Esri International User Conference San Diego, California Technical Workshops July 26, 2012 Working with Metadata in ArcGIS Aleta Vienneau
Metadata in ArcGIS ArcGIS metadata goals Editing metadata Setting your metadata style New in 10.1 Leveraging metadata in ArcGIS Upgrading 9.3.1 metadata for ArcGIS 10.x Importing and exporting metadata Tips and tricks Metadata standards workshop 1:30-2:45 Room 30 D
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
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
Editing metadata In ArcCatalog
Editing metadata From the Catalog window
Editing metadata From the Search window
Editing metadata From the Table of Contents (same as from Catalog window for the data)
Editing metadata In Properties dialog box Maps, scenes, globes: save if they are open
Setting your metadata style Brief Item Description style the default Expected value described
Setting your metadata style Full metadata: pick another style in Options dialog box Applies to all ArcGIS for Desktop applications
Setting your metadata style Determines how metadata is - Displayed - Edited - Exported - Validated Set once to meet organizational requirements
Setting your metadata style All non-default styles support full metadata Full content
Setting your metadata style Full content
Setting your metadata style All non-default styles display - ArcGIS metadata - FGDC-formatted content - ISO 19139-formatted content - XML structure if not a recognized format All non-default styles edit with a common set of pages
Setting your metadata style ArcGIS metadata includes all concepts for supported standards and profiles A style filters the full set of concepts
Setting your metadata style Adds or removes pages ISO-based styles add Locales page
Setting your metadata style Adds or removes elements on a page NAP style adds a country code
Setting your metadata style Validation rules are appropriate ISO 19139 FGDC
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
New in 10.1 Page status Error list Missing required value or invalid data type
New in 10.1 Save a repository of contacts Check a contact to save it
New in 10.1 Load saved contacts into metadata Pick the saved contact from a list
New in 10.1 Additional content included in brief Item Description - Appropriate scale range - Bounding box
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
Leveraging metadata in ArcGIS Item description content indexed for ArcGIS for Desktop search
Leveraging metadata in ArcGIS New map layer or layer file, properties derived from dataset metadata
Leveraging metadata in ArcGIS Package brief description derived from item s metadata Populated automatically
Leveraging metadata in ArcGIS Package contents have full metadata Access it from the Catalog window
Leveraging metadata in ArcGIS Service description derived from item s metadata Populated automatically
Leveraging metadata in ArcGIS Service full metadata derived from item s metadata
Leveraging metadata in ArcGIS Description at REST endpoint is derived from item s metadata
Leveraging metadata in ArcGIS ArcGIS Server service s REST endpoint provides access to full metadata
Upgrading 9.3.1 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 9.3.1 metadata to the ArcGIS 10.x format - Same format used by 10.0 and 10.1
Upgrading 9.3.1 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
Upgrading 9.3.1 metadata for ArcGIS 10.x Upgrade copies information to ArcGIS metadata format 9.3.1 FGDC metadata editor use Upgrade Metadata tool - Prompted to upgrade metadata when you view it - Run Upgrade Metadata tool manually 9.3.1 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
Upgrading 9.3.1 metadata for ArcGIS 10.x Can re-upgrade metadata with more recent Service Pack After upgrade, 9.3.1 content remains - Can remove it with a geoprocessing model and provided XSLT stylesheet
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 19139 format ArcCatalog toolbar button exports many items
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
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
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
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
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
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
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
Remaining metadata sessions at this UC Leveraging Metadata Standards for supporting Interoperability in ArcGIS - 1:30-2:45 Room 30 D
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