Naming Conventions

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Contents

Folders

Folders are irrelevant to XML but important to control versioning of released files and ownership of these files.

  • Taxonomy files MUST be released as children of a folder.
  • The top level folder of any taxonomy MUST represent the owner of the taxonomy files.
  • The first level of sub folders MUST represent the reporting framework in which the taxonomy resides.
  • The second level of sub folders MUST represent the version and/or release date of the taxonomy files inside.
  • If dates are used to name folders, its notation MUST be: CCYYMMDD (no dashes or other characters).
  • Folder names MUST be in lower case.
  • Folder names MUST NOT use spaces (if a seperator is needed, an underscore is advised)

RH: Do we have a limited list of 'owners' that can be prescribed?

RH: How do we number the rules uniquely?

RH: I would like to emphasize that having reasons for each rule prevents a lot of questions. I.e. The reason for folder names to be lower case is to prevent problems between software running on Unix or Microsoft server.

Example:

  • eba
    • finrep
      • 20131201
    • corep
      • 20121201

File names

File names are irrelevant to XML but the XBRL adoption of XPointer that can addresses @id in named files makes it necessary to have rules on the file names:

  • File names MUST be in lower case;
  • File names MUST NOT be longer than 15 characters;
  • File names MUST NOT use spaces (if a seperator is need an underscore is advised);
  • File name extension '.xsd' MUST be used for schema files;
  • File name extension '.xml' MUST be used for linkbase files;
  • Schema file names MUST represent their technical content according to the following table:
File name Content
tab tables
met metrics
dim dimensions
exp explicit domains
typ typed domains
mem explicit domain members
fam families
pers perspectives
hier member hierarchies

RH: A lot of new (to XBRL) terms are introduced, must they be linked to the definition page?

RH: Are the new terms agreed upon by the participants or still under review?

  • Linkbase file names are created according to the following patterns:
    • 2.1 label linkbase: xxx-lab-YY.xml
    • generic label linkbase: xxx-gla-YY.xml
    • 2.1 reference linkbase: xxx-ref.xml
    • dimension-domain linkbases:
    • domain-member linkbases:
    • table-dimension linkbases:
    • metrics-table linkbases:
    • presentation linkbases:
    • calculation linkbases:
    • formula linkbases:
    • table linkbases:

xxx = the name of the schema file where the building block that requires the label is created (concept, linkrole etc.) YY = a language code according to ISO 639-1 with the restriction on two characters lower case.

RH: There will be no divide in label and reference linkbase(name)s based on the role?

Namespaces

Concepts

Types

Codes and enumeration values

Linkroles

Resources

Specials

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