Creating Metadata for GIS Portal Toolkit 201

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Creating Metadata for the ESRI GIS Portal 2.0.1

Working with ESRI GIS Portal Toolkit 5

Prepared by:

ESRI380 New York Street

Redlands, California 92373-8100


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Table of Contents

Section Page

1.0 Introduction............................................................................... 1-1

1.1 GIS Portal Toolkit.............................................................................. 1-1

1.2 Intended Audience............................................................................ 1-1

1.3 Other Resources............................................................................... 1-1

2.0 GIS Portal Metadata Requirements......................................... 2-1

2.1 Metadata Requirements.................................................................... 2-1

2.2 Metadata Elements........................................................................... 2-2

3.0 FGDC Metadata......................................................................... 3-1

3.1 Setting the ArcCatalog Synchronizers............................................... 3-1

3.1.1 Setting the Synchronizers ...................................................... 3-1

3.2 Creating Metadata in ArcCatalog...................................................... 3-3

3.2.1 Creating Metadata.................................................................. 3-4

3.2.2 Adding Thumbnails and Graphics to Your Metadata

Record ................................................................................. 3-13

3.2.3 Metadata for Live Map Services............................................. 3-15

3.3 Exporting the Metadata..................................................................... 3-17

4.0 ISO Metadata............................................................................. 4-1

4.1 Setting the ArcCatalog Synchronizers............................................... 4-1

4.1.1 Setting the Synchronizers ...................................................... 4-1

4.2 Creating Metadata in ArcCatalog...................................................... 4-3

4.2.1 Metadata for Live Map Services............................................. 4-19

4.3 Exporting the Metadata..................................................................... 4-20


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Working with ESRI GIS Portal Toolkit 5 1-1

1.0 Introduction

1.1 GIS Portal Toolkit

ESRI's GIS Portal Toolkit is a technology and services solution for implementing local,

regional, national, and global spatial data infrastructure (SDI) portals. GIS portals organizecontent and services such as directories, search tools, community information, supportresources, data, and applications. They provide capabilities to query metadata records forrelevant data and services, then link directly to the online sites that host content services.The content can be visualized as maps and used in geographic queries and analyses. Portalscan also control commercial usage of services.

Metadata is the fuel for GIS Portal Toolkit and should, therefore, be optimized for use withGIS Portal Toolkit. The objective of this document is to outline the steps for creatingmetadata that works with GIS Portal Toolkit and allows users of the GIS portal to get themost benefits of this metadata.

1.2 Intended Audience

This document is intended for those users of GIS Portal Toolkit that create, maintain, andmanage metadata using ArcCatalog, GIS Portal Toolkit, and other XML editors.

1.3 Other Resources

Creating Metadata for the ESRI GIS Portal Toolkit is the fifth document in a seriesdescribing working with the ESRI GIS Portal Toolkit. The series is completed by thefollowing documents:

Installation Guide for the ESRI GIS Portal ToolkitGIS Portal Installation Guide for the ESRI GIS Portal ToolkitHarvesting Tool Installation Guide for the ESRI GIS Portal ToolkitChannel Editor Installation Guide for the ESRI GIS Portal ToolkitSynchronization Utility Creating Metadata for the ESRI GIS Portal Toolkit

Other Resources

FGDC metadata specifications: http://www.fgdc.gov/standards/standards.html

ISO metadata specifications: http://www.iso.org/iso/en/CatalogueDetailPage.CatalogueDetail?CSNUMBER=26020&ICS1=35&ICS2=240&ICS3=70


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2.0 GIS Portal Metadata Requirements

2.1 Metadata Requirements

GIS Portal Toolkit requires several metadata elements to be present in the metadata

document. These required elements (Table 2-1) are the minimum metadata standard forGPT 2.x versions.

Table 2-1GPT 2.0.1 Required Minimum Metadata

ID Name Description

Metadata Contact

1 Organization Name of organization creating the metadata2 Contact Person Name of person creating the metadata

3 Phone Number Phone number of person for metadata

information4 E-Mail E-mail address of person for metadatainformation

Citation

5 Content Developer Type Type of organization6 Title Title of the metadata document

7 Rating Rating of the metadata publisher8 Publisher Name of the publisher

9 Publication Date Date metadata document was published

10 Map Server (URL) URL to map server hosting IMS11 Map Service Name of the service on hosting machine

Description12 Abstract Data abstract

13 Purpose Purpose of the dataset

Spatial Domain

14 West Bounding Coordinate West Bounding Coordinate of the datasetdescribed in the metadata document

15 East Bounding Coordinate East Bounding Coordinate of the datasetdescribed in the metadata document

16 North Bounding Coordinate North Bounding Coordinate of the datasetdescribed in the metadata document

17 South Bounding Coordinate South Bounding Coordinate of the datasetdescribed in the metadata document

Data Theme

18 Primary Theme Category dataset belongs to

Distribution Information

19 Organization Organization responsible for distributing the data

20 Contact Person Contact person for data distribution21 Phone Number Phone number of the contact person

22 E-Mail E-mail address of the contact person


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2.0 GIS Portal Metadata Requirements Creating Metadata for the ESRI GIS Portal 2.0.1

