Exchange Group (2.0)

Data Harvest

Exchange

Exchange Instrument to pass information between two sources, usually by a machine to machine mechanism

Examples of Data Harvest include web scraper, API (e.g., to acquire data from administrative sources), scanner, sensor, etc.

Dissemination Instrument

Exchange

Exchange Instrument to disseminate information

Examples include: API or web services for data dissemination

Exchange Instrument

Exchange

concrete and usable tool to exchange information 

The Exchange Instrument is a tool to receive or send information and is used for external and internal purposes.

Different Exchange Instruments are used for data acquisition and dissemination. An example of Exchange instrument for receiving information is Questionnaire. An example of Exchange Instrument for sending information is Dissemination Instrument. Additional Exchange Instruments can be added to the model as needed by individual organisations.

Direction

Direction of the Exchange Instrument: acquire or disseminate.

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Exchange Specification

Exchange

outline or description specifying the design of the Exchange Instrument

GSBPM Phase 2 (Design) results in an Exchange Specification that specifies the design of the data acquisition or dissemination instruments (e.g., Questionnaire, web page). In GSBPM Phase 3 (Build), these instruments are built based on the tools.

Information Consumer

Exchange

Role that entails consuming data and information

The Information Consumer accesses a set of information in a Product that is made available via a Dissemination Instrument. The Information Consumer subscribes to the Provision Agreement, which sets out conditions of access. The Information Consumer can be defined in a broad sense with a persona concept (group of Individuals) without specific details.

Information Provider

Exchange

Role that entails providing data and information

An Information Provider possesses sets of information (that it has acquired, for example by collecting or purchasing it) and is willing to supply that information (data or referential metadata) to the statistical organisation. The two parties use a Provision Agreement to agree on the Data Structure and Referential Metadata Structure of the data to be exchanged via an Exchange Instrument.

Instance Question

Exchange

use of a Question in a particular Questionnaire

The Instance Question is the use of a Question in a particular Questionnaire Component. This also includes the use of the Question in a Question Block, which is a particular type of Questionnaire Component.

Question Purpose

A description of the purpose of the question, whether the question has a specific expected function.

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Question Text

The text which describes the information which is to be obtained.

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Instance Question Block

Exchange

use of a Question Block in a particular Questionnaire

The Instance Question Block is the use of a Question Block in a particular Questionnaire Component. This also includes the use of a Question Block in another Question Block, as it is a particular type of Questionnaire Component. 

Instance Statement

Exchange

use of a Statement in a particular Questionnaire or more specifically a Questionnaire Component

The Instance Statement is the use of a Statement in a particular Questionnaire Component. This also includes the use of the Statement in a Question Block, which is a particular type of Questionnaire Component.

Statement Text

The information, note, fact or instruction text making up the statement.

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Output Specification

Exchange

outline or description of how Information Sets are presented and arranged in Products for Information Consumers

The Output Specification specifies Products and uses the Presentations they contain. The Output Specification may be fully defined during the design process (such as in a paper publication or a predefined web report), or may be a combination of designed specifications supplemented by user selections (such as in an online data query tool).

Presentation

Exchange

way data and referential metadata are presented    

Presentations present data and referential metadata from Information Sets.  Presentation can be used by an Output Specification to specify how Information Set in Product is presented.

Presentation can be in different forms; e.g. tables, graphs, structured data files. Examples:

• A table of data. Based on a DataSet, the related Data Structure is used to label the column and row headings for the table. The Data Set is used to populate the cells in the table. Reference metadata is used to populate footnotes and cell notes on the table. Confidentiality rules are applied to the Data Set to suppress any disclosive cells.
• A data file based on a standard (e.g. SDMX).
• A PDF document describing a Statistical Classification.
• Any structural metadata object expressed in a standard format (e.g. DDI 3.1 XML).
• A list of Products or services (e.g. a product catalogue or a web services description language (WSDL) file).
• A web page containing Statistical Classifications, descriptions of Conceptual Variables, etc.

Product

Exchange

package of content that can be disseminated as a whole     

A Product packages Information Sets for an Information Consumer. The Product is generated according to Output Specifications, which define how the information from the Information Sets are presented (via Presentations)  to the Information Consumer.

A Provision Agreement between the statistical organisation and the Information Consumer governs the use of a Product by the Information Consumer. The Provision Agreement, which may be explicitly or implicitly agreed, provides the legal or other bases by which the two parties agree to exchange data. In many cases, dissemination Provision Agreements are implicit in the terms of use published by the statistical organisation.

For static Products (e.g. paper publications), specifications are predetermined. For dynamic Products, aspects of specification could be determined by the Information Consumer at run time. Both cases result in Output Specifications specifying Information Set data or referential metadata that will be included within the Product.

