Leveraging metadata standards in ArcGIS to support Interoperability. David Danko and Aleta Vienneau

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Leveraging metadata standards in ArcGIS to support Interoperability David Danko and Aleta Vienneau

Leveraging Metadata Standards in ArcGIS for Interoperability Why metadata and metadata standards? Overview of metadata standards ArcGIS for Desktop standards support Notes for specific metadata styles Customizing the metadata editor What s next for ArcGIS

We use maps every day not knowing much about them

With property, money, or lives at stake we need to know more

Always need/use metadata Less More

Abstracting geographic knowledge Encapsulating real world knowledge Visualization, Analytics, Decision support... Models Maps Geodata Metadata

Abstracting geographic knowledge Content models Process models Geodata parcel Tables Imagery Layers Metadata Global Map http://ww Abstract: vector data NOAA Weather htt Abstract: point featur Landsat http://www.n Abstract: 30m satelli Metadata

Why metadata and metadata standards? Metadata is useful! Communicate the assumptions, limitations, approximations, simplifications - Enables understanding Support decisions, discovery, and reuse Identify a resource s worth Archive information

Why metadata and metadata standards? Why follow metadata standards? Content checklist for authors Common understanding of geospatial data - Between countries - Between communities Publish to metadata catalogs Consistent terminology for global search

Why metadata and metadata standards? Tim Berners-Lee Five Star Deployment Scheme for Open Data Published Structured Accessible Discoverable Associations Good Better Best

Overview of Metadata Standards

Metadata standards Content Standard for Digital Geospatial Metadata (FGDC 1992) Defines metadata elements and content for describing geospatial datasets FGDC standard

ISO Metadata related standards Name of Standard Description Status Defines the a general feature model and rules for creating and Under revision: documenting application schemas for modeling features and Sent to ISO for their properties allowing physical applications to understand and publication share data ISO 19109:2005 Rules for application schema ISO 19110:2005 + Amendment 1 Methodology for feature cataloguing ISO 19111:2007 Spatial referencing by coordinates ISO 19111-2:2009 Spatial referencing by coordinates-extension for parametric value ISO 19112:2003 Spatial referencing by geographic identifiers Catalogue defining features and properties for a domain of interest and/or a dataset and a schema for encoding in XML Metadata about/defining a coordinate reference system Metadata about/defining a coordinate reference system using parametric values Metadata about/defining a reference system which uses spatial unit identifiers other than coordinates i.e. gazetteer, postal code, etc. Under revision: FDIS 2014-7, IS 2016-02 International standard International standard International standard ISO 19113:2002 Quality principles Defines the principles, the elements/sub-elements of data quality Superseded by 19157 ISO 19114:2003 Quality evaluation procedures Defines procedures for determining data quality Superseded by 19157

ISO Metadata related standards Name of Standard Description Status Defines metadata elements and schema describing geospatial Superseded by 19115-1 datasets Revision of ISO19115 which defines metadata elements and International standard schema describing geospatial resources i.e. datasets and services ISO 19115:2003 Geospatial metadata ISO 19115-1:2014 Geospatial metadata fundamentals ISO 19115-2:2009 Extensions for imagery and gridded data ISO 19115-3: XML schema implementation metadata fundamentals ISO 19119:2005 Services ISO 19130:2010 Imagery sensor models for geopositioning Defines additional metadata elements and schema describing imagery and gridded geospatial datasets Provides a schema for implementing ISO 19115-1 in XML Provides a framework and defines the metadata for services enabling users to access and process geographic information across a generic computing interface. The metadata portion of this standard has been moved to ISO19115-1 Specifies a sensor model describing the physical and geometrical properties of specific sensors Under revision: 1 st meeting 2015-06, CD 2016-03, DIS 2016-11, TS 2017-11 Under development: TS 2015-09 Partially superseded by 19115-1 International standard

OGC ISO Metadata related standards Name of Standard Description Status Revision of ISO 19130-1 Under revision: CD 2015-12 DIS 2016-06, IS 2017-06 ISO 19130-1 Imagery sensor models for geopositioning ISO 19130-2:2014 Imagery sensor models for geopositioning SAR, InSAR, Lidar and Sonar ISO 19138:2006 Data quality measures ISO 19139:2007 Metadata XML Schema implementation ISO 19139-1 Metadata XML Schema implementation ISO 19139-2:2012 Metadata - XML schema for imagery and gridded data Specifies a sensor model describing the physical and geometrical properties for the stated sensors Defines commonly used measures for reporting data quality for the sub-elements defined in ISO 19113 and a structure so they may be maintained in a register. Provides encoding rules and a schema for implementing ISO 19115 in XML. International standard Superseded by 19157 International standard To be partially superseded by ISO 19115-3 This revision will only include the encoding rules for metadata Under revision: CD 2015-06 DIS 2016-06, TS 2017-06 Provides a schema for implementing ISO 19115-2 in XML International standard

ISO Metadata related standards Name of Standard Description Status Defines the principles and components for describing, evaluating, International standard and the measures used for reporting data quality. Revising and replacing ISO 19113, 19114, 19138. Provides a schema for implementing ISO 19157 in XML Under development: TS 2016-05 ISO 19157:2013 Data Quality ISO 19157-2 Data Quality XML Schema implementation ISO 15836:2009 The Dublin Core metadata element set Cross domain resource descriptions not limited to specific resources International standard Name of Standard Description Status W3C Data Catalog Vocabulary (DCAT) An RDF vocabulary designed to facilitate interoperability between International standard data catalogs published on the Web.

