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MSIS-2014, Dublin , 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado I Integración I Integration R de la Recogida I Information I de la Información C Collection A y su Administració n M and its Management

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Page 1: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

IRIA: Statistics Production Model of the National Statistical Institute of

Spain (INE).

José Manuel BercebalJosé Luis Maldonado

I Integración I Integration

R de la Recogida I Information

I de la Información C Collection

A y su Administración M and its Management

Page 2: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

AGENDA

1. IRIA: Main features and sub-systems2. Create, run and manage a multichannel

survey.3. Advantages of IRIA.

More information

http://www.unece.org/fileadmin/DAM/stats/documents/ece/ces/ge.50/2014/Topic_4_Spain.pdf

Page 3: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

INTRODUCTION: INE’s STRATEGY

1. Building integrated system.2. Managing by standardized tools.3. Using corporate DataBases.4. Allow to reuse tasks, processes and

information

Page 4: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

WHAT’S IRIA?

IRIA is a modular and configurable system that allows the end-user (without computer skills), to design, build, debug, run and manage all kind of surveys and reuse all modules or information with minimal participation of IT Department and generating a corporate database of raw data allowing natural integration from different types of information

Page 5: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

IRIA is made by a pool of configurable modules. If some modules are selected/configured in a certain way, we will build a specific data collection application. These same modules differently configured will build a different data collection application.

App Collec-1

App Collect-n

MODULAR & CONFIGURABLE

Page 6: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

END-USER

IRIA is a tool for the end-user, therefore IRIA has been developed using the following guidelines:

•It must be a simple and user-friendly interface.•It must have on-line help.•It must allow us to do enough tests in order to be sure that the survey is free of errors.

Page 7: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

ALL KIND OF SURVEYS

•Social and economic.•Structural and short-term

•CAPI (Computer-assisted personal interviewing)•CAWI (Computer-assisted web interviewing)•CATI (Computer-assisted telephone interviewing)•PAPI (Paper and Pencil Interview)

ALL COLLECTING CHANNELS

Page 8: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

REUSE

Reuse is a key feature of the IRIA system. It covers the reuse of both •Components: Copying from a survey all kind of items including the whole questionnaire, getting libraries etc.

•Information. IRIA is a unique system for all surveys so it may use data from earlier periods of the same survey or data from other surveys or, indeed, data residing in other information repositories. This can be accessed by database query, web services, or uploading additional information to the IRIA system.

Reuse is essential for significant reductions of time to start gathering information.

Page 9: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

MINIMAL PARTICIPATION OF IT DEPARTAMENT

0

20

40

60

80

100

Specify Needs Design Build Collect

% Participation (no IRIA)

User IT

0

20

40

60

80

100

Specify Needs Design Build Collect

% Participation (IRIA)

User IT

Specify Needs Design Build Collect Avg(Tot) Avg(D,B)

Not IRIA

User 95 60 10 95 65 35

IT 5 40 90 5 35 65

IRIA

User 95 95 90 95 94 93

IT 5 5 10 5 6 8

Page 10: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

IRIA-GSBMP

Phase 1 Phase 2 Phase 3 Phase 4 Phase 5

Level 0 : iriaMANAGER

iriaDESIGNER iriaDATACOLLECTION

iriaENGINE

S. SUB-SYSTEMS

Page 11: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

CREATING AND RUN MULTICHANNEL SURVEYS

1. Create the survey itself and define its properties

2. Create the multichannel questionnaire.3. Run the survey.4. Manage the survey5. Debug the survey.

Page 12: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

iriaMANAGER: Create, define properties and manage the surveyC

RE

AT

E S

UR

VE

Y

Page 13: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

iriaDESIGNER allows questionnaires to be designed, built and tested with a user-friendly interface.

For practical purposes iriaDESIGNER distinguishes:

1. Structure of the questionnaire 2. Global items. Can be applied to whole or part of the questionnaire.

iriaDESIGNER: Design, Build, TestC

RE

AT

E Q

UE

ST

ION

NA

IRE

Page 14: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

Glo

bal e

lem

ents

•Languages used in the interview.

•Functions, which can be obtained from the library or created from

scratch.

•Templates to improve or adjust the appearance of screens and interview questions.

•Style guides.

•Use of general messages.

