Interoperability Basis Platform

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**Revision History**

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|(% style="width:169px" %)Revision|(% style="width:190px" %)Date|(% style="width:507px" %)Contents

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|(% style="width:169px" %)DRAFT 1.0|(% style="width:190px" %)December 2025|(% style="width:507px" %)Draft release updated for SDMX 3.1 for public consultation

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|(% style="width:169px" %)1.0|(% style="width:190px" %)May 2025|(% style="width:507px" %)Public Release for SDMX 3.1

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Version 1.0 – initial release September 2004.

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__**Version 2.0 – release November 2005**__

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Major functional enhancements by addition of new packages:

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Metadata Structure Definition

Metadata Set

Hierarchical Code Scheme

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Data and Metadata Provisioning

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Structure Set and Mappings

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Transformations and Expressions

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Process and Transitions

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Re-engineering of some SDMX Base structures to give more functionality:

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Item Scheme and Item can have properties – this gives support for complex hierarchical code schemes (where the property can be used to sequence codes in scheme), and Item Scheme mapping tables (where the property can give additional information about the map between the two schemes and the between two Items)

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revised Organisation pattern to support maintained schemes of organisations, such as a data provider

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modified Component Structure pattern to support identification of roles played by components and the attachment of attributes change to inheritance to enable more artefacts to be identifiable and versionable

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Introduction of new types of Item Scheme:

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* Object Type Scheme to specify object types in support of the Metadata Structure Definition (principally the object types (classes) in this Information Model)

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* Type Scheme to specify types other than object type

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* A generic Item Scheme Association to specify the association between Items in two or more Item Schemes, where such associations cannot be described in the Structure Set and Transformation.

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The Data Structure Definition is introduced as a synonym for Key Family though the term Key Family is retained and used in this specification.

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Modification to Data Structure Definition (DSD) to

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align the cross sectional structures with the functionality of the schema

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support Data Structure Definition extension (i.e. to derive and extend a Data Structure Definition from another Data Structure Definition), thus supporting the definition of a related “set” of key families

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distinguish between data attributes (which are described in a Data Structure Definition) from metadata attributes (which are described in a metadata structure definition)

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attach data attributes to specific identifiable artefacts (formally this was supported by attachable artefact)

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Domain Category Scheme re-named Category Scheme to better reflect the multiple usage of this type of scheme (e.g. subject matter domain, reporting taxonomy).

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Concept Scheme enhanced to allow specification of the representation of the Concept. This specification is the default (or core) representation and can be overridden by a construct that uses it (such as a Dimension in a Data Structure Definition).

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Revision of cross sectional data set to reflect the functionality of the version 1.0 schema.

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Revision of Actors and Use Cases to reflect better the functionality supported.

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__**Version 2.1 – release April 2011**__

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The purpose of this revision is threefold:

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* To introduce requested changes to functionality

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* To align the model and syntax implementations more closely (note, however, that the model remains syntax neutral)

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* To correct errors in version 2.0

//SDMX Base//

//Basic inheritance and patterns//

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~1. The following attributes are added to Maintainable:

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i) isExternalReference ii) structure URL

iii) serviceURL

1. Added Nameable Artefact and moved the Name and Description associations from Identifiable Artefact to Nameable Artefact. This allows an artefact to be identified (with id and urn) without the need to specify a Name.

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1. Removed any inheritance from Versionable Artefact with the exception of Maintainable Artefact – this means that only Maintainable objects can be versioned, and objects contained in a maintainable object cannot be independently versioned.

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1. Renamed MaintenanceAgency to Agency 0 this is its name in the schema and the URN.

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1. Removed abstract class Association as a subclass of Item (as these association types are not maintained in Item Schemes). Specific associations are modelled explicitly (e.g.

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Categorisation, ItemScheme, Item).

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1. Added ActionType to data types.

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1. Removed Coded Artefact and Uncoded Artefact and all subclasses (e.g. Coded Data Attribute and Uncoded Data Attribute) as the “Representation” is more complex than just a distinction between coded and uncoded.

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1. Added Representation to the Component. Removed association to Type.

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1. Removed concept role association (to Item) as roles are identified by a relationship to a Concept.

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1. Removed abstract class Attribute as both Data Attribute and Metadata Attribute have different properties. Data Attribute and Metadata Attribute inherit directly from Component.

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1. isPartial attribute added to Item Scheme to support partial Item Schemes (e.g. partial Code list).

//Representation//

1. Removed interval and enumeration from Facet.

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1. added facetValueType to Facet.

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1. Re-named DataType to facetValueType.

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1. Added observationalTimePeriod, inclusiveValueRange and exclusiveValueRange to facetValueType.

