Articles by Tracey

I like data and think it should be shared at not cost! Especially public data!

One of the great data myths is that cost recovery policies are synonymous with higher data quality. Often the myth making stems from effective communications from nations with heavy cost recovery policies such as the UK who often argue that their data are of better quality than those of the US which have open access policies. Canada, depending on the data and the agencies they come from is at either end of this spectrum and often in between.

I just read an interesting study that examined open access versus cost recovery for two framework datasets. The researchers looked at the technical characteristics and use of datasets from nations of similar socio-economic, jurisdiction size, population density, and government type (Netherlands, Denmark, German State of the North Rhine Westfalia, US State of Massachusetts and the US Metropolitan region of Minneapolis-St. Paul). The study compared parcel and large scale topographic datasets typically found as framework datasets in geospatial data infrastructures (see SDI def. page 8). Some of these datasets were free, some were extremely expensive and all under different licensing regimes that defined use. They looked at both technical (e.g. data quality, metadata, coverage, etc.) and non-technical characteristics (e.g. legal access, financial access, acquisition procedures, etc.).

For Parcel Datasets the study discovered that datasets that were assembled from a centralized authority were judged to be technically more advanced while those that require assembly from multiple jurisdictions with standardized or a central institution integrating them were of higher quality while those of multiple jurisdictions without standards were of poor quality as the sets were not harmonized and/or coverage was inconsistent. Regarding non-technical characteristics many datasets came at a high cost, most were not easy to access from one location and there were a variety of access and use restrictions on the data.

For Topographic Information the technical averages were less than ideal while for non-technical criteria access was impeded in some cases due to involvement of utilities (tendency toward cost recovery) and in other cases multiple jurisdictions – over 50 for some – need to be contacted to acquire a complete coverage and in some cases coverage is just not complete.

The study’s hypothesis was:

that technically excellent datasets have restrictive-access policies and technically poor datasets have open access policies.

General conclusion:

All five jurisdictions had significant levels of primary and secondary uses but few value-adding activities, possibly because of restrictive-access and cost-recovery policies.

Specific Results:

The case studies yielded conflicting findings. We identified several technically advanced datasets with less advanced non-technical characteristics…We also identified technically insufficient datasets with restrictive-access policies…Thus cost recovery does not necessarily signify excellent quality.

Although the links between access policy and use and between quality and use are apparent, we did not find convincing evidence for a direct relation between the access policy and the quality of a dataset.

Conclusion:

The institutional setting of a jurisdiction affects the way data collection is organized (e.g. centralized versus decentralized control), the extent to which data collection and processing are incorporated in legislation, and the extent to which legislation requires use within government.

…We found a direct link between institutional setting and the characteristics of the datasets.

In jurisdictions where information collection was centralized in a single public organization, datasets (and access policies) were more homogenous than datasets that were not controlled centrally (such as those of local governments). Ensuring that data are prepared to a single consistent specification is more easily done by one organization than by many.

…The institutional setting can affect access policy, accessibility, technical quality, and consequently, the type and number of users.

My Observations:
It is really difficult to find solid studies like this one that systematically look at both technical and access issues related to data. It is easy to find off the cuff statements without sufficient backup proof though! While these studies are a bit of a dry read, they demonstrate the complexities of the issues, try to tease out the truth, and reveal that there is no one stop shopping for data at any given scale in any country when it comes to data. In other words, there is merit in pushing for some sort of centralized, standardized and interoperable way – which could also mean distributed – to discover and access public data assets. In addition, there is an argument to be made to make those data freely (no cost) accessible in formats we can readily use and reuse. This of course includes standardizing licensing policies!

Reference Institutions Matter: The Impact of Institutional Choices Relative to Access Policy and Data Quality on the Development of Geographic Information Infrastructures by Van Loenen and De Jong in Research and Theory in Advancing Data Infrastructure Concepts edited by Harlan Onsrud, 2007 published by ESRI Press.

