1. Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS Aleta Vienneau

2. 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

3. 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

4. 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

5. Esri UC 2014 | Technical Workshop | Editing metadata From Properties dialog box Maps, scenes, globes: save if they are open Working with Metadata in ArcGIS

6. Esri UC 2014 | Technical Workshop | Editing metadata In ArcCatalog Working with Metadata in ArcGIS

7. Esri UC 2014 | Technical Workshop | Editing metadata From the Catalog window Working with Metadata in ArcGIS

8. Esri UC 2014 | Technical Workshop | Editing metadata From the Search window Working with Metadata in ArcGIS

9. Esri UC 2014 | Technical Workshop | Editing metadata From the Table of Contents (data behind layer) Working with Metadata in ArcGIS

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. Esri UC 2014 | Technical Workshop | Setting your metadata style Edit full metadata content Working with Metadata in ArcGIS

18. 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

19. 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

20. Esri UC 2014 | Technical Workshop | Setting your metadata style Adds or removes pages ISO-based styles add Locales page Working with Metadata in ArcGIS

21. 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

22. 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

23. 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

24. 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

25. Esri UC 2014 | Technical Workshop | Editing metadata Save and reuse contact information Check a contact to save it Working with Metadata in ArcGIS

26. Esri UC 2014 | Technical Workshop | Editing metadata Load saved contacts as needed Pick the saved contact from a list Working with Metadata in ArcGIS

27. Esri UC 2014 | Technical Workshop | Leveraging metadata in ArcGIS Item description content indexed for ArcGIS for Desktop search Working with Metadata in ArcGIS

28. 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

29. 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

30. 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

31. 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

32. Esri UC 2014 | Technical Workshop | Leveraging metadata in ArcGIS Description available at the service’s REST endpoint Working with Metadata in ArcGIS

33. 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

34. 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

35. 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

36. 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

37. Esri UC 2014 | Technical Workshop | Upgrading 9.3.1 metadata for ArcGIS 10.x ArcGIS platform leverages ArcGIS metadata Working with Metadata in ArcGIS

38. 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

39. 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

40. 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

41. 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

42. 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

43. 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

44. 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

45. 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

46. 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

47. Esri UC 2014 | Technical Workshop | Importing and exporting metadata Help topics compare available geoprocessing tools - Importing metadata Importing metadata - Exporting metadata Exporting metadata Creating and managing FGDC metadata - Format-specific conversions Working with Metadata in ArcGIS

48. 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

49. 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

50. 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

51. Esri UC 2014 | Technical Workshop | Tips and Tricks Working with Metadata in ArcGIS

52. 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

53. 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

54. 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

55. 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

56. 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

57. 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

58. 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

59. 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

60. 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

61. 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

62. 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

63. 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

64. Esri UC 2014 | Technical Workshop | Modify metadata using an XSLT transformation Create a model following the example: Editing metadata for many ArcGIS itemsEditing metadata for many ArcGIS items Change the metadata Save the changes Working with Metadata in ArcGIS

65. Esri UC 2014 | Technical Workshop | Several XSLTs provided with software to perform well-known tasks Documented as part of the XSLT Transformation toolXSLT 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

66. 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

67. 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

68. 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

69. Esri UC 2014 | Technical Workshop | Remaining metadata sessions at this UC Metadata Special Interest Group meeting - Today 5:30 - 7:00Room 12 Leveraging Metadata Standards for Supporting Interoperability in ArcGIS - Thursday 8:30 – 9:45Room 32 B Working with Metadata in ArcGIS (Repeat of this presentation) - Thursday 10:15 – 11:45Room 31 C Metadata and geoprocessing scripts - Thursday 10:00 - Mapping and Visualization Demo Theatre Working with Metadata in ArcGIS

70. Esri UC 2014 | Technical Workshop | Where to find us Working with Metadata in ArcGIS Wednesday Thursday

71. 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/ucsessionsurveyswww.esri.com/ucsessionsurveys Paper – pick up and put in drop box Working with Metadata in ArcGIS

72. Esri UC 2014 | Technical Workshop | Working with Metadata in ArcGIS