DDI Foundation Tools Program: Roadmap

The purpose of the DDI-FTP Roadmap is to provide anyone interested in the program with a description of the planned components and general guidelines for their development. This document outlines the overall framework, describes the various components and their relationships, recommends the technologies and tools to be used for the implementation, and contains guidelines and best practices for software developers. The Roadmap is used to track the development progress and priorities.

The DDI-FTP Framework and the product Road Map is available for review in the document below. The DDI-FTP follows the general recommendations provided by the Open Data Foundation for the development and operation of open source tools for managing social, behavioral and economic data and metadata.

Framework overview

The following diagram illustrates the main components of the framework and road map. Click on thumbnail to see a larger version.

Products Groups

Name Description
Stand-Alone Products Desktop-based application for data/metadata managers and end-users
Web-Based Products End-user applications or light administrative tools accessible over the Internet (or Intranet) using a standard Web browser
Web Services Web service oriented architecture for the management of DDI and related resources. Provides access to metadata and data through commonly used Web services protocols such as SOAP, REST, and others.
DDI 1/2.x Utility Library Function library to manage DDI 1/2.x documents
DDI 3.0 Utilities Libraries to manage DDI 3.0 documents
DDI 3.0 URN Library Library to facilitate the management of URNs and Identifiers in DDI 3.0
DDI 3.0 Scheme Library Tools to facilitate the management of DDI 3.0 Schemes
DDI 3.0 Grouping and Comparability Library Library to facilitate the grouping of DDI 3.0 entities and the use of the comparability features.
DDI 3.0 Physical Product Libraries Libraries to facilitate the management of record layouts, data cubes and physical data fie instances.
Internationalization / Localization Utilities Libraries to support the management of multi-lingual metadata
XSL Transformations Collection of XSL Transformations for DDI
DDI Conversion Library Library to facilitate the conversion of DDI metadata between specifications
XMLBeans Java classes for the management of DDI documents based on the Apache XML Beans technology Provides object classes/methods to manage DDI 1/2.x and 3.0 metadata. See http://xmlbeans.apache.org/ for further information.
Data Management Libraries Tools to manage statistical data files
Resource Management Libraries Tools to manage digital resources such as documents, multimedia and other files.
File Storage System Tools to facilitate the storage and retrieval of files
Metadata Storage System Libraries to facilitate the storage and retrieval of metadata
Security Tools to control access to resources and provide authentication, authorization and encryption of data and metadata
General Utilities Collection of various system utilities

High Priority Products

Name Description Group Status Other
DDI Converter A tool to convert DDI documents between different versions of the DDI and to other metadata specifications. The initial focus on this tool is on the upgrade of DDI 1/2.x documents into 3.0 as well as the downgrade of a 3.0 document into earlier versions. Stand-Alone Products not started medium/10info
DDI 3.0 URN Resolution Services A service to support the conversion of a URN into a URL Web Services not started high/10info
ID Generator Function(s) to generate DDI 3.0 unique IDs. DDI 3.0 URN Library initiated low/10info
URN Generator Functions to generate a DDI 3.0 URN based on an element identifier. DDI 3.0 URN Library beta low/10info
DDI 3.0 XMLBeans Apache XMLBeans for DDI 3.0 XMLBeans completed low/10info
Prototype Editors Simple DDI editors to be used for training purposes and testing of the DDI-FTP framework. The focus will be on viewing and editing subset of the DDI 3.0 (or 1.2/x) Stand-Alone Products in progress medium/9info
DDI 3.0 Parser / Validator DDI 3.0 specific XML parser that performs schema and second level validation of DDI 3.0 documents. DDI 3.0 Utilities in progress high/9info
URN Resolver Functions to convert a DDI 3.0 URN into a URL DDI 3.0 URN Library not started medium/9info
Scheme Manager An abstract class to define methods to be implemented by all scheme managers DDI 3.0 Scheme Library not started easy/9info
DDI 3.0 XSLT Library Library of XSL Transformations for DDI 3.0/x XSL Transformations in progress medium/8info
DDI 2.0 to 3.0 Upgrade Functions Functions that take a DDI 1/2.x document and convert to a DDI 3.0 document. The process should be as automated as possible but will most of the time require user interaction to provide information and make mapping decision. DDI Conversion Library not started medium/8info
DDI 2.0 to 3.0 Upgrade Guide Guide for the preparation of DDI 1/2.x document for upgrade to 3.0 DDI Conversion Library not started medium/8info

