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The Statistical Metadata System: its role in a statistical organization A presentation of Part A, Chapters 1–3 of the Draft Statistical Metadata Framework Jana Meliskova Joint UNECE / Eurostat / OECDWorkSession on Statistical Metadata Geneva, 3 – 5 April 2006
Background • Aim of Metadata Framework Part A • Inform senior managers • Describe their involvement in SMS projects • Role of Statistical Metadata Systems (SMS) • Effective functioning of statistical organization • Expertise in statistics • Cross cutting nature of SMS • Interdisciplinary team approach
Issuesaddressed in Part A • Corporate Value Proposition • Functions • Users • Benefits • Strategies • Vision • Metadata Objects • Strategic Planning • Management • Core Principles • Corporate Governance model
What is the role of an SMS? • The Statistical Metadata System supports: • Production of official statistics • Monitoring and evaluation of statistical processes • Management of methodological activities • Cooperation with users • Increasing usability of data for clients • Improved data quality • Management of data sources
Role of an SMS (continued) • Dissemination of final results • Integration of SIS nationally and internationally • Management and unification of internal workflows • The Statistical Metadata System supports • Knowledge base on the processes of SIS • Administration • Evaluation of cost and revenues • Unified statistical terminology
National Level Statistical Organisation Government Designers ofSIS Top Management SubjectMatter Experts PoliticalDecision-makers R & D SMS Public Officials Respondents Archives Technical Admin Methodologists Academia Statistical R & D Librarians Admin ofContent Journalists IT … International Level EUROSTAT OECD UN IMF ILO BIS ECB MNEs Individuals … Statistical Metadata System Users 6
Benefits of an SMS • Common benefits • Increased information, quality, retrieval and exchange, terminology, standards, CMR, reuse, knowledge • Senior management • Facilitates monitoring and management of all major activities of SO; integration of statistical information • Designers and evaluators • Methods, tools and IT components available,feedback about performance , usage, users satisfaction, up to date documentation, info on similar systems
Benefits of an SMS (continued) • Methodologists • Improved design and implementation of surveys • Content integration • Keeping and maintenance of classifications, registers, methods and standards • Subject-matter statisticians • Better understanding of users needs • Knowledge base on data collection • Access to consistent classifications • Elements and engines used for new surveys • Standard processes to avoid local solutions • Better support for consultation services and training
Benefits of an SMS (continued) • Research & Development • Knowledge of statistical systems and productions • Recognized theories, methods and good practice • Costs and quality aspects in SIS • Administration of Metadata Content • Smooth and systematic metadata maintenance • Update once in one place • No human interference • Errorless metadata navigation of e-production • Technical Administration • Using SMS tools for technical maintenance of CMR • Metadata elements links • Links to e-production • Knowledge about tools used by content admin
Benefits of an SMS (continued) • IT Unit • MD driven production • Increased standardisation and efficiency • Unified MD on data and concepts, classifications, populations, time series, measurement units etc • Respondents • Respondents can be users • SMS is an integration tool for this process • Harmonized methodology • Use of standards, terminology • Feedback from surveys, access to CMR etc
Benefits of an SMS (continued) • End users on a national level • Improved discovery, understanding and interpretation of statistical data • Increased consistency, comparability and credibility • Recognized intellectual property • Monitor users feedback • Unify terminology • “Cognitive psychology” i.e. presentational aspect to MD consumption • Harmonizing MD on websites • Integration of statistical output DB
Benefits of an SMS (continued) • International Users • International Organizations • Greater consistency when interacting with NSOs • Coordination of access through a single gateway/portal side – SDMX project • MNEs • Harmonization of MNEs information systems with SIS • Standardisation of forms of organization, stat, units, charts, accounts and classifications
Management Strategies and Policy Framework • SMS vision • Prerequisite for the success story • Direct involvement of and supervision by the top management • Approved Vision is an integral part of the strategic direction of the SO • Interdisciplinary team approach • SMS vision • MD object • Strategic planning • Management strategies for corporate SMS
SMS Vision SIS SMS Goals and Functions Metadata Users Delimitation of Available Resources Inside SO Outside SO Statistical Data Production Metadata Objects Stat Data Concepts Stat Processes Instruments Conceptual Metadata Model Inventory of Existing Metadata Systems Priority Setting Actors Global Framework for SMS Design and Implementation Rules Organization SMS Management Strategy Grand Plan LEGEND Vision Components Important Links Components of the SMS vision 14
Metadata objects • Statistical data and concepts • Variables, populations, classifications, registers, templates, surveys, time series, stat. methods etc • Statistical processes and procedures • Related to statistical production, SIS, organization, planning, performance, evaluation, costs, management etc • Tools enabling production and usage • Terminology, description methods, registration tools etc
Strategic planning • Incorporates all important activities, their links and priorities • Clearly specified conditions • Organization framework and ground strategy management established • Plan approved by all actors
Management strategies for corporate SMS • SMS management across the whole organizations • Leading role of top management; SMS management board established • MD management is a part of every project • Board is taking an ultimate corporate view on all decisions dealing with SMS development • Management strategy is in a close alliance with existing SO structure • A multidisciplinary team approach
Legend MM Middle Management E Experts Dissemination Division WT Working Team Statistical Organisation Senior Management MM E SMS Management Board Admin Division Finance Division Subject Matter Division … … Subject Matter Division MM E MM E MM E Method-ology Division MM E ICT Division MM E MM E SMS WT_1 SMS WT_2 SMS WT_n SMS Metadata model 18
Management strategies for corporate SMS • Major phases of SMS development Design Implementation Maintenance Usage Evaluation
Management of SMS design • Vision • Global architecture • Impact of inventory of existing systems • Common components • Impact on existing statistical production • Outcomes and feedback from evaluation phase
Management of SMS implementation • Development of tools and vehicles • Completeness of implementation • Coherent technical implementation • Outsourcing • Setting of corporate CMR including loading MD into CMR • Reengineering of existing processes • Detailed and coordinated planning for all stages of implementation
Management of SMS maintenance • Ensure timelines and coherence • Oversee all MD stored in CMR • Define policies, procedures and protocols • Concepts for registration of MD objects • Rules and guidelines (jointly with owners) • Delimitation of organizational background for maintenance • Ensure use of coherent/standard set of tools • Prepare plans for maintenance • Training of owners
Management of SMS use • Coordinate detailed plans; IT unit should be responsible for plans dealing with production process • Oversee availability of MD and MD tools • Oversee use of MD and MD vehicles by users • Inform users about changes in MD context • Organize feedback from users • Oversee use of MD on statistical websites
Management of SMS evaluation • Specify major targets of SMS evaluation • Oversee evaluation (costs, use of standards, efficiency etc) • Specify evaluation forms: • (i) regular long-term (e.g. 3 years interval) • (ii) regular short term (e.g. annually) • (iii) ad hoc (when needed) • Setting benchmarking for all defined targets • Appoint a team of evaluators (SO staff, MD users), consider possibility of external evaluators
Some questions for discussion • Is the role of SMS exhaustive enough? • Should the benefits of SMS for senior management further improved? • Will it be useful to prepare an annex with some concrete examples of the Vision document? • Is the necessity of a lead role of the SO top management in the SMS development justified enough? • Are the tasks for the management in the individual phases of SMS life cycle representative enough?