Last modified by Artur K. on 2026/05/29 14:29

From version 2.1
edited by Artur K.
on 2026/05/29 14:29
Change comment: Copied from sdmxsrlocalization:Methodology.Standardising Reference Metadata Reporting in SDMX.WebHome
To version 1.5
edited by Helena K.
on 2026/01/15 16:44
Change comment: There is no comment for this version

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Author
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1 -xwiki:XWiki.arturkryazhev
1 +xwiki:XWiki.helena
Content
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58 58  |**Define metadata for artefact types which are not a dataset**|Yes|No
59 59  |**Relate/exchange metadata tightly with data**|No|Yes
60 60  |**Use same SDMX tools as for data exchange**|No|Yes
61 -|**Reduce amount of artefacts to implement**|Maybe{{footnote}}This may be possible, depending on the current implementation such as if an MSD is already implemented{{/footnote}}|Yes
61 +|**Reduce amount of artefacts to implement**|Maybe[[(% class="wikiinternallink wikiinternallink wikiinternallink wikiinternallink" %)^^~[3~]^^>>path:#_ftn3]]|Yes
62 62  
63 63  Table 1: Advantages of implementing reference metadata exchange using DSDs or MSDs
64 64  
... ... @@ -166,7 +166,7 @@
166 166  
167 167  = MAINTENANCE OF THE GLOBAL METADATA CONCEPT SCHEME =
168 168  
169 -The concepts in the Global MCS are a subset of the concepts in the SDMX Glossary{{footnote}}https://sdmx.org/wp-content/uploads/SDMX_Glossary_Version_2_0_October_2018.docx{{/footnote}} (which defines the entire cross-domain concept scheme). Therefore, changes or additions to reference metadata concepts in the SDMX Glossary will result in a revision to the Global MCS. Conversely, requests to change the Global MCS will be considered in future revisions of the SDMX Glossary.
169 +The concepts in the Global MCS are a subset of the concepts in the SDMX Glossary[[(% class="wikiinternallink wikiinternallink wikiinternallink wikiinternallink" %)^^~[4~]^^>>path:#_ftn4]](%%) (which defines the entire cross-domain concept scheme). Therefore, changes or additions to reference metadata concepts in the SDMX Glossary will result in a revision to the Global MCS. Conversely, requests to change the Global MCS will be considered in future revisions of the SDMX Glossary.
170 170  
171 171  Requests to extend the Global MCS or change this guideline should be sent to the SDMX Statistical Working Group (swg@sdmx.org).
172 172  
... ... @@ -203,6 +203,7 @@
203 203  |**Data source**|Location or service from where data or metadata can be obtained.|DATA_SOURCE
204 204  |**Compiling agency**|(((
205 205  Organisation collecting and/or elaborating the data being reported.
206 +
206 206  //Example usage: if an organisation receives data from a member agency and publishes it, the “Compiling agency” concept would be the member agency.//
207 207  )))|COMPILING_ORG
208 208  |**Dissemination agency**|Organisation disseminating the data being reported.|DISS_ORG
... ... @@ -209,6 +209,7 @@
209 209  |**Name**|**Definition**|**Concept ID**
210 210  |**Contact**|(((
211 211  Individual or organisational contact points for the data or metadata.
213 +
212 212  //Recommended usage. Use~://
213 213  
214 214  * //either the summary “Contact” concept but not the granular “Contact xxx” concepts,//
... ... @@ -236,6 +236,7 @@
236 236  |(% style="width:417px" %)**Name**|(% style="width:1392px" %)**Definition**|(% style="width:264px" %)**Concept ID**
237 237  |(% style="width:417px" %)**Institutional mandate**|(% style="width:1392px" %)(((
238 238  Set of rules or other formal set of instructions assigning responsibility as well as the authority to an organisation for the collection, processing, and dissemination of statistics.
