1. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Group & Resource Package (+ Comparison) Potentials to re-use metadata with DDI 3 for cross section to complex data Question & considerations from CESSDA PPP WP8 Data and Metadata infrastructures Uwe Jensen, GESIS Data Archive

2. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Basic options to re-use of metadata in DDI 3 Group > inheritance mechanism  Structure two or more studies > series (by design) or “ad-hoc” …. –Commonalities > upper level (Group > Subgr. > Study Unit) inherited down the tree as long as … –Differences > ADD or DELETE > lower level Resource Package > reference mechanism  schemes that may be used outside of a Group structure by single Studies or grouped studies -Rational: they are independent of a study (or related groups)

3. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia “Which modules to use for what purpose or situation” Re-use of metadata requires overview & decisions as several approaches are possible to structure metadata What life-cycle event and or process: exchange … - document by …; - publish & present by year, topic, languages, country; … - preservation … - tools design … What is common? What different? Study, Questions, Variables, ….. –Sit. 0: Study (cross- section) –Sit. 1: Group (+ comparison) –Sit. 2: Resource Package (+ comparison) –Sit. 3: Group & RP (+ comparison) –Sit. 4: Standalone: Group or RP

4. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Situation 1: Use of Group (& Comparison) Documentation of comparative studies when the basic standard is defined (captured, translated) Considered for: –ex-ante (comparative by-design) for basic modular questions in relation to the fieldwork –for transfer in the lifecycle like when the documentation is finished at that place / at that time (> from data producer to data provider) –publication & presentation of a completed documentation –Publish at a public portal > for Browsing in grouped structure –Search for comparable items based on metadata from CM module Example: ISSP module questions, but … To discuss Advantage / Disadvantage not to use RP (with comparison; in addition) > estimate rate of expected / unexpected change

5. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Situation 2: Use of Resource Package (& Comparison) Documentation of comparative or comparable studies, when the standard is defined or to be adjusted / changed Considered for: –ex-post comparison of standardized / harmonised variables to create new harmonised variables –ex-post (comparative after-the-fact) in relation to the fieldwork –at an harmonisation project –Published metadata repositories like question Example: like EB trend variables, but … Question: Advantage / Disadvantage not to use Group (+ Compar.)

6. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Situation 3: Combined use of Group & RP (& CM) Considered for: –Reuse of different schemes like for Questions, Variables, Codes etc. for comparative by design and adjustments after the fact (of the fieldwork) –Comparison for ex-post harmonisation; –Standardisation & documentation of changes over time … Basic example for exploration is the EB trend case as presented at IASSIST 2009 Question: Advantage / Disadvantage of this combined approach

7. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Situation 4: Use of Resource Package (or Group) Considered for: –Controlled Vocabs for inclusion in several documentation objects –Substantial standards on several documentation objects for inclusion by reference (ISCO, ISO) –Standard Demography

8. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia General (intermediate) conclusions Single Study (+ comparison) Use RP for metadata independent from the study Group (+ comparison) Use group > subgroup > study unit to organise dependent studies according to the study scope (comparative by design; ad-hoc by topics) Analyse commonalities > place on top / middle level (consider rel. studies) Analyse differences & deviation > Add or overwrite on lower levels Resource Package (+ comparison) for survey independent information (internal) or for to provide public access (e.g. Occupation; Countries; Demography) Group & RP (+ comparison) Combine approaches to document & manage complex metadata

9. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Example: Subgroup 1 Citizenship Study Unit Contry 1 Group ISSP survey series with 10 Modules - Conceptual Component -- Data Collection - - Logical Product - - Archive Subgroup 2 – Environment Conceptual Component ….. Data Collection … Logical Product … Sg 3 … Sg 4 … Sg 5 … Sg 6 … Sg 7 … Sg 8 … Sg 10 … Sg 9 … Subgroup Year 1993 Subgroup Year 2000 Study Unit Contry 1 Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Subgroup Year Sg 9 … Subgroup Year Subgroup Year Data Collection Logical Product Study Unit Country n Study Unit Contry n Data Collection Logical Product

10. Group & Resource Package - Potentials to re-use metadata with DDI 3 - Uwe Jensen, GESIS – cessda Expert Seminar Nov. 2009 - Ljubljana, Slovenia Subgroup Module 2 (Replication) RoG I > II > III >IV > Cumulation Conceptual Component …  concept scheme Data Collection  Methodology  Question Logical Product  Variables Schemes  Code Schemes Group ISSP survey series - Conceptual Component - Data Collection - Logical Product RoG II – 1990 – 10 Coutr. Subgroup RoG I – 1986 - 6 Countries  StudyUnit Coutry1 o Add, delete specifics  StudyUnit Coutry2 o …. RoG III – 1996 – 27 C RoG IV – 2006 – 35 C Build Integration RoG I-IV from Group / subgroup & Comparison & RP Series specific Resource package(s) for (basic) Ex-Ante Standard on  Universe > scheme  Concept > schemes  Questions > schemes  Variables > schemes Archive Resource Package (s) for Substantial Standards:  Countries (ISO)  Regions (Nuts...)  Employment (ISCO...)  Standard Demography  … Series specific Resource package(s) for standard from Ex-Post harmonisation?  Religion, parties, …  Constructed Variables > schemes Re-use from Resource Package Inclusion by reference Initial Schema - combined use of Group Resource Package - Comparison (not yet considered) One Subgroup for one Topical Module 1 to 10