MEMOBUST Handbook: Modern Business Statistics Methodology

1. MEMOBUST Essnet on Methodology for Modern Business Statistics Marco Di Zio Methods, Tools and Methodological Support for Production Processes Division ISTAT ESSnet workshop, Rome, 3-4 December 2012

2. 2012 ESSnet Workshop OUTLINE • Background / goals of the project • Description of the handbook • Possible use • Future ESSnet workshop, Rome, 3-4 December 2012

3. 2012 ESSnet Workshop PROJECT - Memobust ESSnet Workshop • Methodology for modern business statistics • Two phases: Jan 2011 – July 2012; • Sept 2012 – Feb 2014 • 8 (1st phase): Netherlands (coordinator), Greece, Hungary, Italy, Norway, Poland, Sweden, Switzerland • 7 (2nd phase): - Greece ESSnet workshop, Rome, 3-4 December 2012

4. 2012 ESSnet Workshop Main goals • Write a handbook on methodologies for the production of business statistics • The first idea was to review the “Handbook on design and implementation of business surveys (Eurostat, 1998)”, considered outdated • In practice the HB is almost entirely re-written, we started from scratch ESSnet workshop, Rome, 3-4 December 2012

5. 2012 ESSnet Workshop Readers • Persons working at statistical institutes in business statistics • Survey managers • Statisticians/ staff of production process • Methodologists ESSnet workshop, Rome, 3-4 December 2012

6. 2012 ESSnet Workshop Handbook / form & approach • Two types of modules (2 templates) • Themes - general nature; broad readership • Methods - more technical • Comply with standards • processes in GSBPM (generic statistical business process model). Terminology in SDMX ESSnet workshop, Rome, 3-4 December 2012

7. 2012 ESSnet Workshop Handbook / form & approach • Appearance • set of interconnected PDF documents / modules • freely accessible on the web • web page: http://www.essnet-portal.eu/memobust-0 ESSnet workshop, Rome, 3-4 December 2012

8. Introduction General Observations User Needs Overall Design Repeated Surveys Design of Statistical Concepts Questionnaire Design Statistical Registers and Frames Sample Selection Data Collection Response Data Fusion at Micro-Level Coding Statistical Data Editing Imputation Derivation of Statistical Units Weighting and Estimation Quality Aspects Macro Integration Seasonal Adjustment Statistical Disclosure Control Dissemination Evaluation Handbook structure/Topics ESSnet workshop, Rome, 3-4 December 2012

9. 2012 ESSnet Workshop Handbook structure-Module • Some topics only one module e.g, Overall Design • Some topics more than one module, e.g, Total n. of modules ~ 120 (at the moment) ESSnet workshop, Rome, 3-4 December 2012

10. 2012 ESSnet Workshop Dissemination • Course at The Hague (CBS)- Nov. 2013 The course will be given to no more than 20 participants. Registration for the course will be free of charge. Travel and subsistence costs of participants will be refunded to a maximum of 1000 Euro per person. • International workshops – Q2012, NTTS, EESW13,… • Involve as much experts as possible in the writing/reviewing tasks • Inviting contributions from other ESSnet projects • Admindata • Essnet on Data Integration • ….. ESSnet workshop, Rome, 3-4 December 2012

11. 2012 ESSnet Workshop Possible use of handbook • Source of knowledge / aid in designing and running business statistics: professionals and novices • Insight in specific methods • Ground material for courses • Harmonisation at European level ESSnet workshop, Rome, 3-4 December 2012

12. 2012 ESSnet Workshop How to keep the HB alive after the end of the project • Sustainability The modular, electronic form facilitates the easy updating of the handbook. A plan will be written during phase 2 outlining a possible organisation of the maintenance of the handbook after the project has finished. • The maintenance requires participation of a dedicated and active group of experts and users. • • editorial board, e.g. moderators per topic • • invitation to others to contribute to the handbook • • dedicated projects for updating modules • Wiki version? ESSnet workshop, Rome, 3-4 December 2012