Changes for page Part IV. Data and Reference Metadata Namespaces

Last modified by Elena on 2025/09/10 11:19

From 2.11 to 2.12 From 3.1 to 3.2

From version 2.12

edited by Helena
on 2025/07/02 15:17

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To version 3.1

edited by Helena
on 2025/07/02 15:35

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@@ -524,13 +524,11 @@
  |(% style="width:267px" %)**SDMX Facet**|(% style="width:729px" %)**XML Schema Facet**
  |(% style="width:267px" %)minLength|(% style="width:729px" %)xs:minLength
  |(% style="width:267px" %)maxLength|(% style="width:729px" %)xs:maxLength
--|(% style="width:267px" %)minValue[^1]|(% style="width:729px" %)if ExclusiveValueRange: xs:minExclusives, else: xs:minInclusive
--|(% style="width:267px" %)maxValue[^1]|(% style="width:729px" %)if ExclusiveValueRange: xs:maxExclusives, else: xs:maxInclusive
--|(% style="width:267px" %)decimals[^1]|(% style="width:729px" %)xs:fractionDigits
++|(% style="width:267px" %)minValue{{footnote}}Note that these options only apply to numeric representations and should be ignored if the data type is non-numeric.{{/footnote}}|(% style="width:729px" %)if ExclusiveValueRange: xs:minExclusives, else: xs:minInclusive
++|(% style="width:267px" %)maxValue^^1^^|(% style="width:729px" %)if ExclusiveValueRange: xs:maxExclusives, else: xs:maxInclusive
++|(% style="width:267px" %)decimals^^1^^|(% style="width:729px" %)xs:fractionDigits
  |(% style="width:267px" %)pattern|(% style="width:729px" %)xs:pattern
--[^1]: Note that these options only apply to numeric representations and should be ignored if the data type is non-numeric.
--
  Any other facets are informational only and will not affect the determined type.
  === 3.3.7 Representation for Not Applicable Dimensions ===
@@ -759,12 +759,14 @@
  For each group defined in the data structure definition, a complex type with its name taken from the group identifier is defined. Its content model will be derived via restriction of the previously defined GroupType. The complex type content model will be as follows:
--1. A sequence consisting of:
--1. An element reference to common:Annotations, with a minimum occurrence of 0
--   2. If any attributes with complex representation defined in the data structure declares an attribute relationship with the group, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
--   3. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the group, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
--2. An attribute for each dimension referenced by the group. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is required
--3. An attribute for each data attribute with simple representation defined in the data structure that declares an attribute relationship with the group or specifies the group as an attachment group. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is optional
++~1. A sequence consisting of:
++
++* i. An element reference to common:Annotations, with a minimum occurrence of 0
++* ii. If any attributes with complex representation defined in the data structure declares an attribute relationship with the group, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
++* iii. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the group, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
++
++2. An attribute for each dimension referenced by the group. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is required
++3. An attribute for each data attribute with simple representation defined in the data structure that declares an attribute relationship with the group or specifies the group as an attachment group. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is optional
 . An attribute named type with a type of Group.ID, usage of optional, and a fixed value of the identifier of the group
  === 3.4.3 SeriesType ===
@@ -771,40 +771,46 @@
  If the dimension at the observation is not AllDimensions, a complex type name SeriesType must be created. Its content model will be derived via restriction of dsd:SeriesType. The complex type content model will be as follows:
--1. A sequence consisting of:
--1. An element reference to common:Annotations, with a minimum occurrence of 0
--   2. If any attributes with complex representation defined in the data structure declares an attribute relationship with a dimension that is not at the observation level, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
--   3. A local element named Obs with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of ObsType (as defined in the ObsType section which follows)
--   4. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the series, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
++~1. A sequence consisting of:
++
++* i. An element reference to common:Annotations, with a minimum occurrence of 0
++* ii. If any attributes with complex representation defined in the data structure declares an attribute relationship with a dimension that is not at the observation level, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
++* iii. A local element named Obs with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of ObsType (as defined in the ObsType section which follows)
++* iv. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the series, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
++
 . An attribute named TIME\_PERIOD with a type of common:ObservationalTimePeriod. If the dimension at the observation level is the time dimension (TIME\_PERIOD) or there is no time dimension defined by the data structure, a usage of prohibited; otherwise, a usage of required
--3. An attribute for each dimension defined by the data structure definition, except for the dimension at the observation level and the time dimension (TIME\_PERIOD). The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is required
--4. An attribute for each data attribute defined with simple representation in the data structure that declares an attribute relationship with any dimension outside of the dimension at the observation level (so long as it does not also declare an attachment group). The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is optional
++3. An attribute for each dimension defined by the data structure definition, except for the dimension at the observation level and the time dimension (TIME\_PERIOD). The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is required
