Changes for page 8 Hierarchy
Last modified by Helena K. on 2026/06/08 17:11
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... ... @@ -1,0 +1,1 @@ 1 +Artefact|Attribute|Codelist|Coding Format|Hierarchical Code|Hierarchy|Identifiable Artefact|Maintenance agency|Statistical classification - Content
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... ... @@ -4,17 +4,15 @@ 4 4 5 5 == 8.1 Scope == 6 6 7 -The [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] described in the section on structural definitions supports a simple [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] of Codes and restricts any [[child>>doc:IMElements.child.WebHome]][[Code>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.Item.Code.WebHome]] to having just one[[parent>>doc:IMElements.parent.WebHome]][[Code>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.Item.Code.WebHome]]. Whilst this[[structure>>doc:IMElements.structure.WebHome]]is useful for supporting the needs of the[[DataStructureDefinition>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.Structure.DataStructureDefinition.WebHome]]and the[[MetadataStructureDefinition>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.Structure.MetadataStructureDefinition.WebHome]], it may not be sufficient for supporting the more complex associations between codes that are often found in coding schemes such as a [[classification>>doc:sdmx:Glossary 2\.1.Statistical Classification.WebHome]] scheme. Often, the [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] used in a[[DataStructureDefinition>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.Structure.DataStructureDefinition.WebHome]]is derived from a more complex coding scheme. Access to such a coding scheme can aid applications, such as OLAP applications or data visualisation systems, to give more views of the data than would be possible with the simple [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] used in the[[DataStructureDefinition>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.Structure.DataStructureDefinition.WebHome]].A [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] may be linked to an IndentifiableArtefact, in order to assist.7 +The [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] described in the section on structural definitions supports a simple [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] of [[Codes>>doc:sdmx:Glossary 2\.1.Code.WebHome]] and restricts any child [[Code>>doc:sdmx:Glossary 2\.1.Code.WebHome]] to having just one parent [[Code>>doc:sdmx:Glossary 2\.1.Code.WebHome]]. Whilst this structure is useful for supporting the needs of the DataStructureDefinition and the MetadataStructureDefinition, it may not be sufficient for supporting the more complex associations between [[codes>>doc:sdmx:Glossary 2\.1.Code.WebHome]] that are often found in coding schemes such as a [[classification>>doc:sdmx:Glossary 2\.1.Statistical Classification.WebHome]] scheme. Often, the [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] used in a DataStructureDefinition is derived from a more complex coding scheme. Access to such a coding scheme can aid applications, such as OLAP applications or data visualisation systems, to give more views of the data than would be possible with the simple [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]] used in the DataStructureDefinition. A [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] may be linked to an IndentifiableArtefact, in order to assist. 8 8 9 -Note that a [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] is not necessarily a balanced tree. A balanced tree is where 9 +Note that a [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] is not necessarily a balanced tree. A balanced tree is where [[levels>>doc:sdmx:Glossary 2\.1.Level.WebHome]] are pre-defined and fixed, (i.e. a [[level>>doc:sdmx:Glossary 2\.1.Level.WebHome]] always has the same set of [[codes>>doc:sdmx:Glossary 2\.1.Code.WebHome]], and any [[code>>doc:sdmx:Glossary 2\.1.Code.WebHome]] has a fixed parent and child relationship to other [[codes>>doc:sdmx:Glossary 2\.1.Code.WebHome]]). A [[statistical classification>>doc:sdmx:Glossary 2\.1.Statistical Classification.WebHome]] is an example of a balanced tree, and the support for a balanced [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] is a subset, and special case, of [[hierarchies>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]]. 10 10 11 -levels are pre-defined and fixed, (i.e. a level always has the same set of codes, and any code has a fixed [[parent>>doc:IMElements.parent.WebHome]] and [[child>>doc:IMElements.child.WebHome]] relationship to other codes). A [[statistical classification>>doc:sdmx:Glossary 2\.1.Statistical Classification.WebHome]] is an example of a balanced tree, and the support for a balanced [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] is a subset, and special case, of [[hierarchies>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]]. 