ANNEX IISupplementary provisions
ANNEX II MODULE 2: INDIVIDUALS, HOUSEHOLDS AND THE INFORMATION SOCIETY 1. SUBJECTS AND THEIR CHARACTERISTICS (a) The subjects to be covered for the reference year 2014, selected from the list in Annex II to Regulation (EC) No 808/2004, are: — access to and use of ICTs by individuals and/or in households, — use of the internet and other electronic networks for different purposes by individuals and/or in households, — ICT competence and skills, — barriers to the use of ICT and the internet, — use of ICT by individuals to exchange information and services with governments and public administrations (e-government), — access to and use of technologies enabling connection to the internet or other networks from anywhere at any time (ubiquitous connectivity). (b) The following characteristics are to be collected: Access to and use of ICT by individuals and/or in households Characteristics to be collected for all households: — access to the internet at home (by any device). Characteristics to be collected for households with internet access: — desktop computer to access the internet at home, — portable computer (laptop, netbook, tablet) to access the internet at home, — other mobile devices (mobile phone or smartphone, media or games player, e-book reader) to access the internet at home, — TV connected to the internet (Smart TV), — games console to access the internet at home, — devices not known for accessing the internet at home, — type of broadband connection used to access the internet at home: fixed broadband connection, e.g. DSL, ADSL, VDSL, cable, optical fibre cable, satellite, public WiFi connections, — type of broadband connection used to access the internet at home: mobile broadband connection (via mobile phone network, at least 3G, e.g. UMTS, using (SIM) card or USB key, mobile phone or smartphone as modem), — (optional) type of connection used to access the internet at home: dial-up access over normal telephone line or ISDN, — (optional) type of connection used to access the internet at home: mobile narrowband connection (less than 3G, e.g. 2G+/GPRS, used by mobile phone or smartphone or modem in laptop). Characteristic to be collected for all individuals: — most recent computer use at home, at work or any other place (within the last three months; between three months and a year ago; more than one year ago; never used a computer). Characteristic to be collected for individuals having used a computer in the last three months: — average frequency of computer use (every day or almost every day; at least once a week (but not every day); less than once a week). Use of the internet for different purposes by individuals and/or in households Characteristic to be collected for all individuals: — most recent internet use (within the last three months; between three months and a year ago; more than one year ago; never used the internet). Characteristic to be collected for individuals having already used the internet: — most recent internet commerce activity for private use (within the last three months; between three months and a year ago; more than one year ago; never bought or ordered over the internet). Characteristics to be collected for individuals having used the internet in the last three months: — average frequency of internet use in the last three months (every day or almost every day; at least once a week (but not every day); less than once a week), — internet usage in the last three months for sending, receiving e-mails, — internet usage in the last three months for private purposes for telephoning over the internet, video calls (via webcam) over the internet (using applications), — internet usage in the last three months for private purposes for participating in social networks (creating user profile, posting messages or other contributions), — internet usage in the last three months for private purposes for reading online news, newspapers or news magazines, — internet usage in the last three months for private purposes for finding information on goods or services, — internet usage in the last three months for private purposes for listening to web radio, — internet usage in the last three months for private purposes for playing or downloading games, images, films or music, — internet usage in the last three months for private purposes for uploading self-created content (text, photos, videos, music, software, etc.) to any website to be shared, — internet usage in the last three months for private purposes for creating websites or blogs, — internet usage in the last three months for private purposes for making an appointment with a practitioner via the website (e.g. a hospital or a health care centre), — internet usage in the last three months for private purposes for using services related to travel or travel-related accommodation, — internet usage in the last three months for private purposes for selling goods or services, e.g. via online auctions, — internet usage in the last three months for private purposes for internet banking, — use of internet storage space in the last three months for private purposes for saving documents, pictures, music, video or other files, — use of e-mails with attached files in the last three months for private purposes for sharing documents, pictures or other files electronically, — use of personal websites (e.g. blogs) or social networking sites in the last three months for private purposes for sharing documents, pictures or other files electronically, — use of internet storage space, or file sharing services in the last three months for private purposes for sharing documents, pictures or other files electronically, — use of means other than the internet, e.g. USB stick, DVD, Bluetooth in the last three months for private purposes for sharing documents, pictures or other files electronically, — no files shared electronically in the last three months for private purposes, — use of software run over the internet for editing text