Metadata standards OpenGIS Catalogue Services Specification OGC Catalogue Services Standard 2.0 Extension Package for ebrim Application Profile: Earth Observation Products Ordering Services Framework for Earth Observation Products Interface Standard OGC OpenSearch Geo and Time Extensions FGDC CSDGM Application Profile for CSW 2.0 CAT2 AP FGDC Specifies the interfaces, bindings, and a framework for defining application profiles required to publish and access digital catalogues of metadata for geospatial data, services, and related resource information. Defines the way Earth Observation product metadata resources are organized and implemented in the Catalogue for discovery, retrieval and management. Specifies the interfaces, bindings, requirements, conformance classes, and a framework for implementing extensions that enable complete workflows for ordering of Earth Observation (EO) data products Specifies the Geo and Time extensions to the OpenSearch query protocol. Catalogue Services based on the FGDC Content Standard for Digital Geospatial Metadata (CSDGM) OGC Standard OGC Standard OGC Standard OGC Standard OGC Best practices

Different categories of standards Semantic Interoperability Definitional/content standards - What to write - Optionality ISO 19115-1 Metadata Title = name by which the resource is known

Different categories of standards Technical Interoperability Encoding/implementation specifications - Format - Validity

Content Standard for Digital Geospatial Metadata (CSDGM) Definitional Encoding mp FGDC CSDGM:1998 XML DTD XML Schema

ISO metadata standards today Definitional Encoding ISO 19115:2003 Metadata ISO 19139:2007 Metadata XML encoding Extending ISO 19113:2002 Quality principles ISO 19114:2003 Quality eval procedure ISO 19110:2005 Feature Catalogue ISO 19115-2:2009 Metadata-Imagery ISO 19110 Amd 1:2011 Feature catalogue encoding Annex E ISO 19139-2:2012 Metadata imagery encoding ISO 19119:2005 Services OGC services

ISO metadata standards future Definitional Encoding Extending ISO 19115-1:2014 Metadata fundamentals Including Services metadata ISO 19157:2013 Data quality ISO 19115-2 Extending 19115-1 & 15-2 ISO 19115-3 Metadata fundamentals XML encoding 9/15 ISO 19157-2 Data quality XML encoding 5/16 In work ISO 19139 Metadata XML encoding rules 6/17 ISO 19115-2 Rev Metadata imagery started 6/15-11/17 ISO 19115-2 Rev Metadata imagery Annex ISO 19110:2015 Feature catalogue 2/16 ISO 19110:2015 Feature catalogue Annex

ISO 19115 (-1) Profiles Australia-New Zealand Profile North American Profile of ISO 19115:2003 (NAP) CAN/CGSB-171.100-2009 INCITS 453-2009 INSPIRE Metadata Directive ISO19115/ISO19119 Application Profile for CSW 2.0 C3Grid ISO 19115 Metadata Profile Marine Community Metadata Profile of ISO 19115 Energy Industry Profile of ISO 19115-1 USGIN ISO 19139 Profile DISDI Geospatial Metadata Profile (DGMP) National System for Geospatial Intelligence Metadata Foundation (NMF) A metadata profile for precision agriculture based on ISO 19115 standard. WMO Core Profile of the ISO 19115 Metadata Standard Transformation of HDF-EOS metadata from the ECS model to ISO 19115-based XML Draft African metadata profile of ISO19115 Samoan profile NOKIS an ISO 19115 Based Metadata System The UDK and ISO 19115 Standard Latin American Profile Núcleo Español de Metadatos (NEM) UK GEMINI Biological profile Coastal zone profile S100 Metadata profile (IHO)

Comparison of CSDGM and ISO metadata standards

Comparison of CSDGM and ISO metadata standards ISO 19115-3 Metadata fundamentals XML encoding 9/15

Metadata standard validation Implementation specification XML Schemas published on the web by standards organizations - Schemas published in several different locations - TC 211 recently upolioaded XML schemas to new central ISO repository - http://standards.iso.org/iso/

Metadata standard validation What are schematrons? - Supplement to XML Schemas - With to evaluate content standard rules not evaluated by XML Schemas - Profiles may provide to evaluate profile-specific rules - Run Schematrons as XSLTs to produce a report

Support in ArcGIS for Desktop

Esri is committed to supporting metadata standards Before formal metadata Early advocates FGDC CSDGM 1998 ISO 19115:2003 Full support in ArcCatalog Early support for drafts ISO 19139:2007 ISO 19115-1:2014 Full support for compliant XML and profiles Preparing to support 19115-3

