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Working with Metadata in ArcGIS Aleta Vienneau

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Page 1: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Working with Metadata in ArcGISAleta Vienneau

Page 2: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Working with metadata in ArcGIS

• View metadata

• Edit metadata

• Set your metadata style

• Leverage metadata in ArcGIS

• Import and export metadata

• Latest software updates

• What’s coming

• Tips and tricks

Working with Metadata in ArcGIS

Page 3: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Metadata supported across the ArcGIS platform

• Metadata for... almost everything

• Across the ArcGIS platform

Working with Metadata in ArcGIS

Page 4: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

View metadata

• ArcCatalog: Description tab

• ArcMap, ArcGlobe, ArcScene: Item Description window - Catalog window

- Table of Contents

- Search window

• ArcGIS Pro: Project view

Working with Metadata in ArcGIS

Page 5: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

View metadata

• Automatically updated with item properties

• Standard HTML page shortcuts

Working with Metadata in ArcGIS

Page 6: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Edit metadata

• Full, standards-based metadata

• Limited in ArcGIS Pro 1.1

Working with Metadata in ArcGIS

Page 7: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Edit metadata

• Must have permission- File-based items

- Enterprise geodatabase items

Working with Metadata in ArcGIS

Page 8: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Edit metadata – ArcMap, ArcScene, ArcGlobe

• Map, scene, globe documents- Save open documents after editing metadata

• Map layers- Description and credits only

Working with Metadata in ArcGIS

Page 9: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 10: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Set your metadata style

• FGDC CSDGM

• ISO 19139

• INSPIRE

• North American Profile (NAP)

• Item Description (default)

Working with Metadata in ArcGIS

ArcGIS Metadata

Page 11: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Set your metadata style

• Set for organizational requirements- Each release

• Concepts for all styles included

• Most concepts the same

• ArcGIS-specific content

Working with Metadata in ArcGIS

Page 12: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Set your metadata style

• Style tailors how metadata is- Displayed

- Edited

- Exported

- Validated

Working with Metadata in ArcGIS

ISO 19139

Page 13: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 14: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Leverage metadata in ArcGIS

• ArcGIS platform uses ArcGIS metadata- ArcGIS for Desktop, including Pro

- ArcGIS Online

• Upgrade metadata in ArcCatalog, ArcMap, ArcGlobe, ArcScene

Working with Metadata in ArcGIS

Page 15: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Leverage metadata in ArcGIS

• Metadata follows item

• Item description content indexed

Working with Metadata in ArcGIS

Page 16: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Import and export metadata

• Conversion to/from standard-compliant XML format

• In ArcCatalog, ArcMap, ArcGlobe, ArcScene

Working with Metadata in ArcGIS

Page 17: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Import and export metadata

• Import type depends on format of incoming XML file

• Item properties unaffected

• For maps, must have metadata first

Working with Metadata in ArcGIS

Page 18: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Import and export metadata

• Export based on metadata style

• Use outside ArcGIS

• ArcCatalog exports many

• Schedule Python script

Working with Metadata in ArcGIS

Page 19: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 20: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Latest software updates

• ArcCatalog, ArcMap, ArcGlobe, ArcScene: no changes since 10.2.1

• ArcGIS Pro 1.1: small improvements

• Expanding metadata support to ArcGIS Online

Working with Metadata in ArcGIS

Page 21: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

• Edit full metadata in ArcGIS Pro

• Further integration with ArcGIS Online, Portal for ArcGIS

• Geoprocessing tools in ArcGIS Pro

• Support additional ISO metadata standards

What’s coming?

Working with Metadata in ArcGIS

Page 22: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Tips and Tricks

Page 23: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Copy metadata documentation from one item to another

• Import with FROM_ARCGIS type

• No conversion

Working with Metadata in ArcGIS

Page 24: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 25: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Use a metadata template for new items

• Edit template metadata XML file

• Import before editing

• Allow automatic updates

Working with Metadata in ArcGIS

Page 26: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

“Save As” HTML file

• XSLT Transformation tool with “ArcGIS.xsl”

• Use outside ArcGIS

• “Allow Blocked Content” to run javascript

Working with Metadata in ArcGIS

Page 27: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

“Save As” XML file

• XSLT Transformation tool with “exact copy of.xslt”

• Upload to ArcGIS Online

• Back up metadata content

Working with Metadata in ArcGIS

Page 28: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 29: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

• Copy to XML file, modify with XSLT, save changes

• XSLTs provided for well-known tasks

• Documented: XSLT Transformation tool

• Example: Editing metadata for many ArcGIS items

Modify metadata using an XSLT transformation

Working with Metadata in ArcGIS

Page 30: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Modify metadata using a Python script

• Copy to XML file, modify with Python, save changes

• Use Python XML packages

Working with Metadata in ArcGIS

Page 31: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

• Metadata Importer tool = save XML as an item’s metadata

Geoprocessing tool to save changes

Working with Metadata in ArcGIS

Page 32: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Which metadata geoprocessing tool to use

• Help topics compare available geoprocessing tools- Importing metadata

- Exporting metadata

• Creating and managing FGDC metadata- Format-specific conversions

Working with Metadata in ArcGIS

Page 33: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

ArcCatalog, ArcMap, ArcGlobe, ArcScene Help

• Installed: Geodata > Data types > Metadata

• Web Help: Manage Data tab > Data types > Metadata

• Search for content

Working with Metadata in ArcGIS

Page 34: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Demo

Page 35: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Remaining metadata sessions at this UC

• Metadata Special Interest Group meeting- Wednesday 5:30 – 7:00 Room 12

• Working with Metadata in ArcGIS (Repeat of this presentation)- Thursday 3:15 – 4:30 Room 32 B

Working with Metadata in ArcGIS

Page 36: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata

Thank you…

• Please fill out the session survey in your mobile app

• Select "Working with Metadata in ArcGIS” in the Mobile App- Use the Search Feature to quickly find this title

• Click “Technical Workshop Survey”

• Answer a few short questions and enter any comments

• Paper surveys- First Offering ID: 1540

- Second Offering ID: 1569

Page 37: Working with Metadata in ArcGIS Aleta Vienneau. Working with metadata in ArcGIS View metadata Edit metadata Set your metadata style Leverage metadata