ANNEX IISupplementary provisions
ANNEX II Module 2: Individuals, households and the information society A. Subjects and their characteristics (1) The subjects to be covered for the reference year 2016, drawn from the list in Annex II to Regulation (EC) No 808/2004, shall be the following: (a) access to and use of ICTs by individuals and/or in households; (b) use of the internet and other electronic networks for different purposes by individuals and/or in households; (c) ICT security and trust; (d) ICT competence and skills; (e) barriers to the use of ICT and the internet; (f) use of ICT by individuals to exchange information and services with governments and public administrations (e-government); (g) access to and use of technologies enabling connection to the internet or other networks from anywhere at any time (ubiquitous connectivity). (2) The following characteristics shall be collected: (a) Access to and use of ICT by individuals and/or in households (i) for all households: — access to the internet at home (by any device); (ii) for households with internet access: — internet connection: fixed broadband connection such as DSL, ADSL, VDSL, cable, optical fibre cable, satellite, public WiFi connections, — internet connection: mobile broadband connection (via mobile phone network of at least 3G, e.g. UMTS, using (SIM) card or USB key, mobile phone or smartphone as modem), — (optional) internet connection: dial-up access over normal telephone line or ISDN, — (optional) internet connection: mobile narrowband connection (via mobile phone network below 3G, e.g. 2G+/GPRS, using (SIM) card or USB key, mobile phone or smart phone as modem). (b) Use of the internet for different purposes by individuals and/or in households (i) for all individuals: — most recent internet use (within the last 3 months; between 3 months and a year ago; more than 1 year ago; never used the internet); (ii) for individuals having used the internet: — most recent internet commerce activity for private use (within the last 3 months; between 3 months and a year ago; more than 1 year ago; never bought or ordered over the internet); (iii) for individuals having used the internet in the last 3 months: — average frequency of internet use in the last 3 months (every day or almost every day; at least once a week (but not every day); less than once a week), — use of desktop computer to access the internet in the last 3 months, — use of laptop or netbook to access the internet in the last 3 months, — use of tablet computer to access the internet in the last 3 months, — use of mobile phone or smart phone to access the internet in the last 3 months, — use of other mobile devices (for example media or games player, e-book reader, smart watch) to access the internet in the last 3 months, — use of smart TV (directly connected to the internet, for example via WiFi, not via a separate device using it as a larger screen) to access the internet in the last 3 months, — internet usage in the last 3 months for private purposes for sending, receiving e-mails, — internet usage in the last 3 months for private purposes for telephoning over the internet, video calls (via webcam) over the internet (using applications), — internet usage in the last 3 months for private purposes for participating in social networks (creating user profile, posting messages or other contributions), — internet usage in the last 3 months for private purposes for reading online news, newspapers or news magazines, — internet usage in the last 3 months for private purposes for finding information on goods or services, — internet usage in the last 3 months for private purposes for playing or downloading games, — internet usage in the last 3 months for private purposes for listening to music (for example web radio, music streaming), — internet usage in the last 3 months for private purposes for watching internet streamed TV (live or catch-up) from TV broadcasters, — internet usage in the last 3 months for private purposes for watching video on demand from commercial services, — internet usage in the last 3 months for private purposes for watching video content from sharing services, — internet usage in the last 3 months for private purposes for uploading self-created content (such as text, photos, videos, music, software) to any website to be shared, — internet usage in the last 3 months for private purposes for creating websites or blogs, — internet usage in the last 3 months for private purposes for seeking health-related information, — internet usage in the last 3 months for private purposes for making an appointment with a practitioner via the website (for example hospital or health care centre website), — internet usage in the last 3 months for private purposes for using services related to travel or travel-related accommodation, — internet usage in the last 3 months for private purposes for selling goods or services (for example via online auctions), — internet usage in the last 3 months for private purposes for internet banking, — internet usage in the last 3 months for private purposes for using payment accounts to pay for goods or services purchased over the internet, — use of internet storage space in the last 3 months for private purposes for saving documents, pictures, music, video or other files (for example Google Drive, Dropbox, Windows OneDrive, iCloud, Amazon Cloud