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Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us Metadata Standards and Official Statistics Presentation by: Jack Gager [email protected] Metadata Technology, North America

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Page 1: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Metadata Standards and Official Statistics

Presentation by:

Jack Gager

[email protected] Technology, North America

Page 2: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Overview

• Why Standardize

• Standards Overview

• Our Experiences

• The Future of the Standards

• Summary

Page 3: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Why Standardize?

• Strategy to implement the vision of HLG-BAS1 laid out the following key points:

• Organizations producing statistics are faced with a shift in the way data is produced and utilized

• The abundance of data poses both opportunities and challenges

• The strategy focused on 5 themes:• Organizations producing statistics need to improve

processes• Data and services need to be more economic to produce• Vast amounts of available data should be utilized• Environments which promote reuse of data, processes

and methods should be created; including those which allow users to perform their own analysis

• Strong leadership is required for this strategy1. http://www.unece.org/fileadmin/DAM/stats/documents/ece/ces/2012/10_-_HLGBAS_Strategy.pdf

Page 4: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

HLG-BAS Strategy

• Building knowledge based on international standards• GSBPM for business concepts• GSIM for information concepts

• Outline a plug-and-play architecture

Page 5: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

DDI

• Even before DDI, survey metadata was being captured in machine actionable ways

• DDI 1.0 was finalized around 2000• Archival• Single survey view with variable centric metadata

• DDI 2.0 was introduced in 2003• Aggregate data• Geographical information

• Lifecycle approach accepted 2004• Move from single survey view• Promote reuse and harmonization of metadata

• DDI 3.0 officially released 2008

Page 6: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

DDI Lifecycle

Page 7: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

SDMX

• Prior to SDMX there was GESMES/TS

• SDMX 1.0 was released in 2004• Data• Structure• Query

• Became ISO 17369 in 2005

• SDMX 2.0 released in 2005• Registry• Reference Metadata

• SDMX 2.1 released in 2011• Enhanced web services

Page 8: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

GSBPM

DDI SDMXSDMX

DDI

Page 9: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

GSIM

• Information objects for the GSBPM

• Goals:• Provide common terminology and definitions for

developing metadata systems and information management frameworks

• Reference model for implementing on a consistent basis when defining information to drive production processes

• SDMX and DDI Lifecycle as starting points• Leveraged where appropriate as representations of GSIM

Page 10: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Our Experience

• Initially, standards were seen as competing• That has been largely clarified• Aided by ongoing dialogues between SDMX/DDI

• Standards are often viewed a magic bullets• Rarely is this the case• Extensions are often necessary• The standards are not great at actually managing

metadata

• Standards used only for their basic purposes probably hinder more than they help

• Standards are only as good as the quality of the metadata behind them

Page 11: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Future of the Standards

• GSBPM and GSIM are steps in the right direction

• DDI and SDMX should take leads from GSIM• Base their models in GSIM so the standards are better

harmonized• Follow GSIMs lead in not prescribing metadata

management, but rather only the information necessary for the purpose of the standard

• Lower barriers for entry and adoption

Page 12: Metadata Technology North America  200 Prosperity Dr., Knoxville, TN 37923 USA  +1 (877) DDI – SDMX    Metadata Standards and Official

Metadata Technology North America 200 Prosperity Dr., Knoxville, TN 37923 USA +1 (877) DDI – SDMX www.mtna.us

Summary

• GSBPM and GSIM form a useful framework for industrializing statistics production

• DDI and SDMX are necessary to realize the overall visions of HLG-BAS

• This bigger picture view should foster a continued evolution in the standards

• As with any framework or standard, the results are only as good as the inputs; sound metadata management is key