Publishing Data and Metadata
Note: This is the print view with all the tutorial pages on one page. The paginated version is available here, if you prefer that.
Creating a metadata using templates
To create a new metadata record using the online editor, you will have to follow the following logical steps:
- Authenticate through username and password, to allow GeoNetwork to identify you and determine if you have the required permissions to create metadata;
- Select "new metadata" from the administration page;
- Select the metadata standard and a template to use as a starting point;
- Select the Group the metadata will belong to;
- Create a new metadata.
The steps in more detail
Step 1. Enter your username and password and click the “login” button. The system will identify you and assign the correct privileges to work with.
Figure 1: Login form
Step 2. Open the Administration page by clicking the Administration button in the banner and then click on the New metadata link (Figure 2).
Figure 2: Administration page
Step 3. From the metadata creation page, select the metadata standard to use from the dropdown list.
GeoNetwork comes by default with support for three metadata standards, ISO19115, FGDC and Dublin core (Figure 3). For the ISO standard, two templates have been developed; one for vector and one for raster data. Both contain a relevant set of elements to describe the respective types of data. More templates can be developed online.
Figure 3: List of metadata templates
Step 4. After selecting the correct template, the user should identify which group of users the metadata would belong to (Figure 4).
The Default and the Advanced views
GeoNetwork allows you to view and edit metadata using a default view or an advanced view.
The default view is the prefered one to use; it shows a selection of the available metadata elements and hides the complexity of the full metadata standard.
However, if there is a need to add or remove metadata elements, you can switch to the advanced view at any time while editing. For the ISO metadata standard, the advanced form provides access to the full set of ISO elements. To reduce its complexity, the display of the advanced form is divided into different pages, accessed through tabs that allow you to see the different categories of information. The advanced view shows buttons that let the user insert or remove new elements. The new elements will then be visible in the default view.
Editing a new metadata
For a good metadata record, it is helpfull to describe the dataset in plain text first, gathering as much details as possible to properly identify and understand the resoure that you want to describe. You can use the metadata elements presented in the default view as a guideline.
The next step is to fill out the form using all the information gathered while at the same time avoiding duplication of information within the form. Note that the fields marked with an [M] are mandatory. The standard definition for each field can be read by clicking on the element name.
The resourse that you will describe is a GIS layer of the African sub-national boundaries. The following text, containing general information on the layer, is the basis for the metadata record.
Description of the dataset
Sub-national boundaries of Africa
This is the third edition of the layer that has been revised in 2000 (July first). The geographic area covered by the dataset is the African continent (North lat. 38.2; West long. -17.3; East long. 51.1; South lat. -34.6).
The map was created in vector format from various national and regional datasets by FAO-GIS in 1993 and updated for some countries in collaboration with the Global Information and Early Warning System on Food and Agriculture (FAO Group) in 1999. Among further amendments made by FAO-GIS from 1999 up to 2001, latest updates are: the coastline for which has been corrected according to VMap0; the Walvis Bay included into Namibia.
The map is compiled from different national and regional datasets, each of them with different scales, the scale at which the map can be used is considered to be 1:1.000.000. The datum is set to WGS 1984 and map is in geographic projection.
The layer has no maintenance or updates planned for the future.
The layer can be used as a base map for continental and regional GIS analysis and publication, taking into account the copyrights of the originator.
The first version of the layer is published in the GeoNetwork-FAO catalog with the title: Sub-national boundaries of Africa (1993) as shown on the web at the following URL: http://www.fao.org/geonetwork.
The author of these resourse's information is the GIS Unit of FAO that can be contacted at the following email address: gis-manager@fao.org
Fill in the form
The first section to be completed is the (mandatory) “Identification section”. It contains metadata elements that specifically describe the data. It includes the citation of the resource (title, date of creation or publication, edition, presentation form), an abstract, the purpose, any supplemental information, the status, the (generic) topic category and the keywords.
- Complete the fields in the above section using only the information useful to identify the resource.
Some of the elements are filled in automatically; to change their content click on the close dropdown arrow. - Save the metadata before carry on to the next steps.
Thumbnails
The thumbnail, or graphic overview, provides a general illustration of the resource and can be attached to the metadata to supply the user with more information on the data content. You may want to enclose an image of what is covered by the dataset; It is suggested to include a clear legend where appropriate.
GeoNetwork uses a small thumbnail to be displayed in the search results, ful metadata description window and for featured maps. A large thumbnail, when added, will open when clicking on the small thumbnail.
For the thumbnail rescaling and uploading see the Upload thumbnails exercise.
Spatial Information
Through the elements below you will describe which is the mechanism used to represent the geographic information of the resource (vector, raster, text table, etc.), the scale and the spatial and temporal extent; the spatial extent is represented by the minimum bounding box within which the data is available. The temporal extent is described by the starting and ending date of the validity period .
Constraints and Maintenance
The constraint elements allow you to describe users’ privileges to data, including restrictions on access and use.
The information provided through the access constraints and use constraints guaranties the protection of privacy or intellectual property, and any other special restrictions or limitations for obtaining the data and warnings its use.
Information about maintenance are provided using the element maintenance and update frequency which supplies you with the possibility, through a dropdown list, to specify the frequency of data update.
- Click the dropdown arrows next to the access and use constraints elements to select the correct restrictions.
- If any of the elements is equal to other constraints, click the button [+] and provide additional restrictions through a free text.
- Click the dropdown arrow next to the maintenance element to select the planned period of maintenance and updates;
- Save the metadata form.
Point of Contact
The person(s) and/or organization(s) associated with the data, as well as their contact details, are specified in the point of contact together with the identification of the role that best qualifies the function performed by the responsible party.
