STARDAT DATA ARCHIVING SUITE Monika Linne Evelyn Brislinger

STARDAT DATA ARCHIVING SUITE Monika Linne, Evelyn Brislinger, Wolfgang Zenk-Möltgen European Survey Research Association (ESRA), July 18 – 22, 2011, Lausanne, Switzerland

Overview Current Situation – Different Archiving Tools Main Tools – DBKEdit/ DSDM/ CBE Present and Future Proceeding Architectural Requirements European Value Study - EVS Benefits of STARDAT

Current Situation – Different Archiving Tools Online Publication da|ra DBK ZACAT Offline- and Online Publication Variable Overview Report CBE Report-Tool Longtermpreservation DSDM DBKEdit DBK ZACAT Data Catalogue Edit-Tool Data Catalogue Online Study Catalogue da|ra CBE DSDM Registration Agency Codebook. Explorer Dataset Documentation Manager

Main Tools 1. Data Catalogue Edit-Tool (DBKEdit) Documentation and management of metadata on study level of all archived studies A. Inhouse-tool B. Web-based C. DDI-supporting (Export to DDI 2. 0) Information provided For each study (partly bi-lingual): Ø Title & study number Ø Primary investigators & fieldwork agencies Ø Universe & sampling Ø Abstracts Ø Related publications Ø Questionnaires Ø Notes and comments for internal use Publication via - ZACAT (Nesstar) - CBE (Codebook. Explorer) - DBK (Data Catalogue)

DBKEdit – Publication e. g. via DBKSearch and da|ra

Main Tools 2. Dataset Documentation Manager (DSDM) Documentation of metadata on variable-level for special datasets and data collections A. Inhouse-tool & external projects B. ACCESS-based desktop-application C. DDI-supporting (Export to DDI 2. 0 and 3. 1) Publication via - ZACAT (Nesstar) - Codebook. Explorer Information provided For each Variable: Ø Exact question and answer texts Ø Multilingual documentation Ø Documentation of deviations in questionnaires fielded in different waves or countries Ø Interviewer instructions Ø Forward/backward instructions for filter questions Ø Documentation of additional archival notes (e. g. recoding, deviations) Ø Generating variable categories

DSDM Publication via ZACAT

Main Tools 3. Codebook. Explorer (CBE) Tool on context-level which gives easy retrieval possibilities to end-users for databases of specific topics, relations and structure of variables Publication via A. Tool for end-users - Codebook. Explorer B. Inhouse-tool supporting the publication of context - ZACAT information (e. g. comparable questions, show cards) - Online Variable Overview C. Not DDI-supporting - Reports Information provided For each study/data set Ø Browsing studies or trends, topics, scales etc. Ø Structuring of variables according to content or methodical aspects Ø Comparison of question texts and Show Cards Ø First analysis like frequencies or crosstabs Ø Questionnaires Ø Access to SPSS datasets

CBE Publication and Management via CD-ROM and Internet

The Present – Coming from here… Online Publication da|ra DBK ZACAT Offline- and Online Publication Variable Overview Report CBE Report-Tool Longtermpreservation DSDM DBKEdit DBK ZACAT DBKEdit Data Catalogue Online Study Catalogue Data Catalogue Edit-Tool DSDM CBE da|ra Dataset Documentation Manager Codebook. Explorer Registration Agency

The Future – Going to there… Online Publication da|ra DBK ZACAT Offline- and Online Publication Variable Overview Report CBE STARDAT Longtermpreservation STARDAT - The Data Archiving Suite Ø Integrated management system for metadata Ø Transfer of the features of DBKEdit, DSDM, CBE and further tools Ø Ø Ø additional metadata Ø Web based modul for structured metadata Interoperability with standards like DDI 2, DDI 3, capture, management and dissemination (Web ISCO, ISCED Based Data Ingest) Multi-language documentation on study and Ø variable-level Ø Related publications, scales, trends and Controlled vocabularies (Thesauri) Export in different portals like ZACAT, Cessda Data Portal, Sowiport, da|ra Ø Longterm-preservation with DDI

Proceeding Ø Requirements analysis - structured interviews with the main stakeholders Ø Transfer of the results in use-cases Ø UML-Models of the workflows Ø Defining system architecture Ø Experimental prototyping § Paper-prototyp based on the functionalities of DBKEdit § User tests with paper-prototyp Ø Building of working prototyp Ø Evaluation of prototyp with users Ø Implementation of full functionality

Architectural Requirements Ø Browser-based web application Ø Transaction-based multi-user access Ø Distributed undo-/redo-mechanism Ø Automation of repeatable tasks with scripting engine Ø Multithreading Ø Autocomplete Ø Extensible framework for further needs of metadata documentation

http: //www. europeanvaluesstudy. eu/ European Values Study 2008 Study level and variable level documentation § Technical reports § Online retrieval systems (ZACAT; DBKSearch) § Interactive online overviews § 47 countries/regions (38 languages/65 versions) § Linked translation and documentation process § English and multilingual documentation § Transparency and easy access § Long-term preservation for next EVS wave

EVS 1999/2008: Translation & documentation

Example: ‘V 83 important in a job: family friendly’ English master question original questions

Benefits of STARDAT Ø Integrative, user-optimized and intuitive user interface Ø Simplified import in different portals (e. g. Zacat, da|ra, DBK, etc. ) Ø Automation of metadata management tasks (usage of scripting engine) Ø Support of a standardized documentation (like ISCED, ISCO) Ø Autocomplete and controlled vocabularies for a standardized terminology Ø Less different data sources and formats Ø Usage of re-using elements (Resource packages) Ø Support of Longterm preservation with DDI Consistent and accelerated Archiving Workflow

Thank you!