++4. An attribute for each data attribute defined with simple representation in the data structure that declares an attribute relationship with any dimension outside of the dimension at the observation level (so long as it does not also declare an attachment group). The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is optional
  === 3.4.4 AttsType ===
  A complex type named AttsType must be created. Its content model will be derived via restriction of dsd:AttsType. The complex type content model will be as follows:
--1. A sequence consisting of:
--1. An element reference to common:Annotations, with a minimum occurrence of 0
--   2. If any attributes with complex representation are defined in the data structure, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
++~1. A sequence consisting of:
++
++* i. An element reference to common:Annotations, with a minimum occurrence of 0
++* ii. If any attributes with complex representation are defined in the data structure, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
++
 . If there is no dimension (TIME\_PERIOD) defined by the data structure, an attribute named TIME\_PERIOD with a type of common:ObservationalTimePeriod, and a usage of prohibited
--3. An attribute for all dimension defined by the data structure definition. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is optional
--4. An attribute for each data attribute defined with simple representation in the data structure. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is optional
++3. An attribute for all dimension defined by the data structure definition. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is optional
++4. An attribute for each data attribute defined with simple representation in the data structure. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is optional
  === 3.4.5 ObsType ===
  A complex type name ObsType must be created. Its content model will be derived via restriction of the base type dsd:ObsType. The complex type content model will be as follows:
--1. A sequence consisting of:
--1. An element reference to common:Annotations, with a minimum occurrence of 0
--   2. If any measures with complex representations are defined in the data structure, any attributes with complex representation that declare an attribute relationship with the observation, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
--   3. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the observation, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
++~1. A sequence consisting of:
++
++* i. An element reference to common:Annotations, with a minimum occurrence of 0
++* ii. If any measures with complex representations are defined in the data structure, any attributes with complex representation that declare an attribute relationship with the observation, a Comp element with a form of unqualified, a minimum occurrence of 0, a maximum occurrence of unbounded, and a type of dsd:CompType
++* iii. If any metadata attribute usages defined in the data structure that declares an attribute relationship with the observation, a local element named Metadata with the type metadata:MetadataSetType a form of unqualified, and a minimum occurrence of 0
++
 . An attribute named TIME\_PERIOD with a type of common:
     ObservationalTimePeriodValueType. If the dimension at the observation level is the time dimension (TIME\_PERIOD) or all dimensions and the time dimension is defined by the data structure, a usage of required; otherwise, a usage of prohibited
--3. If the dimension at the observation level is not all dimensions or the time dimension (TIME\_PERIOD), an attribute for the dimension at the observation level. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is required
--4. If the dimension at the observation level is all dimensions, an attribute for each dimension defined by the data structure definition, except for the time dimension (TIME\_PERIOD). The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is required
--5. An attribute for each measure with simple representation defined by the data structure definition. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) is defined according to the general rules defined in the previous section, and the usage is optional
--6. An attribute for each data attribute with simple representation defined in the data structure that declares an attribute relationship with the observation. The XML attribute [name](#331-Component-Name-Determination) and [type](#333-Simple--Primitive-Type-Determination) are defined according to the general rules defined in the previous section, and the usage is optional
++3. If the dimension at the observation level is not all dimensions or the time dimension (TIME\_PERIOD), an attribute for the dimension at the observation level. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is required
++4. If the dimension at the observation level is all dimensions, an attribute for each dimension defined by the data structure definition, except for the time dimension (TIME\_PERIOD). The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is required
++5. An attribute for each measure with simple representation defined by the data structure definition. The XML attribute name and type is defined according to the general rules defined in the previous section, and the usage is optional
++6. An attribute for each data attribute with simple representation defined in the data structure that declares an attribute relationship with the observation. The XML attribute name and type are defined according to the general rules defined in the previous section, and the usage is optional
  === 3.4.6 CompType ===
@@ -835,7 +835,7 @@
  === 4.1.2 Replace Action ===
--Data or data-related reference metadata is to be replaced, through either update, insert or delete depending on already existing information. A full replacement is hereby assumed to take place at specific “replacement levels”: for entire observations and for any specific dimension combination for data-related reference metadata attributes. Within these “replacement levels” the provided values are inserted or updated, and omitted values are deleted. Values provided for the other attributes (those above the observation level) are merged (see *Merge* action).
