Technical Workshops |

Esri International User Conference San Diego, California

Working with Metadata in ArcGIS

Aleta Vienneau

July 26, 2012

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

Missing required value or invalid data type

Error list

Page status

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

Steps to evaluate UC sessions

• My UC Homepage > “Evaluate Sessions”

• Choose session from planner OR

• Search for session

www.esri.com/ucsessionsurveys

• Thank you for attending

• Have fun at UC2012

• Open for Questions

• Please fill out the evaluation:

www.esri.com/ucsessionsurveys

Offering ID: 984