4 Specific Item Schemes

Last modified by Artur on 2025/07/14 10:19

4.1 Introduction

The structures that are an arrangement of objects into hierarchies or lists based on characteristics, and which are maintained as a group inherit from ItemScheme. These concrete classes are:

  • Codelist
  • ConceptScheme
  • CategoryScheme
  • AgencyScheme, DataProviderScheme, DataConsumerScheme, OrganisationUnitScheme which all inherit from the abstract class OrganisationScheme
  • Reporting Taxonomy

4.2 Inheritance View

The inheritance and relationship views are shown together in each of the diagrams in the specific sections below.

4.3 Codelist

4.3.1 Class Diagram

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Figure 15 Class diagram of the Codelist

4.3.2 Explanation of the Diagram

4.3.2.1 Narrative

The Codelist inherits from the ItemScheme and therefore has the following attributes:

  • id
  • uri
  • urn
  • version
  • validFrom
  • validTo
  • isExternalReference
  • serviceURL
  • structureURL
  • final
  • isPartial

The Code inherits from Item and has the following attributes:

  • id
  • uri
  • urn

Both Codelist and Code have the association to InternationalString to support a multi-lingual name, an optional multi-lingual description, and an association to Annotation to support notes (not shown).

Through the inheritance the Codelist comprise one or more Codes, and the Code itself can have one or more child Codes in the (inherited) hierarchy association. Note that a child Code can have only one parent Code in this association. A more complex HierachicalCodelist which allow multiple parents and multiple hierarchies is described later.

A partial Codelist (where isPartial is set to “true”) is identical to a Codelist and contains the Code and associated names and descriptions, just as in a normal code list. However, its content is a sub set of the full Codelist. The way this works is described in section 3.5.3.1 on ItemScheme.

4.3.2.2 Definitions

ClassFeatureDescription
Codelist

Inherits from
ItemScheme

A list from which some statistical concepts (coded concepts) take their values.
Code

Inherits from
Item

A language independent set of letters, numbers or symbols that represent a concept whose meaning is described in a natural language.
 /hierarchyAssociates the parent and the child codes.

4.4 Concept Scheme and Concepts

4.4.1 Class Diagram - Inheritance

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Figure 16 Class diagram of the Concept Scheme

4.4.2 Explanation of the Diagram

The ConceptScheme inherits from the ItemScheme and therefore has the following attributes:

  • id
  • uri
  • urn
  • version
  • validFrom
  • validTo
  • isExternalReference
  • registryURL
  • structureURL
  • repositoryURL
  • final
  • isPartial

Concept inherits from Item and has the following attributes:

  • id
  • uri
  • urn

Through the inheritance from NameableArtefact both ConceptScheme and Concept have the association to InternationalString to support a multi-lingual name, an optional multi-lingual description, and an association to Annotation to support notes (not shown).

Through the inheritance from ItemScheme the ConceptScheme comprise one or more Concepts, and the Concept itself can have one or more child Concepts in the (inherited) hierarchy association. Note that a child Concept can have only one parent Concept in this association.

A partial ConceptScheme (where isPartial is set to “true”) is identical to a ConceptScheme and contains the Concept and associated names and descriptions, just as in a normal ConceptScheme. However, its content is a sub set of the full ConceptScheme.

The way this works is described in section 3.5.3.1 on ItemScheme.

4.4.3 Class Diagram - Relationship

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Figure 17: Relationship class diagram of the Concept Scheme

4.4.4 Explanation of the diagram

4.4.4.1 Narrative

The ConceptScheme can have one or more Concepts. A Concept can have zero or more child Concepts, thus supporting a hierarchy of Concepts. Note that a child Concept can have only one parent Concept in this association. The purpose of the hierarchy is to relate concepts that have a semantic relationship: for example a Reporting_Country and Vis_a_Vis_Country may both have Country as a parent concept, or a CONTACT may have a PRIMARY_CONTACT as a child concept. It is not the purpose of such schemes to define reporting structures: these reporting structures are defined in the MetadataStructureDefinition.

The Concept can be associated with a coreRepresentation. The coreRepresentation isthe specification of the format and value domain of the Concept when used on a structure like a DataStructureDefinition or a MetadataStructureDefinition, unless the specification of the Representation is overridden in the relevant structure definition. In a hierarchical ConceptScheme the Representation is inherited from the parent Concept unless overridden at the level of the child Concept.

Note that the ConceptScheme is used as the Representation of the MeasureDimension in a DataStructureDefinition (see 5.3.2). Each Concept in this ConceptScheme is a specific measure, each of which can be given a coreRepresentation. Thus the valid format of the observation for each measure when reported in a data set for the MeasureDimension is specified in the Concept. This allows a different format for each measure. This is covered in more detail in 5.3.

The Representation is documented in more detail in the section on the SDMX Base.

The Concept may be related to a concept described in terms of the ISO/IEC 11179 standard. The ISOConceptReference identifies this concept and concept scheme in which it is contained.

