Working with Metadata in ArcGIS
Aleta Vienneau
Esri UC 2014 | Technical Workshop |
Working with metadata in ArcGIS
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ArcGIS metadata goals
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Editing metadata
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Setting your metadata style
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Leveraging metadata in ArcGIS
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Upgrading 9.3.1 metadata for ArcGIS 10.x
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Importing and exporting metadata
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Updates in 10.2.1 (& 10.2.2)
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What’s coming with ArcGIS Pro
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Tips and tricks
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
ArcGIS for Desktop metadata goals
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Support metadata standards and selected profiles
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Common experience for all users
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Simplify workflows
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Validate metadata
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Support the ArcGIS platform
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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For datasets, services, tools, maps, layer files... almost everything
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Map, globe, scene, layer file Properties dialog box
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Description tab in any ArcGIS for Desktop application
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ArcCatalog
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Item Description window
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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From Properties dialog box
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Maps, scenes, globes: save if they are open
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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In ArcCatalog
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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From the Catalog
window
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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From the Search
window
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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From the Table of Contents (data behind layer)
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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Validate content as you type
Error messages in
plain language
Expected value
described
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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•
Default metadata style: Item Description
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Quickly document items
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Support discovery when items are published
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Portion of an item’s full metadata
Full metadata—use another style
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Options dialog box in any ArcGIS
for Desktop application
Pick the one that’s
right for you
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Determines how metadata is
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Displayed
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Edited
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Exported
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Validated
Set once to meet organizational requirements
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
•
Non-default styles provide
access to full metadata content
Full
content
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
•
Same metadata display for all non-default styles
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ArcGIS metadata
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Information is organized to match the ArcGIS metadata editor
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
•
•
Standard-formatted metadata information displayed like the standard
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FGDC-formatted content
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ISO 19139-formatted content
XML not recognized as metadata, see XML structure
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
Edit full
metadata
content
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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ArcGIS metadata includes all concepts for supported standards and profiles
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Most concepts are the same
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All non-default styles edit common set of pages
A metadata style filters the full set of concepts
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
•
ArcGIS metadata also includes ArcGIS-specific content
Esri UC 2014 | Technical Workshop |
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Thumbnail
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Geoprocessing history
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Tool descriptions
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Detailed item properties
Working with Metadata in ArcGIS
Setting your metadata style
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Adds or removes pages
ISO-based styles
add Locales page
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Adds or removes elements on a page
NAP style adds
date types
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Changes values in some drop-down
lists
INSPIRE has fewer
codelist values
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Validation rules are appropriate for the current style
ISO 19139
INSPIRE
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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Table of contents and errors update instantly as you type
Page
status
Esri UC 2014 | Technical Workshop |
Missing required
value or invalid
data type
Working with Metadata in ArcGIS
Editing metadata
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Save and reuse contact information
Check a contact
to save it
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Editing metadata
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Load saved contacts as needed
Pick the saved
contact from a list
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Item description content indexed
for ArcGIS for Desktop search
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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New map layer or layer file derives properties from dataset metadata
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Package’s brief description is derived from the item’s metadata
Populated
automatically
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Packaged item has full metadata
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Access it from the Catalog window
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Service description is derived from the item’s metadata
Populated
automatically
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Description available at the service’s REST endpoint
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Service’s full metadata is derived from the item’s metadata
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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ArcGIS Server service’s REST endpoint provides access to full ArcGIS
metadata
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Leveraging metadata in ArcGIS
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Published and packaged metadata is secure
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Any local network information is automatically removed for security
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrading 9.3.1 metadata for ArcGIS 10.x
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ArcGIS 10.x stores metadata in an internal format—ArcGIS metadata
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Edits in the Description tab
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Automatic metadata synchronization
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ArcGIS software writes content behind the scenes—on Desktop and Server
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrading 9.3.1 metadata for ArcGIS 10.x
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ArcGIS platform leverages ArcGIS metadata
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrading 9.3.1 metadata for ArcGIS 10.x
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Used 9.3.1 FGDC metadata editor?
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View metadata, click Yes when prompted
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Runs Upgrade Metadata tool
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Open and run tool manually
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Use a script to upgrade many items
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrading 9.3.1 metadata for ArcGIS 10.x
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Used 9.3.1 ISO metadata editor wizard?
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Start editing metadata, save your changes—content is automatically upgraded
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Open and run Upgrade Metadata tool manually
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Use a script to upgrade many items
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrading 9.3.1 metadata for ArcGIS 10.x
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Upgrade
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Copies information to ArcGIS metadata elements
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Original elements remain in metadata
Can re-upgrade with more recent software if original CSDGM content still
present
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Will lose edits made since last upgrade
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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IMPORT: Convert standard metadata XML format to ArcGIS metadata
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Use Import button in the Description tab
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Runs Import Metadata tool
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Set Import Type based on format of XML file
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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IMPORT supported from
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FGDC CSDGM XML format
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ISO 19139 XML format
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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EXPORT: Convert ArcGIS metadata to a standard metadata XML format
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Use Export button in the Description tab
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Runs Export Metadata tool
Conversion is determined by the metadata style
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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EXPORT supported to
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FGDC CSDGM XML format
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ISO 19139 XML format
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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Use exported XML files outside of ArcGIS
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Publish to a geoportal
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Validate files with an XML schema, Schematron, or another application, e.g. mp
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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ArcCatalog toolbar buttons export many items
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Use Python scripts to export files periodically
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Export Metadata tool synchronizes metadata first
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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Help topics compare available geoprocessing tools
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Importing metadata
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Exporting metadata
Creating and managing FGDC metadata
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Format-specific conversions
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Updates in recent versions of 10.x
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10.2.1 (& 10.2.2)
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Improved validation rules in the ArcGIS metadata editor for all metadata styles
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Second ISO 19139 metadata style that will validate output using XML Schemas based
on GML 3.2.1
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Small improvements when exporting CSDGM-format XML files
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
What’s coming with ArcGIS Pro?
