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Working with Metadata in ArcGIS

Working with Metadata in ArcGIS. Aleta Vienneau. Working with metadata in ArcGIS. ArcGIS metadata goals Editing metadata Setting your metadata style Leveraging metadata in ArcGIS Upgrading 9.3.1 metadata for ArcGIS 10.x Importing and exporting metadata Updates in 10.2.1 (& 10.2.2)

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Working with Metadata in ArcGIS

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  1. Working with Metadata in ArcGIS Aleta Vienneau

  2. Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging metadata in ArcGIS • Upgrading 9.3.1 metadata for ArcGIS 10.x • Importing and exporting metadata • Updates in 10.2.1 (& 10.2.2) • What’s coming with ArcGIS Pro • Tips and tricks Working with Metadata in ArcGIS

  3. ArcGIS for Desktop metadata goals • Support metadata standards and selected profiles • Common experience for all users • Simplify workflows • Validate metadata • Support the ArcGIS platform Working with Metadata in ArcGIS

  4. Editing metadata • For datasets, services, tools, maps, layer files... almost everything • Map, globe, scene, layer file Properties dialog box • Description tab in any ArcGIS for Desktop application • ArcCatalog • Item Description window Working with Metadata in ArcGIS

  5. Editing metadata • From Properties dialog box • Maps, scenes, globes: save if they are open Working with Metadata in ArcGIS

  6. Editing metadata • In ArcCatalog Working with Metadata in ArcGIS

  7. Editing metadata • From the Catalog window Working with Metadata in ArcGIS

  8. Editing metadata • From the Search window Working with Metadata in ArcGIS

  9. Editing metadata • From the Table of Contents (data behind layer) Working with Metadata in ArcGIS

  10. Editing metadata • Validate content as you type Error messages in plain language Expected value described Working with Metadata in ArcGIS

  11. Setting your metadata style • Default metadata style: Item Description • Quickly document items • Support discovery when items are published • Portion of an item’s full metadata • Full metadata—use another style Working with Metadata in ArcGIS

  12. Setting your metadata style • Options dialog box in any ArcGIS for Desktop application Pick the one that’s right for you Working with Metadata in ArcGIS

  13. Setting your metadata style • Determines how metadata is • Displayed • Edited • Exported • Validated • Set once to meet organizational requirements Working with Metadata in ArcGIS

  14. Setting your metadata style • Non-default styles provide access to full metadata content Full content Working with Metadata in ArcGIS

  15. Setting your metadata style • Same metadata display for all non-default styles • ArcGIS metadata • Information is organized to match the ArcGIS metadata editor Working with Metadata in ArcGIS

  16. Setting your metadata style • Standard-formatted metadata information displayed like the standard • FGDC-formatted content • ISO 19139-formatted content • XML not recognized as metadata, see XML structure Working with Metadata in ArcGIS

  17. Setting your metadata style Edit full metadata content Working with Metadata in ArcGIS

  18. Setting your metadata style • ArcGIS metadata includes all concepts for supported standards and profiles • Most concepts are the same • All non-default styles edit common set of pages • A metadata style filters the full set of concepts Working with Metadata in ArcGIS

  19. Setting your metadata style • ArcGIS metadata also includes ArcGIS-specific content • Thumbnail • Geoprocessing history • Tool descriptions • Detailed item properties Working with Metadata in ArcGIS

  20. Setting your metadata style • Adds or removes pages ISO-based styles add Locales page Working with Metadata in ArcGIS

  21. Setting your metadata style • Adds or removes elements on a page NAP style adds date types Working with Metadata in ArcGIS

  22. Setting your metadata style • Changes values in some drop-down lists INSPIRE has fewer codelist values Working with Metadata in ArcGIS

  23. Setting your metadata style • Validation rules are appropriate for the current style ISO 19139 INSPIRE Working with Metadata in ArcGIS

  24. Editing metadata • Table of contents and errors update instantly as you type Page status Missing required value or invalid data type Working with Metadata in ArcGIS

  25. Editing metadata • Save and reuse contact information Check a contact to save it Working with Metadata in ArcGIS

  26. Editing metadata • Load saved contacts as needed Pick the saved contact from a list Working with Metadata in ArcGIS

  27. Leveraging metadata in ArcGIS • Item description content indexed for ArcGIS for Desktop search Working with Metadata in ArcGIS

  28. Leveraging metadata in ArcGIS • New map layer or layer file derives properties from dataset metadata Working with Metadata in ArcGIS

  29. Leveraging metadata in ArcGIS • Package’s brief description is derived from the item’s metadata Populated automatically Working with Metadata in ArcGIS