2-2 Working with ESRI GIS Portal Toolkit 5

2.2 Metadata Elements

Each metadata standard uses it own metadata tags to define the content. GIS Portal Toolkithandles both FGDC and ISO metadata. Table 2-2 lists commonly used metadata elementtags that the GIS Portal Toolkit utilizes.

Table 2-2Commonly Used Metadata Tags in GPT XML Files

ID Name FGDC TAG ISO TAG

Metadata Contact 1 Organization 2 Contact Person

3 Phone Number 4 E-Mail

Citation 5 Title 6 Rating

7 Publisher 8 Publication Date

9 Map Server (URL)

10 Map Service 11 Map Service Type

Description 12 Abstract

13 Purpose

Spatial Domain

14 West Bounding Coordinate 15 East Bounding Coordinate 16 North Bounding Coordinate

17 South Bounding Coordinate

Data Theme

18 Primary Theme 19 Key Words

Distribution Information 20 Organization

21 Contact Person

22 Phone Number 23 E-Mail

Other Elements

24 Resource Description 25 Resource Type

26 Content Type 27 Published Doc ID (GUID)

28 Modification Date


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3.0 FGDC Metadata Creating Metadata for the ESRI GIS Portal 2.0.1


Select the Set Working Synchronizers command (see below).

Drag and drop the Set Working Synchronizers command onto the Metadata toolbar (seebelow).

You have now added the tool for setting the working synchronizers to the toolbar. In thefollowing steps, you will set the synchronizers.

Click the Set Working Synchronizers button.


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Creating Metadata for the ESRI GIS Portal 2.0.1 3.0 FGDC Metadata


In the Set Working Synchronizers window, you see that all three metadata synchronizers areset by default.

Uncheck the ISO Metadata synchronizer. Click OK.

Your metadata will now be synchronized using FGDC CSDGM and Geography NetworkSynchronizer only.

3.2 Creating Metadata in ArcCatalog

Select the dataset. Click Edit metadata to open the FGDC editor.

The next steps will show you which fields you need to fill in to create GIS Portal Toolkitmetadata that adheres to the minimum GIS Portal Toolkit metadata standards. The steps areoutlined by tab order as they appear in the FGDC Wizard in ArcCatalog.


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3.2.1 Creating Metadata

General Information

Required Fields

Enter the abstract. It is a good practice to limit your abstract to 250 words or less.

Enter the purpose. Describe what this dataset should be used for.

Optional Fields

Access Constraints: Describe who can access this data. Use Constraints: Describe any use constraints and limitations of the data.


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Contact Information

Click the Contact tab.

Click the Details button to open the Contact Information window.


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Required Fields

Person: Enter the full name of the person.

Organization: Enter the full organization name.

Contact Voice Telephone: Omit the separators, such as brackets and dashes, in thephone number. A suitable entry is 9097932853.

Contact E-mail Address: Enter the e-mail address.

Click the Address tab to enter the required address information.

Address Type: This could be mailing address, physical and mailing address, orphysical address.

City.

State or Province.

Postal Code.

Country.

Click OK to submit the contact information.


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Citation Information

This will set the title for your metadata document as it will appear in the GIS portal.

Click the Citation tab to open the Citation information window Click on Details.

Required Fields

Title: This field is automatically filled in by ArcCatalog. If the title is cryptic, youmay want to update it.

Originator: This is the same field as the Publisher field in the online form of the GISPortal tool.

Publication Date: This is the date the document is published. Default values areunknown, unpublished material, or an actual date. When entering a date, use thefollowing format: YYYYMMDD.

Click OK to update the metadata document.


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Time Period

Click the Time Period tab to open the Metadata Date Reference window.

Required Fields if Setting a Single Date and Time

Calendar Date: Enter the date as YYYYMMDD.

Required Fields if Setting Multiple Dates/Range of Dates

Beginning Date: Enter the date as YYYYMMDD. Ending Date: Enter the date as YYYYMMDD.

Optional Fields

Currentness Reference: Select either ground condition or publication date.

