.
System and design issues.
4.
Organizational and workplace culture
issues.
5.
Lessons learned.
Introduction
 Case
Study was prepared by Joza Klep
and Julija Kutin.
 Situation
at SORS end February 2009:
there are 386 employees. 198 of them
have graduate or post-graduate degree.
 SORS
as a production process oriented
institution headed by director general and
two deputy directors.
SORS organisation scheme
The main goal
The main goal of SORS in the field of
metadata is to develop an efficient and
effective, standardized and integrated
system for collecting and editing metadata
as an important part of the statistical
information system.
Metadata in SORS

A centralised, corporate metadata repository (metadata about
surveys, publications, statistical terminology, classifications and
nomenclatures, advance release calendar);

For each statistical survey methodological explanations have
been developed;

This year the metadata repository has been developed
(questionnaires, variables and connections to databases);

The next step will be to connect those two parts with the
repository for reference metadata;

In the centralised metadata repository metadata will be
reusable.;

Metadata will be disseminated through our website.
Metadata on the web
 Program of statistical surveys.
 Action plan.
 Methodological Explanations.
 SORS' release calendar.
 Classifications.
 Questionnaires.
SDMX standards
 SODI
project ("push" method).
 Technical and a content problem.

Group for SDMX:
 to monitor the development of the SDMX;
 to collaborate in different Eurostat activities in
the field of development and implementation
of the SDMX;
 to prepare suggestions on how to take steps
to implement the SDMX;
 to acquaint the wider interested public with
the SDMX.
Statistical Metadata System and the
Statistical Business Process
The most important activities which enable the
Slovenian statistical system to complete the mission
are:
 modern approach to total quality management;
 competency of the staff;
 up-to-date harmonization with the international
environment;
 user-orientation;
 modernisation of processes;
 improvement of working conditions.
Statistical business process model
 The
thorough process of analyzing
processes (from 2006 to spring 2007).
 The
breakdown of processes (structure)
presents a sound basis.
 Around
150 meetings and workshops from
January 2007 to November 2008 helped
clarify objectives of the project.
 There
were more challenges revealed.
Quality Management / Metadata Management
1
Specify
needs
2
Design
3
Build
4
Collect
5
Process
6
Analyse
7
Disseminate
8
Archive
9
Evalua
te
1.1
Determine
need for
information
2.1
Outputs
3.1
Data
collection
instrument
4.1
Select sample
5.1
Standardize and
anonymize
6.1
Acquire
domain
intelligence
7.1
Update output
systems
8.1
Define
archive
rules
9.1
Gather
evaluati
on
inputs
5.2
Integrate
data
6.2
Prepare draft
outputs
8.2
Manage
archive
repository
9.2
Prepare
evaluati
on
1.2
Consult and
confirm need
1.3
Establish
output
objectives
1.4
Check data
availability
1.5
Prepare
business
case
1.6
Methodology
analysis
1.7
Incorporation
annual
program of
statist.surveys
2.2
Frame
and sample
methodology
2.3
Variables
3.2
Process
components
3.3
Configure
workflows
2.4
Data
collection
3.4
Test
2.5
Statistical
processing
methodology
3.5
Finalise
production
systems
2.6
Processing
systems and
workflow
2.7
Agreements
with other
institutions
4.2
Set up
collection
4.3
Run collection
4.4
Load data
into
processing
environment
5.3
Classify
and code
5.4
Edit and
impute
5.5
Derive new
variables
5.6
Calculate
weights
5.7
Calculate
aggregates
6.3
Verify
outputs
6.4
Interpret and
explain
6.5
Disclosure
control
6.6
Finalize
outputs for
dissemination
7.2
Produce
products
7.3
Manage release
of products
8.3
Preserve
data and
associated
metadata
7.4
Market and
promote
products
®
9.4
Analyse
process
data
8.4
Dispose of
data and
associated
metadata
7.5
Manage
customer
queries
GSBPM
9.3
Agree
action
plan
SORS model
SORS use
®
®
®
®
®
®
®
1
SBPM as an input in ISIS
The analysis of
processes was
one of the
inputs into the
project ISIS.
SDM SURVEY DESIGN MODULE
(VARIABLES,
QUESTIONNAIRES)
SPM –
STATISTICAL
PROCESSING MODULE
ADMINISTRATION
(ADMINISTRATION)
DCM DATA COLLECTION
MODULE
(RESPONDENT LIST,
E-REPORTING)
SPM –
STATISTICAL
PROCESSING MODULE
(SURVEYS AND DATA)
SBRM STATISTICAL BUSINESS
REGISTRY MODULE
(REGISTRY)
Current system
METIS
Annual programme of
statistical surveys, survey
instances, activities,
working plan with
activities, publications,
release calendar
KLASJE
ISIS
Classification
s
Variables, questionnaires, address lists,
process metadata.
Integrated Statistical Information System
Costs and Benefits