4.4.4.2 Definitions

ClassFeatureDescription
ConceptScheme

Inherits from

ItemScheme

The descriptive information for an arrangement or division of concept into groups based on characteristics, which the objects have in common.
Concept

Inherits from

Item

A concept is a unit of knowledge created by a unique combination of characteristics.
 /hierarchyAssociates the parent and the child concept.
 coreRepresentationAssociates a Representation.
 +ISOConceptAssociation to an ISO concept reference.
ISOConceptReference The identity of an ISO concept definition.
 conceptAgencyThe maintenance agency of the concept scheme containing the concept.
 conceptSchemeIDThe identifier of the concept scheme.
 conceptIDThe identifier of the concept.

4.5 Category Scheme

4.5.1 Context

This package defines the structure that supports the definition of and relationships between categories in a category scheme. It is similar to the package for concept scheme. An example of a category scheme is one which categorises data – sometimes known as a subject matter domain scheme or a data category scheme. Importantly, as will be seen later, the individual nodes in the scheme (the “categories”) can be associated to any set of IdentiableArtefacts in a Categorisation.

4.5.2 Class diagram - Inheritance

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Figure 18 Inheritance Class diagram of the Category Scheme

4.5.3 Explanation of the Diagram

4.5.3.1 Narrative

The categories are modelled as a hierarchical ItemScheme. The CategoryScheme inherits from the ItemScheme and has the following attributes:

  • id
  • uri
  • urn
  • version
  • validFrom
  • validTo
  • isExternalReference
  • structureURL
  • serviceURL
  • final
  • isPartial

Category inherits from Item and has the following attributes:

  • id
  • uri
  • urn

Both CategoryScheme and Category have the association to InternationalString to support a multi-lingual name, an optional multi-lingual description, and an association to Annotation to support notes (not shown on the model).

Through the inheritance the CategoryScheme comprise one or more Categorys, and the Category itself can have one or more child Category in the (inherited) hierarchy association. Note that a child Category can have only one parent Category in this association.

A partial CategoryScheme (where isPartial is set to “true”) is identical to a CategoryScheme and contains the Category and associated names and descriptions, just as in a normal CategoryScheme. However, its content is a sub set of the full CategoryScheme. The way this works is described in section 3.5.3.1 on ItemScheme.

4.5.4 Class diagram - Relationship

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Figure 19: Relationship Class diagram of the Category Scheme

The CategoryScheme can have one or more Categorys. The Category is Identifiable and has identity information. A Category can have zero or more child Categorys, thus supporting a hierarchy of Categorys. Any IdentifiableArtefact can be +categorisedBy a Category. This is achieved by means of a Categorisation. Each Categorisation can associate one IdentifiableArtefact with one Category. Multiple Categorisations can be used to build a set of IdentifiableArtefacts that are +categorisedBy the same Category. Note that there is no navigation (i.e. no embedded reference) to the Categorisation from the Category. From an implementation perspective this is necessary as Categorisation has no affect on the versioning of either the Category or the IdentifiableArtefact.

4.5.4.1 Definitions

ClassFeatureDescription
CategoryScheme

Inherits from
ItemScheme

The descriptive information for an arrangement or division of categories into groups based on characteristics, which the objects have in common.
 /itemsAssociates the categories.
Category

Inherits from
Item

An item at any level within a classification, typically tabulation categories, sections, subsections, divisions, subdivisions, groups, subgroups, classes and subclasses.
 /hierarchyAssociates the parent and the child Category.
Categorisation

Inherits from
MaintainableArtefact

Associates anIdentifableArtefact with a Category.
 +categorisedArtefactAssociates the IdentifableArtefact.
 +categorisedByAssociates the Category.

4.6 Organisation Scheme

4.6.1 Class Diagram

SDMX_2-1_SECTION_2_InformationModel_2020-07_dcd0149.png

Figure 20 The Organisation Scheme class diagram

4.6.2 Explanation of the Diagram

4.6.2.1 Narrative

The OrganisationScheme is abstract. It contains Organisation which is also abstract. The Organisation can have child Organisation.

The OrganisationScheme can be one of four types:

  1. AgencyScheme – contains Agency which is restricted to a flat list of agencies (i.e. there is no hierarchy). Note that the SDMX system of (Maintenance) Agency can be hierarchic and this is explained in more detail in the separate document “Technical Notes”.
  2. DataProviderScheme – contains DataProvider which is restricted to a flat list of agencies (i.e. there is no hierarchy).
  3. DataConsumerScheme – contains DataConsumer which is restricted to a flat list of agencies (i.e. there is no hierarchy).
  4. OrganisationUnitScheme – contains OrganisationUnit which does inherit the /hierarchy association from Organisation.

Reference metadata can be attached to the Organisation by means of the metadata attachment mechanism. This mechanism is explained in the Reference Metadata section of this document (see section 7). This means that the model does not specify the specific reference metadata that can be attached to a DataProvider, DataConsumer,OrganisationUnit or Agency, except for limited Contact information.