  30. Leveraging metadata in ArcGIS • Packaged item has full metadata • Access it from the Catalog window Working with Metadata in ArcGIS

  31. Leveraging metadata in ArcGIS • Service description is derived from the item’s metadata Populated automatically Working with Metadata in ArcGIS

  32. Leveraging metadata in ArcGIS • Description available at the service’s REST endpoint Working with Metadata in ArcGIS

  33. Leveraging metadata in ArcGIS • Service’s full metadata is derived from the item’s metadata Working with Metadata in ArcGIS

  34. Leveraging metadata in ArcGIS • ArcGIS Server service’s REST endpoint provides access to full ArcGIS metadata Working with Metadata in ArcGIS

  35. Leveraging metadata in ArcGIS • Published and packaged metadata is secure • Any local network information is automatically removed for security Working with Metadata in ArcGIS

  36. Upgrading 9.3.1 metadata for ArcGIS 10.x • ArcGIS 10.x stores metadata in an internal format—ArcGIS metadata • Edits in the Description tab • Automatic metadata synchronization • ArcGIS software writes content behind the scenes—on Desktop and Server Working with Metadata in ArcGIS

  37. Upgrading 9.3.1 metadata for ArcGIS 10.x • ArcGIS platform leverages ArcGIS metadata Working with Metadata in ArcGIS

  38. Upgrading 9.3.1 metadata for ArcGIS 10.x • Used 9.3.1 FGDC metadata editor? • View metadata, click Yes when prompted • Runs Upgrade Metadata tool • Open and run tool manually • Use a script to upgrade many items Working with Metadata in ArcGIS

  39. Upgrading 9.3.1 metadata for ArcGIS 10.x • Used 9.3.1 ISO metadata editor wizard? • Start editing metadata, save your changes—content is automatically upgraded • Open and run Upgrade Metadata tool manually • Use a script to upgrade many items Working with Metadata in ArcGIS

  40. Upgrading 9.3.1 metadata for ArcGIS 10.x • Upgrade • Copies information to ArcGIS metadata elements • Original elements remain in metadata • Can re-upgrade with more recent software if original CSDGM content still present • Will lose edits made since last upgrade Working with Metadata in ArcGIS

  41. Importing and exporting metadata • IMPORT: Convert standard metadata XML format to ArcGIS metadata • Use Import button in the Description tab • Runs Import Metadata tool • Set Import Type based on format of XML file Working with Metadata in ArcGIS

  42. Importing and exporting metadata • IMPORT supported from • FGDC CSDGM XML format • ISO 19139 XML format Working with Metadata in ArcGIS

  43. Importing and exporting metadata • EXPORT: Convert ArcGIS metadata to a standard metadata XML format • Use Export button in the Description tab • Runs Export Metadata tool • Conversion is determined by the metadata style Working with Metadata in ArcGIS

  44. Importing and exporting metadata • EXPORT supported to • FGDC CSDGM XML format • ISO 19139 XML format Working with Metadata in ArcGIS

  45. Importing and exporting metadata • Use exported XML files outside of ArcGIS • Publish to a geoportal • Validate files with an XML schema, Schematron, or another application, e.g. mp Working with Metadata in ArcGIS

  46. Importing and exporting metadata • ArcCatalog toolbar buttons export many items • Use Python scripts to export files periodically • Export Metadata tool synchronizes metadata first Working with Metadata in ArcGIS

  47. Importing and exporting metadata • Help topics compare available geoprocessing tools • Importing metadata • Exporting metadata • Creating and managing FGDC metadata • Format-specific conversions Working with Metadata in ArcGIS

  48. Updates in recent versions of 10.x • 10.2.1 (& 10.2.2) • Improved validation rules in the ArcGIS metadata editor for all metadata styles • Second ISO 19139 metadata style that will validate output using XML Schemas based on GML 3.2.1 • Small improvements when exporting CSDGM-format XML files Working with Metadata in ArcGIS

  49. What’s coming with ArcGIS Pro? • ArcGIS metadata created in ArcCatalog, ArcMap, ArcGlobe, ArcScene is used by ArcGIS Pro • Project pane pop-up • Project view • Search • Package • Publish Working with Metadata in ArcGIS

  50. What’s coming with ArcGIS Pro? • Edit metadata using the same ArcGIS metadata editor as ArcCatalog, ArcMap, ArcGlobe, ArcScene • In Pro, the editor only includes the Item Description page for the first release • Projects and map layers will support full metadata, but can’t provide it in the first release • Metadata geoprocessing tools not yet available in first release Working with Metadata in ArcGIS

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