Working with Metadata in ArcGIS

Transcription

1 Esri International User Conference San Diego, California Technical Workshops July 26, 2012 Working with Metadata in ArcGIS Aleta Vienneau

2 Metadata in ArcGIS ArcGIS metadata goals Editing metadata Setting your metadata style New in 10.1 Leveraging metadata in ArcGIS Upgrading metadata for ArcGIS 10.x Importing and exporting metadata Tips and tricks Metadata standards workshop 1:30-2:45 Room 30 D

3 ArcGIS metadata goals Complete support for ISO and FGDC CSDGM standards and selected profiles Validate metadata Common experience for all users Simplify workflows Support the ArcGIS system

4 Editing metadata For datasets, services, tools, maps, layer files, etc. Description tab in any ArcGIS for Desktop application - ArcCatalog - Item Description window Properties dialog box - maps, globes, scenes, layer files

5 Editing metadata In ArcCatalog

6 Editing metadata From the Catalog window

7 Editing metadata From the Search window

8 Editing metadata From the Table of Contents (same as from Catalog window for the data)

9 Editing metadata In Properties dialog box Maps, scenes, globes: save if they are open

10 Setting your metadata style Brief Item Description style the default Expected value described

11 Setting your metadata style Full metadata: pick another style in Options dialog box Applies to all ArcGIS for Desktop applications

12 Setting your metadata style Determines how metadata is - Displayed - Edited - Exported - Validated Set once to meet organizational requirements

13 Setting your metadata style All non-default styles support full metadata Full content

14 Setting your metadata style Full content

15 Setting your metadata style All non-default styles display - ArcGIS metadata - FGDC-formatted content - ISO formatted content - XML structure if not a recognized format All non-default styles edit with a common set of pages

16 Setting your metadata style ArcGIS metadata includes all concepts for supported standards and profiles A style filters the full set of concepts

17 Setting your metadata style Adds or removes pages ISO-based styles add Locales page

18 Setting your metadata style Adds or removes elements on a page NAP style adds a country code

19 Setting your metadata style Validation rules are appropriate ISO FGDC

20 New in 10.1 Improved framework for validating content as you type Table of contents instantly shows status Page lists errors on top - Problems described in plain language - Error list adjusts as content changes - Red background: easier to see problems

21 New in 10.1 Page status Error list Missing required value or invalid data type

22 New in 10.1 Save a repository of contacts Check a contact to save it

23 New in 10.1 Load saved contacts into metadata Pick the saved contact from a list

24 New in 10.1 Additional content included in brief Item Description - Appropriate scale range - Bounding box

25 New in 10.1 Full metadata for services - Describe the entire service Service metadata doesn t include any file paths or internal content Metadata in a package doesn t include machine names

26 Leveraging metadata in ArcGIS Item description content indexed for ArcGIS for Desktop search

27 Leveraging metadata in ArcGIS New map layer or layer file, properties derived from dataset metadata

28 Leveraging metadata in ArcGIS Package brief description derived from item s metadata Populated automatically

29 Leveraging metadata in ArcGIS Package contents have full metadata Access it from the Catalog window

30 Leveraging metadata in ArcGIS Service description derived from item s metadata Populated automatically

31 Leveraging metadata in ArcGIS Service full metadata derived from item s metadata

32 Leveraging metadata in ArcGIS Description at REST endpoint is derived from item s metadata

33 Leveraging metadata in ArcGIS ArcGIS Server service s REST endpoint provides access to full metadata

34 Upgrading metadata for ArcGIS 10.x ArcGIS 10.x writes metadata in an internal format ArcGIS metadata - Manual edits in the Description tab - Automatic metadata synchronization updates - ArcGIS software writes content behind the scenes ArcGIS leverages ArcGIS metadata Upgrade metadata to the ArcGIS 10.x format - Same format used by 10.0 and 10.1

35 Upgrading metadata for ArcGIS 10.x Includes all concepts for supported standards and profiles Includes additional ArcGIS-specific content - Thumbnail, geoprocessing history, tool descriptions, enclosures, detailed item properties

36 Upgrading metadata for ArcGIS 10.x Upgrade copies information to ArcGIS metadata format FGDC metadata editor use Upgrade Metadata tool - Prompted to upgrade metadata when you view it - Run Upgrade Metadata tool manually ISO metadata editor wizard - Metadata is upgraded automatically when you save edits - Run Upgrade Metadata tool manually Use ArcGIS 10.0 Service Pack 4 or later

37 Upgrading metadata for ArcGIS 10.x Can re-upgrade metadata with more recent Service Pack After upgrade, content remains - Can remove it with a geoprocessing model and provided XSLT stylesheet

38 Importing and exporting metadata The process of converting metadata between the ArcGIS metadata XML format and another XML format Conversion is determined by the metadata style - Import from and export to FGDC CSDGM format - Import from and export to ISO format ArcCatalog toolbar button exports many items

39 Importing and exporting metadata Use standard format XML files outside of ArcGIS - Publish to a geoportal - Validate files with an XML schema, Schematron, or another application Automate Python scripts to export files periodically - Export Metadata tool - Metadata is synchronized before content is exported

40 Importing and exporting metadata Not exporting - Save As XML: save a copy of ArcGIS metadata to an XML file - Save As HTML: save the metadata display as an HTML file Different representation of the same format - Result is still ArcGIS metadata - Both accomplished with XSLT Transformation tool

41 Importing and exporting metadata Not exporting - Produce other file formats from an exported FGDC-format XML file Different representation of the same format - Result is still FGDC CSDGM metadata - Accomplished with USGS MP Metadata Translator tool

42 Tips and tricks Check online Help system for ArcGIS If you re using the Description tab when setting the style, click something else then go back to see the change Metadata display supports shortcuts - Go to bottom: Ctrl-End - Go to top: Ctrl-Home - Copy highlighted text: Ctrl-C - Find text on page: Ctrl-F

43 Tips and tricks Copy metadata from another item with the Import button Can include standard-format metadata XML files in a package - Export metadata to XML files - During packaging add them as Additional Files - When package is unpacked, access files in Home folder

44 Tips and tricks Update metadata content with XSLT processing - Available XSLTs: XSLT Transformation tool - Create your own: Editing metadata for many ArcGIS items Change the metadata Save the changes

45 Tips and tricks After a metadata geoprocessing tool runs, the workspace containing the output is selected - Original item you were working with is no longer selected Reopen and rerun tools from the results window to avoid resetting all tool parameters When upgrading metadata in a geodatabase, make sure user who can edit data runs the tool

46 Remaining metadata sessions at this UC Leveraging Metadata Standards for supporting Interoperability in ArcGIS - 1:30-2:45 Room 30 D

47 Steps to evaluate UC sessions My UC Homepage > Evaluate Sessions Choose session from planner OR Search for session

48 Thank you for attending Have fun at UC2012 Open for Questions Please fill out the evaluation: Offering ID: 984

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