If you have references to more studies send them along!

Boris leaves me excellent links from time to time in my del.icio.us account! I usually find them when i am in those in-between times, usually idling between jobs, that’s when i recall to go over and see what’zup and find lovely info gifts in the Links For You section. This time he left a delightful info present about an exquisite way to make the numbers tangible from the artistic expressions of Chris Jordan in his Running the Numbers photo exhibit.

This new series looks at contemporary American culture through the austere lens of statistics. Each image portrays a specific quantity of something: fifteen million sheets of office paper (five minutes of paper use); 106,000 aluminum cans (thirty seconds of can consumption) and so on. My hope is that images representing these quantities might have a different effect than the raw numbers alone, such as we find daily in articles and books. Statistics can feel abstract and anesthetizing, making it difficult to connect with and make meaning of 3.6 million SUV sales in one year, for example, or 2.3 million Americans in prison, or 426,000 cell phones retired every day. This project visually examines these vast and bizarre measures of our society, in large intricately detailed prints assembled from thousands of smaller photographs.

I luv how he plays with scale and patterns to represent the tyranny of our mass consumption (see Plastic Bottles, 2007) or his choice of materials (see Building Blocks, 2007) to symbolize an issue.

Chris Jordan Shipping Containers 2007

Here are some of the photographic themes his photos depict:

  • nine million wooden ABC blocks, equal to the number of American children with no health insurance coverage in 2007.
  • 8 million toothpicks, equal to the number of trees harvested in the US every month to make the paper for mail order catalogs.
  • two million plastic beverage bottles, the number used in the US every five minutes.
  • 65,000 cigarettes, equal to the number of American teenagers under age eighteen who become addicted to cigarettes every month.

Material and consumption culture is frighteningly beautiful in his photos. My favorite is the

  • 75,000 shipping containers, the number of containers processed through American ports every day (Photos in this post).

Chris Jordan Shipping Containers 2007

That’s allot of stuff moving from place to place!

What is the cost to taxpayers of public institutions purchasing public data? As citizens we do not like to pay for the same thing many times. So here is a real scenario and an estimated best guess of the #s on the cost to taxpayers for public data which they pay for many times via their public institutions whose job it is to work for the public interest and re-purchase data citizens have already paid for once in taxation:

a) Each Canadian municipality, city or town purchases demographic data from Statistics Canada. Lets suggest there are approximately 2000 of these entities. Lets say they each purchase a subset of the Census at varying scales, with a specialized geography to match their boundaries, so lets say they each spend conservatively $ 10 000 each (factoring that some small towns will buy less and others more).

2000 Towns/municipalities/cities * $ 10 000 = $ 20 000 000

b) Since many cities/towns/municipalities do not have efficient data infrastructures to manage their data assets, sometimes different departments purchase the same data twice or three times. So you may get planning, health and social welfare departments each purchasing the same data and not sharing as they are unaware and there is no central accessible repository they can mutually search. So lets pretend that the top 100 (conservative #) cities in Canada purchase the same/similar data 3 times each. We already included one purchase once above but we will keep to 3 as potentially some have purchased 4 times while the other 2900 units may have done so at least once.

100 Towns/municipalities/cities * 3 (duplicate copies of the same data) * $ 10 000 = $3 000 000

c) The best part, often each of these Towns/municipalities/cities are purchasing data for their entire respective provinces as they wish to do some cross comparisons. This means that each of these entities is paying each for the exact same/similar data set each time! Dam! Talk about a non-rivalrous good and how smart is StatCan? Dam we thought the public service did not have a corporate mindset!

d) The Provinces and Territories also each purchase Census data. They do not necessarily have a centralized data infrastructure either, they have bigger bureacracies, more departments, more specialized needs and bigger data requirements. So lets suggest that each Province and Territory spends $ 15 000 * 5 duplicate/similar sets, and an additional each $ 10 000 on multiple special orders between censuses.

