1. Esri UC2013. Technical Workshop. Technical Workshop 2013 Esri International User Conference July 8–12, 2013 | San Diego, California Working with Metadata in ArcGIS Aleta Vienneau Working with Metadata in ArcGIS

2. Esri UC2013. Technical Workshop. 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 Tips and tricks Updates in 10.1 SP1 and 10.2 Working with Metadata in ArcGIS

3. Esri UC2013. Technical Workshop. ArcGIS 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

4. Esri UC2013. Technical Workshop. Editing metadata For datasets, services, tools, maps, layer files... Description tab in any ArcGIS for Desktop application - ArcCatalog - Item Description window Properties dialog box - maps, globes, scenes, layer files Working with Metadata in ArcGIS

5. Esri UC2013. Technical Workshop. Editing metadata In ArcCatalog Working with Metadata in ArcGIS

6. Esri UC2013. Technical Workshop. Editing metadata From the Catalog window Working with Metadata in ArcGIS

7. Esri UC2013. Technical Workshop. Editing metadata From the Search window Working with Metadata in ArcGIS

8. Esri UC2013. Technical Workshop. Editing metadata From the Table of Contents (data behind layer) Working with Metadata in ArcGIS

9. Esri UC2013. Technical Workshop. Editing metadata From Properties dialog box Maps, scenes, globes: save if they are open Working with Metadata in ArcGIS

10. Esri UC2013. Technical Workshop. Editing metadata Validate content as you type Expected value described Error messages in plain language Working with Metadata in ArcGIS

11. Esri UC2013. Technical Workshop. Setting your metadata style Install ArcGIS 10.2 for Desktop, then set your metadata style Working with Metadata in ArcGIS

12. Esri UC2013. 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

13. Esri UC2013. Technical Workshop. Setting your metadata style Options dialog box in any ArcGIS for Desktop application Working with Metadata in ArcGIS

14. Esri UC2013. 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

15. Esri UC2013. Technical Workshop. Setting your metadata style Non-default styles access full metadata content Full content Working with Metadata in ArcGIS

16. Esri UC2013. Technical Workshop. Setting your metadata style Same metadata display for all non-default styles - ArcGIS metadata - FGDC-formatted content - ISO 19139-formatted content - XML structure if not a recognized format Working with Metadata in ArcGIS

17. Esri UC2013. Technical Workshop. Setting your metadata style Full content Working with Metadata in ArcGIS

18. Esri UC2013. Technical Workshop. Setting your metadata style ArcGIS metadata includes all concepts for supported standards and profiles Most concepts 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

19. Esri UC2013. Technical Workshop. Setting your metadata style Adds or removes pages ISO-based styles add Locales page Working with Metadata in ArcGIS

20. Esri UC2013. Technical Workshop. Setting your metadata style Adds or removes elements on a page NAP style adds date type codelist values Working with Metadata in ArcGIS

21. Esri UC2013. Technical Workshop. Setting your metadata style Changes values in some drop-down lists INSPIRE has fewer codelist values Working with Metadata in ArcGIS

22. Esri UC2013. Technical Workshop. Setting your metadata style Validation rules are appropriate ISO 19139 INSPIRE Working with Metadata in ArcGIS

23. Esri UC2013. 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

24. Esri UC2013. Technical Workshop. Editing metadata Missing required value or invalid data type Page status Table of contents and errors instantly update Working with Metadata in ArcGIS

25. Esri UC2013. Technical Workshop. Editing metadata Save and reuse contact information Check a contact to save it Working with Metadata in ArcGIS

26. Esri UC2013. Technical Workshop. Editing metadata Load saved contacts as needed Pick the saved contact from a list Working with Metadata in ArcGIS

27. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Item description content indexed for ArcGIS for Desktop search Working with Metadata in ArcGIS

28. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS New map layer or layer file, properties derived from dataset metadata Working with Metadata in ArcGIS

29. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Package brief description from item’s metadata Populated automatically Working with Metadata in ArcGIS

30. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Package contents have full metadata Access it from the Catalog window Working with Metadata in ArcGIS

31. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Service description derived from item’s metadata Populated automatically Working with Metadata in ArcGIS

32. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Service full metadata from item’s metadata Working with Metadata in ArcGIS

33. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Description at REST endpoint from metadata Working with Metadata in ArcGIS

34. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS ArcGIS Server service’s REST endpoint provides access to full metadata Working with Metadata in ArcGIS

35. Esri UC2013. Technical Workshop. Leveraging metadata in ArcGIS Published and packaged metadata has local content removed for security Working with Metadata in ArcGIS

36. Esri UC2013. 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 Working with Metadata in ArcGIS

37. Esri UC2013. Technical Workshop. Upgrading 9.3.1 metadata for ArcGIS 10.x ArcGIS platform leverages ArcGIS metadata Working with Metadata in ArcGIS

38. Esri UC2013. 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

39. Esri UC2013. 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 upgraded automatically - Open and run Upgrade Metadata tool manually - Use a script to upgrade many items Working with Metadata in ArcGIS

40. Esri UC2013. 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 - Will lose edits made since last upgrade Working with Metadata in ArcGIS

