Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS •...

72
Working with Metadata in ArcGIS Aleta Vienneau

Transcript of Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS •...

Page 1: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Working with Metadata in ArcGIS Aleta Vienneau

Page 2: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 3: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 4: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 5: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• From Properties dialog box • Maps, scenes, globes: save if they are open

Working with Metadata in ArcGIS

Page 6: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• In ArcCatalog

Working with Metadata in ArcGIS

Page 7: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Editing metadata

• From the Catalog window

Working with Metadata in ArcGIS

Page 8: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• From the Search window

Working with Metadata in ArcGIS

Page 9: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• From the Table of Contents (data behind layer)

Working with Metadata in ArcGIS

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Editing metadata

• Validate content as you type

Expected value described

Error messages in plain language

Working with Metadata in ArcGIS

Page 11: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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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

Page 12: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Setting your metadata style

• Options dialog box in any ArcGIS for Desktop application

Working with Metadata in ArcGIS

Pick the one that’s right for you

Page 13: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Setting your metadata style

• Determines how metadata is - Displayed - Edited - Exported - Validated

• Set once to meet organizational requirements

Working with Metadata in ArcGIS

Page 14: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Setting your metadata style

• Non-default styles provide access to full metadata content

Full content

Working with Metadata in ArcGIS

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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

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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

Page 17: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Setting your metadata style

Edit full metadata content

Working with Metadata in ArcGIS

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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

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Setting your metadata style

• ArcGIS metadata also includes ArcGIS-specific content - Thumbnail - Geoprocessing history - Tool descriptions - Detailed item properties

Working with Metadata in ArcGIS

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Setting your metadata style

• Adds or removes pages

ISO-based styles add Locales page

Working with Metadata in ArcGIS

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Setting your metadata style

• Adds or removes elements on a page

NAP style adds date types

Working with Metadata in ArcGIS

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Setting your metadata style

• Changes values in some drop-down lists

INSPIRE has fewer codelist values

Working with Metadata in ArcGIS

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Setting your metadata style

• Validation rules are appropriate for the current style

ISO 19139

INSPIRE

Working with Metadata in ArcGIS

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Editing metadata

Missing required value or invalid data type

Page status

• Table of contents and errors update instantly as you type

Working with Metadata in ArcGIS

Page 25: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• Save and reuse contact information

Check a contact to save it

Working with Metadata in ArcGIS

Page 26: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Editing metadata

• Load saved contacts as needed

Pick the saved contact from a list

Working with Metadata in ArcGIS

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Leveraging metadata in ArcGIS

• Item description content indexed for ArcGIS for Desktop search

Working with Metadata in ArcGIS

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Leveraging metadata in ArcGIS

• New map layer or layer file derives properties from dataset metadata

Working with Metadata in ArcGIS

Page 29: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Leveraging metadata in ArcGIS

• Package’s brief description is derived from the item’s metadata

Populated automatically

Working with Metadata in ArcGIS

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Leveraging metadata in ArcGIS

• Packaged item has full metadata • Access it from the Catalog window

Working with Metadata in ArcGIS

Page 31: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Leveraging metadata in ArcGIS

• Service description is derived from the item’s metadata

Populated automatically

Working with Metadata in ArcGIS

Page 32: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Leveraging metadata in ArcGIS

• Description available at the service’s REST endpoint

Working with Metadata in ArcGIS

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Leveraging metadata in ArcGIS

• Service’s full metadata is derived from the item’s metadata

Working with Metadata in ArcGIS

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Leveraging metadata in ArcGIS

• ArcGIS Server service’s REST endpoint provides access to full ArcGIS metadata

Working with Metadata in ArcGIS

Page 35: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Leveraging metadata in ArcGIS

• Published and packaged metadata is secure • Any local network information is automatically removed for security

Working with Metadata in ArcGIS

Page 36: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 37: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Upgrading 9.3.1 metadata for ArcGIS 10.x

• ArcGIS platform leverages ArcGIS metadata

Working with Metadata in ArcGIS

Page 38: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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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

Page 39: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 40: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 41: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 42: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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Importing and exporting metadata

• IMPORT supported from - FGDC CSDGM XML format - ISO 19139 XML format

Working with Metadata in ArcGIS

Page 43: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 44: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Importing and exporting metadata

• EXPORT supported to - FGDC CSDGM XML format - ISO 19139 XML format

Working with Metadata in ArcGIS

Page 45: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

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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

Page 46: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 47: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

Page 48: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

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

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Esri UC 2014 | Technical Workshop |

• ArcGIS metadata created in ArcCatalog, ArcMap, ArcGlobe, ArcScene is used by ArcGIS Pro

- Project pane pop-up - Project view - Search - Package - Publish

What’s coming with ArcGIS Pro?

Working with Metadata in ArcGIS

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• 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

What’s coming with ArcGIS Pro?

