Coastal GeoTools Charleston SC January 2003 Making Metadata Work for You Lynda Wayne FGDC Metadata Education Coordinator / GeoMaxim

Coastal GeoTools ‘03 2 What IS Metadata? Data ‘reporting’ WHO created the data? WHAT is the content of the data? WHEN was it created? WHERE is it geographically? HOW was the data developed? WHY was the data developed?

Coastal GeoTools ‘03 3 What IS Metadata? title supplemental information abstract time period author sources (file) size

Coastal GeoTools ‘03 4 What IS Metadata? entity attributes view actual metadata record

Coastal GeoTools ‘03 5 Metadata as a Data Component Metadata is that part of the data that : enables data discovery facilitates data import, display, management provides data consumer information instills data accountability limits data liability Accurate metadata is fundamental to data quality

Coastal GeoTools ‘03 6 Value of Metadata Current concept Data discovery assessment access use inheritance external value internal value

Coastal GeoTools ‘03 7 Value of Metadata Emerging Concept Data Management discovery assessment access use internal value ……………………..and more

Coastal GeoTools ‘03 8 Value of Metadata Data Management Data Currency last edits/updates age of source files Data Utility / CBA # uses as source file distribution frequency

Coastal GeoTools ‘03 9 Value of Metadata Data Management Monitor Data Development data processing steps status Estimate Data Development Costs data processing (time and extent) source file availability

Coastal GeoTools ‘03 10 Making Metadata Part of the Process To realize the data management potential, metadata creation must become integrated into the data development process

Coastal GeoTools ‘03 11 Making Metadata Part of the Process But what can I do to better incorporate metadata into the data development process?

Coastal GeoTools ‘03 12 Make the business case: preserve data investments limit data liability manage data resources find external data resources easier data transfer more efficient data distribution Step One: build adminstrative support

Coastal GeoTools ‘03 13 Emphasize individual benefits: reduce workload..in the long term field fewer data inquiries document personal contributions Step Two: build technical support

Coastal GeoTools ‘03 14 Support your staff include in job descriptions & performance measures provide staff support time tools training Step Two: build technical support

Coastal GeoTools ‘03 15 For your organization, projects, and common data types:  identify pertinent fields  populate fixed fields  standardized language  distribution methods  standards used  build source and contact libraries Step Three: create templates

Coastal GeoTools ‘03 16  Map fields to the work flow  Establish and assign responsibilities Technicians - lineage Analyst - process methodology Field Scientists - accuracy assessment IT Managers - tools, automated collection, information management Step Four: distribute the effort

Coastal GeoTools ‘03 17 Managers Can WRITE metadata Data planning fields title abstract purpose keywords dbase design geographic extent coordinate system more… and manage the effort  metadata coordination  metadata enforcement Step Five: lead by example

Coastal GeoTools ‘03 18 Establish Policies:  mandate use of standards and templates  develop boilerplate metadata deliverable language for data contractors  require units to publish their metadata  publish metadata SOP to document policies and procedures Step Six: policies and procedures

Coastal GeoTools ‘03 19 Making Metadata Part of the Process New tools enable us to better integrate metadata creation into the data development process

Coastal GeoTools ‘03 20 New Data Management Tools such as… ESRI ArcCatalog & Intergraph/SMMS enable: metadata creation / edit auto population CSDGM / ISO support data synchronicity

Coastal GeoTools ‘03 21 New Data Management Tools Example: ArcCatalog Search your data by: full text keywords dates Explore your data by: geography attributes / tables

Coastal GeoTools ‘03 22 New Tools Example: ArcCatalog Manage your data by: create metadata for project folders, files, and features define shapefile coordinate system generate coverage topology add attributes create relations between features delete, rename files …your GIS Windows Explorer

Coastal GeoTools ‘03 23 Metadata Utility Analogy We’ve created the card catalog to: locate distribute archive Now, use the information system to: create merge maintain assess relate monitor access edit update ISO Metadata can help….

Coastal GeoTools ‘03 24 What is ISO International Organisation for Standards International standards organization (ANSI is U.S. rep to ISO) U.S. is one of approximately 92 member nations

ISO/TC 211 Framework and reference model Geospatial models and operators Geospatial data admin Geospatial services Profiles and standards WG 1 ISO/TC Reference model 2. Overview 3. Conceptual schema language 4. Terminology 5. Conformance and testing 7. Spatial subschema 8. Temporal subschema 9. Rules for application schema 20. Spatial operators 10. Cataloguing 11. Geodetic reference systems 12. Indirect reference systems 13. Quality 14. Quality evaluation procedures 15. Metadata 16. Positioning services 17. Portrayal of geographic information 18. Encoding 19. Services 6. Profiles Reports Functional standards Raster and Gridded Data WG 2 WG 3 WG 4 WG 5 USA AUS UK NLD NOR

Coastal GeoTools ‘03 26 Why change our standard? Politically… responsible member of international geospatial community Technically… improved normalization enhanced capabilities interoperability

Coastal GeoTools ‘03 27 What’s new with ISO 19115? 1.Expanded Content 2.New Terminology 3.Design method: UML / XML 4.Implementation via tools 5.Metadata Hierarchy ISO

Coastal GeoTools ‘03 28 What’s new with ISO 19115? Metadata Hierarchy: Meta can be created for different levels: Data Series - wetlands Dataset - Paducah wetlands Feature Type - marsh Feature Instance - Mandy’s Marsh Attribute Type - Salinity Attribute Instance - actual % salinity

Coastal GeoTools ‘03 29 What are the core ISO elements? Elements that must occur in each profile: Dataset Title Dataset Reference Date Dataset Responsible Party Geographic Location (by 4 coords) Dataset Language Dataset Character Set

Coastal GeoTools ‘03 30 What are the core ISO elements? Dataset Topic Category Spatial Resolution Abstract Distribution Format Extent Spatial Representation Reference System

Coastal GeoTools ‘03 31 What are the core ISO elements? Lineage Statement Online Resource Metadata File Identifier Metadata Standard Name Metadata Standard Version Metadata Language Metadata Character Set

Coastal GeoTools ‘03 32 What are the core ISO elements? Metadata Point of Contact Metadata Date Stamp

Coastal GeoTools ‘03 33 ISO Profile Components coreelements extensions

Coastal GeoTools ‘03 34 What is the process for ISO implementation ? 1.Adoption by ISO 2.U.S. Profile Drafted 3.Adoption by ANSI 4.ANSI Technical Amendments 5.FGDC CSDGM Vers. 3.0

Coastal GeoTools ‘03 35 What about my legacy metadata? Crosswalks drafted for: CSDGM Vers. 2.0 Dublin Core Conversion software in development funded by FGDC pending ISO final adoption

Coastal GeoTools ‘03 36 How do I prepare? Now…. 1.Continue metadata creation!!! 2.Use ISO-poised software 3.Add Topic Categories as a custom element or theme keyword thesaurus 4.Participate in FGDC review of crosswalk 5.Monitor FGDC website for news, materials, and training opportunities

Coastal GeoTools ‘03 37 How do I prepare? Soon… 6.Participate in ANSI reviews 7.Develop a metadata conversion plan using crosswalks and conversion software 8.Locally adopt CSDGM 3.0

Coastal GeoTools ‘03 38 Contact Information Lynda Wayne Sharon Shin FGDC Metadata Coordinator FGDC

Coastal GeoTools ‘03 39

Coastal GeoTools ‘03 40 ISO: Topic Categories farminghealthinfrastructure biotaimageryenvironment boundariesmilitaryatmosphere economysociety inland waters locationoceansgeoscientific planning / cadastretransportation utilities/communications back