++Data or data-related reference metadata is to be replaced, through either update, insert or delete depending on already existing information. A full replacement is hereby assumed to take place at specific “//replacement levels//”: for entire observations and for any specific dimension combination for data-related reference metadata attributes. Within these “replacement levels” the provided values are inserted or updated, and omitted values are deleted. Values provided for the other attributes (those above the observation level) are merged (see //Merge// action).
  Only non-dimensional components (measure, attribute or reference metadata values) can be **omitted** (null or absent). Bulk replacing is thus not supported.
@@ -843,9 +843,9 @@
  Replacing non-existing elements is not resulting in an error.
--All observations as well as the sets of data-related reference metadata attributes at specific dimension combinations impacted by the *Replace* action change their time stamp when used to update an SDMX storage system.
++All observations as well as the sets of data-related reference metadata attributes at specific dimension combinations impacted by the //Replace// action change their time stamp when used to update an SDMX storage system.
--Because the *replace* action always takes place at specific levels, it cannot be used to replace a whole dataset or a whole series. However, a “*replace all*” effect can be achieved by combining a *Delete* dataset containing a completely wildcarded key (where all dimension values are omitted) with a *Merge* or *Replace* dataset within the same data message. Similarly, to replace a whole series, a message can combine a *delete* dataset containing only the partial key of the series (where the not used dimension values are omitted) with a *Merge* or *Replace* dataset for that series.
++Because the //replace// action always takes place at specific levels, it cannot be used to replace a whole dataset or a whole series. However, a //“replace all”// effect can be achieved by combining a //Delete// dataset containing a completely wildcarded key (where all dimension values are omitted) with a //Merge// or //Replace// dataset within the same data message. Similarly, to replace a whole series, a message can combine a //delete// dataset containing only the partial key of the series (where the not used dimension values are omitted) with a //Merge// or //Replace// dataset for that series.
  === 4.1.3 Delete Action ===
@@ -865,58 +865,59 @@
  The following convention is used to indicate the state of components in data messages:
--| | |**Dimension value is**| |**Measure, attribute or reference metadata value is**| |
--| | |**Omitted**|**switched off**|**Omitted**|**Present**|
--|Action|Delete|bulk deletion: dimension value doesn't matter|only for irrelevant dimensions:1) higher-level (reference metadata) attributes not attached to this dimension(incl. TIME\_PERIOD)2) measures and attributes not attached to this dimension if the DSD allows for an ‘evolving structure’ (excl. TIME\_PERIOD)|to be deleted only if **all** non-dimension components are omitted|to be deleted|
--| |Merge|*bulk merge is not permitted*|(see above)|not to be changed|to be updated/inserted|
--| |Replace|*bulk replace is not permitted*|(see above)|at permitted replacement levels: to be deleted, otherwise not to be changed|to be updated/inserted|
--|Format|XML|xml element/attribute is absent|~|xml element/attribute is absent|any valid or intentionally missing value|
--| |JSON|\<empty\>|““|NULL or absent|(see above)|
--| |CSV|\<empty\> cell or column is absent|~|<empty> cell or column is absent|(see above)|
++(% style="width:1364.29px" %)
++| | |(% style="width:260px" %)**Dimension value is**|(% style="width:391px" %) |(% style="width:383px" %)**Measure, attribute or reference metadata value is**|(% style="width:184px" %)
++| | |(% style="width:260px" %)**Omitted**|(% style="width:391px" %)**switched off**|(% style="width:383px" %)**Omitted**|(% style="width:184px" %)**Present**
++|Action|Delete|(% style="width:260px" %)bulk deletion: dimension value doesn't matter|(% style="width:391px" %)only for irrelevant dimensions:1) higher-level (reference metadata) attributes not attached to this dimension(incl. TIME\_PERIOD)2) measures and attributes not attached to this dimension if the DSD allows for an ‘evolving structure’ (excl. TIME\_PERIOD)|(% style="width:383px" %)to be deleted only if **all** non-dimension components are omitted|(% style="width:184px" %)to be deleted
++| |Merge|(% style="width:260px" %)//bulk merge is not permitted//|(% style="width:391px" %)(see above)|(% style="width:383px" %)not to be changed|(% style="width:184px" %)to be updated/inserted
++| |Replace|(% style="width:260px" %)//bulk replace is not permitted//|(% style="width:391px" %)(see above)|(% style="width:383px" %)at permitted replacement levels: to be deleted, otherwise not to be changed|(% style="width:184px" %)to be updated/inserted