241 +
239 239  //Recommended usage. Use~://
240 240  
241 241  * //either the summary “Institutional mandate” concept but not the granular “Institutional mandate xxx” concepts,//
... ... @@ -245,6 +245,7 @@
245 245  |(% style="width:417px" %)**Institutional mandate – legal acts and other agreements**|(% style="width:1392px" %)Legal acts or other formal or informal agreements that assign responsibility as well as the authority to an Agency for the collection, processing, and dissemination of statistics.|(% style="width:264px" %)INST_MAN_LA_OA
246 246  |(% style="width:417px" %)**Confidentiality**|(% style="width:1392px" %)(((
247 247  Property of data indicating whether they are subject to dissemination restrictions.
251 +
248 248  //Recommended usage. Use~://
249 249  
250 250  * //either the summary “Confidentiality” concept but not the granular “Confidentiality xxx” concepts,//
... ... @@ -254,6 +254,7 @@
254 254  |(% style="width:417px" %)**Confidentiality - policy**|(% style="width:1392px" %)Legislative measures or other formal procedures which prevent unauthorised disclosure of data that identify a person or economic entity either directly or indirectly.|(% style="width:264px" %)CONF_POLICY
255 255  |(% style="width:417px" %)**Professionalism**|(% style="width:1392px" %)(((
256 256  Standard, skill and ability suitable for producing statistics of good quality.
261 +
257 257  //Recommended usage. Use~://
258 258  
259 259  * //either the summary “Professionalism” concept but not the granular “Professionalism xxx” concepts,//
... ... @@ -266,6 +266,7 @@
266 266  |(% style="width:417px" %)**Name**|(% style="width:1392px" %)**Definition**|(% style="width:264px" %)**Concept ID**
267 267  |(% style="width:417px" %)**Cost and burden**|(% style="width:1392px" %)(((
268 268  Cost associated with the collection and production of a statistical product, as well as the burden imposed on respondents.
274 +
269 269  //Recommended usage. Use~://
270 270  
271 271  * //either the summary “Cost and burden” concept but not the granular “Cost and burden xxx” concepts,//
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281 281  |(% style="width:416px" %)**Reference area**|(% style="width:1394px" %)Country or geographic area to which the measured statistical phenomenon relates.|REF_AREA
282 282  |(% style="width:416px" %)**Coverage**|(% style="width:1394px" %)(((
283 283  Definition of the scope of the data compiled.
290 +
284 284  //Recommended usage. Use~://
285 285  
286 286  * //either the summary “Coverage” concept but not the granular “xxx coverage” concepts and/or “Economic sector” concept,//
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289 289  |(% style="width:416px" %)**Name**|(% style="width:1394px" %)**Definition**|**Concept ID**
290 290  |(% style="width:416px" %)**Geographical coverage**|(% style="width:1394px" %)(((
291 291  Characterisation of the statistical units according to geographical criteria.
299 +
292 292  //Example usage: May exclude small parts of the national territory amounting to no more than 2% of the national population and the national territories.//
293 293  )))|COVERAGE_GEO
294 294  |(% style="width:416px" %)**Population coverage**|(% style="width:1394px" %)Definition of the main types of population covered by the statistics.|COVERAGE_POP
... ... @@ -330,6 +330,7 @@
330 330  |(% style="width:415px" %)**Data compilation**|(% style="width:1400px" %)Operations performed on data to derive new information according to a given set of rules.|(% style="width:257px" %)DATA_COMP
331 331  |(% style="width:415px" %)**Adjustment**|(% style="width:1400px" %)(((
332 332  Set of procedures employed to modify statistical data to enable it to conform to national or international standards or to address data quality differences when compiling specific Data Sets.
341 +
333 333  //Recommended usage. Use~://
334 334  
335 335  * //either the summary “Adjustment” concept but not the granular “xxx adjustment” concepts,//
... ... @@ -340,6 +340,7 @@
340 340  |(% style="width:415px" %)**Data validation**|(% style="width:1400px" %)Process of monitoring the results of data compilation and ensuring the quality of the statistical results.|(% style="width:257px" %)DATA_VALIDATION
341 341  |(% style="width:415px" %)**Data revision**|(% style="width:1400px" %)(((
342 342  Change in a value of a statistic released to the public.