13 Provinces/Territories * $ 15 000 * 5 = $ 975 000

13 Provinces/Territories * $ 10 000 = $ 130 000

d) Again many of the Provinces and Territories will purchase National scale datasets for comparison purposes, which like Towns/municipalities/cities are purchasing the exact same/similar copy of the exact same/similar data sets for the exact same geography numerous time. Recall the great part about information is its non-rivalrousness! We can each consume the same entity many times and none will suffer as a result. Unless of course you are a Canadian Tax Payer.

e) Then we have the Federal Government with approximately 350 departments and agencies and lets say each purchases some city data, some provincial data and a whole bunch of national data for $ 17 000 each. Then many, lets say 175 of these departments and agencies are purchasing special ordered data set to meet their particular needs, each at $ 7 500.

350 Federal Departments and Agencies * $ 17 000 = $ 5 950 000

175 Federal Departments and Agencies * $ 7 500 = $ 1 312 500

TOTAL:

  1. 2000 Towns/municipalities/cities * $ 10 000 = $ 20 000 000
  2. 100 Towns/municipalities/cities * 3 (duplicate copies of the same data) * $ 10 000 = $3 000 000
  3. 13 Provinces/Territories * $ 15 000 * 5 = $ 975 000
  4. 13 Provinces/Territories * $ 10 000 = $ 130 000
  5. 350 Federal Departments and Agencies * $ 17 000 = $ 5 950 000
  6. 175 Federal Departments and Agencies * $ 7 500 = $ 1 312 500

Grand Total of Census Data Expenditures by Taxpayers via Public Institutions in Canada: $ 31 367 500

The above is conservative number as it does not include the human resource expenditures like the following:

  1. Person hours associated for each public servant to negotiate and discuss their data needs
  2. Person hours for the StatCan officials to fill in the orders
  3. Person hours of the public servant lawyers to take care of licensing
  4. Person hours associated with all of the purchasing and accounting work to pay for, acquire and account for this money
  5. Person hours for each official who has to work the data in the same way to meet their needs
  6. Dunno if public agencies pay taxes on these! That would add insult to injury would it not?

It is also important to note, that hospitals, school boards, universities, crown corporations and a host of other quasi public institutions are doing the same thing. And that these numbers are only for census data, these do not include the cost of other datasets like road networks, water quality, maps, environment data and so on.

Would seem to me that we could spend a fraction of that cost to deliver the data online to all of these institutions, private sector, NGOs, and Citizens and we would all be better off financially. We would waive all the administration costs, and the license management costs, and we would all be smarter to! Further, we could reinvest that money into more research, air quality infrastructure, healthcare, waive recreation fees in municipalities etc. We could reinvest wisely in quality of life and know more how to do so at the same time.

PS-If anyone has:

  • come across any type of cost analysis reports etc.
  • has a better way to calculate this
  • knows of some real costs

Please pass them along! The more we have on this the better.

Looks like some of us are using less pesticides, purchasing a few more energy efficient and water conservation devices, composting only very slightly more than before, and it seems we dunno what to do with our toxic waste, we still throw out medicines and electronics in the regular curb pick up and we still commute to work one person per car which is too bad since

Passenger transportation accounts for about 12 per cent of Canada’s greenhouse gas emissions and efforts to improve efficiency are a high-profile part of the global warming debate.

Also, sadly we drink way more bottled water than is necessary in a country with an excellent drinking water infrastructure.

It would be great to get a hold of the raw data and play with it. It could be mapped and studied with other variables like income, city versus rural, ethnicity, mother tongue, population density, etc. This type of analysis could help target campaigns in certain under-performing areas and study why others are doing better.

Sources:

Putting Canadian “Piracy” in Perspective, a video from Geist and Albahary is a great way to present an argument. In Geist’s words

over the past year, Canadians have faced a barrage of claims painting Canada as a “piracy haven.” This video – the second in my collaboration with Daniel Albahary – moves beyond the headlines to demonstrate how the claims do not tell the whole story.

