Occupancy of tourist accommodation establishments (tour_occ)

National Reference Metadata in Euro SDMX Metadata Structure (ESMS)

Compiling agency: Instituto Nacional de Estatística Statistics Portugal


Eurostat metadata
Reference metadata
1. Contact
2. Metadata update
3. Statistical presentation
4. Unit of measure
5. Reference Period
6. Institutional Mandate
7. Confidentiality
8. Release policy
9. Frequency of dissemination
10. Accessibility and clarity
11. Quality management
12. Relevance
13. Accuracy
14. Timeliness and punctuality
15. Coherence and comparability
16. Cost and Burden
17. Data revision
18. Statistical processing
19. Comment
Related Metadata
Annexes (including footnotes)
 



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1. Contact Top
1.1. Contact organisation

Instituto Nacional de Estatística

Statistics Portugal
1.2. Contact organisation unit

Departamento de Estatísticas Económicas

 

Economic Statistics Department
1.5. Contact mail address

Av. António José de Almeida 
1000-043 LISBOA


2. Metadata update Top
2.1. Metadata last certified 06/05/2024
2.2. Metadata last posted 06/05/2024
2.3. Metadata last update 06/05/2024


3. Statistical presentation Top
3.1. Data description

This collection covers internal tourism, in other words tourism flows within the country (domestic tourism) or from abroad to destinations in the country (inbound tourism). It only covers flows by tourist who stay at rented accommodation  (10 or more bed places).
3.2. Classification system

National Data: types of accommodation establishments according to - NACE Rev.2 classification (groups 55.1, 55.2, 55.3) 
Regional Data: The territorial classification of regional data is broken down according to the NUTS and LAU classifications. Data is also available by the degree of urbanisation (thinly populated area, intermediate density area, densely populated area) and the coastal or non-coastal character of the locality where the establishments are located. Data on nights spent is also available for selected cities.

Occupancy furthermore: Countries list according to ISO 3166-1 alpha-3 countries classification
3.3. Coverage - sector

NACE Rev.2 - 55.1, 55.2 and 55.3
3.4. Statistical concepts and definitions
3.4.1 Statistical concepts and definitions

See Regulation 692/2011 and Methodological Manual for Tourism Statistics
3.4.2 Additional comments (if deviations from the Regulation)
3.5. Statistical unit

Local kind-of-activity unit (accommodation establishment) offering short-stay accommodation to tourists.
3.6. Statistical population
3.6.1 Statistical population 

All local kind-of-activity unit (accommodation establishment) offering short-stay accommodation as a paid service (although the price might be partially or fully subsidised) to tourists as defined in NACE 55.1, 55.2 and 55.3
3.6.2 Additional comments
3.7. Reference area
3.7.1 Reference area 
3.7.2 Regional coverage / granularity (e.g. lowest level of regional detail available)  

Municipality (LAU2)
3.8. Coverage - Time

Coverage - Time [data comparable since (YYYY)]

3.8.1 Hotels and similar accommodation (NACE 55.1) (Year)

2008
3.8.2 Holiday and other short-stay accommodation (NACE 55.2) (Year)

2008
3.8.3 Camping grounds, etc. (NACE 55.3) (Year)

2008
3.8.4 Additional comments (e.g. if different for CAP or OCC; older series for some vars; incoherence across regions; etc.)

Since 2000 with a break in 2008
3.9. Base period

Not applicable.


4. Unit of measure Top

Number of establishments, bedrooms, bedplaces, arrivals and nights spent are expressed in absolute values. 

Occupancy rates are expressed in percentage.


5. Reference Period Top
5.1 Capacity 

2022

In terms of capacity data, the reference period/date is the maximum capacity over the reference year. This maximum capacity is considered at the level of the establishment: the peak value for the individual establishment and not the peak month at aggregate level for e.g. a NACE and/or a region.
5.2 Occupancy 

Occupancy data refer to a specific month or specific calendar year.

Annual data: reference period is 2022;

Monthly data: reference period is August 2022 (= peak month in arrivals and overnights).


6. Institutional Mandate Top
6.1. Institutional Mandate - legal acts and other agreements
6.1.1 European level

Regulation 692/2011

Regulation 1051/2011
6.1.2 National level
6.2. Institutional Mandate - data sharing

Not applicable.


7. Confidentiality Top
7.1. Confidentiality - policy

Statistics Portugal is very strict in anonymizing data and applying confidentiality policies. European: Regulation (EC) No 223/2009 on European statistics
National: National Statistical System Law (Legat Act nr. 22/2008, of May 13th)
7.2. Confidentiality - data treatment

Frequency rule - data are confidential when based on less than 3 units
Dominancy rule - data are confidential when one unit represents more than 85% of share.