Drive), — internet usage in the last 3 months for conducting learning activities for educational, professional or private purposes in the form of doing an online course, — internet usage in the last 3 months for conducting learning activities for educational, professional or private purposes in the form of using online material other than a complete course (for example audiovisual materials, online learning software, electronic textbooks), — internet usage in the last 3 months for conducting learning activities for educational, professional or private purposes in the form of communicating with instructors or students using educational websites/portals, — (optional) internet usage in the last 3 months for conducting other learning activities for educational, professional or private purposes; (iv) for individuals having used the smart TV to access the internet in the last 3 months: — smart TV usage for watching internet streamed TV (live or catch-up) in the last 3 months, — smart TV usage for watching other video content (on demand or from sharing services) in the last 3 months, — smart TV usage for internet browsing through a browser app in the last 3 months, — smart TV usage for using other apps (for example Skype, Facebook, games, online shopping) in the last 3 months; (v) for individuals having used the internet in the last 12 months for private purposes: — internet usage for buying or selling shares, bonds, funds or other investment services in the last 12 months, — internet usage for buying or renewing existing insurance policies including those offered as a package together with another service (for example travel insurance offered together with a plane ticket) in the last 12 months, — internet usage for taking a loan or arranging credit from banks or other financial providers in the last 12 months; (vi) 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 (for example TV, broadband subscriptions, fixed line or mobile phone subscriptions, uploading money for prepaid phone cards) in the last 12 months, — internet usage for ordering holiday accommodation (such as hotels) in the last 12 months, — internet usage for ordering other travel arrangements (such as transport tickets, car hire) 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, — internet usage for ordering books, magazines or newspapers (including e-books) in the last 12 months, — internet usage for ordering e-learning material in the last 12 months, — internet usage for ordering video games software, other computer software and software upgrades in the last 12 months, — 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 where the country of origin of the sellers is unknown, — number of orders or goods or services bought over the internet in the last 3 months (number of orders/purchases or in classes: 1-2 orders/purchases; between > 2 and 5 orders/purchases; between > 5 and 10 orders/purchases, > 10 orders/purchases), — total value of goods or services (excluding shares or other financial services) bought over the internet in the last 3 months (amount in euro or in classes: less than EUR 50, 50 to less than EUR 100, EUR 100 to less than EUR 500, EUR 500 to less than EUR 1 000, EUR 1 000 or more; unknown), — (optional) problems encountered with internet commerce in the form of technical failure of website during ordering or payment, — (optional) problems encountered with internet commerce in the form of difficulties in finding information concerning guarantees and other legal rights, — (optional) problems encountered with internet commerce in the form of speed of delivery slower than indicated, — (optional) problems encountered with internet commerce in the form of final costs higher than indicated (for example higher delivery costs, unexpected transaction fee), — (optional) problems encountered with internet commerce in the form of wrong or damaged goods delivered, — (optional) problems encountered with internet commerce in the form of problems with fraud encountered (for example no goods or services received at all, misuse of credit card details), — (optional) problems encountered with internet commerce in the form of complaints and redress difficult or no satisfactory response after complaint, — (optional) problems encountered with internet commerce in the form of foreign retailer not selling to respondent's own country, — (optional) other problems encountered with internet commerce, — (optional) no problems encountered with internet commerce, — frequency of using information from several retailer, producer or service provider websites before buying online in the last 12 months, specifying whether it was used every time or almost every time, sometimes, rarely or never, — frequency of using information from price or product comparison websites or apps before buying online in the last 12 months, specifying whether it was used every time or almost every time, sometimes, rarely or never, — frequency of using information of customer reviews on websites or blogs before buying online in the last 12 months, specifying whether it was used every time or almost every time, sometimes, rarely or never, — goods or services bought or ordered in the last 12 months by clicking/buying straightaway through an advertisement on a social media website or app. (c) ICT security and trust (i) for individuals having used the internet in the last 12 months: — personal information provided over the internet in the last 12 months in the form of personal details (for example name, date of birth, identity card number), — personal information provided over the internet in the last 12 months in the form of contact details (for example home address, phone number, e-mail), — personal information provided over the internet in the last 12 months in the form of payment details (for example credit or debit card number, bank account number), — other personal information provided over the internet in the last 12 months for example photos, current location information related to health, employment, income, — no personal information provided over the internet in the last 12 months, — read privacy policy statements before providing personal information in the last 12 months, — restricted access to geographical location in the last 12 months, — limited access to profile or content on social networking sites in the last 12 months, — refused allowing the use of personal information for advertising purposes in the last 12 months, — checked that the website where personal information needed to be provided was secure in the last 12 months (for example https sites, safety logo or certificate), — asked websites or search engines to access the information they hold about the respondent for the purpose of updating or deleting it in the last 12 months, — awareness that cookies can be used to trace movements of people on the internet, to make a profile of each user and service tailored advertising to users, — (optional) concerns with online activities being recorded to provide tailored advertising, specifying degree of concern as very concerned, somewhat concerned or not concerned at all, — having ever changed security settings of browser to prevent or limit the amount of cookies put on one's computer, — use of anti-tracking software. (d) ICT competence and skills (i) for individuals having used the internet in the last 12 months: — skills in transferring files between computer and other devices, — skills in installing software or applications (apps), — skills in changing the settings of any software, including operating system or security programs, — skills in copying or moving files or folders, — skills in using word processing software, — skills in creating presentations or documents integrating text, pictures, tables or charts, — skills in using spreadsheet software, — skills in editing photos, video or audio files, — skills in writing code in a programming language; (ii) for individuals having used the internet and spreadsheet software in the last 12 months: — skills in using advanced functions of spreadsheet software to organise and analyse data, such as sorting, filtering, using formulas, creating charts. (e) Barriers to the use of ICT and the internet (i) for households without access to the internet at home, specifying the reason for not having access to the internet at home: — have access to internet elsewhere, — do not need internet for example because it is not useful or not interesting, — cost of the equipment too high, — cost of the access too high (for example telephone or DSL subscription), — lack of skills, — privacy or security concerns, — broadband internet not available in the area, — other reason or reasons. (f) Use of ICT by individuals to exchange information and services with governments and public administrations (e-government) (i) 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; (ii) for individuals who did not submit completed forms to public authorities' websites for private purposes in the last 12 months and who did not do so because of the following reason: — submission of official forms unnecessary; (iii) for individuals who did not submit completed forms to public authorities' websites for private purposes in the last 12 months and who did not do so, although submission of official forms was necessary, for one of the following reasons: — no such website service was available, — lack of skills or knowledge (for example did not know how to use website or use was too complicated), — concerns about protection and security of personal data, — (optional) lack of or problems with electronic signature or electronic ID/certificate which is required for authentication or for using the service, — another person did it on the respondent's behalf (for example consultant, tax adviser, relative or family member), — other reason or reasons for not submitting completed forms to public authorities over the internet. (g) Access to and use of technologies enabling connection to the internet or other networks from anywhere at any time (ubiquitous connectivity) (i) for individuals having used the internet in the last 3 months: — use of mobile phone or smartphone to access the internet away from home or work in the last 3 months, — use of mobile phone or smartphone via mobile phone network to access the internet away from home or work in the last 3 months, — use of mobile phone or smartphone via wireless network (for example WiFi) to access the internet away from home or work in the last 3 months, — use of portable computer (for example laptop or tablet) to access the internet away from home or work in the last 3 months, — use of portable computer (for example laptop or 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 in the last 3 months, — use of portable computer (for example laptop or tablet) via wireless network (for example WiFi) to access the internet away from home or work in the last 3 months, — use of other mobile devices (for example media or games player, e-book reader or smart watch) to access the internet away from home or work in the last 3 months, — no use of mobile devices to access the internet away from home or work in the last 3 months. B. Coverage (1) The statistical units for the characteristics listed in heading A(2) of this Annex that concern households are households with at least one member in the age group 16 to 74. (2) The statistical units for the characteristics listed in heading A(2) of this Annex that concern individuals are individuals aged 16 to 74. (3) The geographical scope comprises households or individuals, or both, living in any part of the territory of the Member State concerned. C. Reference period The main reference period for collecting statistics is the first quarter of 2016. D. Socioeconomic background characteristics (1) For the subjects and their characteristics, listed in heading A(2) of this Annex, which concern households, the following background characteristics are to be collected: (a) region of residence, specified according to the NUTS1 classification of regions; (b) (optional) region of residence specified according to the NUTS2 classification; (c) geographical location, that is to say whether living in less developed regions, in transition regions or in more developed regions; (d) degree of urbanisation that is to say whether living in densely populated areas, in intermediate density areas or in thinly populated areas; (e) type of household specifying the number of members in the household, (optional) the number of persons aged from 16 to 24, (optional) the number of students aged from 16 to 24 years, (optional) the number of persons aged 25 to 64 years, (optional) the number of persons aged 65 years or over and, to be collected separately, the number of children under 16, (optional) the number of children aged between 14 and 15 years, (optional) the number of children aged from 5 to 13 years, (optional) number of children aged 4 years or less); (f) (optional) household's net monthly income, which is to be collected as a value or in size bands compatible with income quartiles; (g) (optional) equivalised household total net monthly income transmitted in quintiles; (2) for the subjects and their characteristics, listed in heading A(2) of this Annex, which relate to individuals, the following background characteristics are to be collected: (a) the gender; (b) the country of birth, specifying whether person is native-born or foreign-born, in which case specifying also whether person was born in another EU Member State or born in a country outside the EU; (c) country of citizenship whether person is a national or a non-national specifying whether person is a national of another EU Member State or a national of country outside the EU; (d) age in completed years; (optional) under 16 or over 74, or both; (e) (optional) de facto marital status, whether living in a consensual union or not; (f) educational attainment level, specifying the highest level of education successfully completed according to the International Standard Classification of Education (ISCED 2011) whether it is at most lower secondary education (ISCED 0, 1 or 2) or upper secondary and post-secondary non-tertiary education (ISCED 3 or 4), or tertiary education (ISCED 5, 6, 7 or 8), or less than primary education (ISCED 0) or primary education (ISCED 1) or lower secondary education (ISCED 2) or upper secondary education (ISCED 3) or post-secondary non-tertiary education (ISCED 4) or short-cycle tertiary education (ISCED 5) or bachelor or equivalent (ISCED 6) or master or equivalent (ISCED 7) or doctoral or equivalent (ISCED 8); (g) employment situation specifying whether person is an 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); (h) (optional) specify 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 (i) employment situation, specifying whether person is unemployed or is a student not in the labour force or in any other way not in the labour force specifying optionally whether person is in retirement or early retirement or given up business, permanently disabled, in compulsory military or community service, fulfilling domestic tasks or is inactive for any other reason; (j) occupation according to the International Standard Classification of Occupations (ISCO-08) specifying whether person is classified as a manual worker, non-manual worker, ICT worker, non-ICT worker and, optionally, all occupations according to ISCO-08 coded at 2-digit level. E. Periodicity The data are to be provided once for the year 2016. F. Deadlines for transmission of results (1) 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 shall be transmitted to Eurostat before 5 October 2016. By that date, the dataset shall be finalised, validated and accepted. (2) The metadata referred to in Article 6 of Regulation (EC) No 808/2004 shall be forwarded to Eurostat before 31 May 2016. (3) The quality report referred to in Article 7(3) of Regulation (EC) No 808/2004 shall be forwarded to Eurostat by 5 November 2016. (4) The data and metadata shall 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 shall be provided in the standard metadata structure defined by Eurostat.