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Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain Summary Challenges and opportunities of electronic questionnaires Encouraging reporting enterprises to use EDR

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Data editing by respondents  Paper questionnaires  few opportunities  Electronic questionnaires  many opportunities (built-in edits) EDR enables more editing to take place at data collection by the respondents

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Page 1: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun

National Statistical Institute, Spain

Summary

Challenges and opportunities of electronic questionnaires

Encouraging reporting enterprises to use EDR

Page 2: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Data editing “good practice”:

moving editing closer to respondents

Going a step further: integrating the respondents in editing

Page 3: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Data editing by respondents

Paper questionnaires few opportunities

Electronic questionnaires many opportunities (built-in edits)

EDR enables more editing to take place at data collection by the respondents

Page 4: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

EDR advantages

Improving accuracy from built-in edits

Elimination of data keying errors

Electronic devices

Savings in cost, time,…

Page 5: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Take-up rates of EDR

Spanish experience

Enterprise surveys: generally less than 25% often less than 15%

Population Census 2001: less than 1%!

Page 6: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Why the rate of using Internet questionnaires is quite low, while technical conditions are available for many of the respondents ?

Advantages for reporting enterprises? The tasks that take the most time are looking for the required information and computing answers

No time difference keying data on a screen to fill in a questionnaire on paper

The reporting enterprises benefits depend on the way metadata support filling in questionnaires (help texts, auto-fill rules, pre-filled data, etc.)

Page 7: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Encouraging the use of Web questionnaires by enterprises

Explaining respondent benefits

Consider Web questionnaires in a wider context of all administrative duties and all EDR (e-commerce, e-administration, etc.)

Incentives (temporary access to information, free deliveries of tailored data, etc)

Page 8: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Offering tailored data from the Web

When an enterprise sends a valid form, it immediately receives tailored data from the server

The Web has some advantages over paper

AUDITING BY REPORTING ENTERPRISES!

Page 9: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

TQM approach

the suppliers and the customers are part of the productive system

integrating reporting enterprises in our productive system

How?

Page 10: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Reporting enterprises position about questionnaires:

…so, what use is this to me?

Page 11: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Hard contradiction:

Our customers are (more or less) satisfied

Our suppliers are strongly unsatisfied

solution?

Let’s try to change our suppliers into customers!

Page 12: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Offering tailored data in exchange for the questionnaires

We provide the reporting enterprises with answers to the following questions:

What is my market share in my business activity?

How many enterprises have bigger market share than mine?

What is the overall share of those enterprises with bigger market share than mine?

Page 13: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

ENTERPRISE XXXXXXX

BRANCH : 15.33 – Processing of fruit and vegetables Number of enterprises 895 Enterprise market share 0.25% Number of enterprises with larger market share 101 Market share of that enterprises 68.41 % This data is for your information only. If those data do not fulfill your expectations, please put in contact with us. It allows us analysing them and improving our estimations. Thank you.

Page 14: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

action to improve our relation with enterprises

enterprises call us when data do not match expectations

errors detected and corrected

questions and definitions improved

Page 15: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Feedback from enterprises

Reporting enterprises may have an active role on editing and quality evaluation

Prior knowledge about their sectors and markets

Page 16: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain
Page 17: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain
Page 18: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain
Page 19: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Editing strategy

TQM approach

to get high quality incoming data

(“auditing by reporting enterprises”)

Built-in edits EDR

after Web edits no traditional microediting is needed

Selective editing

based on statistical modelling

Page 20: Trying to improve editing tasks through EDR methods Pedro Revilla, Ignacio Arbués, Margarita Gonzalez and Isabel Yun National Statistical Institute, Spain

Final remarks

Still far from the “auditing by reporting enterprises” model

Take-up of EDR too small

More research needed on selective editing

Nevertheless,

the combination of TQM, built-in edits in EDR and selective editing, may be in the near future a key success factor to get high quality incoming data, at a lower cost and with a lower respondent burden