ESS technical standards and tools for quality reporting Giorgia Simeoni Istat, simeoni@istat.it ESTP Training Course “Advanced course on quality reporting” Luxembourg, 12-13 June 2018

Contents Overview on SDMX for reference metadata Introduction to ESS Metadata Handler (ESS-MH) Interoperability between national metadata systems and ESS-MH ESS-MH Demonstration

Reference metadata in SDMX SDMX: the technical standard for Statistical Data and Metadata eXchange Based on the exchange of xml messages (SDMX-ml), and including an Information Model. The implementation of the SDMX standard is supported by a series of SDMX tools. Introduction of SDMX for the transmission of reference metadata and: supported quality reporting harmonisation influenced the structure for ESS quality reports

SDMX Information Model* * SDMX self-learning package No. 2 Student book https://webgate.ec.europa.eu/fpfis/mwikis/sdmx/index.php/Self_Learning_Tutorial:_Information_Model

Metadata Structure Definition - MSD The Metadata Structure Definition is the SDMX artifact that defines the structure of the quality report. It corresponds to the template that the quality report should follow. It is made up of 2 main parts: Identifiers: describe the object which describes reference metadata. Report structure: a set of report attributes. The report attributes correspond to the statistical concepts required from the template. ESMS and ESQRS are implemented through MSDs.

Metadata Structure Definition ESMS ESMS_REPORT_FULL FULL_ESMS DATAFLOW > Domain-subdomain DATA_PROVIDER > NSI TIME_PERIO > reference period ESTAT_DATAFLOWS_SCHEME: List of Domains ESTAT_ORGANISATIONS: List of NSIs and other organisations

Classification system Metadata Structure Definition SDMX cross domain concepts ESMS … Data description Classification system Coverage - sector …. FULL_ESMS ESMS_REPORT_FULL

Metadataflow The Metadataflow is the conjuction between the template (MSD) and the statistical domain (reported as a CATEGORY of a CATEGORY SCHEME in SDMX standard). It provides also the information on the reporting frequency (annual, quarterly…) e.g. the metadataflow AEI_ESQRS_A means that for the AEI domain (Agri-environmental statistics) the ESQRS template should be used with annual (A) reporting frequency

Metadataset The Metadataset is the SDMX artifact that contains the filled in quality report It refers to a metadataflow It reports the values of the identifiers of the MSD It reports the values of the metadata attributes of the MSD

What is ESS Metadata Handler (ESS-MH)? The ESS-MH is an IT application provided by Eurostat allowing the compilation, management and transmission of reference metadata files and quality reports following ESS standards SDMX compliant: it produces metadatasets in SDMX-ml format for the statistical domains included in a category scheme for which one ore more metadataflow(s) has been opened referring to specific MSDs

Reference metadata transmission Reference metadata in the ESS are mainly exchanged in SDMX format via the ESS-MH. Thus, what is implemented in the ESS-MH defines the rules for the exchange. E.g.: At the moment, the version of SDMX used for reference metadata in ESS-MH is 2.0 For IT experts: there are 2 types of SDMX messages for metadatasets the generic metadata set the metadata structure specific metadata set The generic metadata set is required in the ESS-MH

Access to ESS-MH DA CAMBIARE At national level there are 2 main user profiles that access to ESS-MH: The Super Provider (ex-National Administrator): manage the metadata files from all the statistical domains and from all the national Institutions manage national user profiles The Provider (ex-National User): manage the metadata files for specific statistical domain(s) To access ESS-MH an ECAS account is needed

Interoperability between national metadata system and ESS-MH* Possible scenarios Only ESS-MH is used to produce national metadata files * Nielsen et al.(2015) ESS reference metadata: implementation of standards and interoperability of national and European metadata systems Workshop of the Modernisation Committee on Standards: International Collaboration for Standards-Based Modernisation Meeting, 5 – 7 May 2015

Interoperability between national metadata system and ESS-MH* National metadata system is used to produce the metadata file and then it is manually imported in ESS-MH * Nielsen et al.(2015) ESS reference metadata: implementation of standards and interoperability of national and European metadata systems Workshop of the Modernisation Committee on Standards: International Collaboration for Standards-Based Modernisation Meeting, 5 – 7 May 2015

Interoperability between national metadata system and ESS-MH Technical specification for file to be produced by the national metadata systems and imported in the ESS-MH has been produced by Eurostat E.g.: - only the SDMX-ML file with the metadata set or a zip file including the metadataset, a directory with the annexes, a directory with the images, and the related MSD (optional) can be imported - the name of the metadataset as well as the tag on the header should follow specific rules - the «annotations» tag can be used to transmit information on annexes and on the restriction for publication

Interoperability between national metadata system and ESS-MH: challenges Interoperability could reduce the burden for quality reporting and increase coherence of metadata at national and European level However, in practice, interoperability is not so simple. First of all, the organisation of statistical processes is different between Eurostat and NSIs

Interoperability between national metadata system and ESS-MH: challenges Secondly, when actually implementing quality reports in different domains, domain specific reporting needs arose, i.e. introducing additional subconcepts to SIMS ones, often at a lower granularity level. In order to accomodate domain specific reporting needs, different technical solutions have been offered have been introduced in ESS-MH

Interoperability between national metadata system and ESS-MH For example, html specific templates have been introduced in ESS-MH within the SDMX metadata attribute values Eurostat Unit B5 is analysing the topic and trying to identify possible feasible solutions, to be shared and agreed with NSIs

Interoperability between national metadata system and ESS-MH Besides the technical problems, there is a loss of comparability among quality reports from different domains One of the objectives of this course is to promote cross-domain harmonisation on quality reports, reducing domain specific accomodations as far as possible

DEMO of ESS-MH Production environment https://webgate.ec.europa.eu/estat/spe/metaconv/ Demo on the «acceptance environment» https://webgate.acceptance.ec.europa.eu/estat/spe/metaconv/ Webinars on ESS-MH are periodically organised by Eurostat

References Eurostat / ESS SDMX info space: https://webgate.ec.europa.eu/fpfis/mwikis/sdmx/index.php/Main_Page SDMX website: https://sdmx.org SDMX content oriented guidelines: https://sdmx.org/?page_id=4345 Nielsen et al.(2015) ESS reference metadata: implementation of standards and interoperability of national and European metadata systems Workshop of the Modernisation Committee on Standards: International Collaboration for Standards-Based Modernisation Meeting, 5 – 7 May 2015 Eurostat. Metadata Extra SDMX-ML annotations for ESS-MH