Only aggregated data are published. The results tables published are analysed to avoid that private information could be deduced from them


8. Release policy Top
8.1. Release calendar

Annual: 2022-07-06

Monthly: M + 30 days

 
8.2. Release calendar access

The release calendar is published here: calendar

 

 
8.3. Release policy - user access

[Optional]


9. Frequency of dissemination Top

Annual and monthly


10. Accessibility and clarity Top
10.1. Dissemination format - News release

All monthly press releases on tourism activity in 2022 can be found here: Calendar
10.2. Dissemination format - Publications

Tourism Statistics - 2022: annual publication devoted to both sides of tourism – supply side and demand side – is available here.

 
10.3. Dissemination format - online database

Monthly and annual indicators can be found here.
10.4. Dissemination format - microdata access

Not available
10.5. Dissemination format - other

Capacity:
Anual data, after the confidentiality treatment, is published on the  website - Tourism section - in a database format at the municipality level, by type and category

Occupancy:
Monthly aggregated data is released on a monthly basis in a press release format.
Anual data, after the confidentiality treatment, is published on the  website - Tourism section - in a database format at the municipality level, by type and category
10.6. Documentation on methodology

Survey on Guest Stays in tourism accommodation establishments (version 4) www.ine.pt (metadata tab)
10.7. Quality management - documentation

http://smi.ine.pt/DocumentacaoMetodologicaPorTema?clear=True


11. Quality management Top
11.1. Quality assurance

Not applicable.
11.2. Quality management - assessment
11.2.1 Main strengths

The response rate is controlled for every type and categories and at NUTS II level and main municipalities for the purpose of the monthly press release. The non-response rate is about 15% for preliminary data, 10% for revised data and less than 3% for definitive data.

Sampling error, coverage rates and imputation rates are not computed.

Fatal and partial validation rules are implemented to prevent the main filling in mistakes of the respondents. 
Further quality monitoring is done in terms of response coherence and errors are reported to the respondents and corrected.
Annually data is revised and checked for further incoherence that can be detected in late responses.
11.2.2 Main weaknesses

Coverage errors arise mainly from establishments licensed by municipalities (local accommodation services mainly) due to their volatility to the economic cycle and frequent changes of the enterprise which is explored.
11.2.3 Quality improvements compared with previous reference year

Despite the increase in the sample, the non-response rate is similar to that of the previous year.


12. Relevance Top
12.1. Relevance - User Needs
12.1.1 European level

See: Regulation 692/2011
12.1.2 Main users on a national level

Users can find in the webpage data series containing detailed information for supply statistical operations. Data is disseminated at the level of municipality in most of the cases (after the confidentiality treatment is applied).
Furthermore, for Occupancy , users are free to ask for further data and within a 5 day period they receive data for customized requests.
12.2. Relevance - User Satisfaction

[Optional]
12.3. Completeness

12.3.1 Completeness

12.3.1.1 Completeness

Compliant with the requirements of Regulation on tourism statistics 692/2011 as well as recommendations laid down in the Methodological Manual for tourism statistics.
12.3.1.2 If not complete, please specify why and list deviations from Reg.


12.3.2 Thresholds used ("limitation of the scope")

12.3.2.1 Hotels and similar accommodation (NACE 55.1)

10 or more bed places
12.3.2.2 Holiday and other short-stay accommodation (NACE 55.2)

10 or more bed places
12.3.2.3 Camping grounds, etc. (NACE 55.3)

10 or more pitches


13. Accuracy Top
13.1. Accuracy - overall

The missing answers imputation has proven to be generally good for the majority of types and categories. However, for smaller regions and smaller units, the estimation can be a bit more volatile, especially for more informal accommodation units.
There are fatal rules that prevent errors originated by misconceptions. However, there are some concepts that monthy originate some confusion among respondents. They are encouraged to correct the mistakes and final data is cleaned from incoherences at this level.
13.2. Sampling error

13.2.1 Sampling errors - indicators (Occupancy only)

Information on Sampling errors may also be provided in the attached file.  Estimated value  CV 
13.2.1.1 Annual number of arrivals (res + non-res.)

Not applicable

Not applicable
13.2.1.2 Annual number of nights spent (res + non-res.)

