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DDI Codebook

A metadata document is an instance of DDI Codebook (DDI-C) when it is a well-formed XML file rooted at the <codeBook> element and containing the DDI Alliance's standard sections for describing a single dataset: a study description (title, authors, abstract, methodology, sampling procedure), a file description of the physical data file, and a data description that documents each variable individually, including its name, label, question text, value labels, and universe. It is maintained by the DDI Alliance and versioned (current releases in the 2.x line, e.g. 2.5/2.6); it is the single-dataset-focused branch of DDI, distinct from the multi-wave/lifecycle-tracking DDI Lifecycle (DDI 3.x) specification.

ByCASRAI Editorial Board
· Last updated 18 Jul 2026

Examples

Worked examples

  • Is an instance

    A social science data archive requiring a DDI Codebook XML file alongside a deposited survey dataset, documenting every variable's question wording, response codes, and missing-value conventions.

  • Is an instance

    A cross-national survey program publishing per-country DDI-C records so secondary users can compare variable definitions and value labels before merging datasets.

  • Is an instance

    A Dataverse or Colectica-based repository auto-generating DDI Codebook XML to power its variable-browsing and citation interface.

Counter-examples

Looks similar, but isn't

  • Not an instance

    A plain-text README describing dataset columns in prose, with no machine-readable codeBook/var element structure.

  • Not an instance

    A schema.org/Dataset JSON-LD block on a webpage, which targets web search discoverability rather than variable-level documentation.

Editorial commentary

DDI Codebook (DDI-C) is an XML-based metadata specification, maintained by the Data Documentation Initiative (DDI) Alliance, used to describe the content, structure, meaning, provenance, and access conditions of a single dataset — most commonly survey and other observational data from the social, behavioral, economic, and health sciences. A document is a valid instance of DDI Codebook when its root element is codeBook and it carries the standard’s core sections: a study description (title, authorship, abstract, methodology, sampling), a file description for the physical data file(s), and a data description that documents each variable individually — its name, label, question text, value labels, universe, and any derivation notes.

Where DDI-C fits in the DDI family

DDI Codebook (sometimes written DDI 2.x, since it is versioned 1.0 through 2.5/2.6) is the older, simpler branch of the DDI specification, built around describing one dataset at a time. The DDI Alliance also maintains DDI Lifecycle (DDI 3.x), a more complex model designed to track a dataset across its full lifecycle — multiple waves of a longitudinal survey, question banks reused across studies, and relationships between related data products. DDI-C remains widely used precisely because it is simpler to produce and consume for a single, self-contained dataset, and many social science data archives still accept or require it as a deposit format. It is a specific example of the broader concept covered in metadata schema: a discipline-specific documentation format, in the same family as (but distinct from) generic repository schemas like DataCite’s, and from purpose-built schemas for other domains such as Ecological Metadata Language for ecology data.

Worked examples

  • A university social science data archive receiving a deposited survey dataset asks the depositing researcher for a DDI Codebook XML file alongside the raw data, so that variable-level documentation (question wording, response codes, missing-value conventions) travels with the dataset rather than living only in a separate PDF codebook.
  • A cross-national survey program (for example, a multi-country attitudes survey) publishes each national dataset with a DDI-C record so that secondary users can programmatically compare variable definitions and value labels across countries before merging files.
  • A repository built on tools such as Nesstar, Colectica, or DDI-compliant modules of Dataverse generates or ingests DDI Codebook XML automatically as part of its variable-browsing and dataset-citation interface.

Counter-example

A plain-text README describing a dataset’s columns in prose, with no machine-readable element structure, is not DDI Codebook — it may serve a similar documentation purpose, but it lacks the standardized, parseable XML elements (codeBook, stdyDscr, var) that let software validate, index, and exchange the description consistently. Likewise, a schema.org/Dataset JSON-LD block embedded on a webpage is not DDI-C: it is designed for general web discoverability by search engines, not for the fine-grained, variable-level documentation DDI-C provides.

Choosing DDI Codebook

Researchers and data managers deciding whether DDI-C is the right documentation format for a dataset — versus a generic repository schema, a discipline-specific alternative, or DDI Lifecycle — should weigh the trade-offs covered in How to Choose a Metadata Schema for a Dataset. In general, DDI-C is the stronger fit when the data is survey- or questionnaire-based, single-dataset in scope, and destined for a social science archive that already expects it.

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="DDI Codebook"
      vocab-term-identifier="https://casrai.org/dictionary/term/ddi-codebook" />
Schema.org DefinedTerm (JSON-LD)
json
{
  "@context": "https://schema.org",
  "@type": "DefinedTerm",
  "@id": "https://casrai.org/dictionary/term/ddi-codebook",
  "name": "DDI Codebook",
  "identifier": "https://casrai.org/dictionary/term/ddi-codebook",
  "description": "A metadata document is an instance of DDI Codebook (DDI-C) when it is a well-formed XML file rooted at the <codeBook> element and containing the DDI Alliance's standard sections for describing a single dataset: a study description (title, authors, abstract, methodology, sampling procedure), a file description of the physical data file, and a data description that documents each variable individually, including its name, label, question text, value labels, and universe. It is maintained by the DDI Alliance and versioned (current releases in the 2.x line, e.g. 2.5/2.6); it is the single-dataset-focused branch of DDI, distinct from the multi-wave/lifecycle-tracking DDI Lifecycle (DDI 3.x) specification.",
  "inDefinedTermSet": "https://casrai.org/dictionary/domain/data-infrastructure#set",
  "url": "https://casrai.org/dictionary/term/ddi-codebook",
  "sameAs": [],
  "license": "https://creativecommons.org/licenses/by/4.0/",
  "publisher": {
    "@id": "https://casrai.org/#organization"
  },
  "dateModified": "2026-07-18T06:30:49",
  "inLanguage": "en"
}

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