s t a t i s t i c s a u s t r i a e-quest "new" 1 frederick rennert june 2008 ©...
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S T A T I S T I C S A U S T R I Ae-Quest "new" 1www.statistik.at
Frederick Rennert
June 2008© STATISTICS AUSTRIA
i n f o r m a t i o n
Moving
“e-Quest”the next generation
S T A T I S T I C S A U S T R I Ae-Quest "new" 2
Overview
e-Quest concepts e-Quest „classic“ – the well-loved original eQuest/Web – spreading the word e-Quest „new“ – plans for the future e-Quest „new“ – prototype demo
S T A T I S T I C S A U S T R I Ae-Quest "new" 3
Survey
•periodicity•communication information•observation unit types•hierarchies•questionnaire types
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
Concepts
Collector of Statistical Information
CSI
Observation Unit(enterprise)
Observation Units
(establishments)
Respondent
question 1
question 2
question 3
Economic Survey
Questionnaires
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
S T A T I S T I C S A U S T R I Ae-Quest "new" 4
Metadata
Survey
•periodicity•communication information•observation unit types•hierarchies•questionnaire types
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
Collector of Statistical Information
CSI
Observation Unit(enterprise)
Observation Units
(establishments)
Respondent
question 1
question 2
question 3
Economic Survey
Questionnaires
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
question 1
question 2
question 3
Economic Survey
Structuralmetadata
XML
Questionnairedefinition
XML
Respondentstructure
XML
Respondentinitialisation
XML
S T A T I S T I C S A U S T R I Ae-Quest "new" 5
Survey preparation & definition
e.g.Survey, VersionPeriodicity, Observation unit types Questionnaire:• content, • representation,• layout,• control flow,• validation
Resp. specificinformationResp.-structureInitialisation data
Respondent
Incoming inspection
Further processing
Complete questionnaire
ST.AT
Phases of data collection
S T A T I S T I C S A U S T R I Ae-Quest "new" 6
Questionnaire Manager
e-Quest
The WindowsTM Solution: e‑Quest
CSI
CD-ROM
structuralmetadata
(XML)
Responsepackage
(XML) export(XML)
import(XML)
Deploy
Respondent-specific
(meta)data(XML)
[mainframe]
Receive DB
Package Storage
Respondent
MetadataManager
e-Quest follow-up processing systems
Receive
e-Quest
Distributor
Hoover
Package Mgr
Questionnaire Manager
S T A T I S T I C S A U S T R I Ae-Quest "new" 7
e-Quest „classic“ facts and statistics
created 1999-2001, with later additions Microsoft™ Visual Basic 6 code, some C++ about 125.000 lines of code for e-Quest proper, another
150.000 lines in related Statistics Austria internal applications about 1500 installations with 1700 users used mainly for the larger enterprise surveys (Short Term,
Structural Business, Production Input and Cross-Border Services surveys)
between 2% and 15% (Short Term survey) of all reported questionnaires
S T A T I S T I C S A U S T R I Ae-Quest "new" 8
e-Quest advantages
rich interactive functionality, high performance control flow and validation by freely programmable (VB) scripts full interpretation of questionnaire XML definition, no specific code per
questionnaire (except for the scripts embedded in the XML) many optional functions (local user management, client/server installation,
display options, etc.) satisfied respondents (67% of e-Quest users who have tried both systems
want to stay with e-Quest)
Q33: Do you plan to move to eQuest/Web in the near future?
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
1
yes
no
w e have alreadymoved to eQuest/Web
S T A T I S T I C S A U S T R I Ae-Quest "new" 9
e-Quest drawbacks
Visual Basic 6 is nearing the end of its lifecycle VB .net is not compatible with VB 6 only one person can give technical support for the full system e-Quest relies on a relational database (MSDE) – most of the
technical problems have to do with DB installation distribution offline by CD-ROM to every prospective respondent
(up to 60.000 per year): costly and makes updates difficult e-Quest only runs on Microsoft™ systems (most on Win XP)
S T A T I S T I C S A U S T R I Ae-Quest "new" 10
Respondent-specific
(meta)data(XML)
[mainframe]
Respondent
Browser
follow-up processing systems
eQuest/WebGenerator
HTML, JSP JavaScript, Java Web-Services
ST.AT
structuralmetadata
(XML)
e-QuestMetadata Manager
Framework
Questionnaire Logic
Metadata
e-Quest / WebData
RDBMS
SQL
Intra
net
Internet
Browsere-QuestReceive
Subsystem
op
tion
al
Web server
The Web Solution: e-Quest/Web
S T A T I S T I C S A U S T R I Ae-Quest "new" 11
eQuest/Web facts and statistics
Web-based forms in XHTML created 2003-2004, continuous further development Java code, JSP pages about 250.000 lines of manual Java code, 900.000 of generated
code central database (IBM DB2 V8) about 500.000 user IDs, of which about 30.000 are used
monthly or yearly, another 100.000 at least once used for an increasing number of surveys which conform to the
standard questionnaire model; several special cases between 25% and 75% of all reported enterprise questionnaires,
up to 100% in agricultural surveys (with no paper or e-Quest alternative)
S T A T I S T I C S A U S T R I Ae-Quest "new" 12
eQuest/Web advantages
can be used on any PC with a Web browser standard XHTML with no browser-specific code good performance central server makes updates (software and data) simple based directly on the e-Quest XML questionnaire definitions Web form generator generates database definitions, Java code for standard
control flow and single-field validations, and JSP pages JSP pages are „prettified“ by hand; non-standard control flow and multi-field
validations are hand-coded in Java adheres to Austrian e-government standards, relatively barrier-free Web
pages reported data is processed further by the standard internal e-Quest
applications setting up a one-time Web questionnaire with eQuest/Web often costs less
than doing the same with e-Quest „classic“
S T A T I S T I C S A U S T R I Ae-Quest "new" 13
XML
XML
Receive („Pot“) appl.
