Changes for page Guidelines on the Versioning of SDMX Artefacts
Last modified by Artur K. on 2026/05/29 14:28
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... ... @@ -22,9 +22,10 @@ 22 22 23 23 The proposed versioning system is based on the Semantic Versioning 2.0 specification{{footnote}}http://www.semver.org{{/footnote}}, namely: 24 24 25 -==== MAJOR.MINOR.PATCH{{footnote}}It should be noted that the SDMX standard specifies no limitation as to the number of components in the versioning system. The option proposed here is thus nothing but a recommended convention.{{/footnote}} ==== 25 +(% class="wikigeneratedid" id="HMAJOR.MINOR.PATCH" %) 26 +MAJOR.MINOR.PATCH{{footnote}}It should be noted that the SDMX standard specifies no limitation as to the number of components in the versioning system. The option proposed here is thus nothing but a recommended convention.{{/footnote}} 26 26 27 -However, as the "patch" component will generally not be used extensively in SDMX, it is proposed to limit the coding to MAJOR.MINOR as long as no patches are implemented. Concretely, this means that version number 2.1.0 will be abridged to 2.1 as long as no patch is implemented. When a patch is implemented, the version number then becomes 2.1.1. At subsequent MAJOR change in the versioning the PATCH component will disappear (2.4.7 3.0). 28 +However, as the "patch" component will generally not be used extensively in SDMX, it is proposed to limit the coding to MAJOR.MINOR as long as no patches are implemented. Concretely, this means that version number 2.1.0 will be abridged to 2.1 as long as no patch is implemented. When a patch is implemented, the version number then becomes 2.1.1. At subsequent MAJOR change in the versioning the PATCH component will disappear (2.4.7 → 3.0). 28 28 29 29 The most severe change has always precedence over other types of changes. For example, if the MAJOR and MINOR parts of the version number are impacted by changes, only the MAJOR component will be impacted. This means that version 3.2.1 will become 4.0. 30 30 ... ... @@ -34,7 +34,7 @@ 34 34 35 35 The criterion for deciding which component is impacted is the severity of the change, i.e. the possibility of maintaining backward and forward compatibility between the different versions of an artefact. 36 36 37 -== ==a. Description of backward/forward compatibility ====38 +== a. Description of backward/forward compatibility == 38 38 39 39 Backward compatibility is defined as: An item (e.g. a data message) that was produced and validated with the previous version of an artefact (e.g. a DSD) can still be successfully validated using the newest version of the same artefact. For example, a data message produced and validated with a DSD version 1.1 is still valid against the same DSD (same id and Agency) upgraded to version 1.2. 40 40 ... ... @@ -46,71 +46,64 @@ 46 46 * MINOR version when changes are backward but not forward compatible; 47 47 * PATCH version when minor changes (e.g. text clarifications, correction of typos) are both backward and forward compatible. 48 48 49 -**// //**b. Cost-benefit analysis for a major version change 50 +== **// //**b. Cost-benefit analysis for a major version change == 50 50 51 51 The cost of imposing a “major” change should be balanced against the benefit of retaining backward compatibility, for example by not deleting codes used in existing data exchanges or by deleting or replacing codes only through a concerted effort of all data exchange partners. 52 52 53 -| |**//c. Synthesis based on the above syntax and criterion//**| 54 -|(% colspan="2" %)**Change SeverityVersion ImpactDescription**|**Example** 55 -|(% colspan="2" %)**Major +.0 Neither** backward **nor** forward compatibility|**1.2 2.0** 56 -|(% colspan="2" %)**Minor N.+ **Backward **but not** forward compatibility|**1.0 1.1** 57 -|(% colspan="2" %)**Patch N.M.