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CORA Common Reference Architecture

Partner’s name: Statistics Norway

WP number and name: WP2 Requirements collection & State of the art

Deliverable number and name: 2.1 Questionnaire

Questionnaire

Partner in charge Statistics Norway

Version 1.0Date 29/01/2010

Version Changes Date1.0 Creation 29/01/2010

Date of dissemination Version Page29/01/2010 1.0 1 of 21

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This document is distributed under Creative Commons licence"Attribution-Share Alike - 3.0 ", available at the Internet site:

http://creativecommons.org/licenses/by-sa/3.0


http://creativecommons.org/licenses/by-sa/3.0

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Questionnaire........................................................................................................................................4Shared Software Questionnaire..........................................................................................................14Candidate Software Questionnaire.....................................................................................................17Cover letter - ITDG............................................................................................................................19Cover letter - MSIS............................................................................................................................20


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Questionnaire

ESSNET - COMMON REFERENCE ARCHITECTURE (CORA)QUESTIONNAIRE

Date due: 22-February-2010

Background:The main objective of the ESSNET – Common Reference Architecture (CORA) project is to define a common architecture, starting from the GSBPM model, flexible and modular, which can be easily changed and permitting different parties to contribute to the implementation and different organisations to be free to use the modules they need. The architecture is intended to facilitate software sharing.

This questionnaire is designed to ask NSIs about Common Reference Architecture requirements and shared software. The IT Directors Group has given support to the conducting of this survey (ref. minutes of the ITDG meeting, 21-22 October 2009). Final versions of the Set of requirements and the State of the art analysis for the COmmon Reference Architecture will be publicly available in April 2010. Individual results regarding software will be published on the Software Sharing part of the MSIS (Management of Statistical Information Systems) wiki(http://www1.unece.org/stat/platform/display/msis/Software+Sharing).

Those respondents that complete this questionnaire will receive a copy of the Set of requirements and the State of the art analysis reports by email. They will also receive a copy of the individual results from all the other respondents.

Instructions for completion:The questionnaire is divided into 7 sections. Each section comprises a table with questions in the left hand column (in bold). The right hand column contains ubquestions (in bold) and space for answers. The questionnaire is flexible: a) If there appears to be no place for certain information, then please add extra lines.b) If the single choice categories are inadequate, then please provide some explanatory text.c) If the information requested is unavailable in English, but it is available in another language, then please provide the information requested in the available language.

1 INTRODUCTION

Question Answer and/or subquestion1.1 Organisation name

1.2 Organisation structureFor example attach a diagram or provide a link showing the high-level structure of the organisation


http://www1.unece.org/stat/platform/display/msis/Software+Sharing

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1.3 Organisation size Number of employees (number of heads) in your organisation:

1.3 Information about those who have filled out this questionnaire

The respondents (collectively) have experience from (cross all that apply)

For each respondent please provide the following Name: Organisational unit: Email:


IT Business processes

Statistical methodology

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2 STATISTICAL BUSINESS PROCESS MODELS

Generic Statistical Business Process Model (GSBPM) v4 of METIS (The joint UNECE / Eurostat / OECD Group on Statistical Metadata)

The original intention of the GSBPM was to provide a basis for statistical organizations to agree on standard terminology to aid their discussions on developing statistical metadata systems and processes. The use of this model can also be envisaged in other separate, but often related contexts such as harmonizing statistical computing infrastructures, facilitating the sharing of software components, and providing a framework for process quality assessment and improvement.

The GSBPM comprises four levels: Level 0, the statistical business process; Level 1, the nine phases of the statistical business process; Level 2, the sub-processes within each phase; Level 3, a description of those sub-processes. The following diagram shows the phases (level 1) and sub-processes (level2) and the two overarching process Quality management and Metadata management that apply throughout the statistical business process.


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Question Answer and/or subquestion 2.1 Does your organisation have an official statistical business process model? (cross one)

If Ongoing or NO, go directly to 2.4.If Yes, please send us the most recent links and/or any relevant documents. Link: Name of document(s):

2.2 Has your organisation been restructured based upon the official statistical business process model?

(cross one)If Yes, please specify:

2.3 Is your current IT-development steered by the official statistical business process model?

(cross one)

If Yes, please elaborate:

2.4 Does your organisation have a mapping between the official statistical business process model and the GSBPM?

(cross one)If Yes, please send us most recent links and/or any relevant documents. Link: Name of document(s):

2.5 Has your organisation mapped the subprocesses for the production of a particular statistic against the Generic Statistical Business Process Model (GSBPM)?

