Modernisation and industrialisation of the online data collection

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Modernisation and industrialisation of the online data collection New Techniques and Technologies for Statistics

Modernisation and industrialisation of the online data collection New Techniques and Technologies for Statistics (NTTS), Brussels March 2017 Anne Husseini – Skalitz Insee (online data collection for business surveys) Date

Presentation outline Context : the French existing system The Coltrane project The contact management

Presentation outline Context : the French existing system The Coltrane project The contact management The portal of “customized” services Examples The good practice to put a survey on the web Examples 2 Titre du diaporama Date

The French existing system Insee and ministerial statistical Offices 80 business surveys 700 000

The French existing system Insee and ministerial statistical Offices 80 business surveys 700 000 : sum of all the samples sizes 1 700 000 forms sent each year taking into account the periodicity of the surveys For an entreprise, to fill a questionnaire : To fill a paper form To connect to one (or more) website(s) for dematerialized forms (complex for the enterprise : several portals) Upload / download application (eg EXCEL sheets) Blaise (Dutch software) An internal java tool 3 Titre du diaporama Date

2012 : Coltrane, a new strategic project To modernise, industrialize and standardise online data

2012 : Coltrane, a new strategic project To modernise, industrialize and standardise online data collection Several sub-projects including : A real contact management, independant from the online data collection Most of all : the availability of tools and modus operandi (for the NSI and its partners) to put « easily » surveys on the web Moreover: since April 2011 all statistical surveys should be put on the web (existing tools couldn’t allow it) 4 Titre du diaporama Date

The contact management Independent from the online collection itself Linked to an authentification service

The contact management Independent from the online collection itself Linked to an authentification service One contact (one respondent in an enterprise) means a unique login (and password), for any survey Insee staff is able to: Create/delete/update a contact and its characteristics Display the list of the surveys of a given contact Assist the respondents and inform them about the coming surveys Within a few months : communication with all the contacts of a given survey (sending mails or letters) 5 Titre du diaporama Date

The portal of “customized” services A unique Internet portal presents all the surveys Including

The portal of “customized” services A unique Internet portal presents all the surveys Including all the surveys from the NSI and ministerial statistical Offices The portal is customized for each contact. Once authentificated, he can : see all the surveys he is interested in modify his own personal characteristics (e-mail, address, password) look at the remaining surveys he still has to answer (and their deadlines) 6 Titre du diaporama Date

The portal of customized services Help ! https: //entreprises. stat-publique. fr/ login password Lost

The portal of customized services Help ! https: //entreprises. stat-publique. fr/ login password Lost password ? Lost login ? 7 Titre du diaporama Date

The portal of customized services Help ! To update the own characteristics List of

The portal of customized services Help ! To update the own characteristics List of surveys NSI and ministerial services 8 Titre du diaporama Deadlines To fill in a questionnaire Date

Tools and modus operandi to put a survey on the web « Axiom »

Tools and modus operandi to put a survey on the web « Axiom » : if several collection modes exist, the questionnaires should be generated from the same metadata flow A very innovative process ! the questionnaires are modelized from a DDI description, a real strong standard for questionnaire description the form is generated with a questionnaire generator engine (which generates a new format : webform) Advantages : DDI offers a precise modelisation, an open standard, serialised in xml Add of dynamic controls (consistency, controls on format) Very modular 9 Titre du diaporama Date

A first questionnaire 10 Titre du diaporama Date

A first questionnaire 10 Titre du diaporama Date

A second questionnaire 11 Titre du diaporama Date

A second questionnaire 11 Titre du diaporama Date

And now ? A real industrialization with a generator which is updated : Five

And now ? A real industrialization with a generator which is updated : Five surveys are or have been collected since September 2016 Five others will be collected from April 2017 (we are testing them) Enhancement of the side « running the collection » (to improve our management tools) 12 Titre du diaporama Date

 Modernisation and industrialisation of the online data collection Thanks for your attention !

Modernisation and industrialisation of the online data collection Thanks for your attention ! Insee 18 bd Adolphe-Pinard 75675 Paris Cedex 14 www. insee. fr Contact Anne Husseini-Skalitz Courriel : anne. husseini-skalitz@insee. fr Informations statistiques : www. insee. fr / Contacter l’Insee 09 72 72 4000 (coût d’un appel local) du lundi au vendredi de 9 h 00 à 17 h 00