+ **Backward **and** forward compatibility|**1.2 1.2.1** 54 +== c. Synthesis based on the above syntax and criterion == 58 58 56 +|(% colspan="2" %)**Change Severity**|**Version Impact**|**Description**|**Example** 57 +|(% colspan="2" %)**Major**|**+.0**|__**Neither**__ backward __**nor**__ forward compatibility|**1.2 **→**2.0** 58 +|(% colspan="2" %)**Minor**|**N.+**|Backward __**but not**__ forward compatibility|**1.0 **→**1.1** 59 +|(% colspan="2" %)**Patch**|**N.M.+**|Backward __**and**__ forward compatibility|**1.2 1.**→**2.1** 60 + 59 59 === 4. Types of artefact changes and their versioning impact === 60 60 61 61 As a general rule insignificant changes (e.g. textual clarifications or typos) will result in an increment of the patch component of the versioning system (i.e. N.M.**+**). 62 62 63 -| |(% colspan="2" %)**CODE LIST (CL)**64 -|**Type of Change**|**Impact**|**Comments** 65 -|((( 65 +|(% colspan="3" %)**CODE LIST (CL)** 66 +|(% style="width:877px" %)**Type of Change**|(% style="width:161px" %)**Impact**|(% style="width:1034px" %)**Comments** 67 +|(% style="width:877px" %)((( 66 66 **Addition into an existing CL of one or more new codes not having the** 67 67 68 68 **CodeList:Code:ParentCode attribute** 69 -)))|**Minor**: **N.,,+,,**^^({{footnote}}The overall impact on compatibility should be assessed when there are several “minor” version impact changes. For example, it may be that the effect of adding several new Code List or HCL codes results in an implicit change in the meaning of existing Code List or HCL codes which may not be completely backward compatible, therefore (depending on the analysis) the overall version impact may be “Major +.0”.{{/footnote}})^^|Data exchanged/disseminated using the old CL can still be exchanged/disseminated using the new CL 70 -|((( 71 +)))|(% style="width:161px" %)**Minor**: **N.,,+,,**^^({{footnote}}The overall impact on compatibility should be assessed when there are several “minor” version impact changes. For example, it may be that the effect of adding several new Code List or HCL codes results in an implicit change in the meaning of existing Code List or HCL codes which may not be completely backward compatible, therefore (depending on the analysis) the overall version impact may be “Major +.0”.{{/footnote}})^^|(% style="width:1034px" %)Data exchanged/disseminated using the old CL can still be exchanged/disseminated using the new CL 72 +|(% style="width:877px" %)((( 71 71 **Addition of one or more new hierarchies represented using the** 72 72 73 73 **CodeList:Code:ParentCode attribute (not using the Hierarchical Code List artefact)** 74 -)))|**Minor**: **N.,,+,,^^(^^**^^ 3)^^|Data exchanged/disseminated using the old CL can still be exchanged/disseminated using the new CL as already existing hierarchies still represent the same aggregations75 -|**Addition of one or more new codes into existing hierarchies represented using the CodeList:Code:ParentCode attribute (not using the Hierarchical Code List artefact)**|**Major**: **+.0**|After the change, the parent code for the changed hierarchy does not represent the same aggregation any more, thus resulting in a break in backward compatibility 76 -|**Aggregation, disaggregation, reorganisation or removal of one or more codes**|**Major**: **+.0**|Data exchanged/disseminated using an old version of the CL can no longer be exchanged/disseminated using the new version of the CL 76 +)))|(% style="width:161px" %)**Minor**: **N.,,+,,^^(^^**^^{{footnote}}The overall impact on compatibility should be assessed when there are several “minor” version impact changes. For example, it may be that the effect of adding several new Code List or HCL codes results in an implicit change in the meaning of existing Code List or HCL codes which may not be completely backward compatible, therefore (depending on the analysis) the overall version impact may be “Major +.0”.