++|Format|XML|(% style="width:260px" %)xml element/attribute is absent|(% style="width:391px" %)~|xml element/attribute is absent|(% style="width:383px" %)any valid or intentionally missing value|(% style="width:184px" %)
++| |JSON|(% style="width:260px" %)\<empty\>|(% style="width:391px" %)““|(% style="width:383px" %)NULL or absent|(% style="width:184px" %)(see above)
++| |CSV|(% style="width:260px" %)\<empty\> cell or column is absent|(% style="width:391px" %)~|<empty> cell or column is absent|(% style="width:383px" %)(see above)|(% style="width:184px" %)
  **Important notes:**
--The terms “*delete*”, “*merge*” and “*replace*” do **not** imply a physical replacement or deletion of values in the underlying database. To minimize the physical resource requirements, SDMX web service implementations that do not support the *includeHistory* and *asOf* URL parameters might physically replace the existing values in the database. SDMX web services that neither support the *updatedAfter* URL parameter might also implement physical deletions. However, SDMX web services that support these parameters (or other time-machine features), would not overwrite or delete the physical values.
++The terms “//delete//”, “//merge//” and “//replace//” do **not** imply a physical replacement or deletion of values in the underlying database. To minimize the physical resource requirements, SDMX web service implementations that do not support the //includeHistory// and //asOf// URL parameters might physically replace the existing values in the database. SDMX web services that neither support the *updatedAfter* URL parameter might also implement physical deletions. However, SDMX web services that support these parameters (or other time-machine features), would not overwrite or delete the physical values.
--SDMX web services that support the *includeHistory* or *asOf* URL parameters should never allow deleting their **historic** data content because this would interfere with the interests of data consumers, such as data aggregators. Therefore, a specific feature to physically delete previous (outdated) content is intentionally not added to the SDMX standard syntax. If such a feature is required by an organisation, then it needs to be implemented as a custom feature outside the SDMX standard.
++SDMX web services that support the //includeHistory// or //asOf// URL parameters should never allow deleting their **historic** data content because this would interfere with the interests of data consumers, such as data aggregators. Therefore, a specific feature to physically delete previous (outdated) content is intentionally not added to the SDMX standard syntax. If such a feature is required by an organisation, then it needs to be implemented as a custom feature outside the SDMX standard.
--Likewise, all SDMX-compliant systems that do (or are configured to) support the *updatedAfter* URL parameter need to systematically retain the information about deleted data (or data-related reference metadata).
++Likewise, all SDMX-compliant systems that do (or are configured to) support the //updatedAfter// URL parameter need to systematically retain the information about deleted data (or data-related reference metadata).
--All datasets – even with varying actions – within a single data message have always to be treated as **ACID transaction** to guarantee “transactional safety” (full data consistency and validity despite errors, power failures, and other mishaps). These datasets are to be processed in the order of appearance in the message. The advantage of such data messages is thus the ability to bundle separate *delete* and *replace* or *merge* actions into one transactional data message.
++All datasets – even with varying actions – within a single data message have always to be treated as **ACID transaction** to guarantee “transactional safety” (full data consistency and validity despite errors, power failures, and other mishaps). These datasets are to be processed in the order of appearance in the message. The advantage of such data messages is thus the ability to bundle separate //delete// and //replace// or //merge// actions into one transactional data message.
--**Recommended[^2] dataset actions in SDMX web service responses to GET data queries:**
++**Recommended{{footnote}}So far this is recommended for systems that do not require backward-compatibility. Later, with SDMX 4.0, this may generally be made mandatory{{/footnote}} dataset actions in SDMX web service responses to GET data queries:**
--1. Without the *updatedAfter*, *includeHistory*, *detail*, *attributes* or *measures* URL parameters:
--
--   The response message should contain the retrieved data in a *Replace* dataset (instead of the previous *information* dataset).
