SDN2 First Training Course, Oostende IODE-PO, 2-6 July 2012 Metadata Directories Management Sissy...

SDN2 First Training Course, Oostende IODE-PO, 2-6 July 2012

Metadata Directories Management

Sissy Iona, HCMR/HNODC

[email protected] – www.seadatanet.org

Morning Session

1. General Data Management Principles-Implementation in SeaDataNet

(S. Iona)– SeaDataNet General Overview

– Metadata Directories

– Data Policy and Data Licence

– Rules for metadata submission to prevent duplication

– Data Transport Formats , Reformatting Tools, Vocabularies– Quality Control and Flag Scale

2. Metadata Directories Management (S. Iona) – Introduction– Management of EDMO, EDMERP– On line Practice (1 hr)

Afternoon Session– On line Practice (continuation) (app.45 min)

3. Management of EDIOS Metadata (L. Rickards)2


Introduction

Management of EDMO, EDMERPOptions to submit new records, available tools

Format basis: What are the formats, where to find the latest schema‘s and examples.

On-line practice

Overview


Introduction



On-line practice


General outline of SDN directory management

• NODC chooses (if needed) a provided method of maintenance: XML files via MIKADO or other tool, or via CMS

• Role NODC: => National focal point-coordinate the overall mngt activities– Providing assistance in metadata preparation– Collating new records– Quality control of new metadata descriptions– Distributing to portal in case of XML files – Contact with central directory managers

• Role Institutes: => Support activities– Providing new entries– Complete the information– Update existing information.

Cooperation NODC <=> national partners:


Available tools to submit/create new and update existing records

• Online maintenance by NODCs via Content Management System

=> EDMERP, EDMO, CSR

• XML export from a partner to the pan-European directory– Mikado manual => EDMED, EDMERP, CSR (,EDIOS)– Mikado automatic for XML export from local system

=> Most relevant for CDI


General maintenance workflow & available tools


Metadata maintenance modalities & governance

Directory + pan-European coordinator

Format info Online CMS

XML exchange from national to pan-European level

XML validation service (Managed by RNODC and BODC)

EDMED (coordinator BODC)

Check EDMED format

No Yes Online

EDMERP (coordinator MARIS)

Check EDMERP format

Online Yes Online

CSR (coordinator BSH)

Check CSR format Online Yes Online

EDIOS (coordinator BODC)

Check EDIOS format No Yes Under development

EDMO (coordinator MARIS)

Online No Not applicable


Metadata Format• The ISO 19115 content model is the basis for the XML formats and related

schema (XSD).• Use of codes from the Common Vocabularies • Use of organization codes from EDMO

Vocabularies• Use of SeaDataNet common vocabularies for platform types, parameters,

instruments etc. in all directories• Use of EDMO as organization vocabulary • EDMERP as „project vocabulary“• All available as webservices to enable constant accessibility of latest version • SDN Vocab Service :

http://seadatanet.maris2.nl/v_bodc_vocab/welcome.aspx/

http://seadatanet.maris2.nl/v_bodc_vocab/welcome.aspx/


Management of record identifiersAll systems have to generate unique record identifiers

• For the vocabularies uniqueness is very important for reference to correct terms. No changes of codes allowed.

• For CDI records the local id is the communication link between portal and local system. Ordering system works on this.

• For the other directories, when updated via Mikado-XML, the local identifier is important. It is the key for the central system to recognize updates of the same record.

=> Local systems have to take this into account and store local id‘s!


Introduction



On-line practice


Management of EDMOMaintenance• Updating via CMS forms:

http://seadatanet.maris2.nl/vu_organisations/welcome.asp

• Access only for NODC‘s• New records only to be created via

request from NODC to MARIS (governance is strict, because EDMO is vocabulary)

• When national institute misses organisation in EDMO during work => request to NODC

• Available as webservice (export only) for use in local systems and Mikado

org org org org

NODC

MARISEDMO

Question/request

Question/request

Add new

CMS

Confirm

Update


Management of EDMO

Maintenance options and tools

EDMOCentral catalogueat MARIS

EDMO CMS

New input orupdate

Discovery service

Query

SEADATANET VOCABULARIES at BODC


Management of EDMO

• Mandatory fields (all entered when created)– National collator– Country– Name

• Vocabularies applied– Country


Management of EDMERPMaintenance

Option 1:• Editing via CMS forms• Access for NODC‘s with national

master account• NODC may create sub-accounts

for other institutes in their country (EDMO)

• New records to be created directly in CMS by NODC

• Sub-accounts can also edit/create new, but this will have to be checked by NODC before activating

org org org org

NODC

EDMERP

CMS

Update via CMS

Create subaccounts

Final edit/check


Management of EDMERP

MaintenanceOption 2:• Via creating and supplying XML

V1 files via NODC to central directory. Identical to EDMED

=> But, only one of the options per country!

org org org org

NODC

EDMERP

XML files

Update with local id

Send out current records => first time only!

Governed by MARIS



Mandatory Fields• edmerp-identifier (set by system)• collate-centre (edmo ref)• creation-date• research project name• research project acronym• revision-date• responsible party (edmo ref)• summary• sea-areas• data-themes• language used within the dataset• main theme of the project• Project start date



Vocabularies used• EDMO• L231 (SeaDataNet metadata entities)• C16 (SeaDataNet Sea Areas)• P081 (Parameter disciplines)

=>Complete format (XML, XSD and Mapping XLS) can be found at SeaDataNet website: http://www.seadatanet.org/Standards-Software/Metadata-formats

http://www.seadatanet.org/Standards-Software/Metadata-formats


Use of EDMO CMS (for NODC’s)

Practice


Practice EDMO

For NODC:• Webpage: http://seadatanet.maris2.nl/vu_organisations/pwelcome.asp

• Check the list of marine institutes from your country:

– If records not complete (Location, URL, etc!) => add information– If you find some institutes not listed in EDMO => Request new record to

be added (MARIS)

For other partners:• Go to current EDMO collection of your country via:

http://www.seadatanet.org/Metadata/EDMO• Look up details of organisations (your own and others) and if needed

request edit of the EDMO record at NODC

Use of EDMO CMS

http://seadatanet.maris2.nl/vu_organisations/pwelcome.asp

http://seadatanet.maris2.nl/vu_organisations/pwelcome.asp

http://www.seadatanet.org/Metadata/EDMO

[email protected] – www.seadatanet.orgOostene workshop 26-29 October 2009

Use of EDMERP CMS

Practice


Practice EDMERP- Use of EDMERP CMS� Webpage CMS: http://seadatanet.maris2.nl/vu_edmerp/pwelcome.asp� Discovery: http://seadatanet.maris2.nl/v_edmerp/search.asp

Exercise:� Log in to CMS� Create new (international) project coordinated by an organisation from your

country � Edit all fields as well as possible� Add partner organisations (also from other countries!)� IF needed: Request new EDMO record to be added (MARIS)� Add details to new EDMO recordsAlternative: � Look up current collection of projects� Check if project really is coordinated by an institute from your country � Look up other details for the project and add all partner organisations� IF needed: Request new EDMO record to be added (MARIS)� Add details to new EDMO records

http://seadatanet.maris2.nl/v_edmerp/search.asp

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