{{/footnote}})^^|(% style="width:1034px" %)Data exchanged/disseminated using the old CL can still be exchanged/disseminated using the new CL as already existing hierarchies still represent the same aggregations 77 +|(% style="width:877px" %)**Addition of one or more new codes into existing hierarchies represented using the CodeList:Code:ParentCode attribute (not using the Hierarchical Code List artefact)**|(% style="width:161px" %)**Major**: **+.0**|(% style="width:1034px" %)After the change, the parent code for the changed hierarchy does not represent the same aggregation any more, thus resulting in a break in backward compatibility 78 +|(% style="width:877px" %)**Aggregation, disaggregation, reorganisation or removal of one or more codes**|(% style="width:161px" %)**Major**: **+.0**|(% style="width:1034px" %)Data exchanged/disseminated using an old version of the CL can no longer be exchanged/disseminated using the new version of the CL 77 77 78 78 79 79 80 80 |(% colspan="3" %)**HIERARCHICAL CODE LIST (HCL)** 81 -|**Type of Change**|**Impact**|**Comments** 83 +|**Type of Change**|(% style="width:150px" %)**Impact**|(% style="width:1045px" %)**Comments** 82 82 |((( 83 -**Addition of new hierarchies in the HCL.** 85 +**Addition of new hierarchies in the HCL. Existing hierarchies are unaffected** 86 +)))|(% style="width:150px" %)**Minor**: **N.,,+,,**^^({{footnote}}The overall impact on compatibility should be assessed when there are several “minor” version impact changes. For example, it may be that the effect of adding several new Code List or HCL codes results in an implicit change in the meaning of existing Code List or HCL codes which may not be completely backward compatible, therefore (depending on the analysis) the overall version impact may be “Major +.0”.{{/footnote}})^^|(% style="width:1045px" %)Data represented using the old HCL can still be represented using the new HCL 87 +|**Addition of codes into existing hierarchies in the HCL. Existing hierarchies are thus affected**|(% style="width:150px" %)**Major**: **+.0**|(% style="width:1045px" %)The HCL resulting from this change does not represent the same aggregation any more, thus breaking backward compatibility 88 +|**Removal of one or more codes in the HCL or removal of one or more codes in the referenced code lists**|(% style="width:150px" %)**Major**: **+.0**|(% style="width:1045px" %)Data represented using the old HCL can no longer be represented using the new HCL, thus resulting in a break in backward compatibility 89 +|**Addition, modification or removal of one or more hierarchical levels**|(% style="width:150px" %)**Major: +.0**|(% style="width:1045px" %)The reorganisation of codes within hierarchies has a significant impact on the code aggregations 84 84 85 -**Existing hierarchies are unaffected** 86 -)))|**Minor**: **N.,,+,,**^^(3)^^|Data represented using the old HCL can still be represented using the new HCL 87 -|**Addition of codes into existing hierarchies in the HCL. Existing hierarchies are thus affected**|**Major**: **+.0**|The HCL resulting from this change does not represent the same aggregation any more, thus breaking backward compatibility 88 -|**Removal of one or more codes in the HCL or removal of one or more codes in the referenced code lists**|**Major**: **+.0**|Data represented using the old HCL can no longer be represented using the new HCL, thus resulting in a break in backward compatibility 89 -|**Addition, modification or removal of one or more hierarchical levels**|**Major: +.0**|The reorganisation of codes within hierarchies has a significant impact on the code aggregations 90 - 91 - 92 - 93 93 |(% colspan="3" %)**CONCEPT SCHEME (CS)** 94 -|**Type of change**|**Impact**|**Comments** 95 -|**Addition of one or more new concepts in an existing CS**|**Minor**: **N.