ArcGIS standards support Content Standard for Digital Geospatial Metadata (CSDGM) ISO 19115:2003 / ISO 19139:2007 ISO 19119:2005 / OGC CSW 2008 ISO 19110:2005 / ISO 19110:2005 Amd.1 2011 Annex E

ArcGIS standards support Profiles - North American Profile of ISO 19115:2003 (NAP) - INSPIRE Metadata Directive Both are based on ISO 19115/19139 Both reference ISO 19119 content

ArcGIS uses a flexible system to support standards Content stored in the ArcGIS metadata format Includes all concepts for supported standards and profiles

ArcGIS uses a flexible system to support standards Concepts and rules tuned appropriately for your metadata style - Pages added to or removed from the ArcGIS metadata editor - Elements added to or removed from a page as needed - Validation rules indicate, as you type, which elements are required

ArcGIS uses a flexible system to support standards Change your metadata standard change the metadata style - Edit metadata, check if other content required - Export metadata to another standard format - Validate metadata for another standard - Publish to another metadata catalog

Export standard-compliant metadata to use outside ArcGIS Export ArcGIS metadata content to a standard format XML file Validate exported file using XML schema provided by standards organization Use industry standard XML tools to validate - Microsoft.NET Framework XML capabilities - Provides warning and error messages

Export standard-compliant metadata to use outside ArcGIS ArcGIS Metadata ISO 19115-3 XML FGDC CSDGM XML ISO 19139 (NAP) XML ISO 19139 (INSPIRE) XML ISO 19139 XML

Export standard-compliant metadata to use outside ArcGIS Publish standard-format XML file to a metadata catalog - Some catalogs incorporate validation into the publishing process - Consider catalog rules as well as standard rules when editing metadata

ArcGIS standards support A flexible system that adapts to changing standards Enhances interoperability

FGDC CSDGM Metadata Style Prompt to upgrade FGDC CSDGM-format metadata - Content appears at the bottom of metadata display - Read-only in the Description tab Allow ArcGIS to automatically update content - Spatial reference properties - Vector and raster data properties

FGDC CSDGM Metadata Style Search ArcGIS 10.3.x Help with keyword FGDC Creating and managing FGDC metadata walks you through Differences between ArcGIS and CSDGM metadata Complete illustrated guide

FGDC CSDGM Metadata Style Validation with online FGDC-provided XML DTD for validation Can validate metadata with mp - Export metadata to CSDGM-format XML file - Run USGS MP Metadata Translator tool with Conversion Type = None - Warning and error messages produced by mp - Use a custom model or script to combine export and mp validation

ISO 19139 Metadata Styles Two ISO 19139 metadata styles provided since 10.2.1 - ISO 19139 Metadata Implementation Specification - ISO 19139 Metadata Implementation Specification GML 3.2 Same content and rules, different GML namespace in exported XML file Some metadata catalogs or tools may require XML files with one GML namespace or the other

ISO 19139 Metadata Styles Validate button: validates using online ISO XML Schemas Reference ISO 19139 XML Schemas provided in different locations on the web - Original style references online XML Schemas using GML 3.2.0 - GML 3.2 style references online XML Schemas using GML 3.2.1 No difference in result for metadata created in ArcGIS for Desktop

North American Profile (NAP) Style Additional codelist values and mandatory elements - Supports tighter transition from CSDGM NAP-specific rules available in the editor No NAP-specific XML Schemas Exported metadata validates with ISO 19139 for data or CSW for services

INSPIRE Metadata Directive Style Supports creating ISO metadata that conforms to the INSPIRE Metadata Directive Limited codelist values in the editor as appropriate INSPIRE-specific rules available in the editor Exported metadata validates with ISO 19139 for data or CSW for services

Other ISO Standards and Profiles Complete ISO 19139 content is supported with the ISO 19139 metadata style Follow the rules for your standard or profile, ignoring 19139-specific rules as appropriate

Other ISO Standards and Profiles Use the ArcGIS Metadata Toolkit to customize the ArcGIS metadata editor - Download from support.esri.com - Latest version supports 10.3.x - Create a custom metadata style - Documentation for the ArcGIS metadata format

Other ISO Standards and Profiles Toolkit provides code for all pages in the metadata editor - C# WPF application with XAML forms - Modify elements on existing pages - Add custom pages - Change codelist values - Change validation rules Programming guide Sample project

What s next for ArcGIS Provide support for creating standard-compliant metadata in ArcGIS Pro Improved metadata support across the ArcGIS platform Support new ISO metadata standards after XML Schemas are finalized Update styles to reference schemas from new repository

Leveraging Metadata Standards in ArcGIS for Interoperability Data interoperability requires metadata interoperability Metadata important in ArcGIS The best metadata tool for anyone concerned with interoperability

Remaining metadata sessions at this UC Working with Metadata in ArcGIS - Wednesday 1:30-2:45 Ballroom 6 D - Thursday 3:15-4:30 Room 32 B Metadata Special Interest Group meeting - Wednesday 5:30 7:00 Room 12

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