The current metadata system was gradually
developed, starting in 1997.

"Modernisation and development of the statistical
information system in Slovenia“ (February September 1997 ) – short term missions to SORS
by experts from Statistics Sweden.

StatCop98 project - Development of conceptual,
technical and software solutions of common
(infrastructure) importance.

Project STAT2000 - focus on dissemination
procedures.
IT architecture
Key goals for the realisation of the tasks in ISIS:
 well computerised and efficient statistical
process, supported by general user-friendly
information solutions;

efficient and satisfied internal and external users
of information services;

competent IT experts;

electronic storage and archiving.
Shared servers and dedicated ISIS
servers
Proposed
system
architecture
?
SURS in ISIS
Respondent list
preparation
Input data
into Metis
Data capture from
different sources
DCM-respondent
list
DCME reporting.
Questionnaire
preparation
SDM
Statistical analysis
Release of
questionnaire
SPM
SURS in ISIS
Metis
Activities
Capture metadata
about surveys and
activities from Metis
SDM
ISIS database
METIS
Capture
classiffications
from Klasje
Klasje
Metadata about
surveys,
questionnaires
release
Data file
system
ISIS
SPMAdministration
Review the survey process
and administration of the
application
DCMRespondent
list
Respondent list
preparation and
contacts with units
Outsourcing
Outsourcing versus in-house development:
 use both internal and external human resources;

SORS will focus on the internal management of
the statistical core business;

SORS will outsource when this is cost-efficient
and/or presents an opportunity to expand
internal know-how.
Sharing software
components or tools
Scripts, guidelines, manuals for:
 classification database;
 advance release calendar;
 WebCMS;
 registry of statistical surveys and survey
instances;
 planned activities within survey instances.
Organisational and workplace
culture issues

Responsible unit for metadata should be unit for
general methodology and standards (not at the
moment);

EDP infrastructure and technology is responsible for
SDMX and archiving;

There is no permanent metadata management team
for the moment;

Training and knowledge management:


constant education,
IT requires trained experts.
Partnerships and cooperation

Participating in relevant international meetings
(METIS, OECD and Eurostat);

PC-Axis reference group;

The classification server was developed with
thorough documentation from Statistics New
Zealand;

PHARE projects (COP98, STAT2000, cca 2,5 mio
Euro) and 2005 Transition Facility Program (ISIS,
cca 1,2 mio Euro);

Studying solutions developed elsewhere is the
primary source of knowledge in the metadata field.
Lessons learned

Participation in expert conferences and bilateral
cooperation with foreign offices is necessary;

Total quality management priorities;

The preparation of internal methodological manuals;

SORS attempts to increase interest in implementing
the quality standards of the ESS among authorised
producers of national statistics.
Lessons learned - ISIS final report

Project ISIS is too complex;

User specifications were too general;

Detail specifications preparation together with business
process redesign;

Fluctuation of the consultant's staff;

Remote access to the SORS test environment;

Organizational adaptation of SORS;

Organization of user testing and bug repair on some
modules not efficient;

Split future complex projects into two or three smaller
projects!