+**|((( 96 -Data exchanged/disseminated using the old version of the 97 - 98 -CS can still be exchanged/disseminated using the new CS 92 +|(% style="width:874px" %)**Type of change**|(% style="width:154px" %)**Impact**|(% style="width:1044px" %)**Comments** 93 +|(% style="width:874px" %)**Addition of one or more new concepts in an existing CS**|(% style="width:154px" %)**Minor**: **N.+**|(% style="width:1044px" %)((( 94 +Data exchanged/disseminated using the old version of the CS can still be exchanged/disseminated using the new CS 99 99 ))) 100 -|**Removal of one or more existing concepts**|**Major: +.0**|Data exchanged/disseminated using the old version of the CS can no longer be exchanged/disseminated using the new version with less concepts 96 +|(% style="width:874px" %)**Removal of one or more existing concepts**|(% style="width:154px" %)**Major: +.0**|(% style="width:1044px" %)Data exchanged/disseminated using the old version of the CS can no longer be exchanged/disseminated using the new version with less concepts 101 101 102 - 103 - 104 104 |(% colspan="3" %)**DATA STRUCTURE DEFINITION (DSD)** 105 -|**Type of change**|**Impact**|**Comments** 106 -|**Addition of a dimension**|**Major**: **+.0**|Adding a new dimension has a strong impact because a dimension represents the identifier of a dataset, thus requiring a remodelling of the data as existing structural validation will fail 107 -|**Addition of a mandatory attribute**|**Major**: **+.0**|If the attribute is mandatory, the situation is the same as under point “Addition of a dimension” 108 -|**Addition of a conditional attribute**|**Minor**: **N.+**|If the attribute is conditional backward compatibility is maintained 109 -|**Removal of a dimension or attribute**|**Major**: **+.0**|Whatever the type of component, the change does not guarantee backward compatibility 99 +|(% style="width:868px" %)**Type of change**|(% style="width:159px" %)**Impact**|(% style="width:1045px" %)**Comments** 100 +|(% style="width:868px" %)**Addition of a dimension**|(% style="width:159px" %)**Major**: **+.0**|(% style="width:1045px" %)Adding a new dimension has a strong impact because a dimension represents the identifier of a dataset, thus requiring a remodelling of the data as existing structural validation will fail 101 +|(% style="width:868px" %)**Addition of a mandatory attribute**|(% style="width:159px" %)**Major**: **+.0**|(% style="width:1045px" %)If the attribute is mandatory, the situation is the same as under point “Addition of a dimension” 102 +|(% style="width:868px" %)**Addition of a conditional attribute**|(% style="width:159px" %)**Minor**: **N.+**|(% style="width:1045px" %)If the attribute is conditional backward compatibility is maintained 103 +|(% style="width:868px" %)**Removal of a dimension or attribute**|(% style="width:159px" %)**Major**: **+.0**|(% style="width:1045px" %)Whatever the type of component, the change does not guarantee backward compatibility 110 110 111 111 For concrete examples, see the Appendix. 112 112 113 -= ==5. How versioning works for inter-dependent artefacts ===107 += 5. How versioning works for inter-dependent artefacts = 114 114 115 115 This section describes how version changes to inter-dependent or parent/child artefacts affect each other. For example, how a Concept Scheme is affected when one of the Code Lists that it references changes version. 116 116 ... ... @@ -133,51 +133,40 @@ 133 133 The replacement of a reference with a different reference has the same impact for every artefact. 