documents, spreadsheets or presentations, — (optional) use of software run over the internet for editing pictures or videos, — (optional) use of services run over the internet for playing music or video files uploaded or saved in internet storage space. Characteristic to be collected for individuals having used the internet in the last three months for private purposes for playing or downloading games, images, films or music: — internet usage in the last three months for private purposes for playing networked games with other persons. Characteristics to be collected for individuals having used internet storage space in the last three months for private purposes for saving or sharing files: — use of internet storage space to save or share texts, spreadsheets or electronic presentations, — use of internet storage space to save or share photos, — use of internet storage space to save or share e-books or e-magazines, — use of internet storage space to save or share music, — use of internet storage space to save or share videos (including films, TV programmes), — use of internet storage space to save or share other files, — paid for internet storage space or file-sharing services, — did not pay for internet storage space or file-sharing services, — reason for using internet storage space for saving or sharing files: possibility to use files from several devices or locations, — reason for using internet storage space for saving or sharing files: possibility to use larger memory space, — reason for using internet storage space for saving or sharing files: protection against data loss, — reason for using internet storage space for saving or sharing files: possibility to share files with other persons easily, — reason for using internet storage space for saving or sharing files: access to large libraries of music, TV programmes or films, — problem experienced when using internet storage space or file-sharing services: slow speed of access or use, — problem experienced when using internet storage space or file-sharing services: incompatibility between different devices or file formats, — problem experienced when using internet storage space or file-sharing services: technical server problems, e.g. unavailability of service, — problem experienced when using internet storage space or file-sharing services: disclosure of data to third parties due to security problems or breach, — problem experienced when using internet storage space or file-sharing services: unauthorised use of personal information by service provider, — problem experienced when using internet storage space or file-sharing services: terms and conditions of service provider ambiguous or difficult to understand, — problem experienced when using internet storage space or file-sharing services: difficulties moving files from one service provider to another, — no problem experienced when using internet storage space or file-sharing services. Characteristics to be collected for individuals having used the internet but not having used internet storage space in the last three months for private purposes for saving or sharing files: — individuals aware of the existence of services providing storage space on the internet, — individuals unaware of the existence of services providing storage space on the internet. Characteristics to be collected for individuals having used the internet but not internet storage space in the last three months for private purposes, and who were aware of the existence of such services: — reason for not using services providing storage space on the internet: saved files on own devices, e-mail account or rarely/never saved files, — reason for not using services providing storage space on the internet: shared files using other ways (e-mail, social media, USB stick) or do not share files online with others at all, — reason for not using services providing storage space on the internet: lack of knowledge about how to use such storage space, — reason for not using services providing storage space on the internet: concerns about security or privacy, — reason for not using services providing storage space on the internet: concerns about reliability of service providers. Characteristics to be collected for individuals having used the internet for internet commerce activities for private use in the last 12 months: — internet usage for ordering food or groceries in the last 12 months, — internet usage for ordering household goods in the last 12 months, — internet usage for ordering medicine in the last 12 months, — internet usage for ordering clothes or sports goods in the last 12 months, — internet usage for ordering computer hardware in the last 12 months, — internet usage for ordering electronic equipment (incl. cameras) in the last 12 months, — internet usage for ordering telecommunication services (e.g. TV, broadband subscriptions, fixed line or mobile phone subscriptions, uploading money for prepaid phone cards) in the last 12 months, — internet usage for purchasing shares, insurance policies and other financial services in the last 12 months, — internet usage for ordering holiday accommodation (hotels, etc.) in the last 12 months, — internet usage for ordering other travel arrangements (transport tickets, car hire, etc.) in the last 12 months, — internet usage for ordering tickets for events in the last 12 months, — internet usage for ordering films or music in the last 12 months (to be reported separately: whether delivered online), — internet usage for ordering books, magazines or newspapers (including e-books) in the last 12 months (to be reported separately with e-learning material: whether delivered online), — internet usage for ordering e-learning material in the last 12 months (to be reported separately with books, magazines or newspapers: whether delivered online), — internet usage for ordering video games software, other computer software and software upgrades in the last 12 months (to be reported separately: whether delivered online), — internet