A partial OrganisationScheme (where isPartial is set to “true”) is identical to a OrganisationScheme and contains the Organisation and associated names and descriptions, just as in a normal OrganisationScheme However, its content is a sub set of the full OrganisationScheme. The way this works is described in section 3.5.3.1 on ItemScheme.

4.6.2.2 Definitions

ClassFeatureDescription
OrganisationScheme

Abstract Class Inherits from
ItemScheme
Sub classes are:
AgencyScheme
DataProviderScheme
DataConsumerScheme
OrganisationUnitScheme

A maintained collection of Organisations.
 /itemsAssociation to the Organisations in the scheme.
Organisation

Inherits from
Item
Sub classes are:
Agency
DataProvider
DataConsumer
OrganisationUnit

An organisation is a unique framework of authority within which a person or persons act, or are designated to act, towards some purpose.
 +contactAssociation to the Contact information.
 /hierarchyAssociation to child Organisations.
Contact An instance of a role of an individual or an organization (or organization part or organization person) to whom an information item(s), a material object(s) and/or person(s) can be sent to or from in a specified context.
 nameThe designation of the Contact person by a linguistic expression.
 organisationUnitThe designation of the organisational structure by a linguistic expression, within which Contact person works.
 responsibilityThe function of the contact person with respect to the organisation role for which this person is the Contact.
 telephoneThe telephone number of the Contact.
 faxThe fax number of the Contact.
 emailThe Internet e-mail address of the Contact.
 X400The X400 address of the Contact.
 uriThe URL address of the Contact.
AgencyScheme A maintained collection of Maintenace Agencies.
 /itemsAssociation to the Maintenance Agency in the scheme.
DataProviderScheme A maintained collection of Data Providers.
 /itemsAssociation to the Data Providers in the scheme.
DataConsumerScheme A maintained collection of Data Consumers.
 /itemsAssociation to the Data Consumers in the scheme.
OrganisationUnitScheme A maintained collection of Organisation Units.
 /itemsAssociation to the Organisation Units in the scheme.
Agency

Inherits from
Organisation

Responsible agency for maintaining artefacts such as statistical classifications, glossaries, structural metadata such as Data and Metadata Structure Definitions, Concepts and Code lists.
DataProvider

Inherits from
Organisation

An organisation that produces data or reference metadata.
DataConsumer

Inherits from
Organisation

An organisation using data as input for further processing.
OrganisationUnit

Inherits from
Organisation

A designation in the organisational structure.
 /hierarchyAssociation to child Organisation Units

4.7 Reporting Taxonomy

4.7.1 Class Diagram

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Figure 21: Class diagram of the Reporting Taxonomy

4.7.2 Explanation of the Diagram

4.7.2.1 Narrative

In some data reporting environments, and in particular those in primary reporting, a report may comprise a variety of heterogeneous data, each described by a different Structure. Equally, a specific disseminated or published report may also comprise a variety of heterogeneous data. The definition of the set of linked sub reports is supported by the ReportingTaxonomy.

The ReportingTaxonomy is a specialised form of ItemScheme. Each ReportingCategory of the ReportingTaxonomy can link to one or more StructureUsage which itself can be one of DataflowDefinition, or MetadataflowDefinition, and one or more Structure, which itself can be one of DataStructureDefinition or MetadataStructureDefinition. It is expected that within a specific ReportingTaxonomy each Category that is linked in this way will be linked to the same class (e.g. all Category in the scheme will link to a DataflowDefinition). Note that a ReportingCategory can have child ReportingCategory and in this way it is possible to define a hierarchical ReportingTaxonomy. It is possible in this taxonomy that some ReportingCategory are defined just to give a reporting structure. For instance:

Section 1

  1. linked to DatafowDefinition_1
  2. linked to DatafowDefinition_2

Section 2

  1. linked toDatafowDefinition_3
  2. linked to DatafowDefinition_4

Here, the nodes of Section 1 and Section 2 would not be linked to DataflowDefinition but the other would be linked to a DataflowDefinition (and hence the DataStructureDefinition).

A partial ReportingTaxonomy (where isPartial is set to “true”) is identical to a ReportingTaxonomy and contains the ReportingCategory and associated names and descriptions, just as in a normal ReportingTaxonomy However, its content is a sub set of the full ReportingTaxonomy The way this works is described in section 3.5.3.1 on ItemScheme.

4.7.2.2 Definitions

ClassFeatureDescription
ReportingTaxonomy

Inherits from
ItemScheme

A scheme which defines the composition structure of a data report where each component can be described by an independent Dataflow Definition or Metdataflow Definition.
 itemsAssociates the Reporting Category
ReportingCategory

Inherits from
Item

A component that gives structure to the report and links to data and metadata.
 hierarchyAssociates child Reporting Category.
 +flowAssociation to the data and metadata flows that link to metadata about the provisioning and related data and metadata sets, and the structures that define them.
 +structure

Association to the Data Structure Definition and Metadata Structure Definitions which define the structural metadata describing the data and metadata that are contained at this part of the report.