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ArcGIS metadata created in ArcCatalog, ArcMap, ArcGlobe, ArcScene is used
by ArcGIS Pro
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Project pane pop-up
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Project view
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Search
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Package
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Publish
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
What’s coming with ArcGIS Pro?
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Edit metadata using the same ArcGIS metadata editor as ArcCatalog, ArcMap,
ArcGlobe, ArcScene
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In Pro, the editor only includes the Item Description page for the first release
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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
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
Tips and Tricks
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
ArcGIS Help system
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Use the ArcGIS Help system
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In the TOC: Geodata > Data types > Metadata
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Search the Help system: metadata, FGDC, ISO
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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If Description tab in use when setting the style, don’t see changes immediately
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Click another tab then click Description tab again
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Click another item then click tab again
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Setting your metadata style
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Set the metadata style after install a new major release of ArcGIS for Desktop,
e.g. 10.1, 10.2, 10.x
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Metadata display
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Supports typical page shortcuts
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Go to bottom: Ctrl-End
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Go to top: Ctrl-Home
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Copy highlighted text: Ctrl-C
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Find text on page: Ctrl-F
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Copy metadata to another item
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Select the item you want to copy metadata to
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Click the Import button
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Use FROM_ARCGIS Import Type
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Set the source item from which you want to copy metadata
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Metadata is copied, not transformed
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Using a metadata template
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Create a template metadata document with standard text
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Start creating an item’s metadata using a template
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Select the item and import the template’s content
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Source item is the template
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Click the Import button in the Description tab
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Set Import Type based on the template’s format (can still use an old one)
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In ArcGIS format: use FROM_ARCGIS – no transformation
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In CSDGM format: use FROM_FGDC – content transformed to ArcGIS format
Overwrites any existing metadata
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Using a metadata template
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Need to update an old metadata template?
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Update it to work better in 10.x by converting it to the ArcGIS metadata format
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Select the template
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Click the Export button in the Description tab
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For FGDC CSDGM-format: use FGDC2ESRI_ISO.xml translator
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Importing and exporting metadata
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Metadata Importer tool = save XML as an item’s metadata tool
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•
Created first
Import Metadata model = convert standard-format metadata to ArcGIS
metadata, then save the result as an item’s metadata
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Doesn’t overwrite an item’s thumbnail, geoprocessing history, etc.
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
“Save As” XML file
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Save a copy of an item’s metadata to disk
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Select the item
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Run the XSLT Transformation tool
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Select the “exact copy of.xslt” transformation
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Saves a copy of the original item’s metadata to an XML file without changing
content
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
“Save As” HTML file
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Save a copy of the HTML you see in the metadata display
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Select the item
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Run the XSLT Transformation tool
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Select the “ArcGIS.xsl” transformation
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Extracts content from the item’s metadata and marks it up as an HTML file
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Viewing HTML: browser requires javascript to run
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“Allow Blocked Content” in IE
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Upgrade metadata in geodatabases
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For enterprise geodatabases, make sure user who can edit data runs the tool
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Save a copy of metadata to disk as a precaution
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Database views can’t have metadata in recent versions of the geodatabase
Select the item
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Rerun a metadata process
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Export or validate an item’s metadata, then update and run the process again
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After a metadata geoprocessing tool runs, the folder containing the output
XML file is selected
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Original item is no longer selected
Reopen and rerun tools from the geoprocessing results window
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Tool parameters already set appropriately
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Modify metadata using an XSLT transformation
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Create a model following the example: Editing metadata for many ArcGIS items
Change the
metadata
Esri UC 2014 | Technical Workshop |
Save the
changes
Working with Metadata in ArcGIS
Modify metadata using an XSLT transformation
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Several XSLTs provided with software to perform well-known tasks
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Documented as part of the XSLT Transformation tool
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Remove the geoprocessing history
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Remove internal information before exporting metadata for public consumption
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Remove CSDGM-format metadata elements after upgrading to the ArcGIS format
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And more…
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
Modify metadata using a Python script
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Python includes pyxml module that can modify the structure of an XML file
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Save an item’s metadata as an XML file
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Modify the XML file using a Python script
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Save the modified XML file back to the item
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Use the Metadata Importer tool
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Validate or generate CSDGM files with mp
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Many web sites leverage the HTML and text files produced by mp
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Export an item’s metadata to the CSDGM format
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Use the exported file as an input to the USGS MP Metadata Translator tool
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Validate the XML file with mp
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Create other CSDGM file formats
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Add a standard-format metadata XML file to a package
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A package includes the item’s ArcGIS metadata
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Supplement a package with a standard format metadata file
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Export metadata to the appropriate standard format XML files
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During packaging, add Additional Files
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When unpackaged, the package folder includes the attached files
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Remaining metadata sessions at this UC
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Metadata Special Interest Group meeting
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•
Thursday 8:30 – 9:45
Room 32 B
Working with Metadata in ArcGIS (Repeat of this presentation)
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Room 12
Leveraging Metadata Standards for Supporting Interoperability in ArcGIS
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Today 5:30 - 7:00
Thursday 10:15 – 11:45
Room 31 C
Metadata and geoprocessing scripts
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Thursday 10:00
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Mapping and Visualization Demo Theatre
Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS
Where to find us
Wednesday
Thursday
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
Thank you…
•
Please fill out the session survey:
First Offering ID: 1693
Second Offering ID: 1647
Online – www.esri.com/ucsessionsurveys
Paper – pick up and put in drop box
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
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