The video also uses quite a bit of public and private sector data to support its argument. This to me is what public data are for and this is what democracy looks like – when civil society has access to the data it requires to keep its government accountable, can keep citizens informed and can temper industry desires with public interest!

One of the cultural issues that has become pervasive as of late is the proliferation of policies and decisions being based on assumptions and not on facts, and in the case of the very powerful lobby against Canada on IP in the cultural sector – really biased reports that are not based on facts but on an industry’s desires and self interests. Look for the sources of the data and the methodology in all reports. Even in this great video! Geist and Albahary do a great job in this to show what is being said and repeated (memes) about the cultural industry in Canada and reality.

It is interesting that the video ends with a slide acknowledging the photos used, the music heard, the creators of the video and the license but not all the data sources in the charts! Some of the data references are in some of the bar charts while most statements are referenced with their source at the bottom of the slide. I always look for data references, else how can I go back and verify what was purported!

The data in the charts were:

  • Hollywood Studio Revenue Growth – Data Source unknown
  • Top Hollywood International Markets – Data Source unknown
  • Canadian Music Releases – Statistics Canada
  • Canadian Artist Share of Sales – Canadian Heritage Music Industry Profile
  • Digital Music Download Sales Growth – Data Source unknown
  • Private Copying Revenues 2000-2005 – Data Source unknown
  • RCMP Crime Data – Data Source unknown but assume the RCMP

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NOTE: See the comments of this post, the references to the data, quotes and reports that were not listed in the credits or with the information in the film are now fully described on Michael Geist’s Blog here.

Datalibre.ca received and excellent comment on the DLI post about access to some of the Statistics Canada data in schools and public libraries. Today I am looking at E-STAT online and am quite impressed – but alas I have not yet gone to a public library to check out what is actually there and what I can do. Nor do I know the limitations of CANSIM data. I did however speak on the phone with a fine librarian at the Main Ottawa Public Library this morning and look forward to digging for data later on today or tomorrow.

E-STAT is:

Statistics Canada’s interactive learning tool designed with the needs and interests of the education community in mind. E-STAT offers an enormous warehouse of reliable and timely statistics about Canada and its ever-changing people.

Using approximately 2,600 tables from CANSIM*, track trends in virtually every aspect of the lives of Canadians. Updated once a year during the summer, CANSIM contains more than 36 million time series.

Hundreds of schools across the country and Depository Service Program Libraries make these data accessible if you go in person to access them. You can get access to these data online only if you are registered with one of these institutions.

The E-STAT license on the data are quite restrictive.

The Government of Canada (Statistics Canada) is the owner or authorized licensee of all intellectual property rights (including copyright) in the data product referred to as E-STAT. Statistics Canada grants the educational institution a non-exclusive, non-assignable and non-transferable licence to use the data product subject to the terms below.

The data product supplied under this agreement shall at all times remain under the control of the institution. It may not be sold, rented, leased, lent, sub-licensed or transferred to any other institution or organization, and may not be traded or exchanged for any other product or service. The data product may not be used for the personal or commercial gain of any authorized user, nor to develop or derive for sale any other data product that incorporates or uses any part of this data product.

The data that are made available are Yearly updated Canadian Socio-economic Information Management System (CANSIM) data, the daily updates are sold for commercial purposes. I am also not sure how fine the geography is for E-STAT data, for instance if the data are available by Dissemination Blocks, Dissemination Area or, Census Tract, or Urban Areas (Note the cost associated with these and other maps). These make a difference, since DB is the finest granularity, DA is a larger neighbourhood level while CT covers a larger areas, while UAs are larger still. Each scale is for a different level of analysis and the boundaries if you aggregate any of these do not necessarily line up. Additionally, DB and DA are only for the 2006 Census while CT and UA are for others. I am guessing E-STAT is CT Scale data and larger.

