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SDMX versus other standards




29 January 2013        SDMX seminar – ISTAT
Technical Working Group
Initial issue list:
  – Global Registry
  – IT tools
  – Security Guidelines & Web services
  – Documentation
  – SDMX & other standards
Further issues:
  – Expressions and calculations
  – JSON implementation

29 January 2013         SDMX seminar – ISTAT    2
SDMX and other standards
The goals of the comparison:
Deal with all the possible kind of data
•     Dimensional data
•     Questionnaires data
•     Business registers data
Support all the phases of the business process
•     Data design
•     Data exchange
•     Data processing

29 January 2013         SDMX seminar - ISTAT     3
SDMX and other standards
The status of the analisys:
Mid-way: working plan covers 2012 and 2013
     – Assess the SDMX capabilities
           (ascertain the ability of SDMX of dealing with real use
           cases, also versus other standards)
     – Suggest the SDMX evolution
     (propose SDMX upgrades, also taking advantage of the
        state-of-the-art of other standards)



29 January 2013             SDMX seminar - ISTAT                4
Other data models / standards
DDI – Data Documentation Initiative - International standard for
    describing data from the social, behavioral, and economic sciences,
    developed by the DDI Alliance, a self-sustaining membership organization
GSIM – Generic Statistical Information Model - Reference
    framework for the information used in the production of the official statistics,
    developed by HLG-BAS (High Level Group for Strategic Development in
    Business Architecture in Statistics)
Matrix model - User oriented information model developed by the Bank of
    Italy and used since 1989 to design, exchange and process statistical data
    by means of active metadata
RDF – Resource Description Framework –Standard model for
    data interchange on the WEB consisting in a suite of recommendations of
    the W3C (World Wide Web Consortium)
XBRL – eXtensible Business Reporting Language - A
    royalty-free, open specification to describe financial information for public
    and private companies and other organizations developed by XBRL
    International, a no-profit consortium

29 January 2013                   SDMX seminar - ISTAT                                 5
Some Use Cases
ESCB / Bank of Italy
     •   Register of Institutions and Affiliates Database (RIAD)
     •   Balance of Payment direct reporting questionnaires
     •   Securities Register
     •   Matrix model & INFOSTAT platform
Eurostat / ISTAT
     • EuroGroups Register (EGR)
     • Labour Force Survey questionnaires
     • EU Survey on Income and Living Conditions of Households
FAO
     • Questionnaire on Crop and Livestock production & utilization
Infostat Slovakia
     • ESSnet questionnaires in eCollect-X
     • Statistical Survey of the Accomodation Establishments
Metadata Technology
     • The RDF/SDMX Data Cube Vocabulary
XBRL community
     • Formula language
29 January 2013                   SDMX seminar - ISTAT                6
Main Outcomes (1)

• The SDMX information model contains the
  basic structures to represent dimensional,
  questionnaires and register data
     – SDMX represents mathematical functions (Cubes)
       having independent variables (dimensions) and
       dependent variables (measures and attributes)
     – Dimensional, questionnaires and register data can be
       represented as sets of mathematical functions
       according to the approach of the Matrix model,
       described in “SDMX support for different data”
       (SDMX global conference – Washington - 2011)


29 January 2013          SDMX seminar - ISTAT                 7
Main Outcomes (2)


• The SDMX standard needs an
  Expression Language to define
  validation and calculation rules
     – Matrix model  EXL (EXpression Language)
     – XBRL language  Formula language
     – DDI, GSIM  no calculation language



• New TWG WP Item “Expressions and
  calculations”

29 January 2013        SDMX seminar - ISTAT       8
Main Outcomes (3)


Improve features for historical representation:
• Versioning of Codes to simplify the management of
  Codelists, DSDs …
     – Codelists are versioned, not Codes
     – Problem: If a Code changes, a new version is needed for its
       Codelist and for each DSDs that uses such Codelist
     – Solution: time validity of Codes ( see Matrix model)

• Standard representation of changes with time
     – merge, incorporate, split … of entities (countries, institutional
       units …) ( see Matrix model)



29 January 2013                SDMX seminar - ISTAT                        9
Main Outcomes (4)

Improve the data representation features:
• Allow using many measures in exchanging multi-
  measure data, without mandatory measure dimension
• Allow many dimensions in the role of “measure
  dimension”
• No mandatory names Obs_Value and Time_period,
  (they force to change the originary names of measures and time)
• For an “interval” Time_period, allow specifying
  start_date / end_date, not only start_date / duration
• Improve the specification of the action to be performed
  (Insert/Update/Delete …) and allow specifying the order
  of the actions, essential for integrity in some use cases
 29 January 2013            SDMX seminar - ISTAT                    10
Main outcomes (5)