12 - 13 13 The principal features of the [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] are: 14 14 15 -1. A [[child>>doc:IMElements.child.WebHome]] code can have more than one[[parent>>doc:IMElements.parent.WebHome]].16 -1. There can be more than one code that has no [[parent>>doc:IMElements.parent.WebHome]] (i.e. more than one “root node”).17 -1. The levels in a [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] can be explicitly defined or they can be implicit: i.e. they exist only as [[parent>>doc:IMElements.parent.WebHome]]/[[child>>doc:IMElements.child.WebHome]]relationships in the coding[[structure>>doc:IMElements.structure.WebHome]].13 +1. A child [[code>>doc:sdmx:Glossary 2\.1.Code.WebHome]] can have more than one parent. 14 +1. There can be more than one [[code>>doc:sdmx:Glossary 2\.1.Code.WebHome]] that has no parent (i.e. more than one “root node”). 15 +1. The [[levels>>doc:sdmx:Glossary 2\.1.Level.WebHome]] in a [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] can be explicitly defined or they can be implicit: i.e. they exist only as parent/child relationships in the coding structure. 18 18 1. [[Hierarchies>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]] may be associated to the structures they refer to, via the HierarchyAssociation. 19 19 20 20 == 8.2 Inheritance == ... ... @@ -29,13 +29,13 @@ 29 29 30 30 ==== 8.2.2.1 Narrative ==== 31 31 32 -The [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] and //HierarchyAssociation// inherit from //[[MaintainableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.WebHome]]// and thus have identification, naming, versioning and a[[maintenance agency>>doc:sdmx:Glossary 2\.1.Maintenanceagency.WebHome]].The Level is a //[[NameableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.WebHome]]// and therefore has an Id, multi-lingual[[name>>doc:IMElements.name.WebHome]]and multi-lingual[[description>>doc:IMElements.description.WebHome]].A //HierachicalCode// is an //[[IdentifiableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.WebHome]]//.30 +The Hierarchy and //HierarchyAssociation// inherit from //MaintainableArtefact// and thus have identification, naming, versioning and a maintenance agency. The Level is a //NameableArtefact// and therefore has an Id, multi-lingual name and multi-lingual description. A //HierachicalCode// is an //IdentifiableArtefact//. 33 33 34 -It is important to understand that the Codes participating in a [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]arenot themselves contained in the list – they are referenced from the list and are maintained in one or more[[Codelists>>doc:sdmx:Glossary 2\.1.Codelist.WebHome]].This is explained in the narrative of the relationship class diagram below.32 +It is important to understand that the Codes participating in a Hierarchy are not themselves contained in the list – they are referenced from the list and are maintained in one or more Codelists. This is explained in the narrative of the relationship class diagram below. 35 35 36 36 ==== 8.2.2.2 Definitions ==== 37 37 38 -The definitions of the various classes, [[attributes>>doc:sdmx:Glossary 2\.1.Attribute.WebHome]], and associations are shown in the relationship section below.36 +The definitions of the various classes, attributes, and associations are shown in the relationship section below. 39 39 40 40 == 8.3 Relationship == 41 41 ... ... @@ -49,60 +49,60 @@ 49 49 50 50 ==== 8.3.2.1 Narrative ==== 51 51 52 -The basic principles of the [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] are:50 +The basic principles of the Hierarchy are: 53 53 54 -1. The [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] is a specification of the[[structure>>doc:IMElements.structure.WebHome]]of the Codes.55 -1. The Codes in the [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]arenot themselves a part of the[[artefact>>doc:sdmx:Glossary 2\.1.Artefact.WebHome]], rather they are[[references>>doc:IMElements.references.WebHome]]to Codes in one or more external[[Codelists>>doc:sdmx:Glossary 2\.1.Code list.WebHome]].56 -1. The [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] of Codes is specified in HierarchicalCode. This[[references>>doc:IMElements.references.WebHome]]the[[Code>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.Item.Code.WebHome]]and its immediate[[child>>doc:IMElements.child.WebHome]]HierarchicalCodes.52 +1. The Hierarchy is a specification of the structure of the Codes. 53 +1. The Codes in the Hierarchy are not themselves a part of the artefact, rather they are references to Codes in one or more external Codelists. 54 +1. The hierarchy of Codes is specified in HierarchicalCode. This references the Code and its immediate child HierarchicalCodes. 57 57 58 -A [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] can have formal levels (hasFormalLevels="true"). However, even if hasFormalLevels="false" the[[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] can still have one or more Levels associated in order to document information about the HierarchicalCodes.56 +A Hierarchy can have formal levels (hasFormalLevels="true"). However, even if hasFormalLevels="false" the Hierarchy can still have one or more Levels associated in order to document information about the HierarchicalCodes. 