1. MD at ArcGIS 10 6 December 20111 Metadata in ArcGIS 10 John Bocchino: NJ Department of Environmental Protection John.Bocchino@dep.state.nj.us Edith Konopka, NJ Office of Information Technology, Office of GIS edith.konopka@oit.state.nj.us Challenges Solutions

2. MD at ArcGIS 10 27 February 20142 Outline Part 1: Challenges and Solutions –What Changed –Whats New –Solutions (What To Do) Part 2: An Optional Editor with EPA EME –What is EME? –Features –Usage Basics Part 3: EME: A Closer Look 6 December 20112

3. MD at ArcGIS 10 Part 1: Challenges and Solutions What Changed with ArcGIS 10 New metadata storage New metadata editor Must set metadata style Old FGDC editor is an add-in 27 February 201436 December 20113

4. MD at ArcGIS 10 Why Change? ISO is coming, ISO is coming Only virtue of old FGDC CSDGM editor: familiarity Take advantage of –xml tools –More modern programming platform –Allow users to customize –Accommodate multiple standards 6 December 20114

5. MD at ArcGIS 10 Geospatial Metadata Standards FGDC CSDGM = old standard –ESRI profile and additions (extensions) ISO 19115 = new standard ISO 19115 NAP = North American Profile ISO 19115-1 = revision, currently in-work ISO 19119 = Service metadata ISO 19110 = Feature catalog aka Attribute Table ISO 19115 Inspire = European Union More… profiles, etc ISO 19139 = XML Schema for expressing ISO 19115 and related in XML 6 December 20115

6. MD at ArcGIS 10 ISO Content: its metadata! 6 December 20116 Where –were the data collected? –were the data processed? –are the data located? What –are the data about? –project were they collected under? –are the constraints on their use? –is the quality? –are appropriate uses? –parameters were measured? –format are the data in? When –were the data collected? –were the data processed? –were the data published How –were the data collected? –were the data processed? –do I access the data? –do I order the data? –much do the data cost? –was the quality assessed? Who –collected the data? –processed the data? –wrote the metadata? –to contact for questions? –to contact to order? –owns the data? Why –were the data collected? Slide content courtesy of Jacqueline Mize, NOAA National Coastal Data Development Center

7. MD at ArcGIS 10 Talking About Metadata Section = Big logical chunk Element/Attribute = a single structured piece of information, e.g. – Ice Cream Store Point Locations in Westfield, NJ XML = Extensible Markup Language (illus. here) ISO (UML) attribute vs XML attribute – Connect A to B. – 6 December 20117

8. MD at ArcGIS 10 But its a little different FGDC CSDGM vs ISO 6 December 20118 Main Sections of FGDC CSDGM Identification Information Data Quality Information Spatial Data Organization Information Spatial Reference Information Entity and Attribute Information Distribution Information Metadata Reference Information Main Sections of ISO 19115 Metadata Information Spatial Representation Information Reference System Information Metadata Extension Information Identification Information Content Information Distribution Information Data Quality Information Portrayal Catalogue Information Metadata Constraints Application Schema Information Metadata Maintenance Information Slide content courtesy of Jacqueline Mize, NOAA National Coastal Data Development Center

9. MD at ArcGIS 10 New ArcCatalog Editor and Viewer The Good Better user interface Pick lists and calendars; automatic formatting Editor stores xml in geodatabase in native (non proprietary) xml format Collects info needed for ISO Geoprocessing tools for many metadata functions The Bad and Ugly Lots of bugs thru sp2 Still some bugs at sp3 Hard to produce/reproduce FGDC CSDGM Upgrade scrambles process steps ISO metadata not supported by most US catalogs yet 6 December 20119

10. MD at ArcGIS 10 ArcCatalog 10 viewer 6 December 2011 10

11. MD at ArcGIS 10 ArcCatalog 10 ArcGIS editor 6 December 2011 11

12. MD at ArcGIS 10 ArcCatalog 10 ArcGIS editor 6 December 2011 12

13. MD at ArcGIS 10 Workflow Decisions Keep using old FGDC editor if –Need FGDC metadata for catalogs –Dont want to learn new editor until it really works –Have a collection of FGDC metadata that must be maintained Switch to new ArcGIS editor if –Like the latest and greatest –Are willing to do xml editing of almost ok FGDC metadata –Have NO FGDC metadata to start with (maybe) 6 December 201113

14. MD at ArcGIS 10 Which Service Pack? ArcCatalog 10.0 and sp1: DONT USE THIS ArcCatalog 10.0 sp2: Use if synchronizing data and FGDC metadata is required ArcCatalog 10.0 sp3: Use if switching to new Editor 6 December 201114

15. MD at ArcGIS 10 Using the FGDC Editor at ArcGIS 10 Think, then act Practical tips follow 6 December 2011 15

16. MD at ArcGIS 10 DONT DO THIS Dont use the import button Dont upgrade your existing metadata before thinking about it carefully Dont use the export metadata button 6 December 201116 Using the FGDC Editor