• Support semantic WEB
     – Allow dissemination based on RDF ( see Data Cube Vocab.)
• Support to “active” questionnaires
     – SDMX doesn’t repesent questions
     – Representation of questions and mapping between
       questions and variables (concepts) of the data structure (
       see DDI model;  see eCollect-X solution)
     – To be better analyzed, this is a field of possible integration with
       DDI
• Possible unification of DSD and MSD ?
     – metatada are data themselves
     – To be better evaluated (different opinions were expressed on
       this topic)

29 January 2013                SDMX seminar - ISTAT                          11
In synthesis

• Considerable inputs and findings, which require deeper
  analysis to be implemented
• Need of prioritizing the suggestions and identifying
  what can be achieved in the current SDMX version 2.1
  and what should be faced in the following versions
• It would be appropriate a general comparison of
  SDMX, GSIM and DDI IMs, mappingcorresponding
  artefacts as much as possible; contributions for this
  topics can come from:
      – SDMX – DDI dialogue
      – GSIM work

29 January 2013        SDMX seminar - ISTAT               12
Some references

GSIM - from UNECE wiki
http://www1.unece.org/stat/platform/display/metis/Generic+Statistical+Information+Model+%28GSIM%29

SDMX-DDI Dialogue - from UNECE wiki
http://www1.unece.org/stat/platform/display/metis/SDMX+DDI+Dialogue+-+Overview+Page
http://www1.unece.org/stat/platform/display/metis/Usage+scenarios+for+SDMX+and+DDI

SDMX - eCollect-X
http://www.ecollect-x.eu/en/about/project-history.aspx

SDMX-RDF Data Cube Vocabulary
http://www.w3.org/2011/gld/wiki/Data_Cube_Vocabulary

The Matrix model
http://www.bancaditalia.it/statistiche/quadro_norma_metodo/modell_SIS
http://www.czso.cz/conference2009/proceedings/data/process/piazza_paper.pdf

XBRL Formula
http://www.xbrl.org/SpecRecommendations




29 January 2013                                SDMX seminar - ISTAT                                  13
Contributors

    –     European Central Bank
    –     Eurostat
    –     FAO
    –     Infostat Slovakia
    –     ISTAT
    –     Metadata Technology
    –     National Bank of Italy
    –     National Bank of Poland
    –     UNECE

29 January 2013         SDMX seminar - ISTAT   14
SDMX versus other standards

                         Vincenzo Del Vecchio
                  vincenzo.delvecchio@bancaditalia.it




29 January 2013              SDMX seminar - ISTAT       15

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V. Del Vecchio - Sdmx versus other standards

