Organizing Publication Package Contents

The major publication packages (StudyUnit, Group, ResourcePackage, and LocalHoldingPackage) organize their contents in a set order or sequence. Although all objects may not be available in each publication structure, the order of all the included non-maintainable objects remains the same. The maintainable objects in Group and StudyUnit follow the same order.

In ResourcePackage all maintainable modules fall before the DDI Schemes within the content sequence.

Note that within the list of maintainable Modules and maintainable DDI Schemes, the ordering is consistent with Group and StudyUnit.

The table below lists the content and order of the three primary publication packages. LocalHoldingPackage is a specialized structure that bundles together a publication package from an external agency (StudyUnit, Group, or ResourcePackage) with similarly structure locally added materials.

Further information on LocalHoldingPackage structure and usage is found in 3.10 DDI and OAIS – Archives and provenance. All maintainable objects published within StudyUnit and Group and all non-DDI scheme maintainable objects in ResourcePackage may be included in-line or by reference. DDI Schemes that are included in a ResourcePackage as separate items (i.e., not included within another Module) must be in-line.

ResourcePackage is intended as a means of publishing metadata intended for reuse outside of a single study therefore it is the primary publishing structure for DDI Schemes with content that is used by multiple studies.

How an organization decides to structure its publication packages depends on how they intend to organize, manage, and reuse their metadata. Some organizations publish all their potentially reusable metadata as ResourcePackages with in-line content. StudyUnits and Groups are composed as a set of object specific metadata (Citation through Embargo content) followed by a stack of references.

Others prefer to manage all metadata that is not specifically reused in-line within the context of the StudyUnit or Group. There are advantages and disadvantages to both approaches depending upon User Story in question.

Both approaches will be discussed within the context of each User Story [3 User Stories – Applying DDI – TBD]. If an organization uses one extreme or the other for all or a class of metadata, this should be noted within the organization’s DDIProfile. For example, noting that the in-line option is not used for specific objects where there is a choice.

Sequence of ResourcePackage, Group, and StudyUnit

ResourcePackage Group StudyUnit
Citation Citation Citation
Abstract Abstract Abstract
AuthorizationSource AuthorizationSource AuthorizationSource
UniverseReference UniverseReference UniverseReference
SeriesStatement SeriesStatement SeriesStatement
QualityStatementReference QualityStatementReference QualityStatementScheme (inline or reference)
  ExPostEvaluation ExPostEvaluation
FundingInformation FundingInformation FundingInformation
ProjectBudget ProjectBudget StudyBudget
Purpose Purpose Purpose
Coverage Coverage Coverage
  AnalysisUnit AnalysisUnit
  KindOfData KindOfData
  OtherMaterial OtherMaterial
  RequiredResourcePackages RequiredResourcePackages
Embargo Embargo Embargo

Maintainable Modules, Choice of Inline or by Reference

ResourcePackage Group StudyUnit
ConceptualComponent GeographicLocationCode DelineationScheme GeographicLocationCode DelineationScheme
DataCollection GeographicStructureCode DelineationScheme GeographicStructureCode DelineationScheme
LogicalProduct TextDelineationScheme TextDelineationScheme
PhysicalDataProduct DateTimeDelineationScheme DateTimeDelineationScheme
PhysicalInstance NumericDelineationScheme NumericDelineationScheme
Archive CodeDelineationScheme CodeDelineationScheme
DDIProfile CategoryDelineationScheme CategoryDelineationScheme
Comparison GeographicDelineationScheme GeographicDelineationScheme
  NominalDelineationScheme NominalDelineationScheme
  ScaleDelineationScheme ScaleDelineationScheme
  LocationDelineationScheme LocationDelineationScheme
  RankingDelineationScheme RankingDelineationScheme
  DistributionDelineationScheme DistributionDelineationScheme
  MissingValuesDelineationScheme MissingValuesDelineationScheme
  ConceptualComponent ConceptualComponent
  DataCollection DataCollection
  LogicalProduct LogicalProduct
  PhysicalDataProduct PhysicalDataProduct
  PhysicalInstance PhysicalInstance
  Archive Archive
  DDIProfile DDIProfile
  Comparison  
  StudyUnit  
  SubGroup  

Maintainable DDI Schemes, Inline Only

ResourcePackage Group StudyUnit
OrganizationScheme    
ConceptScheme    
UniverseScheme    
DataElementScheme    
GeographicStructureScheme    
GeographicLocationScheme    
InterviewerInstructionScheme    
ControlConstructScheme    
QuestionScheme    
CategoryScheme    
CodeListScheme    
NCubeScheme    
VariableScheme    
PhysicalStructureScheme    
RecordLayoutScheme    
QualityStatementScheme    
InstrumentScheme    
ProcessingEventSchemE    
ProcessingInstructionScheme    
GeographicLocationCode DelineationScheme    
GeographicStructureCode DelineationScheme    
TextDelineationScheme    
DateTimeDelineationScheme    
NumericDelineationScheme    
CodeDelineationScheme    
CategoryDelineationScheme    
GeographicDelineationScheme    
NominalDelineationScheme    
ScaleDelineationScheme    
LocationDelineationScheme    
RankingDelineationScheme    
DistributionDelineationScheme    
MissingValues DelineationScheme