134 134 135 135 |(% colspan="3" %)**ALL ARTEFACTS** 136 -|**Type of change**|**Impact**|**Comments** 137 -|((( 138 -**Replacement of a child artefact having a different version, but same id and** 139 - 140 -** Agency**130 +|(% style="width:492px" %)**Type of change**|(% style="width:441px" %)**Impact**|**Comments** 131 +|(% style="width:492px" %)((( 132 +**Replacement of a child artefact having a different version, but same id and Agency** 133 +)))|(% style="width:441px" %)((( 134 +**The child artefact version change is replicated in the parent artefact** 141 141 )))|((( 142 -**The child artefact version change is replicated in the** 143 - 144 -**parent artefact** 145 -)))|((( 146 146 If a child artefact (e.g. a Code List) has a minor version change, then the parent artefact (e.g. a Concept Scheme) should also have a minor version change. 147 - 148 148 If there are several child artefact version changes, the most severe impact is replicated in the parent artefact. For example, if two Code Lists have minor changes, and one Code List has a major change at the same time, the parent Concept Scheme has a major version change 149 149 ))) 150 -|((( 151 -**Replacement of a referenced child artefact having a** 139 +|(% style="width:492px" %)((( 140 +**Replacement of a referenced child artefact having a different id or Agency** 141 +)))|(% style="width:441px" %)**The parent artefact version impact depends on the backward/ forward compatibility as shown in the tables above**|Technically, the child artefact is not considered to be related to the previous child artefact. It needs to be checked whether exchange contracts can still be guaranteed (backward/forward compatibility principle) 152 152 153 -**different id or Agency** 154 -)))|**The parent artefact version impact depends on the backward/ forward compatibility as shown in the tables above**|Technically, the child artefact is not considered to be related to the previous child artefact. It needs to be checked whether exchange contracts can still be guaranteed (backward/forward compatibility principle) 155 - 156 156 ==== b. Addition or removal of referenced artefacts ==== 157 157 158 -| |(% colspan="2" %)**CONCEPT SCHEME (CS)** 159 -|**Type of change**|**Impact**|**Comments** 160 -|((( 161 -**Addition or removal of a child** 145 +|(% colspan="3" style="width:876px" %)**CONCEPT SCHEME (CS)** 146 +|(% style="width:845px" %)**Type of change**|(% style="width:156px" %)**Impact**|(% style="width:1071px" %)**Comments** 147 +|(% style="width:845px" %)((( 148 +**Addition or removal of a child Code List** 149 +)))|(% style="width:156px" %)**Minor: N.+**|(% style="width:1071px" %)The child Code Lists in a Data Structure Definition have priority over those referenced in a Concept Scheme. Child Code Lists added to or removed from a Concept Scheme do not have a direct impact on the data exchange. Backward/forward compatibility depends on the way Code Lists are referenced in Data Structure Definitions referencing the concept scheme. This needs to be taken into account when creating a new version of a DSD accordingly 162 162 163 -**Code List** 164 -)))|**Minor: N.+**|The child Code Lists in a Data Structure Definition have priority over those referenced in a Concept Scheme. Child Code Lists added to or removed from a Concept Scheme do not have a direct impact on the data exchange. Backward/forward compatibility depends on the way Code Lists are referenced in Data Structure Definitions referencing the concept scheme. This needs to be taken into account when creating a new version of a DSD accordingly 165 165 166 166 167 - 168 -| |(% colspan="2" %)**DATA STRUCTURE DEFINITION (DSD)** 153 +|(% colspan="3" %)**DATA STRUCTURE DEFINITION (DSD)** 169 169 |**Type of change**|**Impact**|**Comments** 170 170 |**Addition or removal of a child Code List**|((( 171 -**If same id and Agency, then the child artefact version change is replicated in the parent artefact.** 172 - 173 -**If different id or Agency, impact wil depend on the backward/forward compatibility as shown in the tables above** 156 +**If same id and Agency, then the child artefact version change is replicated in the parent artefact. 