User-friendly presentation of statistics Creating a dissemination policy and guidelines for developing and transition countries A cooperation project between PARIS21 and Statistics Norway Jan Erik Kristiansen Senior adviser Statistics Norway 1 ”Publish or perish”! 2 In many NSOs dissemination is still limited, because: • Focus on data collection and processing • Lack of experience (and coordination) • ”Fear of dissemination”? • Lack of dissemination strategy and guidelines • But: Todays increase in the number of studies, surveys and censuses could result in a dramatic increase in dissemination: 3 5 112 5 7 9 744 5 7687 8 2 3477 7 9 112 8 347 779 6,3 8 135,4 9 56 2006=10 45 + 7 12% 7445 779 6,3 8 135,4 9 56 2006=10 45 + 7 12% Tabulation Methods/calculations Statistics Data entry & editing Data Data collection/surveys/adm. registers (Master plan/strategy/MDGs/PRSPs, etc.) NSOs = Numerical volcanoes? 4 User-friendly presentation Tabulation Methods/calculations Data entry & editing Data collection/surveys/adm. registers (Master plan/strategy/MDGs/PRSPs/etc.) 5 ”The need to make outputs more user-friendly is also a useful concept and should be further explored, particularly when the general level of discomfort that the public displays about numerical data is taken into account” From: ”The statistical infrastructure of the Caribbean countries”, 2005. But what is “user-friendliness”? Pentax IQZoom 200 QD 35mm Film Camera An uncompromising yet user-friendly camera, the IQZoom 200 expands the realms of photographic possibility…. • Findable/easy to find • Understandable/informative – figures should be comparable and easy to compare 6 Examples of not so user-friendly dissemination Not primarily included to criticize, but to show that improvement of dissemination is often a question of minor changes Our websites and publications are full of tables and graphs that are ambiguous, meaningless or even misleading. Also: Examples are easier to understand and remember than general rules and principles 7 “User-friendly”? From: 2004 Census, Qatar 8 “User-friendly”? 16 14 12 10 8 6 4 Crude birth rate 2 Crude death rate Natural increase 0 1995 1996 1997 1998 1999 2000 2001 2002 2003 From: Annual Statistical Digest 2006, Trinidad and Tobago 9 2004 “User-friendly”? From: CSME Profile 2005-2006: A selection of various statistical indicators Area Name Antigua and Barbuda Barbados Belize Dominica Grenada Guyana Jamaica Montserrat Saint Kitts and Nevis Saint Lucia St. Vincent and The Grenadines Suriname The Bahamas Trinidad and Tobago Visitor Expenditure Visitor Arrivals (000) US Million Dollars 2005 2006 2005 2006 712 548 237 381 98 117 2,616 10 128 719 165 160 4,593 527 725 563 247 474 347 113 2,994 11 343 669 307 35 4,568 296 309.4 ... 174.7 57.0 71.4 ... ... 9.0 121.0 356.0 103.9 ... 2,068.9 ... 326.7 763.2 199.4 71.7 93.5 ... 187.1 7.7 122.1 284.6 113.3 50.0 2,056.4 260.3 10 “User-friendly”? Literacy rate. Adult men and women Men Women 1935 30.8 8.0 1945 44.3 13.5 1950 47.7 16.7 1955 56.3 21.3 1960 54.8 21.1 1965 64.7 27.6 : : etc. From: Statistical Indicators 1923-2004, Turkstat 11 “User-friendly”? From: www.caricomstats.org/ 12 “User-friendly”? Titles of graphs/tables: Percentage distribution of households by type of household. Better?: Household types. Per cent Unemployed by sex and age Better?: Unemployed men and women in different age groups Pupil to teacher ratio Better?: Pupils per teacher 13 “User-friendly”? COPYRIGHT 2006-Ministry of Finance, International Financial Services and Economic Affairs All rights reserved. No part of this publication may be reproduced or transmitted in any form or by anymeans, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without permission in writing from the producer. www.stlucia.gov.lc Better: ”When using our statistics, please refer to Statistics Xxxxxx (name of NSO) as the source” 14 General motto: KISS! • Keep It Short and Simple! • This applies to: – Tables – Graphs – Titles – Text 15 Contents of draft: 1. Dissemination: Formulating a strategy 2. Comparing numbers: Making the numbers talk 3. In columns and rows: Constructing tables 4. From table to graph: Why and how? 5. The media: Our best friends 6. The Internet: Something for everybody 7. In the shadow of the Internet: Printed publications 8. “This is how we do it”: Making dissemination guidelines Read more? Some suggestions Appendix I: This is Norway – What the figures say: An example of a user-friendly publication Appendix II: Training for user-friendly dissemination: Some possible topics 16 Target group(s)? • Chief statisticians/management • Employees in disseminations units • Others involved in dissemination 17 Dissemination – some strategic issues • • • • • • The role of users The role of media Printed publications – electronic dissemination? Tables or analysis? Dissemination: Centralized or decentralized? Pricing policy 18 Users • The most “important” users? • “Serving the government”? 19 The role of users? “User-friendly = “let’s ask the users”? But many users do not know what they want! And: We also want to attract new users! So…. 