352 +
343 343  //Recommended usage. Use~://
344 344  
345 345  * //either the summary “Data revision” concept but not the granular “Data revision xxx” concepts,//
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356 356  |(% style="width:418px" %)**Name**|(% style="width:1401px" %)**Definition**|(% style="width:253px" %)**Concept ID**
357 357  |(% style="width:418px" %)**Quality management**|(% style="width:1401px" %)(((
358 358  Systems and frameworks in place within an organisation to manage the quality of statistical products and processes.
369 +
359 359  //Recommended usage. Use~://
360 360  
361 361  * //either the summary “Quality management” concept but not the granular “Quality management xxx” concepts,//
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370 370  |(% style="width:419px" %)**Name**|(% style="width:1402px" %)**Definition**|(% style="width:252px" %)**Concept ID**
371 371  |(% style="width:419px" %)**Accuracy**|(% style="width:1402px" %)(((
372 372  Closeness of computations or estimates to the unknown exact or true values that the statistics were intended to measure.
384 +
373 373  //Recommended usage. Use~://
374 374  
375 375  * //either the summary “Accuracy” concept but not the granular “Accuracy - overall”, “Non-sampling error” or “Sampling error” concepts,//
... ... @@ -386,6 +386,7 @@
386 386  |(% style="width:418px" %)**Model assumption error**|(% style="width:1402px" %)Error that occurs due the use of methods, such as calibration, generalised regression estimator, calculation based on full scope or constant scope, benchmarking, seasonal adjustment and other models not included in other accuracy components, in order to calculate statistics or indexes.|(% style="width:252px" %)MODEL_ASSUMP_ERR
387 387  |(% style="width:418px" %)**Coherence**|(% style="width:1402px" %)(((
388 388  Adequacy of statistics to be reliably combined in different ways and for various uses.
401 +
389 389  //Recommended usage. Use~://
390 390  
391 391  * //either the summary “Coherence” concept but not the granular “Coherence xxx” concepts,//
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395 395  |(% style="width:418px" %)**Coherence - internal**|(% style="width:1402px" %)Extent to which statistics are consistent within a given Data Set.|(% style="width:252px" %)COHER_INTERNAL
396 396  |(% style="width:418px" %)**Comparability**|(% style="width:1402px" %)(((
397 397  Extent to which differences between statistics can be attributed to differences between the true values of the statistical characteristics.
411 +
398 398  //Recommended usage. Use~://
399 399  
400 400  * //either the summary “Comparability” concept but not the granular “Comparability xxx” concepts,//
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403 403  |(% style="width:418px" %)**Comparability - geographical**|(% style="width:1402px" %)Extent to which statistics are comparable between geographical areas.|(% style="width:252px" %)COMPAR_GEO
404 404  |(% style="width:418px" %)**Comparability - over time**|(% style="width:1402px" %)Extent to which statistics are comparable or reconcilable over time.|(% style="width:252px" %)COMPAR_TIME
405 405  
406 -|(% style="width:418px" %)**Name**|(% style="width:1403px" %)**Definition**|(% style="width:252px" %)**Concept ID**
407 -|(% style="width:418px" %)**Punctuality**|(% style="width:1403px" %)Time lag between the actual delivery of the data and the target date when it should have been delivered.|(% style="width:252px" %)PUNCTUALITY
408 -|(% style="width:418px" %)**Relevance**|(% style="width:1403px" %)(((
420 +
421 +
422 +|**Name**|**Definition**|**Concept ID**
423 +|**Punctuality**|Time lag between the actual delivery of the data and the target date when it should have been delivered.|PUNCTUALITY
424 +|**Relevance**|(((
409 409  Degree to which statistical information meets the real or perceived needs of clients.