++~1. Without the //updatedAfter//, //includeHistory//, //detail//, //attributes// or //measures// URL parameters:
--1. Without the *updatedAfter* and *includeHistory*, but with *detail*, *attributes* or *measures* URL parameters:
--
--   The response message should contain the retrieved data in a *Merge* dataset (instead of the previous *Information* dataset).
++The response message should contain the retrieved data in a //Replace// dataset (instead of the previous *information* dataset).
--1. With the *updatedAfter* URL parameter:
--
--   The response must include the information of all previously updated, inserted and deleted data or data-related reference metadata, even if bulk deletions have been used. One of the two approaches are possible:
++2. Without the //updatedAfter// and //includeHistory//, but with //detail//, //attributes// or //measures// URL parameters:
--* a *Delete* dataset for entirely deleted observations and for entirely deleted sets of (data-related reference metadata) attribute values attached to specific dimension combinations and
--   a *Replace* dataset for all other changed observations and changed attribute and data-related reference metadata values attached to specific dimension combinations, or
--* a *Delete* dataset for entirely deleted observations, for entirely deleted sets of (data-related reference metadata) attribute values attached to specific dimension combinations and for individually deleted mesure, attribute and reference metadata values and
--   a *Merge* dataset for all other updated or inserted observation, attribute and data-related reference metadata values.
--
--   The DB synchronization use case requires that the generated response must always allow achieving to replicate the exact same punctual data content as currently stored in the queried data source.
++The response message should contain the retrieved data in a //Merge// dataset (instead of the previous *Information* dataset).
--1. With the *includeHistory* URL parameter:
--
--   Using a number of datasets with *Delete*, *Replace* or *Merge* actions and limited in their validity time span that allow achieving to replicate the exact same punctual data contents as previously stored in the queried data source.
++3. With the //updatedAfter// URL parameter:
--1. With the *asOf* URL parameter:
--
--   The recommendations of 1 and 2 apply depending on the other parameters. In addition, the returned dataset should have its validity time span limited to the point in time requested in the *asOf* parameter.
++The response must include the information of all previously updated, inserted and deleted data or data-related reference metadata, even if bulk deletions have been used. One of the two approaches are possible:
--[^2]: So far this is recommended for systems that do not require backward-compatibility. Later, with SDMX 4.0, this may generally be made mandatory.
++* a //Delete// dataset for entirely deleted observations and for entirely deleted sets of (data-related reference metadata) attribute values attached to specific dimension combinations and
++a //Replace// dataset for all other changed observations and changed attribute and data-related reference metadata values attached to specific dimension combinations, or
++* a //Delete// dataset for entirely deleted observations, for entirely deleted sets of (data-related reference metadata) attribute values attached to specific dimension combinations and for individually deleted mesure, attribute and reference metadata values and
++a //Merge// dataset for all other updated or inserted observation, attribute and data-related reference metadata values.
++The DB synchronization use case requires that the generated response must always allow achieving to replicate the exact same punctual data content as currently stored in the queried data source.
++
++~1. With the *includeHistory* URL parameter:
++
++Using a number of datasets with *Delete*, *Replace* or *Merge* actions and limited in their validity time span that allow achieving to replicate the exact same punctual data contents as previously stored in the queried data source.
++
++2. With the *asOf* URL parameter:
++
++The recommendations of 1 and 2 apply depending on the other parameters. In addition, the returned dataset should have its validity time span limited to the point in time requested in the *asOf* parameter.
++
  == 4.2 Reference Metadata Actions ==
  Reference metadata defined by a Metadataflow or a MetadataProvisionAgreement are exchanged within reference metadatasets, which are maintainable and thus for actions behave like structural metadata (artefacts): When interacting with SDMX Rest web services, the HTTP action verbs GET, PUT and POST are used to indicate the intended action per web request. Consequently, different actions cannot be bundled and executed with “transactional ACIDity”. Note that metadatasets retrieved using the HTTP header “Accept-Language” may contain only partial languages, and thus should be marked with its *isPartialLanguage* property set to true. Submitting such a partial metadataset to update an SDMX storage system will only add or update the included languages but not change other languages.
  The former message header or metadataset property *DataSetAction* is deprecated. To avoid conflicts, it is now ignored if still present.
++
++{{putFootnotes/}}