41. Esri UC2013. 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

42. Esri UC2013. Technical Workshop. Importing and exporting metadata IMPORT supported from - FGDC CSDGM XML format - ISO 19139 XML format Working with Metadata in ArcGIS

43. Esri UC2013. 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

44. Esri UC2013. Technical Workshop. Importing and exporting metadata EXPORT supported to - FGDC CSDGM XML format - ISO 19139 XML format Working with Metadata in ArcGIS

45. Esri UC2013. 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

46. Esri UC2013. Technical Workshop. Importing and exporting metadata ArcCatalog toolbar button exports many items Use Python scripts to export files periodically - Export Metadata tool synchronizes metadata first Working with Metadata in ArcGIS

47. Esri UC2013. Technical Workshop. Importing and exporting metadata Help topics compare available geoprocessing tools - Importing metadata Importing metadata - Exporting metadata Exporting metadata Working with Metadata in ArcGIS

48. Esri UC2013. Technical Workshop. Tips and tricks Check online Help system for ArcGIS - Can’t find it? Use the TOC - Geodata > Data types > Metadata Working with Metadata in ArcGIS

49. Esri UC2013. Technical Workshop. Tips and tricks 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

50. Esri UC2013. Technical Workshop. Tips and tricks Metadata display supports 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

51. Esri UC2013. Technical Workshop. Tips and tricks Copy metadata from one item to another with the Import button - Use FROM_ARCGIS Import Type Working with Metadata in ArcGIS

52. Esri UC2013. Technical Workshop. Tips and tricks Import metadata template with the Import button - Template in CSDGM format, use FROM_FGDC Import Type - Template in ArcGIS format, use FROM_ARCGIS Import Type Working with Metadata in ArcGIS

53. Esri UC2013. Technical Workshop. Tips and tricks Upgrade 9.3.1 FGDC CSDGM-format metadata templates to ArcGIS format - Open Export Metadata tool - Use FGDC2ESRI_ISO.xml translator Working with Metadata in ArcGIS

54. Esri UC2013. Technical Workshop. Tips and tricks When upgrading metadata in a geodatabase, make sure user who can edit data runs the tool Save a copy of metadata to disk as a precaution - Database views Working with Metadata in ArcGIS

55. Esri UC2013. Technical Workshop. Tips and tricks Copy an item’s metadata to an XML file - Save As XML - XSLT Transformation tool with “exact copy of.xslt” Working with Metadata in ArcGIS

56. Esri UC2013. Technical Workshop. Tips and tricks Save a copy of the HTML you see in the metadata display - Save as HTML - XSLT Transformation tool with “ArcGIS.xsl” - Browser must allow javascript to run, e.g. “Allow Blocked Conent” in IE Working with Metadata in ArcGIS

57. Esri UC2013. Technical Workshop. Tips and tricks After a metadata geoprocessing tool runs, the folder containing the output is selected - Original item is no longer selected Reopen and rerun tools from the results window - Tool parameters already set Working with Metadata in ArcGIS

58. Esri UC2013. Technical Workshop. Tips and tricks Update metadata content with XSLT processing - Available XSLTs: XSLT Transformation toolXSLT Transformation tool - Create your own: Editing metadata for many ArcGIS itemsEditing metadata for many ArcGIS items Change the metadata Save the changes Working with Metadata in ArcGIS

59. Esri UC2013. Technical Workshop. Tips and tricks Update metadata content with Python processing - Export metadata to XML file - Modify contents at a specific XPath with Python - Import modified XML file to item Working with Metadata in ArcGIS

60. Esri UC2013. Technical Workshop. Tips and tricks Use exported CSDGM-format XML file with USGS MP Metadata Translator tool - Create other CSDGM file formats - Validate exported CSDGM-format XML file with mp Working with Metadata in ArcGIS

61. Esri UC2013. Technical Workshop. Tips and tricks Add standard-format metadata XML files to a package - Export metadata to standard format XML files - During packaging add as Additional Files - When package is unpacked, access files in Home folder Working with Metadata in ArcGIS

62. Esri UC2013. Technical Workshop. Updates in 10.1 SP1 & 10.2 10.1 SP1 - Managing saved contacts - Validation errors in editor - Edit online linkages for all citations - Keep more CSDGM content with upgrade - Processing steps ordered by date Working with Metadata in ArcGIS

63. Esri UC2013. Technical Workshop. Updates in 10.1 SP1 & 10.2 10.2 - Title and content type kept in ArcGIS metadata after FGDC upgrade - Metadata display for elements with whitespace - ESRI-ISO upgrade improvements Working with Metadata in ArcGIS

64. Esri UC2013. Technical Workshop. Remaining metadata sessions at this UC Metadata Special Interest Group meeting - 5:30 - 7:00Room 12 Working with Metadata in ArcGIS

65. Esri UC2013. Technical Workshop. Steps to evaluate UC sessions My UC Homepage > “Evaluate Sessions” Choose session from planner OR Search for session www.esri.com/ucsessionsurveys Working with Metadata in ArcGIS

66. Esri UC2013. Technical Workshop. Please fill out the session evaluation Offering ID: 135/1281 Online – www.esri.com/ucsessionsurveys Paper – pick up and put in drop box Thank you… Working with Metadata in ArcGIS

67. Esri UC2013. Technical Workshop.Working with Metadata in ArcGIS