Esri UC 2014 | Technical Workshop |
Working with Metadata in ArcGIS Aleta Vienneau
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
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
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
Esri UC 2014 | Technical Workshop |
Editing metadata
• From Properties dialog box • Maps, scenes, globes: save if they are open
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• In ArcCatalog
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• From the Catalog window
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• From the Search window
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• From the Table of Contents (data behind layer)
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• Validate content as you type
Expected value described
Error messages in plain language
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Determines how metadata is - Displayed - Edited - Exported - Validated
• Set once to meet organizational requirements
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Non-default styles provide access to full metadata content
Full content
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
Setting your metadata style
Edit full metadata content
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• ArcGIS metadata also includes ArcGIS-specific content - Thumbnail - Geoprocessing history - Tool descriptions - Detailed item properties
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Adds or removes pages
ISO-based styles add Locales page
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Adds or removes elements on a page
NAP style adds date types
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Changes values in some drop-down lists
INSPIRE has fewer codelist values
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Setting your metadata style
• Validation rules are appropriate for the current style
ISO 19139
INSPIRE
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
Editing metadata
• Save and reuse contact information
Check a contact to save it
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Editing metadata
• Load saved contacts as needed
Pick the saved contact from a list
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Item description content indexed for ArcGIS for Desktop search
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• New map layer or layer file derives properties from dataset metadata
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Package’s brief description is derived from the item’s metadata
Populated automatically
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Packaged item has full metadata • Access it from the Catalog window
Working with Metadata in ArcGIS
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
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Description available at the service’s REST endpoint
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Service’s full metadata is derived from the item’s metadata
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• ArcGIS Server service’s REST endpoint provides access to full ArcGIS metadata
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
Leveraging metadata in ArcGIS
• Published and packaged metadata is secure • Any local network information is automatically removed for security
Working with Metadata in ArcGIS
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
Esri UC 2014 | Technical Workshop |
Upgrading 9.3.1 metadata for ArcGIS 10.x
• ArcGIS platform leverages ArcGIS metadata
Working with Metadata in ArcGIS
Esri UC 2014 | Technical Workshop |
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
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
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
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
Esri UC 2014 | Technical Workshop |
Importing and exporting metadata
• IMPORT supported from - FGDC CSDGM XML format - ISO 19139 XML format
Working with Metadata in ArcGIS
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
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
Esri UC 2014 | Technical Workshop |
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
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
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
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
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
Esri UC 2014 | Technical Workshop |
• 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
Esri UC 2014 | Technical Workshop | Esri UC 2014 | Technical Workshop |
Tips and Tricks
Working with Metadata in ArcGIS
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
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
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
Esri UC 2014 | Technical Workshop |
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
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
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
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
• 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
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
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
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
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
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
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
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
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
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
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop |
Where to find us
Working with Metadata in ArcGIS
Wednesday
Thursday
Esri UC 2014 | Technical Workshop |
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
Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS
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