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1. Added ExtendedFacetType as a sub class of FacetType. This includes Xhtml as a facet type to support this as an allowed representation for a Metadata Attribute

//Organisations//

~1. Organisation Role is removed and replaced with specific Organisation Schemes of Agency, Data Provider, Data Consumer, Organisation Unit.

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//Mapping (Structure Maps)//

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Updated Item Scheme Association as follows:

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1. Renamed to Item Scheme Map to reflect better the sub classes and relate better to the naming in the schema.

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1. Removed inheritance of Item Scheme Map from Item Scheme, and inherited directly from Nameable Artefact.

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1. Item Association inherits from Identifiable Artefact.

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1. Removed Property from the model as this is not supported in the schema.

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1. Removed association type between Item Scheme Map and Item, and Association and Item.

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1. Removed Association from the model.

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1. Made Item Association a sub class of Identifiable, was a sub class Item.

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1. Removed association to Property from both Item Scheme Map and Item.

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1. Added attribute alias to both Item Scheme Association and Item Association.

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1. Made Item Scheme Map and Item Association abstract.

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1. Added sub-classes to Item Scheme Map – there is a subclass for each type of Item Scheme Association (e.g. Code list Map).

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1. Added mapping between Reporting Taxonomy as this is an Item Scheme and can be mapped in the same way as other Item Schemes.

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1. Added Hybrid Code list Map and Hybrid Code Map to support code mappings between a Code list and a Hierarchical Code list.

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//Mapping: Structure Map//

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1. This is a new diagram. Essentially removed inherited /hierarchy association between the various maps, as these no longer inherit from Item, and replaced the associations to the abstract Maintainable and Versionable Artefact classes with the actual concrete classes.

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1. Removed associations between Code list Map, Category Scheme Map, and Concept Scheme Map and made this association to Item Scheme Map.

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1. Removed hierarchy of Structure Map.

//Concept//

~1. Added association to Representation.

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//Data Structure Definition//

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1. Added Measure Dimension to support structure-specific renderings of the DSD. The Measure Dimension is associated to a Concept Scheme that specifies the individual measures that are valid.

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1. The three types of “Dimension”, - Dimension, Measure Dimension, Time Dimension – have a super class – Dimension Component

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1. Added association to a Concept that defines the role that the component (Dimension, Data Attribute, Measure Dimension) plays in the DSD. This replaces the Boolean attributes on the components.

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1. Added Primary Measure and removed this as role of Measure.

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1. Deleted the derived Data Structure Definition association from Data Structure Definition to itself as this is not supported directly in DSD.

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1. Deleted attribute GroupKeyDescriptor.isAttachmentConstraint and replaced with an association to an Attachment Constraint.

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1. Replaced association from Data Attribute to Attachable Artefact with association to Attribute Relationship.

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1. Added a set of classes to support Attribute Relationship.

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1. Renamed KeyDescriptor to DimensionDescriptor to better reflect its purpose.

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1. Renamed GroupKeyDescriptor to GroupDimensionDescriptor to better reflect its purpose.

//Code list//

1. CodeList classname changed to Codelist.

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1. Removed codevalueLength from Codelist as this is supported by Facet.

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1. Removed hierarchyView association between Code and Hierarchy as this association is not implemented.

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== Metadata Structure Definition(MSD) ==

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1. Full Target Identifier, Partial Target Identifier, and Identifier Component are replaced by Metadata Target and Target Object. Essentially this eliminates one level of specification and reference in the MSD, and so makes the MSD more intuitive and easier to specify and to understand.

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1. Re-named Identifiable Object Type to Identifiable Object Target and moved to the MSD package.

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1. Added sub classes to Target Object as these are the actual types of object to which metadata can be attached. These are Identifiable Object Target (allows reporting of metadata to any identifiable object), Key Descriptor Values Target (allows reporting of metadata for a data series key, Data Set Target (allows reporting of metadata to a data set), and Reporting Period Target (allows the metadata set to specify a reporting period).

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1. Allowed Target Object can have any type of Representation, this was restricted in version 2.0 to an enumerated representation in the model (but not in the schemas).

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1. Removed Object Type Scheme (as users cannot maintain their own list of object types), and replaced with an enumeration of Identifiable Objects.

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1. Removed association between Metadata Attribute and Identifiable Artefact and replaced this with an association between Report Structure and Metadata Target, and allowed one Report Structure to reference more than on Metadata Target. This allowing a single Report Structure to be defined for many object types.

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1. Added the ability to specify that a Metadata Attribute can be repeated in a Metadata Set and that a Metadata Attribute can be specified as “presentational” meaning that it is present for structural and presentational purposes, and will not have content in a Metadata Set.