Provision Agreement

Exchange

legal or other basis by which two parties agree to exchange data

A Provision Agreement between the statistical organisation and the Information Provider (acquisition) or the Information Consumer (dissemination) governs the use of Exchange Instrument. The Provision Agreement, which may be explicitly or implicitly agreed, provides the legal or other basis by which the two parties agree to exchange data. The parties also use the Provision Agreement to agree the Information Structure of the information to be exchanged.

Question

Exchange

text used to elicit a response for a Conceptual Variable    

A Question may be a single question used to obtain a response, or may be a multiple question, a construct which links multiple sub-questions, each with their own response.

A Question also includes a relationship to the Value Domain to document the associated response criteria for the question. A single response question will have one Value Domain associated with it, while a 'multiple question' may have more than one Value Domain.

A Question should be designed with re-use in mind, as it can be used in multiple Questionnaires.

In a national implementation, Question could be further subtyped into: 

• QuestionGrid, useful to model questions as grids/tables. It is actually a cube-like structure providing dimension information, labelling options, and response domains attached to one or more cells within the grid. For instance, a two-way table requesting to provide turnovers broken down by affiliates.
• QuestionItem, a simple question that is necessarily one dimensional. For example: "How old are you?"

Question Purpose

A description of the purpose of the question, whether the question has a specific expected function.

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Question Text

The text which describes the information which is to be obtained.

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Question Block

Exchange

set of Questions, Statements or instructions which are used together

A Question Block should ideally be designed for reuse.  The Question Block is a type of Questionnaire Component. A statistical organisation will often have a number of Question Blocks which they reuse in a number of Questionnaires. Examples of Question Blocks include:

• Household Question Block
• Income Question Block
• Employment Question Block

Questionnaire

Exchange

Exchange Instrument to elicit information from observation Units

This is an example of a way statistical organisations acquire information (an Exchange Instrument). Each collection mode (e.g. in-person, CAPI (Computer-assisted personal interviewing), online Questionnaire) should be interpreted as a new Questionnaire derived from the Questionnaire Specification. The Questionnaire is a tool in which data is obtained.

Media

Description of the kind of media conceived for the use of the Questionnaire (printed, electronic, etc.).

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Support Artifacts

A list of devices, software programs, storage media, gadgets or other tools needed to support the use of the Questionnaire.

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Survey

Information on the survey which the Questionnaire will be used by.

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Questionnaire Component

Exchange

record of the flow of a Questionnaire Specification and its use of Questions, Question Blocks and Statements

A Questionnaire Component defines the structure of the Questionnaire Specification, as a combination of Questions, Question Blocks and Statements. It is the class which groups together all the components of a Questionnaire.

A Questionnaire Component is recursive, in that it can refer to other Questionnaire Components and accompanying Questionnaire Logic classes at a lower level. It is only at the top level where the Questionnaire Component links to the Questionnaire Specification.

Component Sequence

The order in which Instance Question, and Instance Statement appear in the Questionnaire Component.

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Questionnaire Logic

Exchange

management/control of the sequence of Questions, Question Blocks and Statements based on factors such as the current location, the response to the previous questions etc., invoking navigation and validation Rules to apply 

Routing Information

Routing information, which will also use responses from Rule.

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Questionnaire Specification

Exchange

Exchange Specification for Questionnaire

This represents the complete questionnaire design, with a relationship to the top-level Questionnaire Component.

There may be many different Questionnaire Specifications, for the same surveys, or tailored to individual observation Units (respondents) so that there would be a different Questionnaire Specification for each respondent. The design would also differ depending upon the specific mode of collection the Questionnaire is designed for.

Register

Exchange

written and complete record containing regular entries of items and details on particular sets of objects

In official statistics, "statistical registers" and "adminisitrative registers" (registers maintained by other organisations, usually administrative data owners) are usually distinguished. In GSIM, the information class "Register" is used to describe both types because the attributes are more or less the same so from the information management point of view, they can be handled as one GSIM class.

There is usually a purpose or authority for maintaining the Register and each object in the Register is described using a pre-defined set of characteristics. Examples include business and population registers as used by statistical organisations. Therefore, from statistical perspective, the Register can be interpreted as a set of objects for a given Population, updated on a regular basis, containing information on identification, accessibility of Units and other attributes. The Register contains the current and historical statuses of the Population and the causes, effects and sources of alterations in the Population.

In order to better understand how the Register is used in GSIM, the use cases for the different scenarios are explained. These scenarios are:

• Register as Information Set maintained and regularly updated by the statistical organisation.
• Register as Information Set for survey frames/sample frames.
• Register as Information Set for statistical Products.
• Register as Information Set used as direct or auxiliary information for the production of statistics.
• Register as Information Set  as a source of administrative information obtained usually from external organisations.

Statement

Exchange

report of facts in a Questionnaire

Statements are often included to provide further explanation to respondents.

Example: "The following questions are about your health".

The class is also used to represent completion instructions for the interviewer or respondent. Statement should be designed with re-use in mind as it can be used in numerous Questionnaires.

Interviewer Instruction

Instruction

Statement Text

The information, note, fact or instruction text making up the Statement.

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