1. TAG-TF Introduction Surveymonkey.com/s/TAGTFSurvey

2. Agenda Introduce the XBRL International, Taxonomy Architecture Guidance Task Force (TAG-TF). Activities to date. Upcoming release of Taxonomy Guidance Document V1. How the XBRL community can influence future versions. Questions.

3. The XII TAG-TF Formed in March 2012 as a Task Force of the XII Best Practice Board. Chartered to: o Record prevalent taxonomy architectures. o Evaluate standard practices. o Identify patterns and profiles. o Document the above as a Taxonomy Architecture Guidance. Diverse group of XBRL experts, both in background and geography.

4. Timeline Mar ’12. First meeting. Jun ’12. Creation of observation framework. Nov ’12. Initial survey complete, including 14 taxonomies. Mar ‘13. Drafting of V1 TAG document. Oct ’13. Full end to end review of V1 TAG document. Q1 ’14. Release of first document for public comment Q1 ‘15 Release of extended document

5. Observation framework Template for observations created to capture >100 aspects of taxonomy. Included sections for: o Taxonomy aims and business requirements o Taxonomy metadata o Data modelling o Implementation details o Creating extensions

6. Survey 14 distinct taxonomies selected. Taxonomies must be non trivial and in production use. Survey carried out or reviewed by taxonomy authors and decision makers. No self-organisation of architectures found.

7. Taxonomy Guidance Document Audience: Taxonomy architects (mainly technical). Aim 1: “to increase the understanding around what architectural choices are important and what approaches are available”. Aim 2: “inform of the possible impact of architectural decisions”. Source: “the practical application of XBRL and empirical data taken from actual reporting programs”. Conclusions: “good practice can be considered as choosing the best fit for a specific reporting requirement”.

8. Upcoming release Version 1 contains something for everyone: o Introduction and importance of taxonomy architecture. o How to characterise your taxonomy and use the document. o Designing taxonomies for extensions. o Modelling of tables and lists, using tuples and dimensions. o Methods and best practice for the construction of labels. To be released for public comment in Q1 2014.

9. Future Once initial framework in V1 is complete, can expect frequent new releases. Future versions need to reflect high priority items. Seek input from the community on the high priority Taxonomy Guidance items. Starts today! Pick up a questionnaire and tell us what you want first.

10. Call for participation We still have more work to do! If you are interested and involved in taxonomy architecture and design and can spare some time – get in touch! tagtf@xbrl.org Original CFP document - xbrl.org/sites/xbrl.org/files/imce/Call%20for%20Participants%20TAGTF.pdf xbrl.org/sites/xbrl.org/files/imce/Call%20for%20Participants%20TAGTF.pdf