Not applicable

Not applicable
13.2.1.3 Annual number of nights spent (residents)

Not applicable

Not applicable
13.2.1.4 Annual number of nights spent (non-residents)

Not applicable

Not applicable
13.2.1.5 Annual number of nights spent (res + non-res), NACE 55.1

Not applicable

Not applicable
13.2.1.6 Annual number of nights spent (res + non-res), NACE 55.2

Not applicable

Not applicable
13.2.1.7 Annual number of nights spent (res + non-res), NACE 55.3

Not applicable

Not applicable
13.2.1.8 Monthly number of nights spent (res + non-res) (for the reference month mentioned under 5.2)

Not applicable

Not applicable


13.2.2 Additional comments on sampling error
13.3. Non-sampling error

13.3.1 Coverage-errors

13.3.1.1 Over-coverage

Over-coverage can occur for establishments that declare to be opened and are in fact temporarly closed. This is overcomed when gernerating revised data (i.e. 2 periods after). Nevertheless, the over-coverage rate is systematically under 0,5%.
13.3.1.2 Under-coverage

Occasional under coverage error can occur due to establishments that are not comunicated by licensing entities in due time.


13.3.2 Unit non-response (for the reference month mentioned under 5.2)

Information on Unit non-response may also be provided in the attached file.  NACE 55.1  NACE 55.2  NACE 55.3 
13.3.2.1 Number of ineligible units/ elements

Not applicable

Not applicable

Not applicable
13.3.2.2 Number of eligible units/elements

2165

5698

290
13.3.2.3 Number of non-contacts

Not applicable

Not applicable

Not applicable
13.3.2.4 Number of refusals

Not applicable

Not applicable

Not applicable
13.3.2.5 Number of rejected questionnaires

Not applicable

Not applicable

Not applicable
13.3.2.6 Number of other types of non-response

Not applicable

Not applicable

Not applicable
13.3.2.7 Total non-response

10

80

4
13.3.2.8 Unit non-response rate

Not applicable

Not applicable

Not applicable


13.3.3 Methods used for dealing with/minimising unit-non response

Notification of responders by email, letter and phone call.

In case of unit non-response, an imputation method is used.


13.3.4 Item non-response

13.3.4.1 Item non-response 

There is no item non-response. Any questionnaire containing item non-response is considered a unit non-response and no data from that unit is used.
13.3.4.2 Methods used for dealing with/minimising item-non-response

There is no item non-response. Any questionnaire containing item non-response is considered a unit non-response and no data from that unit is used.


13.3.5 Additional comments on non-sampling error (e.g. in case the reference month is very different from other months in terms of non-response)


14. Timeliness and punctuality Top
14.1. Timeliness
14.1.1 Capacity

30 days
14.1.2 Occupancy (annual data)

30 days
14.1.3 Occupancy (monthly data) (for the reference month mentioned under 5.2)

30 days
14.2. Punctuality
14.2.1 Capacity

2022 annual capacity data have been transmitted to EUROSTAT in June 2023.
14.2.2 Occupancy (annual data)

2022 annual occupancy data have been transmitted to EUROSTAT in June 2023.
14.2.3 Occupancy (monthly data) (for the reference month mentioned under 5.2)

Every monthly data on nights spent (rapid key indicators) have been transmitted to Eurostat before the deadline.


15. Coherence and comparability Top
15.1. Comparability - geographical

See 3.7

At the NUTS 1 to NUTS 3 levels, the results may be easily compared on a geographical basis. Where the categories are based on LAU (location close to the sea, degree of urbanisation) the compatibility can be affected by occasional boundary changes.

 
15.2. Comparability - over time
15.2.1 Hotels and similar accommodation (NACE 55.1)

See 3.8.1

Comparability of data is ensured over the last years (since 2008). For earlier years, some minor methodological changes occurred.
15.2.2 Holiday and other short-stay accommodation (NACE 55.2)

See 3.8.2

Comparability of data is ensured over the last years (since 2008). For earlier years, some minor methodological changes occurred.
15.2.3 Camping grounds, etc. (NACE 55.3)

See 3.8.3

Comparability of data is ensured over the last years (since 2008). For earlier years, some minor methodological changes occurred.
15.3. Coherence - cross domain

Comparability across domains for profits of the accommodation services can be improved for within the Integrated Business Accounts System (IBAS) that reported to be operating in the 55 NACE position, there are enterprises that are in fact operating in the food and beverage activity.
15.4. Coherence - internal

Coherence between annual and monthly data

 


16. Cost and Burden Top

Cost and burden are not systematically collected


17. Data revision Top
17.1. Data revision - policy
17.1.1 Capacity 

Data revision policy has 3 stages. The first release is based on preliminary data (in m+30 days). It is followed by a period time when the preliminary data is revised (m+60 days) considering new responses and correction of minor errors. For the annual data release (y+1 in May) the definitive data is generated with higher response rates and final validation procedures.
17.1.2 Occupancy 

Data revision policy has 3 stages. The first release is based on preliminary data (in m+30 days). It is followed by a period time when the preliminary data is revised (m+60 days) considering new responses and correction of minor errors. For the annual data release (y+1 in May) the definitive data is generated with higher response rates and final validation procedures.
17.2. Data revision - practice
17.2.1 Capacity 

Data revision practises are according to the policy and consist in updating previous data with fresh sets of responses after identifying possible errors.
17.2.2 Occupancy 

Data revision practises are according to the policy and consist in updating previous data with fresh sets of responses after identifying possible errors.