Working with Metadata in ArcGIS

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Tips and Tricks

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

ArcGIS Help system

• Use the ArcGIS Help system - In the TOC: Geodata > Data types > Metadata - Search the Help system: metadata, FGDC, ISO

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Setting your metadata style

• If Description tab in use when setting the style, don’t see changes immediately - Click another tab then click Description tab again - Click another item then click tab again

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Setting your metadata style

• Set the metadata style after install a new major release of ArcGIS for Desktop, e.g. 10.1, 10.2, 10.x

Working with Metadata in ArcGIS

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Metadata display

• Supports typical page shortcuts - Go to bottom: Ctrl-End - Go to top: Ctrl-Home - Copy highlighted text: Ctrl-C - Find text on page: Ctrl-F

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Copy metadata to another item

• Select the item you want to copy metadata to • Click the Import button • Use FROM_ARCGIS Import Type • Set the source item from which you want to copy metadata

- Metadata is copied, not transformed

Working with Metadata in ArcGIS

Page 57: Working with Metadata in ArcGIS - Recent Proceedings€¦ · Working with metadata in ArcGIS • ArcGIS metadata goals • Editing metadata • Setting your metadata style • Leveraging

Esri UC 2014 | Technical Workshop |

Using a metadata template

• Create a template metadata document with standard text • Start creating an item’s metadata using a template • Select the item and import the template’s content

- Source item is the template

• Click the Import button in the Description tab • Set Import Type based on the template’s format (can still use an old one)

- In ArcGIS format: use FROM_ARCGIS – no transformation - In CSDGM format: use FROM_FGDC – content transformed to ArcGIS format

• Overwrites any existing metadata

Working with Metadata in ArcGIS

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Using a metadata template

• Need to update an old metadata template? • Update it to work better in 10.x by converting it to the ArcGIS metadata format • Select the template • Click the Export button in the Description tab

- For FGDC CSDGM-format: use FGDC2ESRI_ISO.xml translator

Working with Metadata in ArcGIS

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• Metadata Importer tool = save XML as an item’s metadata tool - Created first

• Import Metadata model = convert standard-format metadata to ArcGIS metadata, then save the result as an item’s metadata

- Doesn’t overwrite an item’s thumbnail, geoprocessing history, etc.

Importing and exporting metadata

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

“Save As” XML file

• Save a copy of an item’s metadata to disk

• Select the item • Run the XSLT Transformation tool • Select the “exact copy of.xslt” transformation • Saves a copy of the original item’s metadata to an XML file without changing

content

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

“Save As” HTML file

• Save a copy of the HTML you see in the metadata display • Select the item • Run the XSLT Transformation tool • Select the “ArcGIS.xsl” transformation • Extracts content from the item’s metadata and marks it up as an HTML file • Viewing HTML: browser requires javascript to run

• “Allow Blocked Content” in IE

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Upgrade metadata in geodatabases

• For enterprise geodatabases, make sure user who can edit data runs the tool • Save a copy of metadata to disk as a precaution

- Database views can’t have metadata in recent versions of the geodatabase

• Select the item

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Rerun a metadata process

• Export or validate an item’s metadata, then update and run the process again • After a metadata geoprocessing tool runs, the folder containing the output

XML file is selected - Original item is no longer selected

• Reopen and rerun tools from the geoprocessing results window - Tool parameters already set appropriately

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Modify metadata using an XSLT transformation

• Create a model following the example: Editing metadata for many ArcGIS items

Change the metadata Save the

changes

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

• Several XSLTs provided with software to perform well-known tasks • Documented as part of the XSLT Transformation tool

- Remove the geoprocessing history - Remove internal information before exporting metadata for public consumption - Remove CSDGM-format metadata elements after upgrading to the ArcGIS format - And more…

Modify metadata using an XSLT transformation

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Modify metadata using a Python script

• Python includes pyxml module that can modify the structure of an XML file • Save an item’s metadata as an XML file • Modify the XML file using a Python script • Save the modified XML file back to the item

- Use the Metadata Importer tool

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Validate or generate CSDGM files with mp

• Many web sites leverage the HTML and text files produced by mp • Export an item’s metadata to the CSDGM format • Use the exported file as an input to the USGS MP Metadata Translator tool

- Validate the XML file with mp - Create other CSDGM file formats

Working with Metadata in ArcGIS

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Esri UC 2014 | Technical Workshop |

Add a standard-format metadata XML file to a package

• A package includes the item’s ArcGIS metadata • Supplement a package with a standard format metadata file • Export metadata to the appropriate standard format XML files • During packaging, add Additional Files • When unpackaged, the package folder includes the attached files

Working with Metadata in ArcGIS

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Remaining metadata sessions at this UC

• Metadata Special Interest Group meeting - Today 5:30 - 7:00 Room 12

• Leveraging Metadata Standards for Supporting Interoperability in ArcGIS - Thursday 8:30 – 9:45 Room 32 B

• Working with Metadata in ArcGIS (Repeat of this presentation) - Thursday 10:15 – 11:45 Room 31 C

• Metadata and geoprocessing scripts - Thursday 10:00 - Mapping and Visualization Demo Theatre

Working with Metadata in ArcGIS

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Where to find us

Working with Metadata in ArcGIS

Wednesday

Thursday

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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

Working with Metadata in ArcGIS

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