Status

The two status fields Progress and Update Frequency can be filled out optionally.


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Spatial Domain

Typically, the spatial domain is automatically entered and determined for you by ArcCatalog.To validate the settings

Click the Spatial Domain tab. Click the Bounding Coordinates and G-Polygon tab.

The bounding coordinates are shown in the image below.


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Keywords

The keywords section handles all relevant keywords in the metadata document including themetadata categories. To enter keyword and metadata categories

Click the Keywords tab.

The first keyword you want to enter is the metadata data category keyword. Table 3-1 liststhe category and the associated theme keyword.

Table 3-1Metadata Theme Keyword

Metadata Data Category Keyword

Administrative and politicalboundaries

boundaries

Agriculture and farming farmingAtmosphere, climatology, and

meteorology

climatologyMeteorologyAtmosphere

Biologic and ecologic biotaBusiness and economic economy

Cadastral and land planning planningCadastreCultural, society, and demographic society

Elevation and derived products elevation

Facilities and structures structureGeological and geophysical geoscientificInformation


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Metadata Data Category Keyword

Human health and disease health

Imagery, basemaps, and land cover imageryBaseMapsEarthCoverInland water resources inlandWaters

Locations and geodetic networks location

Military and intelligence intelligenceMilitaryOceans and estuaries oceans

Transportation networks transportation

Utility and communication networks utilitiesCommunication

Required Fields

Keyword: Enter the appropriate metadata data category keyword followed by severalother relevant keywords. Use multiple keywords with broader and more specificdefinitions to describe the dataset.

Optional Fields

Place Keyword: This describes the location relevant to the data described in themetadata records.

Distribution


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Required Field

Resource Description. This lists the type of data you are referencing in your metadatarecord. Table 3-2 lists the recognized data content types. Use only one content typewhen describing your data.

Table 3-2Data Content Types

Resource Description Resource Type

Live Data and MapsArcIMS Image Service 001

Live Data and MapsArcIMS Feature Service 001Live Data and MapsWMS Image Service 001

Downloadable Data 002

Offline Data 003Static Map Images 004

Other Documents 005

Applications 006Geographic Services 007

Clearinghouses 008Map Files 009

Geographic Activities 010

Click the Distributor tab to enter the distribution contact information. This is similarto the metadata contact information.

Click Details to enter the distribution contact information.

Required Fields

Person: Enter the full name of the person.

Organization: Enter the full organization name.

Contact Voice Telephone: Omit the separators, such as brackets and dashes, in the phonenumber. A suitable entry is 9097932853.

Contact E-mail Address: Enter the e-mail address.


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Click the Address tab to enter the required address information.

Address Type: This could be mailing address, physical and mailing address, or physicaladdress.

City.

State or Province.

Postal Code.

Country.

Click OK to submit the contact information.

Click Save to save the metadata document.

3.2.2 Adding Thumbnails and Graphics to Your Metadata Record

Having a graphic or thumbnail embedded in the metadata document often enhances the user's

understanding of the data associated with the metadata records.

Embedding a Thumbnail

Using ArcCatalog, you can easily embed a thumbnail in your metadata record.

In the Catalog tree, click the layer for which you want to create a thumbnail.

Click the Preview tab.


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Adding a Custom Graphic

To add a custom graphic as a reference file in the metadata document

Edit the metadata document. Click the Browse Graphic tab.

Enter the following information:

Filename: Enter the location of the file. If you are sharing this over the Internet, thefile location must be accessible by the public. An example of a URL ishttp://www.geographynetwork.com/images/thumbs/elevation.gif.

Description: Enter a short description of the file. This is used for the ALT tag value.

File Type: Select the file type from the drop-down list.

Click Save to exit.

3.2.3 Metadata for Live Map Services

Creating metadata records for live map services involves specifying the URL, type ofservice, and service name for this live map. In this section, several methods are listed onhow to accomplish this for ArcIMS, WMS, WFS, and WCS services.


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1. Manually Adding Metadata Tags and Values to the XML Document

With this method, you will add specific information to the ESRI Metadata section in yourdocument.

Open your XML document in an XML editor. Navigate to the following metadata. TAG: . To define an ArcIMS service, add the following information.

Server: URL to the ArcIMS server. TAG =

Service: Name of the map. You only need to use this when specifying an ImageService. TAG =

Service Type: Image or Feature. TAG =

An example for an ArcIMS Image Service is shown below.

http://www.geographynetwork.com ESRI_Elevimage

An example for an ArcIMS Feature Service is shown below.

http://www.geographynetwork.com/wfsconnector/com.esri.wms.Esrimap wfs

To define an OGC IMS Service, add the following information.