157 +If different id or Agency, impact wil depend on the backward/forward compatibility as shown in the tables above** 174 174 )))|((( 175 175 If a child Code List has a minor version change, then the DSD should also have a minor version change. 176 - 177 177 If there are several Code List version changes, the most severe impact is replicated in the DSD. For example, if two Code Lists have minor changes, and one Code List has a major change at the same time, the parent DSD has a major version change 178 178 ))) 179 179 180 -= ==6. Appendix - Examples ===163 += 6. Appendix - Examples = 181 181 182 182 **Example 1 – Change to a Code List name, for clarification purposes**. **Patch Impact: N.M.+** 183 183 ... ... @@ -198,21 +198,18 @@ 198 198 199 199 |(% colspan="2" %)**AGGREGATION OF EXISTING CODES** 200 200 |**Old version**|**New version** 201 -|**2011** Heifers (female bovine that never calved), live **2012** Cows, live|**2010** Heifers and cows, live 202 -|(% colspan="2" %)Codes **2011** and **2012** are fully{{footnote}}i.e. without integration into or combination with another existing code.{{/footnote}} **removed** and replaced with one **brand new** code. In this case there is a many to 1 correspondence between the codes. 184 +|**2011** Heifers (female bovine that never calved), live 185 +**2012** Cows, live|**2010** Heifers and cows, live 186 +|(% colspan="2" %)Codes **2011** and **2012** are fully{{footnote}}i.e. without integration into or combination with another existing code.{{/footnote}} __**removed**__ and replaced with one __**brand new**__ code. In this case there is a many to 1 correspondence between the codes. 203 203 204 - 205 - 206 206 |(% colspan="2" %)**DISAGGREGATION OF EXISTING CODES** 207 207 |**Old version**|**New version** 208 208 |**1010** Live horses|((( 209 -1 .Pure bred breeding horses, live210 -1 .Other horses, live191 +1011 Pure bred breeding horses, live 192 +1012 Other horses, live 211 211 ))) 212 -|(% colspan="2" %)Code **1010** is fully **removed** and replaced with two **brand new** codes. In this case there is a 1 to m correspondence between the codes. 194 +|(% colspan="2" %)Code __**1010**__ is fully __**removed**__ and replaced with two __**brand new**__ codes. In this case there is a 1 to m correspondence between the codes. 213 213 214 - 215 - 216 216 |(% colspan="2" %)**REORGANISATION OF EXISTING CODES** 217 217 |**Old version**|**New version** 218 218 |((( ... ... @@ -234,7 +234,8 @@ 234 234 235 235 |(% colspan="2" %)**ADDING A NEW CODE IN AN EXISTING HIERARCHY – CODE LIST** 236 236 |**Old version**|**New version** 237 -|• 0213 - Beer o02131 - Lager beer o02132 - Other alcoholic beer|• 0213 - Beer o02131 - Lager beer o 02132 - Other alcoholic beer o **02133 - Low and non-alcoholic beer** 217 +|• 0213 - Beer o02131 - Lager beer o02132 - Other alcoholic beer|0213 - Beer o02131 - Lager beer o 02132 - Other alcoholic beer 218 +**02133 - Low and non-alcoholic beer** 238 238 |(% colspan="2" %)Code 02133 has been added to hierarchy 0213 239 239 240 240 **Example 6 – Changes to hierarchies in a Hierarchical Code List. Major impact: +.0** ... ... @@ -242,17 +242,17 @@ 242 242 |(% colspan="2" %)**ADDING A NEW CODE IN AN EXISTING HIERARCHY – HIERARCHICAL CODE LIST** 243 243 |**Old version**|**New version** 244 244 |((( 245 - •A1 - World (codelist ref. ECB@CL_AREAS@1.0) o E1 - Europe (ECB@CL_COUNTRIES@1.0)226 + A1 - World (codelist ref. ECB@CL_AREAS@1.0) o E1 - Europe (ECB@CL_COUNTRIES@1.0) 246 246 247 - ES - Spain FR - France228 +ES - Spain FR - France 248 248 249 249 GR - Greece 250 250 251 251 IT - Italy o E4 - Africaetc. 252 252 )))|((( 253 - •A1=World (codelist ref. ECB@CL_AREAS@1.0) o E1 =Europe (ECB@CL_COUNTRIES@1.0)234 +A1=World (codelist ref. ECB@CL_AREAS@1.0) o E1 =Europe (ECB@CL_COUNTRIES@1.0) 254 254 255 - ES = Spain FR = FranceGR = Greece236 +ES = Spain FR = FranceGR = Greece 256 256 257 257 IT = Italy 258 258