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Coastal GeoTools • Charleston SC • January 2003

Making Metadata Work for You

Lynda WayneFGDC 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

Metadataas 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 MetadataCurrent concept

Data • discovery• assessment• access• use• inheritance

external value

internal value

Coastal GeoTools ‘03 7

Value of MetadataEmerging Concept

Data Management• discovery• assessment• access• use

internal value

……………………..and more

Coastal GeoTools ‘03 8

Value of MetadataData Management

Data Currency• last edits/updates• age of source filesData Utility / CBA• # uses as source file• distribution frequency

Coastal GeoTools ‘03 9

Value of MetadataData Management

Monitor Data Development• data processing steps• statusEstimate 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

timetoolstraining

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 - lineageAnalyst - process methodologyField Scientists - accuracy assessmentIT Managers - tools, automated

collection, information management

Step Four:distribute the effort

Coastal GeoTools ‘03 17

Managers Can WRITE metadataData 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 Toolssuch as…

ESRI ArcCatalog & Intergraph/SMMS enable:• metadata creation / edit• auto population• CSDGM / ISO support• data synchronicity

                                             

Coastal GeoTools ‘03 21

New Data Management ToolsExample: ArcCatalog

Search your data by:• full text• keywords • dates

Explore your data by:• geography• attributes / tables

Coastal GeoTools ‘03 22

New ToolsExample: 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 UtilityAnalogy

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 andoperators

Geospatial data admin

Geospatial services

Profiles andstandards

WG 1WG 1

ISO/TC 211ISO/TC 211

1. 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 2WG 2 WG 3WG 3 WG 4WG 4 WG 5WG 5

USA AUS UK NLDNOR

Coastal GeoTools ‘03 26

Why change our standard?

Politically…responsible member of international geospatial community

Technically…improved normalizationenhanced capabilitiesinteroperability

Coastal GeoTools ‘03 27

What’s new with ISO 19115?

1. Expanded Content 2. New Terminology 3. Design method: UML / XML4. Implementation via tools5. Metadata Hierarchy

ISO

Coastal GeoTools ‘03 28

What’s new with ISO 19115?

Metadata Hierarchy:Meta can be created for different levels:

Data Series - wetlandsDataset - Paducah wetlandsFeature Type - marshFeature Instance - Mandy’s MarshAttribute Type - SalinityAttribute Instance - actual % salinity

Coastal GeoTools ‘03 29

What are the core ISO elements?

Elements that must occur in each profile:Dataset TitleDataset Reference DateDataset Responsible PartyGeographic Location (by 4 coords)Dataset LanguageDataset Character Set

Coastal GeoTools ‘03 30

What are the core ISO elements?

Dataset Topic Category Spatial Resolution AbstractDistribution FormatExtent Spatial RepresentationReference System

Coastal GeoTools ‘03 31

What are the core ISO elements?

Lineage StatementOnline ResourceMetadata File IdentifierMetadata Standard NameMetadata Standard VersionMetadata LanguageMetadata Character Set

Coastal GeoTools ‘03 32

What are the core ISO elements?

Metadata Point of ContactMetadata Date Stamp

Coastal GeoTools ‘03 33

ISO Profile Components

core elements extensions

Coastal GeoTools ‘03 34

What is the process for ISO 19115 implementation?

1. Adoption by ISO2. U.S. Profile Drafted3. Adoption by ANSI4. ANSI Technical Amendments5. FGDC CSDGM Vers. 3.0

Coastal GeoTools ‘03 35

What about my legacy metadata?

Crosswalks drafted for:CSDGM Vers. 2.0Dublin Core

Conversion software in developmentfunded by FGDCpending ISO final adoption

Coastal GeoTools ‘03 36

How do I prepare?

Now….1. Continue metadata creation!!!2. Use ISO-poised software3. Add Topic Categories as a custom

element or theme keyword thesaurus 4. Participate in FGDC review of crosswalk5. Monitor FGDC website for news,

materials, and training opportunities

Coastal GeoTools ‘03 37

How do I prepare?

Soon…6. Participate in ANSI reviews7. Develop a metadata conversion plan

using crosswalks and conversion software

8. Locally adopt CSDGM 3.0

Coastal GeoTools ‘03 38

Contact Information

Lynda WayneLwayne@GeoMaxim.com

Sharon ShinFGDC Metadata Coordinator

sharon_shin@fgdc.govFGDCwww.fgdc.gov/metadata

Coastal GeoTools ‘03 39

Coastal GeoTools ‘03 40

ISO: Topic Categories

farming health infrastructurebiota imagery environmentboundaries military atmosphereeconomy society inland waterslocation oceans geoscientificplanning / cadastre transportationutilities/communications

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