426 +
410 410  //Recommended usage. Use~://
411 411  
412 -* //either the summary “Relevance” concept but not the granular “Relevance xxx” concepts,//
429 +* //either the summary “Relevance” concept but not the granular//
430 +
431 +//“Relevance xxx” concepts,//
432 +
413 413  * //or the granular “Relevance xxx” concepts but not the “Relevance” concept.//
414 -)))|(% style="width:252px" %)RELEVANCE
415 -|(% style="width:418px" %)**Relevance - completeness**|(% style="width:1403px" %)Extent to which all statistics that are needed are available.|(% style="width:252px" %)COMPLETENESS
416 -|(% style="width:418px" %)**Relevance - user needs**|(% style="width:1403px" %)Description of requirements with respect to the statistical output.|(% style="width:252px" %)USER_NEEDS
417 -|(% style="width:418px" %)**Relevance - user satisfaction**|(% style="width:1403px" %)Description of how well the disseminated statistics meet the expressed user needs.|(% style="width:252px" %)USER_SAT
418 -|(% style="width:418px" %)**Timeliness**|(% style="width:1403px" %)(((
419 -Length of time between data availability and the event or phenomenon they describe.
434 +)))|RELEVANCE
435 +|**Relevance - completeness**|Extent to which all statistics that are needed are available.|COMPLETENESS
436 +|**Relevance - user needs**|Description of requirements with respect to the statistical output.|USER_NEEDS
437 +|**Relevance - user satisfaction**|Description of how well the disseminated statistics meet the expressed user needs.|USER_SAT
438 +|**Timeliness**|(((
439 +Length of time between data availability and the event or phenomenon they describe
440 +
420 420  //Recommended usage. Use~://
421 421  
422 -* //either the summary “Timeliness” concept but not the granular “Timeliness xxx” concepts,//
443 +* //either the summary “Timeliness” concept but not the granular//
444 +
445 +//“Timeliness xxx” concepts,//
446 +
423 423  * //or the granular “Timeliness xxx” concepts but not the “Timeliness” concept.//
424 -)))|(% style="width:252px" %)TIMELINESS
425 -|(% style="width:418px" %)**Timeliness - source data**|(% style="width:1403px" %)Time between the end of a reference period and actual receipt of the data by the compiling agency.|(% style="width:252px" %)TIME_SOURCE
448 +)))|TIMELINESS
449 +|**Timeliness - source data**|Time between the end of a reference period and actual receipt of the data by the compiling agency.|TIME_SOURCE
426 426  
427 427  === DISSEMINATION ===
428 428  
429 -|(% style="width:417px" %)**Name**|(% style="width:1407px" %)**Definition**|(% style="width:248px" %)**Concept ID**
430 -|(% style="width:417px" %)**Release policy**|(% style="width:1407px" %)(((
453 +|**Name**|**Definition**|**Concept ID**
454 +|**Release policy**|(((
431 431  Rules for disseminating statistical data to interested parties.