59 59 60 -If hasFormalLevels="false" the [[Hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] is “[[value>>doc:IMElements.value.WebHome]]based” comprising a[[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] of codes with no formal Levels. If hasFormalLevels="true" then the[[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] is “level based” where each Level is a formal Level in the[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]], such as those present in[[statistical classifications>>doc:sdmx:Glossary 2\.1.StatisticalClassification.WebHome]].In a “level based”[[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]eachHierarchicalCode is linked to the Level in which it resides. It is expected that all HierarchicalCodes at the same hierarchic level defined by the +[[parent>>doc:IMElements.parent.WebHome]]/+[[child>>doc:IMElements.child.WebHome]]association will be linked to the same Level. Note that the +level association need only be specified if the HierarchicalCode is at a different hierarchical level (implied by the HierarchicalCode[[parent>>doc:IMElements.parent.WebHome]]/[[child>>doc:IMElements.child.WebHome]]association) than the actual Level in the level[[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]](implied by the Level[[parent>>doc:IMElements.parent.WebHome]]/[[child>>doc:IMElements.child.WebHome]]association).58 +If hasFormalLevels="false" the Hierarchy is “value based” comprising a hierarchy of codes with no formal Levels. If hasFormalLevels="true" then the hierarchy is “level based” where each Level is a formal Level in the Hierarchy, such as those present in statistical classifications. In a “level based” hierarchy each HierarchicalCode is linked to the Level in which it resides. It is expected that all HierarchicalCodes at the same hierarchic level defined by the +parent/+child association will be linked to the same Level. Note that the +level association need only be specified if the HierarchicalCode is at a different hierarchical level (implied by the HierarchicalCode parent/child association) than the actual Level in the level hierarchy (implied by the Level parent/child association). 61 61 62 -[Note that organisations wishing to be compliant with accepted models for [[statistical classifications>>doc:sdmx:Glossary2\.1.Statistical Classification.WebHome]] should ensure that the Id is the number associated with the Level, where Levels are numbered consecutively starting with level 1 at the highest Level].60 +[Note that organisations wishing to be compliant with accepted models for statistical classifications should ensure that the Id is the number associated with the Level, where Levels are numbered consecutively starting with level 1 at the highest Level]. 63 63 64 -The Level may have CodingFormat information defined (e.g. coding [[type>>doc:IMElements.type.WebHome]]at that level).62 +The Level may have CodingFormat information defined (e.g. coding type at that level). 65 65 66 -A HierarchyAssociation links an [[IdentifiableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.WebHome]](+linkedObject), that needs a[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]], with the latter (+linkedHierarchy). The association is performed in a certain context (+contextObject), e.g. a[[Dimension>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.Component.DimensionComponent.Dimension.WebHome]]in the context of a[[Dataflow>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.StructureUsage.Dataflow.WebHome]].64 +A HierarchyAssociation links an IdentifiableArtefact (+linkedObject), that needs a Hierarchy, with the latter (+linkedHierarchy). The association is performed in a certain context (+contextObject), e.g. a Dimension in the context of a Dataflow. 67 67 68 68 ==== 8.3.2.2 Definitions ==== 69 69 70 70 (% style="width:901.835px" %) 71 71 |**Class**|**Feature**|(% style="width:564px" %)**Description** 72 -| [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]]|(((70 +|Hierarchy|((( 73 73 Inherits from: 74 -// [[MaintainableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.WebHome]]//75 -)))|(% style="width:564px" %)A [[classification>>doc:sdmx:Glossary2\.1.Statistical Classification.WebHome]] structure arranged in levels of detail from the broadest to the most detailed level.72 +//MaintainableArtefact// 73 +)))|(% style="width:564px" %)A classification structure arranged in levels of detail from the broadest to the most detailed level. 76 76 | |hasFormalLevels|(% style="width:564px" %)((( 77 -If “true”, this indicates a [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]where the structure is arranged in levels of detail from the broadest to the most detailed level.75 +If “true”, this indicates a hierarchy where the structure is arranged in levels of detail from the broadest to the most detailed level. 78 78 79 -If “false”, this indicates a [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]structure where the items in the[[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]] have no formal level structure.77 +If “false”, this indicates a hierarchy structure where the items in the hierarchy have no formal level structure. 80 80 ))) 81 -| |+codes|(% style="width:564px" %)Association to the top-level [[Hierarchical Codes>>doc:sdmx:Glossary2\.1.Hierarchical code.WebHome]] in the[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].82 -| |+level|(% style="width:564px" %)Association to the top Level in the [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].79 +| |+codes|(% style="width:564px" %)Association to the top-level Hierarchical Codes in the Hierarchy. 