(cross one)If Yes, please specify the statistic(s):


Yes Ongoing No

Yes No

Yes No

Yes Ongoing No

Yes Ongoing No

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3 GSBPM SUBPROCESSES FOR PHASE 5 PROCESS

In order to keep the response burden and coverage at a reasonable level, this section focuses only on Phase 5 Process. This phase is broken down into eight sub-processes, which may be sequential, from left to right, but can also occur in parallel, and can be iterative.

Choose at least ONE of these eight subprocesses for Phase 5 and fill out the following table. Thereafter, please replicate this table for any additional subprocesses of your choice from Phase 5 Process.Question Answer and/or subquestion3.1 Subprocess name and numberE.g. 5.4 Impute3.2 What do you regard as the main purpose/target for this subprocess?E.g. improved accuracy, consistent dataset


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3.3 What activities do you typically carry out in this subprocess? E.g. 1) Run imputation routines for partial non-response, 2) Impute for unit non-response, 3) Evaluate imputations, 4) Supplement statistical registers3.4 What organisational units/roles are most involved in this subprocess?E.g. Statistical methodology

Centralised: Decentralised:

3.5 What dedicated tools, if any, do you mainly use for this subprocess?E.g. ISEE (Integrated System for Editing and Estimation)

3.6 Are standard procedures used for this subprocess?A standard procedure means that everyone in your organisation performs this subprocess in the same way

(cross one)

If Always, go directly to 3.8.

3.7 To what degree do you think standardisation of this subprocess would improve the process

(cross one)


Never Sometimes

Often

Always

Small Medium Large

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quality?

3.8 How large do you consider the potential to be for automatisation of this subprocess?

(cross one)

3.9 If you use more than one tool for this subprocess, what kind of interfacing do you use in order to allow the different tools to process the same data? (cross all that apply)

Kind of interfacing Specify/send linkStandard file formats

Format transformation toolDirect database accessWrappersOrchestration toolOther

3.10 Do you plan any improvements in the way that you are currently performing this subprocess?

(cross one)

If Yes, please elaborate:

3.11 Why did you choose this subprocess?

This subprocess is (cross all that apply)

If Challenging, please elaborate:

Please replicate this table for any additional subprocesses of your choice from Phase 5 Process.


Small Medium Large

Yes No

Familiar Functions well Challenging

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4 ENTERPRISE ARCHITECTURE (EA)

Question Answer and/or subquestion4.1 Does your organisation have an IT strategy document?

(cross one)

If Yes, please send us the most recent links and/or any relevant documents Link: Name of document(s):

4.2 Does your organisation have principles (business, architecture etc) intended to guide IT decision making?

(cross one)If Yes, please send us the most recent links and/or any relevant documents Link: Name of document(s):

4.3 Is your organisation considering or has it adopted/implemented an Enterprise Architecture Framework (EAF)?For example TOGAF, Zachmann.

(cross one)

If Considering/Adopted/Implemented, please specify:

4.4 Is your organisation using or testing any EA tools1?

(cross one)If Yes/Testing, please specify:

You can find some examples at http://www.enterprisearchitecture.info/EA_Tools.htm 4.5 Are any architectural roles2 in your EA staffed (formally or informally)?

(cross one)If Yes, please specifythe title of the role: number of employees filling the role:

number of days of formal training per role per employee (min-maks):

2 You can find some examples of architecture roles at http://en.wikipedia.org/wiki/Enterprise_architect#Role_of_enterprise_architects

1

2


Yes No

Yes No

Considering Adopted/Implemented

No

Yes No Testing

Yes No

http://en.wikipedia.org/wiki/Enterprise_architect#Role_of_enterprise_architects

http://www.enterprisearchitecture.info/EA_Tools.htm

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5 TOOLS Question Answer and/or subquestion 5.1. Does your organisation use any shared software tools?