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1. The Representation of a Metadata Attribute uses Extended Facet (to support Xhtml).

//Metadata Set//

1. Added link to Data Provider - 0..1 but note that for metadata set registration this will be 1.

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1. Removed Attribute Property as the underlying Property class has been removed.

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1. One Metadata Set is restricted to reporting metadata for a single MSD.

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1. The Metadata Report classes are re-structured and re-named to be consistent with the renaming and restructuring of the MSD.

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1. Metadata Attribute Value is renamed Reported Attribute to be consistent with the schemas.

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1. Deleted XML attribute and Contact Details from the inheritance diagram.

//Category Scheme//

1. Added Categorisation. Category no longer has a direct association to Dataflow and Metadataflow.

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1. Changed Reporting Taxonomy inheritance from Category Scheme to Maintainable

Artefact.

1. Added Reporting Category and associated this to Structure Usage.

//Data Set//

1. Removed the association to Provision Agreement from the diagram.

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1. Added association to Data Structure Definition. This association was implied via the dataflow but this is optional in the implementation whereas the association to the Data Structure Definition is mandatory.

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1. Added attributes to Data Set.

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1. There is a single, unified, model of the Data Set which supports four types of data set:

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1*. Generic Data Set – for reporting any type of data series, including time series and what is sometimes known as “cross sectional data”. In this data set, the value of any one dimension (including the Time Dimension) can be reported with the observation (this must be for the same dimension for the entire data set)

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1*. Structure-specific Data Set – for reporting a data series that is specific to a DSD

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1*. Generic Time Series Data Set – this is identical to the Generic Data Set except it must contain only time series, which means that a value for the Time Dimension is reported with the Observation

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1*. Structure-specific Time Series Data Set - this is identical to the Structure-specific Data Set except it must contain only time series, which means that a value for the Time Dimension is reported with the Observation.

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1. Removed Data Set as a sub class of Identifiable – but note that Data Set has a “setId” attribute.

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1. Added coded and uncoded variants of Key Value, Observation, and Attribute Value in order to show the relationship between the coded values in the data set and the Codelist in the Data Structure Definition.

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1. Made Key Value abstract with sub classes for coded, uncoded, measure (MeasureKeyValue) ads time (TimeKeyValue) The Measure Key Value is associated to a Concept as it must take its identify from a Concept.

//XSDataSet//

~1. This is removed and replaced with the single, unified data set model.

//Constraint//

1. Constraint is made Maintainable (was Identifiable).

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1. Added artefacts that better support and distinguish (from data) the constraints for metadata.

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1. Added Constraint Role to specify the purpose of the Constraint. The values are allowable content (for validation of sub set code code lists), and actual content (to specify the content of a data or metadata source).

//Process//

1. Removed inheritance from Item Scheme and Item: Process inherits directly from Maintainable and Process Step from Identifiable.

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1. Removed specialisation association between Transition and Association.

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1. Removed Transition Scheme - transitions are explicitly specified and not maintained as Items in a Item Scheme.

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1. Removed Expression and replaced with Computation.

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1. Transition is associated to Process Step and not Process itself. Therefore the source association to Process Step is removed.

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1. Removed Expressions as these are not implemented in the schemas. But note that the Transformations and Expressions model is retained, though it is not implemented in the schemas.

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//Hierarchical Codelist//

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1. Renamed HierarchicalCodeList to HierarchicalCodelist.

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1. This is re-modelled to reflect more accurately the way this is implemented: this is as an actual hierarchy rather than a set of relational associations from which the hierarchy can be derived.

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1. Code Association is re-named Hierarchical Code and the association type association to Code is removed (as these association types are not maintained in an Item Scheme).

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1. Hierarchical Code is made an aggregate of Hierarchy, and not of Hierarchical Codelist.

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1. Removed root node in the Hierarchy – there can be many top-level codes in Hierarchical Code.

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1. Added reference association between Hierarchical Code and Level to indicate the Level if the Hierarchy is a level based hierarchy.

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//Provisioning and Registration//

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1. Data Provider and Provision Agreement have an association to Datasource (was Query Datasource), as the association is to any of Query Datasource and Simple Datasource.

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1. Provision Agreement is made Maintainable and indexing attributes moved to Registration

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1. Registration has a registry assigned Id and indexing attributes.

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== Version 2.1 (Revision 2.0) – release June 2020 ==

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The package 13, previously named “Expressions and Transformations” is completely reformulated, renamed as “Validation and Transformation Language” and implemented also in the other Sections of the SDMX standards for actual use.

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== Version 3.0 – release September 2021 ==

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New Maintainable Artefacts

* Structure Map

* Representation Map