Definitions, Explanations, and Instructions - OECD

UIS OECD EUROSTAT

2002 Data Collection on Education Systems

Definitions, Explanations, and Instructions

Definitions, explanations, and instructions Instructions relating to the implementation of the revised

International Standard Classification of Education Technical instructions for the completion of the tables

PARIS 2002

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Doc. Ref.: UOE (02)1

UIS / OECD / EUROSTAT

2002 Data Collection on Education Statistics

0. INTRODUCTION

0.1 OVERVIEW AND TIMELINE

The objective of the UIS/OECD/EUROSTAT data collection on education statistics is to provide internationally comparable data on key aspects of education systems, specifically on the participation and completion of education programmes, as well as the cost and type of resources dedicated to education.

The Member countries co-operate to gather the information, to develop and apply common definitions and criteria for the quality control of the data, and to verify the data and to provide the information necessary to interpret and report the submitted data.

Member countries are committed to making all reasonable efforts to report according to the definitions, classifications, and coverage specified in the current document. Where deviations from international standards, estimations, or data aggregations are necessary, it is essential that these be documented correspondingly. The documentation of data is an integral part of the data collection and is of crucial importance for the future credibility of international education statistics.

The data collection is administered jointly by the United Nations Educational, Scientific, and Cultural Organisation Institute for Statistics (UNESCO / UIS), the Organisation for Economic Co-operation and Development (OECD), and the Statistical Office of the European Union (EUROSTAT). These are referred to as the data requesters.

The UIS/OECD/EUROSTAT data collection has been extended over the last few years to several countries that are not Member of the OECD. This applies to EU Candidate countries, EEA countries and PHARE countries co-operating with EUROSTAT and to participants of the OECD / UIS World Education Indicators pilot project. For simplicity, we will henceforth refer to the latter as WEI participants.

Altogether, over 60 countries world-wide now complete the UOE electronic questionnaire.

In previous years WEI participants completed instruments very similar, although different, from the UOE instruments. However, since last year instruments on enrolment, graduates, entrants and educational finance converged through the implementation of a common data collection and manual, with WEI deviations from the UOE core data collection process indicated in shadowed boxes (see below), so that WEI data providers can easily track them.

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UOE 2002 Data Collection

For WEI participating countries, a WEI-specific manual on the demographic context, labour market outcomes of education, teachers and the curriculum is attached in the data request material in addition to this binder.

This document describes the UIS/OECD/EUROSTAT (UOE) data collection instruments for the school / academic year 2000/20011

This document contains three chapters:

? Chapter 1 provides definitions, explanations, and instructions relating to the coverage of the data collection tables, the statistical units for which data are collected, and the classification categories that are used as breakdowns in the tables. It further provides guidelines for the implementation of these definitions in the countries. Changes that have been introduced since the 2001 data collections are described in Section 0.3 of this chapter.

? Chapter 2 provides instructions relating to the implementation of the revised International Standard Classification of Education (ISCED-97) in the UOE Data Collection and current mapping of participating countries. The first part of the chapter describes the structure of ISCED-97, as well as the defining characteristics of the ISCED-97 levels and cross-classification categories, emphasising the criteria that define the boundaries between educational levels. A qualitative description of selected programmes in OECD countries that meet specific classification criteria is also presented as example of how the criteria can be properly applied. Last, a specific country mapping follows.

? Chapter 3 provides important technical instructions for the completion of the tables which complement the subject matter instructions in Chapter 1.

A second document provides instructions for the use of the UOE ELECTRONIC QUESTIONNAIRE and the data collection tables. It further presents the 2002 UOE and WEI-specific data collection tables on students enrolled, entrants, new entrants, repeaters, graduates, finance and educational personnel. According to the timeline agreed with the Technical Group and WEI country co-ordinators, countries should return the completed data collection tables in electronic form for the school/academic year 2000/2001 by 1 September 2002. Countries for which data on graduates are not available at this time can submit these data by 31 September 2002. The finance tables should be returned by the 1 July 2002. The completed questionnaires will be returned by email or on diskettes.

OECD will be responsible for send-out, receipt and 1st verification (cleaning) for OECD countries. Cleaned data will then be transmitted to UIS and Eurostat.

Eurostat will be responsible for send-out, receipt and 1st verification (cleaning) for EU, EEA and candidate countries that are not OECD member countries. Cleaned data will then be transmitted to UIS.

As far as the Eurostat tables are concerned, these are the full responsibility of Eurostat for all EU, EEA and candidate countries.

1 The reference is calendar year 2001 for graduates and financial year 2000 for data on expenditure.

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UOE 2002 Data Collection

Doc. Ref.: UOE (02)1

Table 0.1 List of countries by EU and OECD relevance

OECD relevance EU relevance Which countries

Number

OECD Member

-

USA, Canada, Australia, South Korea, Japan,

8

New Zealand, Mexico, Switzerland

OECD Member

EU Member Austria, Belgium, Denmark, Finland, France, 15 Germany, Greece, Netherlands, Italy, Ireland, Luxembourg, Portugal, Spain, Sweden, United Kingdom

OECD Member

EEA country Iceland, Norway

2

OECD Member

Candidate Poland, Slovakia, Czech Republic, Hungary,

5

Turkey

Candidate

Bulgaria, Estonia, Lithuania, Latvia, Romania,

8

Slovenia, Cyprus, Malta

EEA3 country Liechtenstein

1

PHARE country

Albania, Bosnia-Herzegovina, FYR of

3

Macedonia

OECD / UIS WEI participants

Argentina, Brazil, Chile, China, Egypt, India, 18 Indonesia, Jamaica, Jordan, Malaysia, Paraguay, Peru, Philippines, Russian Federation, Thailand, Tunisia, Uruguay, Zimbabwe

OECD Observer

Israel

1

The EU specific tables on Foreign Languages and regional enrolment in education will be sent directly and should be returned directly to EUROSTAT. This applies to all EU, EEA and candidate countries.

For WEI participating countries, OECD will be responsible for the send-out, receipt and 1st verification (cleaning) of Demography, Curriculum, Personnel and Finance data. Cleaned data will then be transmitted to UIS. UIS will be responsible for receipt and 1st

verification (cleaning) of Enrolment, Entrant and Graduate data and ISCMAP

questionnaires. Cleaned data will then be transmitted to the OECD for calculation of the

indicators.

The international organisations will immediately process and verify your data once they have been received and inform you about all steps undertaken. The initial verification will be based on common agreed checking rules and will be undertaken by the recipient organisation also on behalf of the other organisations, so as to avoid duplication of requests to countries. This initial verification phase should be completed by January 2003. The subsequent separate processing of

3 European Economic Area

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