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Working with Metadata in ArcGIS

Working with Metadata in ArcGIS. Aleta Vienneau. 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.

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Working with Metadata in ArcGIS

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  1. Working with Metadata in ArcGIS Aleta Vienneau

  2. 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

  3. Metadata supported across the ArcGIS platform • Metadata for... almost everything • Across the ArcGIS platform Working with Metadata in ArcGIS

  4. 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

  5. View metadata • Automatically updated with item properties • Standard HTML page shortcuts Working with Metadata in ArcGIS

  6. Edit metadata • Full, standards-based metadata • Limited in ArcGIS Pro 1.1 Working with Metadata in ArcGIS

  7. Edit metadata • Must have permission • File-based items • Enterprise geodatabase items Working with Metadata in ArcGIS

  8. 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

  9. Demo

  10. Set your metadata style • FGDC CSDGM • ISO 19139 • INSPIRE • North American Profile (NAP) • Item Description (default) ArcGIS Metadata Working with Metadata in ArcGIS

  11. 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

  12. Set your metadata style • Style tailors how metadata is • Displayed • Edited • Exported • Validated ISO 19139 Working with Metadata in ArcGIS

  13. Demo

  14. 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

  15. Leverage metadata in ArcGIS • Metadata follows item • Item description content indexed Working with Metadata in ArcGIS

  16. Import and export metadata • Conversion to/from standard-compliant XML format • In ArcCatalog, ArcMap, ArcGlobe, ArcScene Working with Metadata in ArcGIS

  17. 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

  18. Import and export metadata • Export based on metadata style • Use outside ArcGIS • ArcCatalog exports many • Schedule Python script Working with Metadata in ArcGIS

  19. Demo

  20. 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

  21. What’s coming? • Edit full metadata in ArcGIS Pro • Further integration with ArcGIS Online, Portal for ArcGIS • Geoprocessing tools in ArcGIS Pro • Support additional ISO metadata standards Working with Metadata in ArcGIS

  22. Tips and Tricks

  23. Copy metadata documentation from one item to another • Import with FROM_ARCGIS type • No conversion Working with Metadata in ArcGIS

  24. Demo

  25. Use a metadata template for new items • Edit template metadata XML file • Import before editing • Allow automatic updates Working with Metadata in ArcGIS

  26. “Save As” HTML file • XSLT Transformation tool with “ArcGIS.xsl” • Use outside ArcGIS • “Allow Blocked Content” to run javascript Working with Metadata in ArcGIS

  27. “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

  28. Demo

  29. Modify metadata using an XSLT transformation • 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 Working with Metadata in ArcGIS

  30. Modify metadata using a Python script • Copy to XML file, modify with Python, save changes • Use Python XML packages Working with Metadata in ArcGIS

  31. Geoprocessing tool to save changes • Metadata Importer tool = save XML as an item’s metadata Working with Metadata in ArcGIS

  32. 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

  33. 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

  34. Demo

  35. 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

  36. 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

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