18. Statistical processing Top
18.1. Source data

18.1.1 Source data

18.1.1.1 Source data Census
18.1.1.2 Name of data collection in national language

Inquérito à Permanência dos Hóspedes na Hotelaria e outros Alojamentos
18.1.1.3 Name of data collection in English

Survey on Guest Stays and other data on Hotel Activity
18.1.1.4 Additional comments, if any (e.g. differences per NACE class, use of statistical estimation techniques)


18.1.2 Population frame

18.1.2.1 Population frame 
18.1.2.1.1 Capacity Administrative register maintained outside the statistical office
18.1.2.1.2 Occupancy  Administrative register maintained outside the statistical office
18.1.2.2 Update of population frame 
18.1.2.2.1 Capacity  Continuously (e.g. daily or weekly automated delivery)
18.1.2.2.2 Occupancy  Continuously (e.g. daily or weekly automated delivery)
18.1.2.3 Other or additional comments 
18.1.2.4 Coverage errors of population frame 
18.1.2.4.1 Capacity 

Coverage errors arise mainly from establishments licensed by municipalities (local accommodation services mainly) due to their volatility to the economic cycle and frequent changes of the enterprise which is explored. For the remaining accommodation units, coverage is very good and updated on a regular basis with very little discrepancies since the time a new unit opens and the time it starts to be enquired.
18.1.2.4.2 Occupancy 

Coverage errors arise mainly from establishments licensed by municipalities (local accommodation services mainly) due to their volatility to the economic cycle and frequent changes of the enterprise which is explored. For the remaining accommodation units, coverage is very good and updated on a regular basis with very little discrepancies since the time a new unit opens and the time it starts to be enquired.


18.1.3 Sampling design

Census survey


18.1.4 Other or additional comments on source data, population frame or sampling design (e.g. differences per NACE class)
18.2. Frequency of data collection
18.2.1 Capacity Monthly
18.2.2 Occupancy  Monthly
18.2.3 If other frequency or additional comments (e.g. differences per NACE class), please specify
18.3. Data collection

18.3.1 Type of survey

18.3.1.1 Capacity Business survey collected by the NSI
18.3.1.2 Occupancy Business survey collected by the NSI
18.3.1.3 If other type or non-NSI, or additional comments (e.g. differences per NACE class), please specify


18.3.2 Data collection methods

18.3.2.1 Capacity Paper/postal survey (including e-mail)
Electronic/online survey via webform
Automated extraction and transmission by the establishments from the reservation management system
18.3.2.2 Occupancy Paper/postal survey (including e-mail)
Electronic/online survey via webform
Automated extraction and transmission by the establishments from the reservation management system
18.3.2.3 If other or additional comments (e.g. differences per NACE class), please specify
18.3.2.4 If a combination of data collection methods is used, please indicate the share of reporting establishments per method (as well as their share in total nights spent)
18.3.2.5 Questionnaire in national language (Annex/Link)

IPHH - INQUÉRITO À PERMANÊNCIA DE HÓSPEDES NA HOTELARIA E OUTROS ALOJAMENTOS (Please see: https://smi.ine.pt/SuporteRecolha/Detalhes/10362 )
18.3.2.6 Questionnaire in English (Annex/Link)

IPHH - INQUÉRITO À PERMANÊNCIA DE HÓSPEDES NA HOTELARIA E OUTROS ALOJAMENTOS (Please see: https://webinq.ine.pt/Public/DownloadFiles.aspx?idFile=4524 ) 
18.3.2.7 Interviewer instructions in English (Annex/Link)

WebInq Instructions:

https://webinq.ine.pt/Public/DownloadFiles.aspx?idFile=4524
18.4. Data validation
18.4.1 Capacity 

The on-line filling in by the respondent has some rules that prevent errors. Further warning rules exist and a later check of raw data is done. The revised data is an additional moment of validation where errors of late responses are corrected and final data generation is a final step of cross-checking for final incoherences.
18.4.2 Occupancy 

The on-line filling in by the respondent has some rules that prevent errors. Further warning rules exist and a later check of raw data is done. The revised data is an additional moment of validation where errors of late responses are corrected and final data generation is a final step of cross-checking for final incoherences.
18.5. Data compilation

The imputation rules are based on four estimation methods according to the previous information of each establishment. The estimation iterates between method 1, 2, 3 or 4 in order to obtain the best estimation possible based on previous responses and/or strata data.
18.6. Adjustment

Not applicable.


19. Comment Top

[Optional]


Related metadata Top


Annexes Top