Electronic reporting in Statististics Norway

1
Electronic reporting in
Statistics Norway
27th Voorburg group meeting
Warsaw, Poland
1-5 October, 2012
1
Content of presentation
•
•
•
•
History behind electronic questionnaires (IDUN Portal)
•
•
•
History behind electronic reporting (EDI) of annual accounts
•
Future plans
IDUN – some technical facts and functionality
Development of electronic reporting (EDI) 2002-2012
Consequences of EDI
Development of EDI from annual accounts
Consequences of EDI from annual accounts
2
The Board
Director general
Administration
•
•
•
•
•
•
Staff – administration
International secretariat
Finance management
Development cooperation
Property management
Human resources
Communications
• Staff
• Information and documentation
• Publishing
IT and statistical methods
•
•
•
•
•
IT infrastructure
Statistical methods and standards
Data collection systems
Statistics systems
Communication systems
Economics,
energy and the
environment
statistics
• Energy and
environmental
statistics
• Natural resources
and environmental
statistics
• Income and wage
statistics
• Price statistics
• Labour market
statistics
Social
statistics
• Population statistics
• Health statistics
• Social welfare
statistics
• Education statistics
Industry
statistics
National accounts
and financial
statistics
Research
• Primary industry
statistics
• Transport, tourism and
ICT statistics
• Construction and
service statistics
• Manufacturing and
R&D statistics
• National accounts
• Financial markets
statistics
• Public finance
• Financial corporations
• Accounting statistics
• External trade statistics
• Public economics
• Environmental
economics
• Macroeconomics
• Microeconomics
• Energy economics
• Social and
demographic research
Data collection
•
•
•
•
•
•
Statistical populations
Data collection methods
Data collection
Interviews
Support services
Data collection coordination
3
History - IDUN
•
•
•
•
•
IDUN: Information and data exchange with the business environment
•
•
2004: All ”business-surveys” included possibility for EDI (IDUN)
•
2011 – 2015 IDUN is phased out
2000: IDUN project was established in SSB
2001: First pilot – limited scale.
2002: New pilot, larger scale
2003: > 50 per cent of surveys directed towards businesses included a
possibility for electronic reporting
2005-2010: Efforts put into integrating IDUN with Altinn. Altinn is the
electronic portal used by other public institutions ( tax. authorities, other
register authorities)
4
IDUN – some few technical facts
•
Metadata is defined by the division responsible for survey
•
Data are registered in the metadatabase by division for data collection
•
The electronic questionnaire is generated through this database.
•
IDUN is (therefore) not a tool for questionnaire designing
•
Interactive communication with the respondent is not possible
•
Front page is standard for all (business) surveys
5
IDUN - functionality
•
Respondents get access to IDUN through a user ID and
password for each survey
•
•
Guideline is available for each survey (if necessary)
•
Respondent can move forwards and backwards in the
questionnaire
•
Respondent can”Jump” directly from the first page to the last
page if the unit has no information for the survey (e.g. no activity,
wrong NACE code)
Respondent can change basic information (adress etc.) directly in
the questionnaire
6
IDUN - functionality
• Sum up functions ( e.g. percentages)
• Logic controlls:
1. Red warnings: Answer is unacceptable. Respondent can
not move on to the next page or send the questionnaire
2. Yellow warnings: Answer should be considered once more
by the respondent but can be send
7
IDUN - functionality
• Questionnaire includes a box at the last page where
comments can be written
• Same questionnaire can be send more than once in case of
mistakes
• Respondent receives an electronic receipt after the
questionnaire has been send
8
Development of electronic reporting in SSB
2005-2011
90
80
70
Per cent
60
50
40
30
20
10
0
2005
2006
2007
2008
2009
2010
2011
Calendar year
9
Selected statistics, first reference year before 2002
100 %
90 %
80 %
70 %
SBS, construction
Per cent
60 %
SBS,business services
50 %
SBS, wholesale/retail trade
Turnoverindex, business services
40 %
SPPI, architectural services
30 %
20 %
10 %
0%
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
Reference year
10
Selected statistics, first reference period
2005-2007
120 %
100 %
per cent
80 %
SPPI, legal services
60 %
SPPI, cleaning activites
SPPI, management consulting
40 %
20 %
0%
2005
2006
2007
2008
2009
2010
2011
Reference year
11
Selected statistics with first reference period
2008 or later
120 %
100 %
80 %
per cent
SPPI, civil engineering
SPPI, technical testing
60 %
SPPI, advertising agencies
SPPI, mediarepresentation
40 %
20 %
0%
2008
2010
2009
2011
Reference year
12
Consequences
•
Less resources were needed for opening post, scanning and
verfication
•
New tasks were borned: IDUN-support for respondents,
creation of electronic questionnaires, testing and approval of
questionnaires before each reference period
•
SSB is still obliged to offer paper questionnaire = increased
workingburden for designing new questionnaires
•
Time for package and cost of postage have decreased after
cutting out paper questionnaire in the first sending
13
Consequences
•
Exceeding resources (especially in the first years) were used for
supporting other divisions in SSB by editing data and for support
service
•
Better quality of reported data ? We do not know for sure.
•
Hopefully – perceived responseburden has decreased
14
Electronic reporting of annual accounts
•
Project was established by the tax authorities in the late 90’ties. SSB
and The Brønøysund register centre participated in the project
•
SSB did also consider scanning of these data, but gave it up
•
A common database for this matter for all divisions in SSB was
established between 1999-2001. Purpose: Exploiting the expected
significant increase of accounting data, independent of statistics,
divisions and samples
•
2001: SSB receives the first electronic reported annual accounts. Units
report electronically to the tax authorities, who passes on the data to
SSB
15
Development of electronic reporting of
annual accounts
450 000
420 000
390 000
360 000
330 000
300 000
Number
270 000
Total no. in the NO base
240 000
Number electronic reported
210 000
Number manually registrated
180 000
150 000
120 000
90 000
60 000
30 000
0
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
Reference year
16
Development of electronic reporting of
annual accounts
100,0
90,0
80,0
70,0
Per cent
60,0
50,0
Electronic reporting, per cent
40,0
30,0
20,0
10,0
0,0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
*
Referenceyear
17
A practical example of reduced
response burden
Residual sample, SBS. Consist of units, where we have no
administrative data sources for turnover. Must be collected by a
survey.
Residual sample, SBS - no. of units
60 000
50 000
40 000
No. of units
•
30 000
20 000
10 000
0
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
Re fe re nce ye ars
18
Consequences
•
Decreased repsonse burden. Units reporting electronically only
have to send their annual account to one institution (the Tax
Authorities).
•
Manual registration has been reduced by 90 per cent, measured
by number of units. Some of the exceeding resources have been
used on new tasks (IDUN-support, edition of data)
•
Quality of accounting based statistics (e.g. SBS) has increased,
due to a higher coverage rate of accounts.
19
Future plans
• Transferring questionnaires from IDUN to a new portal –
Altinn II
• Altinn II is already today used by other central public
institutions as the portal for electronic reporting
• Cutting number of surveys automatically including a paper
questionnaire in the first sending
20
Advantages – Altinn II
•
Respondents will have one common portal for sending electronic
information to public institutions
•
Increased functionality: Interactive communication, possibility of
sending data directly from the respondents own systems,
respondents have access to previous surveys, same data can be
send to several institutions in one operation
•
Easier to change questionnaire design (through Microsoft Info
Path)
•
The Brønøysund register Centre is responsible for running and
managing Altinn II. SSB will save costs
21