Definition of shared software tools - Software tools, developed by producers of official statistics and currently shared with other organisations that produce official statistics.

(cross one)If Yes, please list the shared software tools here, the main GSBPM subprocesses they are used in, and fill out the Shared Software Questionnaire for each tool:Name of tool Main GSBPM

subprocesses

(Add more rows if necessary)5.2 Does your organisation have any candidate software tools?

Definition of candidate software tools – Software tools, under development or developed by your own organization, which are not currently shared but could be further developed to serve a wider community of producers of official statistics.

(cross one)If Yes, please list the shared software tools here, the main GSBPM subprocesses they are used in. and fill out the Candidate Software Questionnaire for each tool:Name of tool Main GSBPM

subprocesses

(Add more rows if necessary)

5.3 Do you have any ideas for developing new shared software tools?

(cross one)If Yes, please specify:

5.4 Does your organisation have an official policy on the use of Open Source Software?

(cross one)If Yes, please send us the most recent links and/or send us any relevant documents. Link: Name of document(s):

5.5 Are you using any open source software (OSS) in your statistical production process? (Do not include infrastructure or office OSS)

(cross one)If Yes, please specify the most important ones (max. five in each category):Statistical production OSS:Development OSS:Workflow OSS:


Yes No Unknown

Yes No Unknown

Yes No

Yes No

Yes No

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5.6 Do you know anyone (inside or outside your own organisation) with expertise in the field of software licensing?

(cross one)If Yes, please provide us with contact information Name: Position: Organisation: Email address:

Part 6 STATE OF THE ART

Question Answer and/or subquestion 6.1 Do you have any comments on important issues for the COmmon Reference Architecture project?For example - challenges & lessons learned, success stories. 6.2 State of the art documentation

Please send us any useful documents, which are co-authored by a member of your organisation, that are relevant for the COmmon Reference Architecture Name of document(s):

Part 7 COMMENTS

7.1 Do you have any suggestions or comments regarding this survey?

Many thanks for taking the time to fill out this questionnaire!


Yes No

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Shared Software Questionnaire

ESSNET - COMMON REFERENCE ARCHITECTURE (CORA)Date due: 22-February-2010

A Shared Software Questionnaire Individual results from this questionnaire will be published under the Software Sharing part of the MSIS (Management of Statistical Information Systems) wiki and should be updated there. See http://www1.unece.org/stat/platform/display/msis/Software+SharingPlease replicate the following table for each shared software tool.

A.1 Name of the tool A.2 Contact details in your organisation for more information

Name: email address:

A.3 Main purpose of the toolA.4 ImportanceE.g. strategic, important, used by some people, unimportant, unknownA.5 Is your organisation technically responsible for the development/maintenance of this software? (cross one)

If Yes, go directly to A8.If No, please provide the name of the organisationName:

A.6 Support/consultancy,(cross all that apply)

Did you purchase/license the support for this tool?Do you support this tool yourselves?Do you purchase training courses and consultancy for this tool?Do you supply training courses and consultancy yourselves?Other (please specify): _____________________________________

A.7 Collaboration type(cross one)

Did you purchase this tool?

Did you get this tool as freeware or open source software?Other (please specify): __________________________________

Only proceed further with this questionnaire if your organisation is technically responsible for the development/maintenance of this software.If this is not the case, then you have now completed this questionnaire for this tool.


Yes No


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A.8 Input format(s) (e.g. csv or xml files, dbms tables)A.9 Output format(s) (e.g. csv or xml files, dbms tables)A.10 Programming language(s)

A.11 Code availability(cross one)

A.12 Charges (cross all that apply)

A.13 Development status(cross one)A.14 Operating system(s)A.15 User/natural language(s) and any language independence/ multilanguage capabilitiesA.16 Demo/trial version available(cross one)

A.17 External support/consultancy (cross one)

Do you supply training courses and consultancy for this tool to other organisations?Do you provide support for this tool to other organisations?Other (please specify): __________________________________

A.18 If your organisation is not the supplier, what type of collaboration do you have(cross one)

Did you purchase this tool?