17. MD at ArcGIS 10 6 December 2011 17 ? Using the FGDC Editor

18. MD at ArcGIS 10 Do this first Install service pack 2, includes FGDC style –WARNING: may also need one or more patches Set metadata style to FGDC Download and install FGDC editor Optional: Download and install NPS synchronizer (sp2 only) 6 December 201118 Using the FGDC Editor

19. MD at ArcGIS 10 Using the FGDC Editor: Downloads Service pack 2 http://resources.arcgis.com/content/patches-and-service- packs?fa=listPatches&PID=160&FilterPV_1=654&maxVe rsion=1&maxCategory=2&FilterVersion=+gohttp://resources.arcgis.com/content/patches-and-service- packs?fa=listPatches&PID=160&FilterPV_1=654&maxVe rsion=1&maxCategory=2&FilterVersion=+go+ Old FGDC editor http://blogs.esri.com/Dev/blogs/arcgisdesktop/archive/2010/0 6/25/FGDC-Metadata-Editor-for-ArcGIS-10.aspx Note: destination may depend on OS. Editor Addin should be downloaded DIRECTLY to destination. NPS Synchronizer http://resources.arcgis.com/gallery/file/geoprocessing/details? entryID=8DA58FD4-1422-2418-8836-2FE83C67EF7D 6 December 201119

20. MD at ArcGIS 10 After installing service pack, setting style 6 December 2011 20 Using the FGDC Editor

21. MD at ArcGIS 10 Drag button to toolbar 1 2 After downloading FGDC editor, installation 6 December 2011 21 Using the FGDC Editor

22. MD at ArcGIS 10 Viewing FGDC metadata FGDC style – base elements only 6 December 201122

23. MD at ArcGIS 10 Using the FGDC Editor 6 December 201123

24. MD at ArcGIS 10 Moving FGDC metadata DONT USE Import, Export buttons DONT USE Import, Export metadata models DO use ArcToolbox Metadata Importer tool for Import AND Export Do use ArcToolbox USGS MP Metadata Translator tool 6 December 201124

25. MD at ArcGIS 10 6 December 2011 25

26. MD at ArcGIS 10 Final comments Instructions for NJGIN contributors https://njgin.state.nj.us/oit/gis/NJ_NJGINExpl orer/docs/Tips_MD_Arc10.pdf See Reference handout (will be posted) Another option for limited editing of FGDC metadata (JB, youre on!) EPA Metadata Editor for ArcGIS 10 https://edg.epa.gov/EME/ 27 February 201426

27. MD at ArcGIS 10 27 February 201427 A Simple 3-Tab editor for creating, editing and validating metadata -ArcGIS 10 Compatible -Standalone 6 December 201127 Part 2 : The E PA M etadata E ditor Current EME v 3.1.2

28. MD at ArcGIS 10 6 December 201128 What is EME? The TurboTax of Metadata Editors

29. MD at ArcGIS 10 EME Why not endorse as an option before? Customized for mainly EPA ( especially early versions ) –EPA/NJDEP Differences (missing fields) –No ability to easily modify fields/dropdowns (no source code) –No detailed Entity & Attribute Section (just overview) –Multiple Entry Problems (online linkages, process steps) –Additional System Requirements (now in ArcGIS 10) –XML header problems –Other bugs –Major software/hardware changes! ArcGIS 10 ISO influence 6 December 201129

30. MD at ArcGIS 10 6 December 201130 Using the EME Earlier Versions in ArcGIS (9.x) –EME 3.0 must be uninstalled prior to uninstalling ArcGIS 9.X. –EPA has developed a patch to help address this issue (Included in EME v3.1.1 download package) Uninstall EME 3.0 Uninstall ArcGIS 9.x

31. MD at ArcGIS 10 Using the EME EME v 3.1.2 Requirements –Microsoft.NET Framework 3.5 –ArcGIS 10 (for ArcGIS extension) –FGDC Style Patch (for ArcGIS extension) *sp2 (allows viewing of FGDC metadata) *Microsoft Access: Enter Defaults into select databases –One user with Access can share master database (mdb) in a multi- user environment

32. MD at ArcGIS 10 6 December 201132 EME Join NJDEP Email Notification List if not released by Dec. 6th Version 3.1.2 available now Whats Planned for Next Update (3.2 Jan 2012) –Include additional fields Source citation information Spatial data organization Standard order process Will match NJDEP Metadata Profile

33. MD at ArcGIS 10 EME Key Features Custom Synchronization Keyboard shortcuts for Copy,Cut and Paste Metadata Export & Import tools from the EME Toolbar, Provides direct access to EME Help from the EME Toolbar Provides EME source code from EME website. Spellcheck Find and replace Validate from within the tool Microsoft Access database to supply default information within the user interface! 6 December 201133