Products List

Stand-Alone Products
Desktop-based application for data/metadata managers and end-users
Name Description Status Other
DDI Converter A tool to convert DDI documents between different versions of the DDI and to other metadata specifications. The initial focus on this tool is on the upgrade of DDI 1/2.x documents into 3.0 as well as the downgrade of a 3.0 document into earlier versions. not started medium/10info
Prototype Editors Simple DDI editors to be used for training purposes and testing of the DDI-FTP framework. The focus will be on viewing and editing subset of the DDI 3.0 (or 1.2/x) in progress medium/9info
Prototype Grouping Tools A tool that imports details of question, variable, category, code, universe, and concept and then display the items selected for comparison side by side. The goal would be to be able to view the source and target and then enter the comparison information in the DDI comparison structure. not started medium/6info
DExT Exchange Tools DExT Exchange Tools is a collaborative project between the UK Data Archive and the Open Data Foundation for the development of data archiving and conversion tools. Supported by the UKDA Data Exchange Tools (DExT) initiative, the project aims at the development of open source utilities for the conversion of quantitative data into a standard archiving format and export to common statistical packages or database systems. This initial product is a proof of concept and focuses on SPSS as the input data format with data export capabilities to ASCII, SAS, Stata, and SPSS. The application is based on the DDI specification and supports metadata export to DDI 2.0 and DDI 3.0. completed high/7info
StatsProgs2DDI Conversion tool from statistical package formats to DDI Version 3.0. Currently the tool includes a SPSS converter; further planned formats are SAS, and Stata. This component is contributed by GESIS/ZUMA. Requires SPSS 14+. beta medium/7info
Web-Based Products
End-user applications or light administrative tools accessible over the Internet (or Intranet) using a standard Web browser
Name Description Status Other
DDI Survey Catalog End-user application to browse catalog of surveys and their related metadata not started medium/7info
WebDExT for SPSS A web based application to export DDI 2.0 or 3.0 metadata from SPSS files and to generate setup files for SAS, SPSS and Stata. not started medium/7info
Web Services
Web service oriented architecture for the management of DDI and related resources. Provides access to metadata and data through commonly used Web services protocols such as SOAP, REST, and others.
Name Description Status Other
DDI 3.0 Registry A service to support the registration, search and retrieval of DDI 3.0 entities not started high/7info
DDI 3.0 URN Resolution Services A service to support the conversion of a URN into a URL not started high/10info
DDI 1/2.x Utility Library
Function library to manage DDI 1/2.x documents
Name Description Status Other
DTD2Schema Utility function to convert a DTD-based DDI 1/2.x document into a XMLSchema based version. The library performs validation and reports any problems (along with potential solutions) to the user. not started low/5info
DDI 1.2/x Flavor Detector Utility function(s) that attempt to detect the metadata producer and/or software used to prepare the DDI document. This information is useful to other components in order to gain knowledge on the expected content of the DDI Document. Could also be used to assign a DDI Profile when upgrading to DDI 3.0. not started low/5info
DDI 3.0 Compatibility Test Function to assess the degree of compatibility of a DDI 1/2.x document with the DDI 3.0 specification. not started low/7info
DDI 3.0 Utilities
Libraries to manage DDI 3.0 documents
Name Description Status Other
DDI 3.0 Parser / Validator DDI 3.0 specific XML parser that performs schema and second level validation of DDI 3.0 documents. in progress high/9info
DDI 3.0 Gatherer Method(s) to process a DDI 3.0 document containing external references and collect the various pieces of information to recompose a local instance of the document with all references replaced with their actual content. not started high/6info