usage for ordering other goods or services in the last 12 months, — goods or services bought or ordered in the last 12 months from national sellers, — goods or services bought or ordered in the last 12 months from sellers from other EU countries, — goods or services bought or ordered in the last 12 months from sellers from the rest of the world, — goods or services bought or ordered in the last 12 months: country of origin of sellers unknown, — method of payment for goods or services ordered over the internet for private use in the last 12 months: provided credit or debit card details over the internet, — method of payment for goods or services ordered over the internet for private use in the last 12 months: provided pre-paid card or pre-paid account details over the internet, — method of payment for goods or services ordered over the internet for private use in the last 12 months: electronic bank transfer via internet banking, — method of payment for goods or services ordered over the internet for private use in the last 12 months: payment not via the internet (in cash, via ordinary bank transfer, etc.). ICT competence and skills Characteristics to be collected for individuals who have ever used a computer: — computer skills for copying or moving a file or folder, — computer skills for using copy and paste tools to duplicate or move information within a document, — computer skills for using basic arithmetical formulas in a spreadsheet, — computer skills for compressing (or zipping) files, — computer skills for connecting and installing new devices, e.g. a modem, — computer skills for writing a computer program using a specialised programming language, — computer skills for transferring files between computer and other devices (from digital camera or from/to mobile phone, mp3/mp4 player), — (optional) computer skills for modifying or verifying the configuration parameters of software applications (except internet browsers), — computer skills for creating electronic presentations using presentation software (e.g. slides) including such things as images, sound, video or charts, — computer skills for installing a new or replacing an old operating system. Barriers to the use of ICT and the internet Characteristics to be collected for households without access to the internet at home: — reason for not having access to the internet at home: have access to internet elsewhere, — reason for not having access to the internet at home: do not need internet (because not useful, not interesting, etc.), — reason for not having access to the internet at home: equipment costs too high, — reason for not having access to the internet at home: access costs too high (telephone, DSL subscription etc.), — reason for not having access to the internet at home: lack of skills, — reason for not having access to the internet at home: privacy or security concerns, — reason for not having access to the internet at home: broadband internet not available in our area, — reason for not having access to the internet at home: other. Use of ICT by individuals to exchange information and services with governments and public administrations (e-government) Characteristics to be collected for individuals having used the internet in the last 12 months: — internet usage in the last 12 months for private purposes for obtaining information from websites of public authorities or public services, — internet usage in the last 12 months for private purposes for downloading official forms from websites of public authorities or public services, — internet usage in the last 12 months for private purposes for submitting completed web forms to public authorities or public services. Characteristics to be collected for individuals who did not submit completed forms to public authorities’ websites for private purposes in the last 12 months: — reason for not submitting completed forms to public authorities’ websites: did not have to submit official forms. Characteristics to be collected for individuals who did not submit completed forms to public authorities’ websites for private purposes in the last 12 months and who did not mention as reason that they did not have to submit official forms: — reason for not submitting completed forms to public authorities over the internet: no such website service available, — reason for not submitting completed forms to public authorities over the internet: lack of skills or knowledge (e.g. did not know how to use website or use was too complicated), — reason for not submitting completed forms to public authorities over the internet: concerns about protection and security of personal data, — (optional) reason for not submitting completed forms to public authorities over the internet: lack of electronic signature or electronic ID/certificate (required for authentication/using the service), — reason for not submitting completed forms to public authorities over the internet: another person did it on my behalf (e.g. consultant, tax adviser, relative or family member), — reason for not submitting completed forms to public authorities over the internet: other. Access to and use of technologies enabling connection to the internet or other networks from anywhere at any time (ubiquitous connectivity) Characteristics to be collected for individuals having used the internet in the last three months: — use of mobile phone (or smartphone) to access the internet away from home or work, — use of mobile phone (or smartphone) via mobile phone network to access the internet away from home or work, — use of mobile phone (or smartphone) via wireless network (e.g. WiFi) to access the internet away from home or work, — use of portable computer (e.g. laptop, tablet) to access the internet away from home or work, — use of portable computer (e.g. laptop, tablet) via mobile phone network, using USB key or (SIM) card or mobile phone or smartphone as modem, to access the internet away from home or work, — use of portable computer (e.g. laptop, tablet) via wireless network (e.g. WiFi) to access the internet away from home or work, — use of other devices to access the internet away from home or work, — no use of mobile devices to access the internet away from home or work. 2. COVERAGE (a) The statistical units for the characteristics listed in heading 1(b) of this Annex that relate to households are: households with at least one member in the age group 16 to 74. (b) The statistical units for the characteristics listed in heading 1(b) of this Annex that relate to individuals are: individuals aged 16 to 74. (c) The geographical scope comprises households and/or individuals living in any part of the territory of the Member State. 