34. MD at ArcGIS 10 6 December 201134 EME EME database moved to new location –Install directory: inherent metadata.mdb has EPA information C:\Program Files\Innovate! Inc\EPA Metadata Editor\template\metadata.mdb *Copy/paste NJDEP metadata.mdb for clean version and to easily configure –Makes an operational copy of EME database in user directory, e.g., (e.g., C:\Document and Settings\username\Application Data\Innovate! Inc\(EPA ver) *Copy/paste NJDEP metadata.mdb for clean version and to easily configure Coordinate metadata with multiple users in your office! Have each modify the operational/user config.xml to point to alternative db location, e.g., H:\EME\metadata.mdb *NJDEP metadata.mdb: http://www.nj.gov/dep/gis/metahelp.htm If changes made to directly to metadata.mdb and config.xml, best to close and open ArcCatalog

35. MD at ArcGIS 10 Using the EME Access EME as an Extension from ArcCatalog Access EME as a standalone application –Start EPA Metadata Editor 6 December 201135

36. MD at ArcGIS 10 6 December 201136

37. MD at ArcGIS 10 6 December 201137 Using the EME The EME Database –EME uses a Microsoft Access (2000) database to supply default information within the user interface –Database is structured to align closely with the flow of the user interface –Modify the database from the EME user interface –Change the location of the database as needed

38. MD at ArcGIS 10 Using the EME Synchronization –Automatically insert data properties into metadata –Save time and ensures consistency with data –Particularly useful for coordinate system and spatial extent Non-compliant 6 December 201138

39. MD at ArcGIS 10 Using the EME 6 December 201139 The EPA Synchronizer –Lets users control which data properties are synchronized –Retain information for important elements –Avoid inserting unnecessary information –Access from EME Toolbar

40. MD at ArcGIS 10 Using the EME Set EPA Synchronizer as default Select which attributes to synchronize Apply synchronization 6 December 201140

41. MD at ArcGIS 10 Using the EME 6 December 201141 The EME Validator –Tests metadata records for compliancy with both FGDC and EPA requirements. –Validate records one at a time or with batch processing –Results of validation available in: EME user interface Web browser

42. MD at ArcGIS 10 Awards & Publications 2007: EPA Metadata Editor wins first place for Best Embedded GIS Application at the ESRI Software Applications Fair 2007: FGDC Newsletter "Spatially Speaking" features EME 2007: ArcUser Magazine features EME 2008: Government Computer News (GCN) 2008 Agency Award 2011: EME wins 2nd Place Award for Desktop GIS Application at the ESRI User Software Applications Fair 6 December 2011 42

43. MD at ArcGIS 10 ArcUser July-Sept 2007 43 6 December 2011

44. MD at ArcGIS 10 Ready…Set…Go! 1. Verify Specs and Requirements to load EME 2. Download/Install EME from EPAs EME Website https://edg.epa.gov/EME/ *additional training resources also available here 3. Download NJDEP metadata.mdb version (cleaned up): http://www.nj.gov/dep/gis/metahelp.htm 4. Place NJDEP mdb in the following directories: -Install directory: inherent metadata.mdb has EPA information C:\Program Files\Innovate! Inc\EPA Metadata Editor\template\metadata.mdb -Operational copy of EME database in user directory, e.g., (e.g., C:\Document and Settings\username\Application Data\Innovate\(EPA ver.) 5. Turn it on! (Customize-Toolbars-EPA Metadata Toolbar) Next steps…. 446 December 2011

45. MD at ArcGIS 10 Additional Resources EME Website –https://edg.epa.gov/EME/https://edg.epa.gov/EME/ ArcGIS 10 Desktop Metadata Help –http://help.arcgis.com/en/arcgisdesktop/10.0/help/index.html# //00qp0000001p000000.htmhttp://help.arcgis.com/en/arcgisdesktop/10.0/help/index.html# //00qp0000001p000000.htm ArcGIS Metadata Blog Posts –http://blogs.esri.com/Dev/blogs/arcgisdesktop/archive/2011/0 1/03/A-new-approach-for-Metadata-with-ArcGIS-10.aspxhttp://blogs.esri.com/Dev/blogs/arcgisdesktop/archive/2011/0 1/03/A-new-approach-for-Metadata-with-ArcGIS-10.aspx FGDC Metadata Website –http://www.fgdc.gov/metadatahttp://www.fgdc.gov/metadata DEP Metadata Website –http://www.nj.gov/dep/gis/metahelp.htmhttp://www.nj.gov/dep/gis/metahelp.htm NJGIN –https://njgin.state.nj.us/NJ_NJGINExplorer/index.jsphttps://njgin.state.nj.us/NJ_NJGINExplorer/index.jsp 6 December 201145

46. MD at ArcGIS 10 Questions? 6 December 201146

47. MD at ArcGIS 10 27 February 201447 Part 3 EME: A Closer Look Existing Metadata vs from Scratch Using & Importing Templates Synchronization Database Usage Database Entry Field Entry Tool Functions Validating Exporting Archiving *Hint: First create a test file gdb with some layers EME Tool Demo 6 December 201147 Edit Validate Set Synchro Synchro Clear Import Export Find & Replace Help