Respondent
eQWebData
eQWebGenerator
Metadata
eQWebData
e-Quest CD
Integrated data flows
MetadataManager
XML
paper
formRespondent
filled-inform
MainframeDB
Design
S T A T I S T I C S A U S T R I Ae-Quest "new" 14
eQuest/Web drawbacks
reliance on standard browser functionality implies less interactivity
e-government standard prohibits reliance on Javascript, thus no Ajax etc.
surveys with large numbers of respondents or a short reporting period put strain on Web server and database
Web session timeout bothers many respondents, but filling in the forms offline is impossible.
S T A T I S T I C S A U S T R I Ae-Quest "new" 15
Conclusions
e-Quest is most useful for large periodic surveys and for complicated questionnaires,
but installing it is a hassle, so it is only used for the large enterprise surveys,
and it is nearing the end of its lifecycle. eQuest/Web is most useful for one-time (or long-period)
surveys, but creating richly interactive questionnaires is difficult. Also, the „offline“ variant has a certain fan club. So, how can we combine the best of both worlds?
S T A T I S T I C S A U S T R I Ae-Quest "new" 16
Proposal for e-Quest „new“
When creating the „new“ e-Quest, it must– integrate even better with eQuest/Web
• using the same programming language (Java)• using the same generator• using the same questionnaire database• using the same authorization database• using identical XML schemata
– be even simpler to use• without needing a local database• with all unused or little-used functions stripped away
– obtain software, metadata and data online• only what is needed when it is needed
but must offer comparable questionnaire function and flexibility to e-Quest „classic“
– plus the goodies which eQuest/Web offers (PDF conversion, XML schema-based import/export, etc.)
and the whole system must be migrated step by step, in an organic manner.
S T A T I S T I C S A U S T R I Ae-Quest "new" 17
Repository (file or database based)
structural metadata ClassificationsQuestionnaire data
Application framework (RCP)
generalfunctions
XML-processing
PersistencyFramework
baseGUIBase
PDF-funct.
Classificationhandling
Application coordination,logging,
authorization,navigation
Questionnaire framework
Questtype
A
Questtype
B Commonfunctions for
Survey C
QuestC1
QuestC2
QuestC3
Com
mun
icat
ion*
…
* Software download/update, download of structural metadata, classifications and questionnaires, questionnaire upload (report or import into the open Web questionnaire)
e-Quest „new“: Architecture based on eclipse RCP (schematic)
S T A T I S T I C S A U S T R I Ae-Quest "new" 18
Repository (file or database based)
structural metadata ClassificationsQuestionnaire data
Application framework (RCP)
generalfunctions
XML-processing
PersistencyFramework
baseGUIBase
PDF-funct.
Classificationhandling
Applicationcoordination,
logging,authorization,
navigation
Questionnaire frameworkparadigm 1
Questtype
A Commonfunctions for
Survey C
QuestC1
QuestC2
QuestC3
Com
mun
icat
ion*
* Software download/update, download of structural metadata, classifications and questionnaires, questionnaire upload (report or import into the open Web questionnaire)
e-Quest „new“: extensible function through plugins
Questionnaire frameworkparadigm 2
Questtype
X
Questtype
Y…
S T A T I S T I C S A U S T R I Ae-Quest "new" 19
e-Quest „new“ - activities
Investigation of technical options Creation of a prototype on the basis of those findings Survey of e-Quest „classic“ users
– what functions are used
– what preferences they have
– how they compare e-Quest and eQuest/Web
Tentative project plans – in progress Preparation of the decision – in progress
S T A T I S T I C S A U S T R I Ae-Quest "new" 20
e-Quest „new“ - scenario
Login with eQuest/Web user ID and password– check the central DB for questionnaires for this user
– download questionnaires with initial data as XML
– download all plugins required for these questionnaires: questionnaire definition XML, help system, classifications (as XML), control and validation software for the questionnaire types
Break online connection Present questionnaires in tree When questionnaire is opened, interpret the XML definition and
create questionnaire dynamically. During filling in, control and validate. Open online connection for user to send the filled in
questionnaire as XML to the eQuest/Web database.
S T A T I S T I C S A U S T R I Ae-Quest "new" 21
e-Quest „new“ prototype – technical ideas
based on eclipse rcp („rich client platform“) all software created as plugins central Maven repository for version and dependency control several open source tools and packages
questionnaire XML (contents, representation and layout) are interpreted dynamically, just as in e-Quest „classic“
control and validation modules generated by automatically translating the original Visual Basic scripts into Java code
the latter can then be customized by hand if necessary (or while the translator is still incomplete)