If the point of contact for the data corresponds to the person who also is responsible of the metadata just leave the point of contact fields empty and remove the entire section clicking on the button [x]. Then supply the information in the Metadata Section which is mandatory.
Otherwise:
- Provide information for at least one of the first two elements: Individual name, Organization name;
- Click the dropdown arrow to select the function performed by the responsible party;
- Provide all available contact details of the responsible party;
- Save the metadata form.
Reference System Section
This section defines metadata required to describe the spatial reference system of a dataset. It contains one element to identify the name of the reference system used.
Data Quality Section
This section is optional and provides a general assessment of the quality of the data. It can be referred to different hierarchical levels as dataset series, dataset, features, attributes, etc. This section also contains information about the sources and the statement, which provides a general explanation on and the production processes (lineage) used for creating the data. The statement element is mandatory if the hierarchical level element is equal to dataset or series. Detailed information on completeness, logical consistency, positional accuracy, thematic accuracy and temporal accuracy may be directly added from the advanced form.
- Click the dropdown arrows next to the hierarchy level element to select the correct one;
- Provide information about the spatial, vertical and temporal extent of the data;
- Provide a general explanation of the data producer's knowledge about the the events used in constructing the dataset;
- Provide information about the source data used in creating the data;
- Save the metadata form.
Distribution Section
The Distribution section provides metadata elements for accessing other useful on-line resources available through the web, as for the geographic data or any other types of digital documents using the download function.
The On Line resource metadata elements allow the location for on-line access using an URL address or similar addressing scheme and provide the protocol for the proper connection for accessing data.
In order to use such functionalities you perform a simple procedure using the On Line resource, which requires information on the following elements: linkage, protocol, description, name and file to upload.
Linking web address
- Type the location for on-line access, in the linkage space, using a Uniform Resource Locator (URL) address http://www.fao.org/ag/AGL/aglw/aquastat/watresafrica/index.stm
- Indicate through a dropdown list the connection protocol to be used;
- Provide a detailed description of the online resource, including role(s) and functionalities;
- Supply the name of the online resource; 5. Save the section.
To link the data for download see the Linking data for download exercise.
Metadata Section
This last section of the metadata editing contains a set of elements that describe general information of the metadata. It provides the unique identifier for the metadata file created, the language and the character set used for the description, the date when the metadata record was created, and the name and version of the standard used to describe the data. All these elements are filled in automatically by the system at the time the user saves the metadata form for the first time.
In this section are also included details of the metadata author, who is the person responsible for the metadata information and who may be also the point of contact for data information. This last section is mandatory.
- Provide information for at least one of the first two elements: Individual name, Organization name;
- Click the dropdown arrow to select the function of the metadata author;
- Provide all available contact details of the responsible party;
- Save and close the metadata form;
You should now change the security settings for the metadata record in order to publish it or to define what access specific user groups have to available functions. To learn how change these, see the Setting privileges exercise.
Uploading thumbnails
Requirement: You need a large preview image of your data in the PNG, JPEG or GIF format. You can prepare this using your (GIS) processing software.
- Open the metadata in Edit mode
- Click the Thumbnails button at the top or bottom of the metadata form to open the Thumbnail Management window.
- Using two different images for the large thumbnail and the small one;
- Using the same graphic for both thumbnails
Option A:
- Click Browse to locate the image for the small thumbnail;
- Select Scale image if you need to rescale it: use the dropdown list of values in pixel to select the size of the graphic (180 px for both width and height is suggested);
- Click the Add button;
- Repeat steps 3 and 4 in the Large thumbnail section (suggested size is 500 x 800 px);
- Deselect Create small;
- Click the Add button;
- In the Large thumbnail section click Browse to locate the image;
- Select Scale image if you need to resize width and height;
- Select Create small and set the size for the small graphic;
- Click the Add button;
- Click Back to editing to carry on with the dataset uploading;
Linking data for download
Files in whatever format can be uploaded: doc, pdf, images, GIS layers, etc. For the latter the distribution in a compressed (ZIP) file is recommended. You can include the GIS data, the legend, documentation that can help the interpretation of the data, related reports, detailed descriptions of the data processing, base data used to create the dataset specified and/or other relevant information.
Tips:
- Make sure the total size of the compressed file is reasonable (less than 50 MB).
- You can create several smaller files when appropriate and upload them sequentially.
- You add the size of the file at the end of the description field.
Uploading a dataset
- The linkage field can be left empty when uploading a file. The system will take care of filling it out.
- Select the correct protocol to be used; If you do not see an upload button when "File for download" is selected, Save the metadata and return to the upload section. An Browse button should have appeared.
- Provide a short description of the data;
- The field Name can be left empty. It will be filled automatically during the upload with the name of the file;
- Click the Browse button and navigate to the folder where the file to be released is stored. If you needs to upload more than one file provide a unique zip file, including both data and all documents that supply to the users additional information related to the data described. Note: the size of the file to upload can not exceed 30 Mbytes.
- Click Upload;
- Save the metadata.
Setting privileges
The available funtions are:
Visible - to allow metadata visualization with web links eventually included
Download - to allow the user to get the data any other document made available as on-line resource
Interactive Map - to visualize the data interactively as internet map service. (The interactive services has to be created separately using a Web Map Server and this is not part of the GeoNetwork opensource application)
Featured - to allow, when selected, the record will be part of the featured set of metadata. Featured metadata will be displayed randomly on the home page of the web site.
Editing - to allow the editing and deleting of the metadata record
Notify - a notification email will be send to the Group email address on every download of a (locally stored) file.
Admin - to allow to set the privileges. Members of the group, with an editor profile or higher, can access this function.
You are now ready to set the privileges for the metadata just created and for the on-line resources that have been uploaded.
- Click the Privileges button
- Define the privileges
- Click Submit to save any changes made in the Privileges form