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Sissy Iona, HCMR/HNODC

Metadata Directories Management. Sissy Iona, HCMR/HNODC. Morning Session. 1. General Data Management Principles-Implementation in SeaDataNet (S. Iona) SeaDataNet General Overview Metadata Directories Data Policy and Data Licence Rules for metadata submission to prevent duplication

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Sissy Iona, HCMR/HNODC

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  1. Metadata Directories Management Sissy Iona, HCMR/HNODC

  2. Morning Session 1. General Data Management Principles-Implementation in SeaDataNet(S. Iona) • SeaDataNet General Overview • Metadata Directories • Data Policy and Data Licence • Rules for metadata submission to prevent duplication • Data Transport Formats , Reformatting Tools, Vocabularies • Quality Control and Flag Scale 2. Metadata Directories Management (S. Iona) • Introduction • Management of EDMO, EDMERP • On line Practice (1 hr) Afternoon Session • On line Practice (continuation) (app.45 min) 3. Management of EDIOS Metadata (L. Rickards)

  3. Overview Introduction Management of EDMO, EDMERP Options to submit new records, available tools Format basis: What are the formats, where to find the latest schema‘s and examples. On-line practice

  4. Introduction Management of EDMO, EDMERP Options to submit new records, available tools Format basis: What are the formats, where to find the latest schema‘s and examples. On-line practice

  5. General outline of SDN directory management Cooperation NODC <=> national partners: • NODC chooses (if needed) a provided method of maintenance: XML files via MIKADO or other tool, or via CMS • Role NODC: => National focal point-coordinate the overall mngt activities • Providing assistance in metadata preparation • Collating new records • Quality control of new metadata descriptions • Distributing to portal in case of XML files • Contact with central directory managers • Role Institutes: => Support activities • Providing new entries • Complete the information • Update existing information.

  6. Available tools to submit/create new and update existing records • Online maintenance by NODCs via Content Management System => EDMERP, EDMO, CSR • XML export from a partner to the pan-European directory • Mikado manual => EDMED, EDMERP, CSR (,EDIOS) • Mikado automatic for XML export from local system => Most relevant for CDI

  7. General maintenance workflow & available tools

  8. Metadata maintenance modalities & governance

  9. Metadata Format • The ISO 19115 content model is the basis for the XML formats and related schema (XSD). • Use of codes from the Common Vocabularies • Use of organization codes from EDMO Vocabularies • Use of SeaDataNet common vocabularies for platform types, parameters, instruments etc. in all directories • Use of EDMO as organization vocabulary • EDMERP as „project vocabulary“ • All available as webservices to enable constant accessibility of latest version • SDN Vocab Service : http://seadatanet.maris2.nl/v_bodc_vocab/welcome.aspx/

  10. Management of record identifiers All systems have to generate unique record identifiers • For the vocabularies uniqueness is very important for reference to correct terms. No changes of codes allowed. • For CDI records the local id is the communication link between portal and local system. Ordering system works on this. • For the other directories, when updated via Mikado-XML, the local identifier is important. It is the key for the central system to recognize updates of the same record. => Local systems have to take this into account and store local id‘s!

  11. Introduction Management of EDMO, EDMERP Options to submit new records, available tools Format basis: What are the formats, where to find the latest schema‘s and examples. On-line practice

  12. Management of EDMO Maintenance • Updating via CMS forms: http://seadatanet.maris2.nl/vu_organisations/welcome.asp • Access only for NODC‘s • New records only to be created via request from NODC to MARIS (governance is strict, because EDMO is vocabulary) • When national institute misses organisation in EDMO during work => request to NODC • Available as webservice (export only) for use in local systems and Mikado org org org org Question/request NODC Update Question/request Confirm CMS EDMO MARIS Add new

  13. Management of EDMO Maintenance options and tools

  14. Management of EDMO • Mandatory fields (all entered when created) • National collator • Country • Name • Vocabularies applied • Country

  15. Management of EDMERP Maintenance Option 1: • Editing via CMS forms • Access for NODC‘s with national master account • NODC may create sub-accounts for other institutes in their country (EDMO) • New records to be created directly in CMS by NODC • Sub-accounts can also edit/create new, but this will have to be checked by NODC before activating NODC org org org org Update via CMS Create subaccounts Final edit/check CMS EDMERP

  16. Management of EDMERP Maintenance Option 2: • Via creating and supplying XML V1 files via NODC to central directory. Identical to EDMED => But, only one of the options per country! org org org org XML files NODC Send out current records => first time only! Update with local id EDMERP Governed by MARIS

  17. Management of EDMERP Mandatory Fields • edmerp-identifier (set by system) • collate-centre (edmo ref) • creation-date • research project name • research project acronym • revision-date • responsible party (edmo ref) • summary • sea-areas • data-themes • language used within the dataset • main theme of the project • Project start date

  18. Management of EDMERP Vocabularies used • EDMO • L231 (SeaDataNet metadata entities) • C16 (SeaDataNet Sea Areas) • P081 (Parameter disciplines) =>Complete format (XML, XSD and Mapping XLS) can be found at SeaDataNet website: http://www.seadatanet.org/Standards-Software/Metadata-formats

  19. Use of EDMO CMS (for NODC’s) Practice

  20. Practice EDMO Use of EDMO CMS For NODC: • Webpage: http://seadatanet.maris2.nl/vu_organisations/pwelcome.asp • Check the list of marine institutes from your country: • If records not complete (Location, URL, etc!) => add information • If you find some institutes not listed in EDMO => Request new record to be added (MARIS) For other partners: • Go to current EDMO collection of your country via: http://www.seadatanet.org/Metadata/EDMO • Look up details of organisations (your own and others) and if needed request edit of the EDMO record at NODC

  21. Use of EDMERP CMS Practice Oostene workshop 26-29 October 2009  Page 21

  22. Practice EDMERP- Use of EDMERP CMS • Webpage CMS: http://seadatanet.maris2.nl/vu_edmerp/pwelcome.asp • Discovery: http://seadatanet.maris2.nl/v_edmerp/search.asp Exercise: • Log in to CMS • Create new (international) project coordinated by an organisation from your country • Edit all fields as well as possible • Add partner organisations (also from other countries!) • IF needed: Request new EDMO record to be added (MARIS) • Add details to new EDMO records Alternative: • Look up current collection of projects • Check if project really is coordinated by an institute from your country • Look up other details for the project and add all partner organisations • IF needed: Request new EDMO record to be added (MARIS) • Add details to new EDMO records

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