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StEPS at EIA—Where We Are Now

StEPS at EIA—Where We Are Now. Paula Weir and Sue Harris Energy Information Administration, U.S. Department of Energy ICES3 Topic Contributed Session: Generalized Survey Processing Systems—Part II. Presentation Outline. Background and reason for implementing a generalized system

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StEPS at EIA—Where We Are Now

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  1. StEPS at EIA—Where We Are Now Paula Weir and Sue Harris Energy Information Administration, U.S. Department of Energy ICES3 Topic Contributed Session: Generalized Survey Processing Systems—Part II

  2. Presentation Outline • Background and reason for implementing a generalized system • First issue of getting data into StEPS • StePs modules—changes made and how used • Modifications to other systems and creation of new systems needed • Summary and future work

  3. Background • In 2002 EIA acquired StEPS from the U.S. Bureau of Census • Low cost solution for replacing legacy systems • Since then 18 surveys have been migrated to StEPS • Differences in survey requirements and business process have resulted in significant customization • Challenges faced in implementing a generalized system designed with other surveys and processes in mind

  4. Getting Data into StEPS • Process for creating batch data into the StEPS input format • EIA developed the Data Collection Module (DCM) • Originally intended to be a generalized system • DCM provides the identification of the respondents expected to report • All reported data are keyed or passed through the DCM • The DCM performs multiple front-end tasks • Process original responses and resubmissions. • Generate reports for organizing and tracking information regarding survey processing (case control)

  5. StEPs Modules • This processing system includes: a) modules for specifying parameters for the specific users and survey; b) modules for data collection activities including mailing, receipt and check-in; as well as, c) modules for post collection such as editing, imputation, and estimation.

  6. Customization of StEPS • Evolutionary process • Original vision was to remain compatible with future versions and upgrades from Census • As a result of differences in survey and business processes, the vision changed • Example: analysts work on multiple surveys and time periods, so EIA created a StEPS Menu Interface screen • EIA Tools

  7. Defining STePS Edits • StEPS has 7 edit rules types: 1) required data item test; 2) range test; 3) list directed test; 4) skip pattern validation test; 5) balance test; 6) survey rule test; and 7) negative test. • The use of the edit types varied within the three groups of EIA surveys. • Many of the edit rules are common to many of the data cells, so a “wildcard” feature was developed to apply the edit to cells selected through a drop down. • Performance issues and resolution approaches • Enhanced roster functionality

  8. Imputation Definition • Imputation implemented differently within the three survey groups • Simple imputation vs. general imputation • Calculation of impute values within StEPS vs brought in as auxiliary file • Imputation as a rollover function • Major change initiative: Imputation in roster surveys

  9. Review and Correction • View reported data, edit flags and resolution, view notes • Override flag created • Failures highlighted in red • Notes functionality enhanced • Roster item view and correction screens created • Mass correction function for control data

  10. Control Information • Master Control and Control Information • Latest action • Ghosting and successor ID • Unghosting to preserve ID as of the time data are reported • Relationship to other systems and processes

  11. Other Existing Systems and Creation of New Systems • Historical respondent level database--SIS • Master Frame FileIntegrated Frame System • OHUB—temporary holding area of control and survey data, job status, other frame and sample information

  12. Overview of Production Processes and Systems

  13. Summary and Future Work • StEPS: one box in an overall process and flow • Low cost alternative but did not replace all the functionality in the legacy system • New systems and interfaces had to be built and other systems modified • Main problems: lack of knowledge on effective implementation (training and resource issues); differences in processes and work flow—language barrier; integration with other systems; independent treatment of separate but dependent surveys; dimensionality of EIA surveys • Quick fixes and survey specific solutions vs integrated generalized solution for implementation • Short run: 3 more surveys; Longer run: focus on edit/impute/estimate in StEPS, graphical interface and outlier detection, revisit process flow, integration of separate but related surveys, upcoming forms modifications, Red Hat?

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