80 +| |+level|(% style="width:564px" %)Association to the top Level in the Hierarchy. 83 83 |Level|((( 84 84 Inherits from 85 -// [[NameableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.WebHome]]//83 +//NameableArtefact// 86 86 )))|(% style="width:564px" %)((( 87 -In a “level based” [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]this describes a group of Codes which are characterised by homogeneous coding, and where the parent of each Code in the group is at the same higher level of the[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].88 -In a “value based’ [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]this describes information about the[[Hierarchical Codes>>doc:sdmx:Glossary2\.1.Hierarchical code.WebHome]] at the specified nesting level.85 +In a “level based” hierarchy this describes a group of Codes which are characterised by homogeneous coding, and where the parent of each Code in the group is at the same higher level of the Hierarchy. 86 +In a “value based’ hierarchy this describes information about the Hierarchical Codes at the specified nesting level. 89 89 ))) 90 -| |+codeFormat|(% style="width:564px" %)Association to the [[Coding Format>>doc:sdmx:Glossary 2\.1.Coding format.WebHome]].91 -| |+ [[child>>doc:IMElements.child.WebHome]]|(% style="width:564px" %)Association to a child Level of Level.92 -|CodingFormat| |(% style="width:564px" %)Specifies format information for the codes at this level in the [[hierarchy>>doc:sdmx:Glossary2\.1.Hierarchy.WebHome]]such as whether the codes at the level are alphabetic, numeric or alphanumeric and the code length.88 +| |+codeFormat|(% style="width:564px" %)Association to the Coding Format. 89 +| |+child|(% style="width:564px" %)Association to a child Level of Level. 90 +|CodingFormat| |(% style="width:564px" %)Specifies format information for the codes at this level in the hierarchy such as whether the codes at the level are alphabetic, numeric or alphanumeric and the code length. 93 93 |HierarchicalCode| |(% style="width:564px" %)A hierarchic structure of code references. 94 -| | [[validFrom>>doc:IMElements.validFrom.WebHome]]|(% style="width:564px" %)Date from which the construct is valid95 -| | [[validTo>>doc:IMElements.validTo.WebHome]]|(% style="width:564px" %)Date from which construct is superseded.96 -| |+code|(% style="width:564px" %)Association to the Code that is used at the specific point in the [[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].97 -| |+ [[child>>doc:IMElements.child.WebHome]]|(% style="width:564px" %)Association to a child Code in the[[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].98 -| |+level|(% style="width:564px" %)Association to a Level where levels have been defined for the [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].99 -| [[Code>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.Item.Code.WebHome]]| |(% style="width:564px" %)The Code to be used at this point in the[[hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].100 -| |/ [[items>>doc:IMElements.items.WebHome]]|(% style="width:564px" %)Association to the[[Code list>>doc:sdmx:Glossary2\.1.Code list.WebHome]]containing the Code.101 -| [[Codelist>>doc:sdmx:Glossary 2\.1.Code list.WebHome]]| |(% style="width:564px" %)The[[Code list>>doc:sdmx:Glossary2\.1.Code list.WebHome]]containing the Code.92 +| |validFrom|(% style="width:564px" %)Date from which the construct is valid 93 +| |validTo|(% style="width:564px" %)Date from which construct is superseded. 94 +| |+code|(% style="width:564px" %)Association to the Code that is used at the specific point in the hierarchy. 95 +| |+child|(% style="width:564px" %)Association to a child Code in the hierarchy. 96 +| |+level|(% style="width:564px" %)Association to a Level where levels have been defined for the Hierarchy. 97 +|Code| |(% style="width:564px" %)The Code to be used at this point in the hierarchy. 98 +| |/items|(% style="width:564px" %)Association to the Code list containing the Code. 99 +|Codelist| |(% style="width:564px" %)The Code list containing the Code. 102 102 |HierarchyAssociation|((( 103 103 Inherits from: 104 -// [[MaintainableArtefact>>doc:IMElements.AnnotableArtefact.IdentifiableArtefact.NameableArtefact.VersionableArtefact.MaintainableArtefact.WebHome]]//105 -)))|(% style="width:564px" %)An association between an [[Identifiable Artefact>>doc:sdmx:Glossary2\.1.Identifiable artefact.WebHome]] and a[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]], within a specific context.102 +//MaintainableArtefact// 103 +)))|(% style="width:564px" %)An association between an Identifiable Artefact and a Hierarchy, within a specific context. 106 106 | |+contextObject|(% style="width:564px" %)The context within which the association is performed. 107 -| |+linkedObject|(% style="width:564px" %)Associates the [[Identifiable Artefact>>doc:sdmx:Glossary2\.1.Identifiable artefact.WebHome]] that needs the[[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].108 -| |+linkedHierarchy|(% style="width:564px" %)Associated the [[Hierarchy>>doc:sdmx:Glossary 2\.1.Hierarchy.WebHome]].105 +| |+linkedObject|(% style="width:564px" %)Associates the Identifiable Artefact that needs the Hierarchy. 106 +| |+linkedHierarchy|(% style="width:564px" %)Associated the Hierarchy.