SNA seminar in the Caribbean Integrated questionnaires Marie Brodeur Director General, Industry Statistics Branch, Statistics Canada St. Lucia February, 2014 Statistics Canada Statistique Canada

Objectives of an Integrated Questionnaire  Facilitate Operations at all survey steps  Easier to add or delete content  Reduce response burden  Allow comparison of data from various sources  Capacity to link survey cells with admin data

Statistics Canada Statistique Canada Improvements to Survey Content  Since 2002, initiatives to improve response rates and reduce response burden  Reduce size of the questionnaire  Consistency of questions  Common concepts among surveys  Questionnaire testing  Chart of accounts  Survey instructions on the guide  Electronic Questionnaires  Meta data driven

Statistics Canada Statistique Canada  Aligning to Corporate Business Architecture  Requirement for metadata-driven systems  Enterprise Architecture  Referencing Generic Models for Statistical Agencies  International trends in developing models supporting internal and global harmonization of statistics, interoperability and re-usability  Generic Statistical Business Process Model; Generic Statistical Information Model; Metadata Management Guidelines: principles for handling metadata  Clarifying our terminology and concepts  Developed variable naming convention: statistical concept embedded in the variable nomenclature; variable names are now standardized, searchable, promoting harmonization and coherence.

Statistics Canada Statistique Canada Outside IBSP Metadata Environment Tools and Interfaces (Questionnaire Development, Data Review and Analysis)

IBSP Metadata Scope 6 Outside IBSP Metadata Environment Tools and Interfaces (Questionnaire Development, Data Review and Analysis) Content Strategy Survey Content Concept, Questionnaire, Modules Questions, Variables Derived Variables Collection Strategy Capture specifications for all modes Edit specifications for all modes Output specifications for all modes Sampling Strategy Generalized Sampling Metadata Post Collection Processing- Rolling Estimates / editing / Estimation Strategy Edit and Imputation Specs Data Integration Specs Rolling Estimate Parameters (Data Mappings, Supporting data set identifiers and location of origin) Estimation Specs Allocation or Roll up Specs Reporting Specs for MFUL TE list Edit and Imputation (Banff) Metadata Generalized Estimation Metadata Quality Indicators Data Integration Flags Targeted Editing Reports Rolling Estimate Iteration Record Revision Metadata Output Parameters to System of National Accounts, Subject Matter Areas Other Generalized Systems

Statistics Canada Statistique Canada Bank of survey cells  Consistency of questions  Same meaning for manufacturing or services industries  Operating revenue  Investment income  Depreciation/ amortization  Total operating expenses  Some cells specific to some industries

Statistics Canada Statistique Canada Characteristics of Questions  Specific to each industry  Commodities for manufacturing  Details for services  Services outputs  Services inputs  For all respondents  Financial information collected through tax

Statistics Canada Statistique Canada Chart of Accounts

Statistics Canada Statistique Canada Chart of Accounts

Statistics Canada Statistique Canada Expected Benefits of a Chart of Accounts  Standardization in business data collection  Higher survey response  Increase in quality of data  Comparison of data from various sources  Increase efficiency in using administrative data

Statistics Canada Statistique Canada Two models Evolution over 15 years  Unified Enterprise System:  one questionnaire  operational constraints  IBSP: Modular Approach  Flexibility to add or remove content  Extremely easy to maintain  Recommended approach for the future  See Traveler Accommodation Survey

Statistics Canada Statistique Canada Examples from the Traveller Accomodation Survey  Questionnaires for Complex enterprises  Questionnaire for simple establishments