CodeBook Manager Class to facilitate the management of DDI 3.0 variables, codes, categories, formats, logical record, physical data product and physical instance from the classic perspective of a code book. This will provide applications (and users) with a virtual "view" of the DDI 3.0 that replicates the typical approach used by statistical packages. initiated medium/5info
DDI 3.0 URN Library
Library to facilitate the management of URNs and Identifiers in DDI 3.0
Name Description Status Other
ID Generator Function(s) to generate DDI 3.0 unique IDs. initiated low/10info
URN Generator Functions to generate a DDI 3.0 URN based on an element identifier. beta low/10info
URN Resolver Functions to convert a DDI 3.0 URN into a URL not started medium/9info
DDI 3.0 Scheme Library
Tools to facilitate the management of DDI 3.0 Schemes
Name Description Status Other
Scheme Manager An abstract class to define methods to be implemented by all scheme managers not started easy/9info
Concept Manager Class to facilitate the management of concepts not started easy/7info
Universe Manager Class to facilitate the management of universes not started easy/7info
Question Manager Class to facilitate the management of questions not started easy/7info
Classification Manager Class to facilitate the management of categories and codes not started easy/7info
Geography Manager Class to facilitate the management of geography structure and locations not started easy/7info
Variable Manager Class to facilitate the management of variables not started easy/7info
Organizations Manager Class to facilitate the management of organizations and individuals not started easy/7info
DDI 3.0 Grouping and Comparability Library
Library to facilitate the grouping of DDI 3.0 entities and the use of the comparability features.
No product defined in this group
DDI 3.0 Physical Product Libraries
Libraries to facilitate the management of record layouts, data cubes and physical data fie instances.
Name Description Status Other
ASCII File Metadata Manager Library to facilitate the management of ASCII files metadata not started medium/7info
Proprietary Files Metadata Manager Library to facilitate the management of proprietary files metadata not started medium/7info
Cubes Metadata Manager Library to facilitate the management of data cubes not started medium/7info
Internationalization / Localization Utilities
Libraries to support the management of multi-lingual metadata
Name Description Status Other
XML Spell Checker Tool to check spelling in XML metadata not started medium/5info
XSL Transformations
Collection of XSL Transformations for DDI
Name Description Status Other
DDI 1/2.x XSLT Library Library of XSL Transformations for DDI 1.2/x in progress medium/5info
DDI 3.0 XSLT Library Library of XSL Transformations for DDI 3.0/x in progress medium/8info
XSLT Utility Library Library of XSL Transformations for other metadata specifications in progress medium/5info
DDI Conversion Library
Library to facilitate the conversion of DDI metadata between specifications
Name Description Status Other
DDI 2.0 to 3.0 Upgrade Functions Functions that take a DDI 1/2.x document and convert to a DDI 3.0 document. The process should be as automated as possible but will most of the time require user interaction to provide information and make mapping decision. not started medium/8info
DDI 3.0 to 2.0 Downgrade Functions Functions that convert a DDI 3.0 document into one of the official version of DDI 1/2.x. not started medium/6info
DDI 2.0 to 3.0 Upgrade Guide Guide for the preparation of DDI 1/2.x document for upgrade to 3.0 not started medium/8info
DDI1/2.x Mappers Collection of functions and XSL transformations to convert DDI 1/2.x to/from various metadata specification such as Dublin Core, MARC, etc. not started medium/3info
DDI3 Mappers Collection of functions and XSL transformations to convert DDI 3.0 to/from various metadata specification such as Dublin Core, MARC, SDMX, etc. not started medium/4info