3. REFERENCE PERIOD The main reference period for collecting statistics is the first quarter of 2014. 4. SOCIOECONOMIC BACKGROUND CHARACTERISTICS (a) For the subjects and their characteristics listed in heading 1(b) of this Annex that relate to households, the following background characteristics are to be collected: — region of residence (according to the NUTS1 classification of regions), — (optional) region of residence according to the NUTS2 classification, — geographical location: living in less developed regions; living in transition regions; living in more developed regions, — degree of urbanisation: living in densely populated areas; living in intermediate density areas; living in thinly populated areas, — type of household: number of members in the household; (optional) number of persons aged from 16 to 24; (optional) number of students aged from 16 to 24; (optional) number of persons aged 25 to 64; (optional) number of persons aged 65 or over (to be collected separately: number of children under 16, (optional) number of children aged from 14 to 15, (optional) number of children aged from 5 to 13, (optional) number of children aged 4 or below), — (optional) household’s net monthly income (to be collected as a value or in size bands compatible with income quartiles), — (optional) equivalised household total net monthly income transmitted in quintiles. (b) For the subjects and their characteristics listed in heading 1(b) of this Annex that relate to individuals, the following background characteristics are to be collected: — gender: male; female, — country of birth: native-born; foreign-born: born in another EU Member State; foreign born: born in non-EU country, — country of citizenship: national; non-national: national of another EU Member State; non-national: national of non-EU country, — (optional) legal marital status: unmarried; married (including registered partnership); widowed and not remarried (including widowed from registered partnership); divorced and not remarried (including legally separated and dissolved registered partnership), — (optional) de facto marital status: person living in a consensual union (partners are not married to each other); person not living in a consensual union, — age in completed years; (optional) under 16 and/or over 74, — educational attainment level (highest level of education successfully completed) according to the International Standard Classification of Education (ISCED 2011): at most lower secondary education (ISCED 0, 1 or 2); upper secondary and post-secondary non-tertiary education (ISCED 3 or 4); tertiary education (ISCED 5, 6, 7 or 8); less than primary education (ISCED 0); primary education (ISCED 1); lower secondary education (ISCED 2); upper secondary education (ISCED 3); post-secondary non-tertiary education (ISCED 4); short-cycle tertiary education (ISCED 5); bachelor or equivalent (ISCED 6); master or equivalent (ISCED 7); doctoral or equivalent (ISCED 8), — employment situation: employee or self-employed, including family workers (optional: full-time employee or self-employed, part-time employee or self-employed, employee, employee with a permanent job or job of unlimited duration; employee with a temporary job or contract of limited duration; self-employed including family workers), — (optional) economic sector of employment: NACE Rev. 2 sections Description A Agriculture, forestry and fishing B, C, D and E Manufacturing, mining and quarrying and other industry F Construction G, H and I Wholesale and retail trades, transport, accommodation and food service activities J Information and communication K Financial and insurance activities L Real estate activities M and N Business services O, P, and Q Public administration, defence, education, human health and social work activities R, S, T and U Other services — employment situation: unemployed; students not in the labour force; other not in the labour force (optional for other not in the labour force: in retirement or early retirement or given up business; permanently disabled; in compulsory military or community service; fulfilling domestic tasks; other inactive person), — occupation according to the International Standard Classification of Occupations (ISCO-08): manual workers; non-manual workers; ICT workers, non-ICT workers; (optional) all occupations according to ISCO-08 coded at 2-digit level. 5. PERIODICITY The data are to be provided once for the year 2014. 6. DEADLINES FOR TRANSMISSION OF RESULTS (a) The individual data records, not allowing direct identification of statistical units concerned referred to in Article 6 and Annex II(6) of Regulation (EC) No 808/2004 are to be transmitted to Eurostat before 5 October 2014. By that date, the dataset has to be finalised, validated and accepted. (b) The metadata referred to in Article 6 of Regulation (EC) No 808/2004 are to be forwarded to Eurostat before 31 May 2014. (c) The quality report referred to in Article 7(3) of Regulation (EC) No 808/2004 is to be forwarded to Eurostat by 5 November 2014. (d) The data and metadata are to be provided to Eurostat in accordance with the exchange standard specified by Eurostat using the Single Entry Point services. The metadata and the quality report are to be provided in the standard metadata structure defined by Eurostat.