456 +
432 432  //Recommended usage. Use~://
433 433  
434 434  * //either the summary “Release policy” concept but not the granular “Release policy xxx” concepts,//
435 435  * //or the granular “Release policy xxx” concepts but not the “Release policy” concept.//
436 -)))|(% style="width:248px" %)REL_POLICY
437 -|(% style="width:417px" %)**Release policy - release calendar**|(% style="width:1407px" %)Schedule of statistical release dates.|(% style="width:248px" %)REL_CAL_POLICY
438 -|(% style="width:417px" %)**Release policy - release calendar access**|(% style="width:1407px" %)Description of how the release calendar can be accessed.|(% style="width:248px" %)REL_CAL_ACCESS
439 -|(% style="width:417px" %)**Release policy - transparency**|(% style="width:1407px" %)Statement describing whether and how the release policy is disseminated to the public.|(% style="width:248px" %)REL_POL_TRA
440 -|(% style="width:417px" %)**Release policy - user access**|(% style="width:1407px" %)Policy for release of the data to users, scope of dissemination (e.g. to the public, to selected users), how users are informed that the data are being released, and whether the policy determines the dissemination of statistical data to all users.|(% style="width:248px" %)REL_POL_US_AC
441 -|(% style="width:417px" %)**Frequency of dissemination**|(% style="width:1407px" %)Time interval at which the statistics are disseminated over a given time period.|(% style="width:248px" %)FREQ_DISS
442 -|(% style="width:417px" %)**Dissemination format**|(% style="width:1407px" %)(((
461 +)))|REL_POLICY
462 +|**Release policy - release calendar**|Schedule of statistical release dates.|REL_CAL_POLICY
463 +|**Release policy - release calendar access**|Description of how the release calendar can be accessed.|REL_CAL_ACCESS
464 +|**Release policy - transparency**|Statement describing whether and how the release policy is disseminated to the public.|REL_POL_TRA
465 +|**Release policy - user access**|Policy for release of the data to users, scope of dissemination (e.g. to the public, to selected users), how users are informed that the data are being released, and whether the policy determines the dissemination of statistical data to all users.|REL_POL_US_AC
466 +|**Frequency of dissemination**|Time interval at which the statistics are disseminated over a given time period.|FREQ_DISS
467 +|**Dissemination format**|(((
443 443  Media by which statistical data and metadata are disseminated.
469 +
444 444  //Recommended usage. Use~://
445 445  
446 446  * //either the summary “Dissemination format” concept but not the granular “Dissemination format xxx” concepts,//
447 -* //or the granular “Dissemination format xxx” concepts but not the “Dissemination format” concept.//
448 -)))|(% style="width:248px" %)DISS_FORMAT
449 -|(% style="width:417px" %)**Dissemination format - microdata access**|(% style="width:1407px" %)Information on whether microdata are also disseminated.|(% style="width:248px" %)MICRO_DAT_ACC
450 -|(% style="width:417px" %)**Dissemination format - news release**|(% style="width:1407px" %)Regular or ad-hoc press releases linked to the data.|(% style="width:248px" %)NEWS_REL
473 +* //or the granular “Dissemination format xxx” concepts but not the//
451 451  
452 -|(% style="width:422px" %)**Name**|(% style="width:1407px" %)**Definition**|(% style="width:244px" %)**Concept ID**
453 -|(% style="width:422px" %)**Dissemination format - online database**|(% style="width:1407px" %)Information about on-line databases in which the disseminated data can be accessed.|(% style="width:244px" %)ONLINE_DB
454 -|(% style="width:422px" %)**Dissemination format - publications**|(% style="width:1407px" %)Regular or ad-hoc publications in which the data are made available to the public.|(% style="width:244px" %)PUBLICATIONS
455 -|(% style="width:422px" %)**Dissemination format - other formats**|(% style="width:1407px" %)References to the most important other data dissemination done.|(% style="width:244px" %)DISS_OTHER
456 -|(% style="width:422px" %)**Documentation on methodology**|(% style="width:1407px" %)Descriptive text and references to methodological documents available.|(% style="width:244px" %)DOC_METHOD
457 -|(% style="width:422px" %)**Documentation on methodology - advance notice**|(% style="width:1407px" %)Policy on notifying the public of changes in methodology, indicating whether the public is notified before a methodological change affects disseminated data and, if so, how long before.|(% style="width:244px" %)ADV_NOTICE
458 -|(% style="width:422px" %)**Recommended uses and limitations**|(% style="width:1407px" %)Metadata element guiding users with limited knowledge of the statistics presented and helping them determine whether the product meets their requirements.|(% style="width:244px" %)REC_USE_LIM
475 +//“Dissemination format” concept.//
476 +)))|DISS_FORMAT
477 +|**Dissemination format - microdata access**|Information on whether microdata are also disseminated.|MICRO_DAT_ACC
478 +|**Dissemination format - news release**|Regular or ad-hoc press releases linked to the data.|NEWS_REL
459 459  
480 +
481 +
482 +|**Name**|**Definition**|**Concept ID**
483 +|**Dissemination format - online database**|Information about on-line databases in which the disseminated data can be accessed.|ONLINE_DB
484 +|**Dissemination format - publications**|Regular or ad-hoc publications in which the data are made available to the public.|PUBLICATIONS
485 +|**Dissemination format - other formats**|References to the most important other data dissemination done.|DISS_OTHER
486 +|**Documentation on methodology**|Descriptive text and references to methodological documents available.|DOC_METHOD
487 +|**Documentation on methodology - advance notice**|Policy on notifying the public of changes in methodology, indicating whether the public is notified before a methodological change affects disseminated data and, if so, how long before.|ADV_NOTICE
488 +|**Recommended uses and limitations**|Metadata element guiding users with limited knowledge of the statistics presented and helping them determine whether the product meets their requirements.|REC_USE_LIM
489 +
460 460  === MISCELLANEOUS ===
461 461  
462 -|(% style="width:423px" %)**Name**|(% style="width:1405px" %)**Definition**|(% style="width:244px" %)**Concept ID**
463 -|(% style="width:423px" %)**Metadata update**|(% style="width:1405px" %)(((
492 +|**Name**|**Definition**|**Concept ID**
493 +|**Metadata update**|(((
464 464  Date on which the metadata element was created or modified.