Did you get this tool as freeware or open source software?Other (please specify): __________________________________

A.19 Documentation Please send us the most recent links or any relevant documents (preferably in English, but if an English version is not available, please send this in your local language)


Open Source

Shared source

Closed source

Free of Charge

Limited version free of charge

Payment

Alpha Beta Production/stable

Yes No

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Link: Name of document(s):

Many thanks for completing this shared software questionnaire!


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Candidate Software Questionnaire

ESSNET - COMMON REFERENCE ARCHITECTURE (CORA)Date due: 22-February-2010

B Candidate Software Questionnaire Individual results from this questionnaire will be published under the Software Sharing part of the MSIS (Management of Statistical Information Systems) wiki and should be updated there. See http://www1.unece.org/stat/platform/display/msis/Software+SharingPlease replicate the following table for each candidate software tool.

B.1 Name of the tool

B.2 Contact details for more information

Name: Email address:

B.3 Main purpose of the toolB.4 ImportanceE.g. strategic, important, used by some people, unimportant, unknownB.5 Input format(s) (e.g. csv or xml files, dbms tables)B.6 Output format(s) (e.g. csv or xml files, dbms tables)B.7 Programming language(s)B.8 Marketing(cross one)

Do you plan to license this tool?Do you plan to distribute the tool as free executable (freeware)?Do you plan to distribute the tool as Open Source Software?Other (please specify):_________________________________

B.9 Development status

B.10 Operating system(s)B.11User/natural language(s)


Pre-alpha

Alpha Beta Production/stable


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and any language independence/ multilanguage capabilitiesB.12 Demo/trial version availableB.13 Main reason(s) why this software is not currently sharedB.14 Documentation Please send us the most recent links or any relevant

documents (preferably in English, but if an English version is not available, please send this in your local language)Link: Name of document(s):

Many thanks for completing this candidate software questionnaire!


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Cover letter - ITDG

Oslo, 29-01-2010

Note for the attention of ITDG

Subject: Questionnaire on requirements for an ESSNet Common Reference Architecture, shared software and candidate software.

As announced at the last meeting of the IT Directors Group in October 2009, I now send you the Questionnaire on requirements for an ESSNet Common Reference Architecture, shared software and candidate software

As the questionnaire involves different aspects of the whole statistical production process it will need to be filled out by experts in IT, business processes and statistical methodology.

I would be very grateful if you could return the completed questionnaire to Jenny Linnerud ([email protected]) before 22 February 2010.

Final versions of the Set of requirements and the State of the art analysis for the COmmon Reference Architecture will be publicly available in April 2010. Individual results regarding software will be published on the Software Sharing part of the MSIS (Management of Statistical Information Systems) wiki.


Thank you in advance for your cooperation.

Rune GløersenDirector for IT and Statistical MethodsStatistics Norway

Attached documents:1) ESSNET - Common Reference Architecture (CORA) Questionnaire2) Shared Software Questionnaire 3) Candidate Software Questionnaire

Contact: Jenny Linnerud ([email protected])


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Cover letter - MSIS

Oslo, 29-01-2010

Note for the attention of participants at the MSIS meeting, Oslo 2009.

Subject: Questionnaire on requirements for an ESSNet Common Reference Architecture, shared software and candidate software.

As discussed at the last meeting of MSIS in Oslo 2009, we are now sending out the Questionnaire on requirements for an ESSNet Common Reference Architecture, shared software and candidate software to all the European National Statistical Institutes. We would also like to invite you, as active members of the MSIS group, to fill out this questionnaire. Your participation would greatly enhance our results.

As the questionnaire involves different aspects of the whole statistical production process it will need to be filled out by experts in IT, business processes and statistical methodology.

I would be very grateful if you could return the completed questionnaire to Jenny Linnerud ([email protected]) before 22 February 2010.

Final versions of the Set of requirements and the State of the art analysis for the COmmon Reference Architecture will be publicly available in April 2010. Individual results regarding software will be published on the Software Sharing part of the MSIS (Management of Statistical Information Systems) wiki.


Thank you in advance for your cooperation.

Rune GløersenDirector for IT and Statistical MethodsStatistics Norway

Attached documents:1) ESSNET - Common Reference Architecture (CORA) Questionnaire2) Shared Software Questionnaire 3) Candidate Software Questionnaire

Contact: Jenny Linnerud ([email protected])


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