•Other items, such as database connection, the definition of the toolbar, link to Help, etc

Simple Multiple Quantity Grid

iriaDESIGNER: Design, Build, Test

Page 15: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

1. Reusing any existing component from IRIA (questions, screens, flows, styles, templates, libraries, etc).

2. Creating any not previously existing component.

3. The questions can be obtained from the corporate metadata system.

iriaDESIGNER- How?C

RE

AT

E Q

UE

ST

ION

NA

IRE

Page 16: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

AFTER Design, Build and Test

OKOK

iriaMANAGER

iriaDESIGNER

Design, Build, TestDesign, Build, Test

3/4G

Run and ManageRun and Manage

Page 17: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

Specific sub-system to collect, synchronize (information and

apps) solve information collisions

iriaENGINE

iriaJNLP

iriaPORTAL

iriaCAPI, iriaWS, iriaCAPISYNCHRONIZATION

iriaCATI, iriaCTI

iriaSCAN

RUN THE MULTICHANNEL SURVEY

Page 18: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

DEBUGGING TOOL

Debugging questionnaires not valid for processing

DEBUG

The user can establish:

1.Set of validations on survey collection2.Different set of validations to consider that a questionnaire is valid.

A questionnaire can be valid in the collection stage and not valid for processing, implying a debug thereof.

Page 19: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

MANAGE MULTICHANNEL SURVEY

Data collection by multichannel systems would be chaos if you can't manage properly.

The sub-subsystem of IRIA to monitor and manage the status of the collection is iriaDATACOLLECTON

Page 20: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

This is responsible to perform and control all of the activities conducted during the data collection phase.

iriaDATACOLLECTION

KNOWLEDGE OF THE SITUATION OF SURVEY COLLECTING

Page 21: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

iriaDATACOLLECTION

KNOWLEDGE OF THE STATUS FOR EACH QUESTIONNAIRE

Accessing to the real situation of each questionnaire.

DISTRIBUTION AND CONTROL TASKS

Depending on the user’s permissions, may can have control over collection units, surveys and collecting channels for assigning or reassigning all kind tasks.

Page 22: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

iriaDATACOLLECTION

DISTRIBUTION AND CONTROL TASKS: consulting, updating and prioritizing tasks interviewer’s Agenda

Page 23: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

iriaDATACOLLECTION

OTHER UTILITIES

Communications with informants: For designing and editing mailing templates, label generation, letters and emails. 

Geo-location collection units

Page 24: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

GEO-LOCATION COLLECTION UNITS

iriaDATACOLLECTION-CAPI

Page 25: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

TRACKING PORTABLE DEVICES

iriaMANAGER-CAPI

Page 26: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

ADVANTAGES

• Control in real time over all elements of the survey.

• To have a single IT tool for the design, building and run of all surveys and all collection channels allows to NSI:

• Distribute tasks among INE’s units according to the knowledge of the users.

• Reusing the defining elements from other surveys.

• Reuse of the formulation of questions and their associated lists from a library (metadata)

Page 27: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

ADVANTAGES

• To have a single storage system for all survey information allows, Reusing information of some other surveys and from other administrative sources.

• Time reduction for questionnaire development: from 8 to 2-3 months and less outsourcing dependence.

Page 28: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

ADVANTAGES

• With IRIA most of the surveys may be carried out sequentially CAWIPAPI / CATICAPI implying a reduction in the costs of data collection. For the Survey on the Structure of Agricultural Operations (2013) its saving has been over 50% compared with the costs of previous survey (2007).

• 2007: Total costs: 3.794.906 € (interviewers plus data recording)

• 2013: Budget: 1.782.887 € (all channels).

Page 29: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

ADVANTAGES

• Costs reductions: 1 mill €/year saving in structural surveys.

• Releasing IT resources:

For 31 economic surveys and 4 household surveys which are currently in production, the IT Department took part only in 2 of them.

IRIA is helping to ease the lack of personnel in the IT Department

Page 30: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

[email protected]@ine.es

Page 31: MSIS-2014, Dublin, 14-16 April IRIA: Statistics Production Model of the National Statistical Institute of Spain (INE). José Manuel Bercebal José Luis Maldonado

MSIS-2014, Dublin , 14-16 April

IRIA: Statistics Production Model of the National Statistical Institute of

Spain (INE).

José Manuel BercebalJosé Luis Maldonado

I Integración I Integration

R de la Recogida I Information

I de la Información C Collection

A y su Administración M and its Management