E-STAT also has some census data, agricultural data, aboriginal survey data, some environmental data and health behaviour data for school aged children. Clearly not all the data are available and certainly not the specialized surveys such as business, waste management, household spending surveys, health, the survey of particular sectors etc. The data come with explanations, and teachers and users guides.

Lets see what we can get once I make a visit!

I tripped over this yesterday while looking for some arguments for and against cost recovery. The arguments are quite good and comprehensive. If any of you can think of more send them to the civicacces.ca list or leave comments here.

This texte I believe was put together by Jo Walsh and colleagues as they were preparing positions for the INSPIRE Directive that became official May 7, 2007. Public Geo Data put together a great campaign, an online petition, a discussion list and superb material to lobby EUROGI for Free and Open Access to Geo Data. At the time the UK was pushing heavily for the Ordnance Survey‘s extreme cost recovery model for the EU while other European nations were working towards more open and free access models. You can read more about it by going through the archive of their mailing list.

Here is the full text for Why Should Government Spatial Data be Free?

I’m going to feature some Canadian data access projects and people working with data in Canada that I find interesting and important on datalibre.ca . Here is my first go at it. Hope you like it! It is about a great program called the Data Liberation Initiative (DLI) that was formally instituted in 1996. I greatly benefited from the DLI as an undergraduate student studying Geomatics at Carleton University.

Tracey

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Did you know that until the latter half of the 1990s students and faculty in Canadian Universities had to pay for Canadian Demographic Data that were collected with the use of their own tax dollars? Well it’s true! If students and faculty wanted access to Statistics Canada data to conduct any kind of demographic analysis, to study the labour market, or issues related to income and poverty, explore provincial migration patterns etc. they had to pay exorbitant amounts. What was the effect? Canadian students became US experts since their data were free and worse policy decisions for Canadians were based on US data! The real knowledge and social cost of Data Cost Recovery policies can never be recovered!

Why access to Canadian public data?

I think Professor Paul Bernard, Chair, Advisory Committee on Social Conditions (Statistics Canada) and member of the National Statistics Council said it well back in 1991:

…the genuine exercise of democracy increasingly requires that citizens get access to complex information and have the skills required to understand it.” While he realizes there are pressures on Statistics Canada to reduce costs and increase income, he feels the outcome has been the restriction of “…access to information only to groups that have the solid ability to pay.” Bernard feels that this may “…hamper the participation in public debates of groups whose contribution is not backed up by much money” as well as “those who have no prospect of turning a profit or reaping some tangible and relatively immediate benefit from using it.” This, he states, is “…likely to lead, in the long run, to suboptimal development and less than full-blown democracy.” (see Watkins).

Interestingly, since 1927 the Government of Canada did have a program to share Government information via the Depository Services Program (DSP) which is

an arrangement with some 680 public and academic libraries to house, catalogue and provide reference services for the federal government publications they acquire under the Program. These depositories must make their DSP collections available to all Canadians and for interlibrary loans. DSP also includes depositories such as Parliamentarians, central libraries of the federal government departments and press libraries.

The DSP however does not include the dissemination of public data files or databases collected and managed by the Government of Canada. Data users were and still are considered a special interest group. Odd! Numerate Canadian citizens a special interest group? Imagine literate Canadian citizens being considered a special interest group! Anyway, this meant that independent analysis on a variety of topics important to Canadians was left unquestioned, unstudied, ignored and unknown. Not the best scenario for a democracy or a knowledge based economy let alone for the promotion and growth of a numerate workforce and citizenry.

Fortunately, in 1993 we see the early formation of the Data Liberation Initiative (DLI). An early working group consisting of researchers, data librarians and representatives from Canadian Association of Research Libraries (CARL) and Canadian Association of Public Data Users (CAPDU) , Statistics Canada and the DSP as well as members of the Social Science Federation of Canada (SSFC) got together and held a series of meetings. In 1995 Statistics Canada gave the DLI its formal blessing and the DLI received Treasury Board approval in1996.