495 +
465 465  //Recommended usage. Use~://
466 466  
467 467  * //either the summary “Metadata update” concept but not the granular “Metadata update xxx” concepts,//
468 468  * //or the granular “Metadata update xxx” concepts but not the “Metadata update” concept.//
469 -)))|(% style="width:244px" %)META_UPDATE
470 -|(% style="width:423px" %)**Metadata update - last certified**|(% style="width:1405px" %)Date of the latest certification provided by the domain manager to confirm that the metadata posted are still up-to-date, even if the content has not been amended.|(% style="width:244px" %)META_CERTIFIED
471 -|(% style="width:423px" %)**Metadata update - last posted**|(% style="width:1405px" %)Date of the latest dissemination of the metadata.|(% style="width:244px" %)META_POSTED
472 -|(% style="width:423px" %)**Metadata update - last update**|(% style="width:1405px" %)Date of last update of the content of the metadata.|(% style="width:244px" %)META_LAST_UPDATE
473 -|(% style="width:423px" %)**Comment**|(% style="width:1405px" %)Descriptive text which can be attached to data or metadata.|(% style="width:244px" %)COMMENT
474 -|(% style="width:423px" %)**Technical information**|(% style="width:1405px" %)Technical details related to the data, for example the storage system used, or technical systems related to the exchange.|(% style="width:244px" %)TECH_INFO
500 +)))|META_UPDATE
501 +|**Metadata update - last certified**|Date of the latest certification provided by the domain manager to confirm that the metadata posted are still up-to-date, even if the content has not been amended.|META_CERTIFIED
502 +|**Metadata update - last posted**|Date of the latest dissemination of the metadata.|META_POSTED
503 +|**Metadata update - last update**|Date of last update of the content of the metadata.|META_LAST_UPDATE
504 +|**Comment**|Descriptive text which can be attached to data or metadata.|COMMENT
505 +|**Technical information**|Technical details related to the data, for example the storage system used, or technical systems related to the exchange.|TECH_INFO
475 475  
507 +
508 +
476 476  ----
477 477  
511 +[[~[3~]>>path:#_ftnref3]] This may be possible, depending on the current implementation such as if an MSD is already implemented
512 +
513 +[[~[4~]>>path:#_ftnref4]] [[https:~~/~~/sdmx.org/wp>>url:https://sdmx.org/wp-content/uploads/SDMX_Glossary_Version_2_0_October_2018.docx]][[->>url:https://sdmx.org/wp-content/uploads/SDMX_Glossary_Version_2_0_October_2018.docx]][[content/uploads/SDMX_Glossary_Version_2_0_October_2018.docx>>url:https://sdmx.org/wp-content/uploads/SDMX_Glossary_Version_2_0_October_2018.docx]]
514 +
478 478  {{putFootnotes/}}
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