Server: URL to the ArcIMS server. TAG = Service Type: Image or Feature. TAG =

An example for an OGC WMS Service is shown below.

http://datamil.delaware.gov/wmsconnector/com.esri.wms.Esrimapwms

2. Adding the Onlink Metadata Tag to the XML Document

As a repeatable element, Online_Linkage (Citation Information) is used to provide access toa variety of data download, data clearinghouse, and Web-mapping services. Use this field tofully represent your geospatial data access and distribution capabilities by providingcomplete URLs and necessary information to indicate the nature of the Web link using thefollowing style guidance.

OGC Web Map Service links include a getmap request with a layer name, version,preferred image format, and preferred SRS, at a minimum. For example:


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http://server/service?REQUEST=getmap&VERSION=1.1.0&LAYERS=roads&FORMAT=image/gif&SRS=EPSG:4326.

ArcIMS Image services using a URL-like request. If you pasted this request in abrowser, you will not connect to an ArcIMS server, since it does not permit this styleof request; however, it contains enough information to allow geodata.gov to connectto an ArcIMS service. For example: http:///image/ will beassigned as Live Map, ArcXML Image Service, where server URL is andservice name is ArcIMS . The subpath /image/ must be present inthe URL.

3.3 Exporting the Metadata

After you have created your metadata records, you may need to export them. This is neededespecially for ArcSDE software-based data sources. The XML file is not stored in the filesystem. For file-based geospatial resources, you will find the XML file in the same folder as

the data source.

To export an XML file in ArcCatalog

Select the metadata document you want to export. Click the Export Metadata button in ArcCatalog. Select the format (FGDC CSDGM XML or XML). Define the output location and file name (see figure below).

Click OK. Repeat this process for all your metadata documents.


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4.0 ISO Metadata

4.1 Setting the ArcCatalog Synchronizers

This section outlines how you need to set the appropriate metadata synchronizers for creating

and maintaining ISO metadata. The two synchronizers you will be utilizing are

ISO. Geography Network.

It is not recommended to use all available metadata synchronizers. Using all synchronizerswill result in having multiple metadata standards in one metadata document.

The Geography Network synchronizer is used to maintain the special ESRI tags that are partof your metadata document.

4.1.1 Setting the Synchronizers

Open ArcCatalog. Right-click the mouse button on the toolbar section (see below).

Click Customize (the Customize toolbar window will open). Click the Commands tab. Scroll down to Metadata.


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4.0 ISO Metadata Creating Metadata for the ESRI GIS Portal 2.0.1


Select the Set Working Synchronizers command (see below).

Drag and drop the Set Working Synchronizers command onto the Metadata toolbar (seebelow).

You have now added the tool for setting the working synchronizers to the toolbar. In thefollowing steps, you will set the synchronizers.

Click the Set Working Synchronizers button.


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Creating Metadata for the ESRI GIS Portal 2.0.1 4.0 ISO Metadata


In the Set Working Synchronizers window, you see that all three metadata synchronizers areset by default.

Uncheck the FGDC CSDGM synchronizer. Click OK.

Your metadata will now be synchronized using ISO Metadata and Geography NetworkSynchronizer only.

4.2 Creating Metadata in ArcCatalog

Creating ISOGIS Portal Toolkit Software-Compliant Metadata

Turn off the FGDC Metadata Editor.

Set your Metadata Editor to ISO in ArcCatalog (figure 4-1). Click Tools > Options >Metadata > Editing Metadata.


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Select ISO Wizard.

Figure 4-1Options Window in ArcCatalog

Click OK.


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Creating Metadata

When creating metadata for ESRI GIS Portal Toolkit with the ArcCatalog ISO MetadataWizard, you will be required to add fields. These fields are indicated with a red star.

Click the Edit Metadata button in ArcCatalog. The ISO Metadata Wizard will open(see image below).


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Enter the language of the metadata. Enter what languages are used in the data.

Click Next.


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You will now enter the abstract for the dataset.

Enter the abstract. Use less than 250 words to describe the dataset.

Click Next.

In the next window, you will enter the contact information for the Metadata author. Fill in allrequired fields (see following image).

Your name.

The organization you represent.

The position or role you have in the organization (not required for GIS PortalToolkit).

Delivery point: This is the street address.

City.

State or admin area: You can use the abbreviation or full state name.

Postal code and county.

Select country from the pick list.


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Your telephone number.

Click Next. No changes on the Point of contact form. Click Next. No changes on the Point of contact 1 form. Click Next. No changes on the Dataset history form. Click Next.