What is the Data Liberation Initiative?

The DLI a data purchasing consortium between Canadian Universities and Statistics Canada. Large universities pay $12,000 per year and smaller universities pay $3,000. The Treasury Board of Canada, Industry Canada, Health Canada, Human Resources Development Canada, Social Sciences and Humanities Research Council of Canada, Medical Research Council of Canada and Statistics Canada also financially contribute. These institutions subscribe to the service.

The DLI provides

affordable and equitable access to the standard data products listed in the Statistics Canada Catalogue through an annual subscription fee. The terms of agreement specified in the DLI license place conditions on the use of products disseminated through this program. These restrictions are directed at stopping the redistribution of data received through this channel and protecting against the loss of sales to non-educational markets for Statistics Canada, which is known within Statistics Canada as “leakage”. The license allows the use of DLI data for non-profit, academic research and instruction. Access to statistical information through DLI does require student or staff affiliation with a DLI member institution. While students and staff do not have to pay directly for access, DLI does require mediated services to disseminate statistical and data products on local campuses.

How does it works:

Students and Faculty go to their respective data libraries , consult with the data librarian, sign a use agreement in plain english a DLI Data Use License, access the data via a dedicated computer and download what they need.

The Infrastructure:

An elaborate organizational structure with very dedicated members is in place with a data delivery technical infrastructure that includes a web site, an FTP service, CDRom data delivery service and a special order process. In addition each participating university institutes a ‘data service’ which assumes responsibility for DLI at their site. The project is also glued together with two listserves. The data files are delivered in ASCII formats with associated metadata discoverable using StatCan Software at dedicated workstations in the Library.

Critical Note:

The DLI was and is the best possible reaction and compromise to the very restrictive data cost recovery policies initiated in 80s that remain alive and well with us today. It is important to repeat that these public data have already been paid for by taxation, they are re-paid for with tuition and DLI data access is restricted only to Canadians who are university students and faculty. The DLI solved one very important Canadian knowledge creation and dissemination issue in academic institutions but not the broader issue of access to data by Canadian citizens. They did set a precedent!

Statistics Canada data are still sold to Federal Departments, Provincial Governments and Municipal Governments who are not allowed to share between and among them due to very stringent licensing regimes. Our taxes have paid for many of the same datasets multiple times since these are government purchases and transactions. Just think of all the bureaucracy to manage these license regimes, royalties, the lawyers, purchasing and accounting services, storage, and so on. In addition civil society organizations such as Non Governmental Organizations, Non Profit Organizations, Community Based Researchers etc. who are not wealthy yet fulfill an important democratic function cannot afford these data while it is their role to keep government accountable on a variety of issues (e.g. Environment, Homelessness, Education etc.). Further citizens who want to learn about their communities, develop a community plan or start a new business want access to data but can only do so if they have a significant amount of cash to do so. The result – a lack of informed decision making.

Dream Idea:

It would be fantastic to have the knowledge, training and infrastructure of the DLI extended to all of our public libraries and community access points. Imagine knowledge one stop shopping – picking up a video, a music CD, a novel and some demographic data related to school closures in your neighbourhood – Wow! Of course, the data should be at no cost to the citizen nor the library. Also, imagine having a data librarian in every library that can help citizens find the data they need and helping them learn how to use them? Now that is a knowledge Society.

References:

You can access the documents I referred to here – my del.icio.us – tagged with datalibre civicaccess and DLI.

Continuum of Access, By Chuck Humphrey, University of Alberta.

Charles Humphrey (2005). Collaborative Training in Statistical and Data Library Services: Lessons from the Canadian Data Liberation Initiative. Resource Sharing & Information Networks, Vol. 18 (1/2), pp. 167-181.

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