Boundary Converter Library to facilitate the conversion of geographic boundary files (E00,ESRI shape files, etc.) into the DDI format. The purpose is not to convert detailed boundaries into the DDI format but rather to generate bounding boxes or a reduced set of points. not started medium/5info
XMLBeans
Java classes for the management of DDI documents based on the Apache XML Beans technology Provides object classes/methods to manage DDI 1/2.x and 3.0 metadata. See http://xmlbeans.apache.org/ for further information.
Name Description Status Other
DDI 1.0 XMLBeans Apache XMLBeans for DDI 1.0 completed low/5info
DDI 1.1 XMLBeans Apache XMLBeans for DDI 1.1 completed low/5info
DDI 1.2 XMLBeans Apache XMLBeans for DDI 1.2 completed low/5info
DDI 1.2.1 XMLBeans Apache XMLBeans for DDI 1.2.1 completed low/5info
DDI 1.2.2 XMLBeans Apache XMLBeans for DDI 1.2.2 completed low/5info
DDI 1.3 XMLBeans Apache XMLBeans for DDI 1.3 completed low/5info
DDI 2.0 XMLBeans Apache XMLBeans for DDI 2.0 completed low/5info
DDI 2.1 XMLBeans Apache XMLBeans for DDI 2.1 completed low/5info
DDI 3.0 XMLBeans Apache XMLBeans for DDI 3.0 completed low/10info
SDMX 1.0 XMLBeans Apache XMLBeans for SDMX 1.0 beta low/2info
SDMX 2.0 XMLBeans Apache XMLBeans for SDMX 2.0 beta low/3info
Data Management Libraries
Tools to manage statistical data files
Name Description Status Other
SPSS Reader Java package to read SPSS data files and (1) export the data to various ASCII formats and (2) generate metadata in DDI 2.0 and DDI 3.0 formats. This component is contributed by the UK Data Archive DExT initiative and the Open Data Foundation. beta easy/7info
Stata Reader Java package to read Stata data files, generate DDI 2.0 and 3.0 metadata and optionally export data in ASCII formats initiated easy/7info
SAS Reader Java package to read SAS data files, generate DDI 2.0 and 3.0 metadata and optionally export data in ASCII formats not started medium/7info
Setup File Generator Functions using DDI metadata to generate setup files for the import of ASCII data into SPSS, Stata, SAS, SQL and other software packages in progress medium/5info
Resource Management Libraries
Tools to manage digital resources such as documents, multimedia and other files.
Name Description Status Other
Dublin Core Library Tool to facilitate the compilation of Dublin Core metadata not started easy/3info
Citation Management Library Library to facilitate the shared management of paper citation initiated easy/3info
File Storage System
Tools to facilitate the storage and retrieval of files
Name Description Status Other
File Storage System Tool to add, update, delete digital resources in a file repository not started medium/5info
File Query Engine Tool to search and retrieve digital resources from a file repository not started medium/5info
Metadata Storage System
Libraries to facilitate the storage and retrieval of metadata
Name Description Status Other
DDI 3.0 Metadata Store Library to add, update, delete DDI 3.0 documents in a XML repository initiated high/7info
DDI 3.0 Metadata Query Engine Library to search and retrieve DDI 3.0 documents from an XML repository initiated high/7info
DDI 1/2.x Metadata Store Library to add, update, delete DDI 3.0 documents in a XML repository initiated medium/5info
DDI 1/2.x Metadata Query Engine Library to search and retrieve DDI 3.0 documents from an XML repository initiated medium/5info
Security
Tools to control access to resources and provide authentication, authorization and encryption of data and metadata
Name Description Status Other
User Security Manager Library to add, update, delete users and groups in the security system not started medium/4info
Resource Security Manager Library to register add, update, delete resources in the security system not started medium/4info
Policy Manager Library to manage and retrieve user and group access rights to resources initiated medium/4info
Metadata Crypto Library for the encryption/decryption of XML initiated medium/3info
Data Crypto Library for the encryption/decryption of files not started medium/2info
General Utilities
Collection of various system utilities
Name Description Status Other
XMLZip Library for the compression of XML documents not started medium/4info
DataZip Library for the compression of data files not started medium/2info