20 The role of the media Traditional dissemination model Media The public Libraries NSI Education Government/org. Business 21 “New” dissemination model Media The public Libraries NSI Education Government/org. Business 22 The media are of vital importance because: • They represent an important channel of dissemination • They help increase the visibility and public recognition of the NSO – and thereby improving the publics trust in statistics 23 Statistician and journalist: Like cat and dog? 24 But: We must cooperate! Journalists are our best friends 25 An example of “change in attitudes”? 26 Two basic rules when communicating with the media: • Equal treatment – No pre-release access • Establish a release calendar 27 Printed or electronic? • Yesterday: Printed publication first, then electronic/ Internet • Today: Parallel publishing: Paper and Internet simultaneously • Tomorrow: First on the Internet, then printed version. (In Statistics Norway, an "Internet first"-policy has been implemented. Statistics are since June 1999 released daily on the Internet.). 28 Tables or analysis? Numbers to the experts? Analysis/comments to the media & the public? But … 29 More “analysis”, because… • In a complex society, readers need to be guided through the numerical jungel: “What does the numbers really mean”? • The informed users and the general public need explanations, interpretations and comments 30 Why “analysis”? • “Analysis” forces us to look closer at the data: concepts, definitions, measurements, sampling, etc. • … and provides a necessary feedback into the statistical production process, increasing the quality of statistics, by uncovering errors and mistakes in the statistics 31 Analysis is … • To select among all the possible numbers What is… – Important? – Interesting? – New…? • To make the figures comparable • And to compare: point out differences, trends and tendencies – Over time/time series – Between groups – Or both 32 The future? Publishing statistics: Two main directions? Electronic Numbers/ Tables Text/ Analysis Paper 1 (x) (x) 2 1. Numbers/tables: On Internet 2. Text/analysis: Printed publications 33 A few words about the Internet: • The responsibility for the web service should not be left to the IT unit • Something for everybody • Tables and publications should be downloadable 34 Internet (continued): • Give priority to statistics – instead of words of welcome, statements of missions and visions, organizational charts or photos of the chief statistician 35 Internet (continued): • Keep it simple! From: Central Agency for Mobilization and Statistics. Egypt 36 Internet (continued): • Update as often as possible • One suggestion: “Portion out” results from large surveys and censuses 37 Dissemination: Centralized or decentralized? A centralized dissemination unit should… • contribute to a long-term dissemination strategy • publish and inform about statistical results • establish and maintain good relations with the media • give advice in information and dissemination matters • organize the production line and co-ordinate the different aspects of production (tools/programs) • make guidelines for design and layout for publications, tables and charts and see that these rules are being 38 followed A centralized dissemination unit should… • develop knowledge about the various aspects of publishing; including design, layout and the making of tables and charts • initiate, edit and/or co-ordinate publications and presentations involving various subject matter departments, like yearbooks • have the overall editorial responsibility for the web service • co-ordinate printed and electronic dissemination • take care of distribution, subscriptions, marketing, contact with users, etc. 39 Pricing policy With Internet and a growing understanding of statistics as a public good, the context of the pricing policy is changing: - Today, charging for Internet-services is almost “impossible” - Printed publications: Marginal costs 40 To increase user-friendly dissemination… • Every NSO should develop a dissemination strategy – to make the organization concious of the importance of dissemination • Strategy = plans for the day after tomorrow = road map • But more important is the will (and ability) to implement and carry out the plans: Action speaks louder than words” • Dissemination policy = dissemination guide(lines): ”This is how we do it” 41 From strategy to guidelines: A schematic example Long term strategic goal More userfriendly presentation of statistics Policy/plans Developing the Website Actions/projects Guidelines/ More and better metadata Make tables downloadable in Excel Guidelines for metadata Better media relations Better news releases Guidelines for tables on Internet More and better analyses Etc. Etc. Guidelines for news releases 42 The drafted guide does not propose any specific strategies, policies or guidelines for the various aspects of dissemination - these must be decided by the NSOs themselves, depending on their present situation, available resources and ambitions 43 ”This is how we do it” Possible content of guidelines: • News realeases and media relations • Publication series • The internet • Tables • Graphs • Metadata But remember: KISS 44