webinq: electronic data collection service webinq electronic data collection service ine portugal...

41
WebInq: electronic data collection service WebInq electronic 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

Upload: simon-george

Post on 17-Jan-2016

231 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 2: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Background ofData Collection and EDR

at INE Portugal

Page 3: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 4: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 5: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 6: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

WebInq concepts

Page 7: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 8: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 9: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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)

Page 10: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 11: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 12: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 13: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

WebInq http://webinq.ine.pt/

Page 14: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

WebInq management tool (intranet)

Page 15: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

WebInq indicators report (intranet)

Page 16: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

WebReg: Intranet webform edit tool

Page 17: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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.

Page 18: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 19: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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– …

Page 20: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 21: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 22: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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.

Page 23: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 24: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Subscribe

Authentify

Activate Apply

SelectSurvey

Report

@

Authentication process

Company

Survey

User

Page 25: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 26: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 27: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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.

Page 28: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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.

Page 29: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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.

Page 30: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Activity: Choose an inquired unit

Page 31: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Activity: Manage the inquired unity

Page 32: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Activity: Survey management

Page 33: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Intrastat webform. Returns report

Page 34: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Intrastat webform. Insert a line

Page 35: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

Intrastat. Lines list and validation

Page 36: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

PTRE: XML upload example

Page 37: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

IMPI. Industrial production (monthly)

Page 38: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

IEGPA. Business environment

Page 39: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

WebInq: electronic data collection service

IVNEC. Commerce short-term indicator

Page 40: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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

Page 41: WebInq: electronic data collection service WebInq electronic data collection service INE Portugal Electronic Raw Data Reporting UNECE / Eurostat (Geneva,

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