  • 1. SDMX versus other standards 29 January 2013 SDMX seminar – ISTAT
  • 2. Technical Working Group Initial issue list: – Global Registry – IT tools – Security Guidelines & Web services – Documentation – SDMX & other standards Further issues: – Expressions and calculations – JSON implementation 29 January 2013 SDMX seminar – ISTAT 2
  • 3. SDMX and other standards The goals of the comparison: Deal with all the possible kind of data • Dimensional data • Questionnaires data • Business registers data Support all the phases of the business process • Data design • Data exchange • Data processing 29 January 2013 SDMX seminar - ISTAT 3
  • 4. SDMX and other standards The status of the analisys: Mid-way: working plan covers 2012 and 2013 – Assess the SDMX capabilities (ascertain the ability of SDMX of dealing with real use cases, also versus other standards) – Suggest the SDMX evolution (propose SDMX upgrades, also taking advantage of the state-of-the-art of other standards) 29 January 2013 SDMX seminar - ISTAT 4
  • 5. Other data models / standards DDI – Data Documentation Initiative - International standard for describing data from the social, behavioral, and economic sciences, developed by the DDI Alliance, a self-sustaining membership organization GSIM – Generic Statistical Information Model - Reference framework for the information used in the production of the official statistics, developed by HLG-BAS (High Level Group for Strategic Development in Business Architecture in Statistics) Matrix model - User oriented information model developed by the Bank of Italy and used since 1989 to design, exchange and process statistical data by means of active metadata RDF – Resource Description Framework –Standard model for data interchange on the WEB consisting in a suite of recommendations of the W3C (World Wide Web Consortium) XBRL – eXtensible Business Reporting Language - A royalty-free, open specification to describe financial information for public and private companies and other organizations developed by XBRL International, a no-profit consortium 29 January 2013 SDMX seminar - ISTAT 5
  • 6. Some Use Cases ESCB / Bank of Italy • Register of Institutions and Affiliates Database (RIAD) • Balance of Payment direct reporting questionnaires • Securities Register • Matrix model & INFOSTAT platform Eurostat / ISTAT • EuroGroups Register (EGR) • Labour Force Survey questionnaires • EU Survey on Income and Living Conditions of Households FAO • Questionnaire on Crop and Livestock production & utilization Infostat Slovakia • ESSnet questionnaires in eCollect-X • Statistical Survey of the Accomodation Establishments Metadata Technology • The RDF/SDMX Data Cube Vocabulary XBRL community • Formula language 29 January 2013 SDMX seminar - ISTAT 6
  • 7. Main Outcomes (1) • The SDMX information model contains the basic structures to represent dimensional, questionnaires and register data – SDMX represents mathematical functions (Cubes) having independent variables (dimensions) and dependent variables (measures and attributes) – Dimensional, questionnaires and register data can be represented as sets of mathematical functions according to the approach of the Matrix model, described in “SDMX support for different data” (SDMX global conference – Washington - 2011) 29 January 2013 SDMX seminar - ISTAT 7
  • 8. Main Outcomes (2) • The SDMX standard needs an Expression Language to define validation and calculation rules – Matrix model  EXL (EXpression Language) – XBRL language  Formula language – DDI, GSIM  no calculation language • New TWG WP Item “Expressions and calculations” 29 January 2013 SDMX seminar - ISTAT 8
  • 9. Main Outcomes (3) Improve features for historical representation: • Versioning of Codes to simplify the management of Codelists, DSDs … – Codelists are versioned, not Codes – Problem: If a Code changes, a new version is needed for its Codelist and for each DSDs that uses such Codelist – Solution: time validity of Codes ( see Matrix model) • Standard representation of changes with time – merge, incorporate, split … of entities (countries, institutional units …) ( see Matrix model) 29 January 2013 SDMX seminar - ISTAT 9
  • 10. Main Outcomes (4) Improve the data representation features: • Allow using many measures in exchanging multi- measure data, without mandatory measure dimension • Allow many dimensions in the role of “measure dimension” • No mandatory names Obs_Value and Time_period, (they force to change the originary names of measures and time) • For an “interval” Time_period, allow specifying start_date / end_date, not only start_date / duration • Improve the specification of the action to be performed (Insert/Update/Delete …) and allow specifying the order of the actions, essential for integrity in some use cases 29 January 2013 SDMX seminar - ISTAT 10
  • 11. Main outcomes (5) • Support semantic WEB – Allow dissemination based on RDF ( see Data Cube Vocab.) • Support to “active” questionnaires – SDMX doesn’t repesent questions – Representation of questions and mapping between questions and variables (concepts) of the data structure ( see DDI model;  see eCollect-X solution) – To be better analyzed, this is a field of possible integration with DDI • Possible unification of DSD and MSD ? – metatada are data themselves – To be better evaluated (different opinions were expressed on this topic) 29 January 2013 SDMX seminar - ISTAT 11
  • 12. In synthesis • Considerable inputs and findings, which require deeper analysis to be implemented • Need of prioritizing the suggestions and identifying what can be achieved in the current SDMX version 2.1 and what should be faced in the following versions • It would be appropriate a general comparison of SDMX, GSIM and DDI IMs, mappingcorresponding artefacts as much as possible; contributions for this topics can come from: – SDMX – DDI dialogue – GSIM work 29 January 2013 SDMX seminar - ISTAT 12
  • 13. Some references GSIM - from UNECE wiki http://www1.unece.org/stat/platform/display/metis/Generic+Statistical+Information+Model+%28GSIM%29 SDMX-DDI Dialogue - from UNECE wiki http://www1.unece.org/stat/platform/display/metis/SDMX+DDI+Dialogue+-+Overview+Page http://www1.unece.org/stat/platform/display/metis/Usage+scenarios+for+SDMX+and+DDI SDMX - eCollect-X http://www.ecollect-x.eu/en/about/project-history.aspx SDMX-RDF Data Cube Vocabulary http://www.w3.org/2011/gld/wiki/Data_Cube_Vocabulary The Matrix model http://www.bancaditalia.it/statistiche/quadro_norma_metodo/modell_SIS http://www.czso.cz/conference2009/proceedings/data/process/piazza_paper.pdf XBRL Formula http://www.xbrl.org/SpecRecommendations 29 January 2013 SDMX seminar - ISTAT 13
  • 14. Contributors – European Central Bank – Eurostat – FAO – Infostat Slovakia – ISTAT – Metadata Technology – National Bank of Italy – National Bank of Poland – UNECE 29 January 2013 SDMX seminar - ISTAT 14
  • 15. SDMX versus other standards Vincenzo Del Vecchio vincenzo.delvecchio@bancaditalia.it 29 January 2013 SDMX seminar - ISTAT 15