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In the Themes or categories form, you will select one data category that applies to yourdataset.

Select the data category.

Click Next.


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In the Additional characteristics window, select Keywords for the subjectsrepresented by the data (see image below).

In the Keywords overview window, select Theme keywords and Place keywords.

Click Next.


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Enter several relevant theme keywords in the list. Use generic and specific keywordsthat apply to your dataset. More keywords are better than no keywords or a fewgeneric keywords.

Enter the ISO category description name (see section 2.0) in the list.

Click Next. Enter several place keywords relevant to the dataset.

You may want to enter several place keywords including country, state, nearby city, and areaname. This ensures full coverage for place-name keyword searches. Consider adding knownlandmarks to this list as well.


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Click Next.

Select the coordinate system. This is not needed if you choose to automaticallyupdate the metadata record.

Click Next.


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Enter or verify the geographic bounding box. This is not needed if you choose toautomatically update the metadata record.

Click Next. Click Next. Enter the publication data for the dataset.


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This is usually applicable for

Live data and maps. Downloadable data.

Click Next. Enter the publication format (not required for ESRI GIS Portal Toolkit).


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Enter software version you used (not required for ESRI GIS Portal Toolkit).

Click Next. Leave the offline distribution method set to . Click Next.

For the online distribution option, fill in the following information.

Where is the dataset location: Enter the URL starting with HTTP:// or FTP://.

If you are entering a URL pointing to an ArcIMS Image Service, enter the followinginformation.

http:///image/

If you are entering a URL pointing to a ArcIMS Feature Service, enter the followinginformation.

http://www.geographynetwork.com/wfsconnector/com.esri.wms.Esrimap.

If you are entering a URL pointing to an OGC WMS Service, enter the followinginformation.

http://my.host.com/cgi-bin/wms?request=getcapabilities&service=WMS&version=1.1.1


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You have now created an ISO metadata document that can be used with ESRI GIS PortalToolkit.

4.2.1 Metadata for Live Map Services

Creating metadata records for live map services involves specifying the URL, type ofservice, and service name for this live map. In this section, several methods are listed onhow to accomplish this for ArcIMS, WMS, WFS, and WCS services.

1. Manually Adding Metadata Tags and Values to the XML Document

With this method, you will add specific information to the ESRI Metadata section in yourdocument.

Open your XML document in an XML editor. Navigate to the following metadata. TAG: . To define an ArcIMS service, add the following information.

Server: URL to the ArcIMS server. TAG =

Service: Name of the map. You only need to use this when specifying an ImageService. TAG =

Service Type: Image or Feature. TAG =

An example for an ArcIMS Image Service is shown below.

http://www.geographynetwork.com ESRI_Elevimage

An example for an ArcIMS Feature Service is shown below.

http://www.geographynetwork.com/wfsconnector/com.esri.wms.Esrimap wfs

To define an OGC IMS Service, add the following information.

Server: URL to the ArcIMS server. TAG = Service Type: Image or Feature. TAG =

An example for an OGC WMS Service is shown below.

http://datamil.delaware.gov/wmsconnector/com.esri.wms.Esrimap wms


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2. Adding the Onlink Metadata Tag to the XML Document

As a repeatable element, Online_Linkage (Citation Information) is used to provide access toa variety of data download, data clearinghouse, and Web-mapping services. Use this field tofully represent your geospatial data access and distribution capabilities by providingcomplete URLs and necessary information to indicate the nature of the Web link using the

following style guidance.

OGC Web Map Service links include a getmap request with a layer name, version,preferred image format, and preferred SRS, at a minimum. For example:http://server/service?REQUEST=getmap&VERSION=1.1.0&LAYERS=roads&FORMAT=image/gif&SRS=EPSG:4326.

ArcIMS Image services using a URL-like request. If you pasted this request in abrowser, you will not connect to an ArcIMS server, since it does not permit this styleof request; however, it contains enough information to allow geodata.gov to connectto an ArcIMS service. For example: http:///image/ will beassigned as Live Map, ArcXML Image Service, where server URL is andservice name is ArcIMS . The subpath /image/ must be present inthe URL.

4.3 Exporting the Metadata

After you have created your metadata records you may need to export them. This is neededespecially for ArcSDE software-based data sources. The XML file is not stored in the filesystem. For file-based geospatial resources, you will find the XML file in the same folder asthe data source.

To export an XML file in ArcCatalog

Select the metadata document you want to export. Click the Export Metadata button in ArcCatalog. Select the format (XML). Define the output location and file name (see figure below).

Click OK. Repeat this process for all your metadata documents.