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SA Metadata Creation Guide draft
  • Introduction
  • Roles & Responsibilities (draft)
  • Goals of SA Data Management
  • SA Science Metadata Catalog
  • Projects, Products, Contacts
  • Non Duplication Policy Guidance
  • Workflow
    • Metadata From Scratch
    • Metadata From ScienceBase
    • Metadata Editing / Re-Publishing
    • PTS Considerations
  • Settings
  • mdEditor Metadata File Management
    • Import
      • mdJSON
      • sbJSON
      • FGDC
    • Export
    • Copy Records
  • Metadata Requirements Checklist
  • Digital Object Identifier (DOI)
  • Project Entry Guidance
    • Main Tab: Project
    • Metadata Tab: Project
    • Keywords Tab: Project
    • Taxonomy Tab: Project
    • Extent Tab: Project
    • Documents Tab: Project
    • Funding Tab: Project
    • Associating Records: Project
  • Product Entry Guidance
    • Main Tab: Product
    • Metadata Tab: Product
      • data.gov Guidance
    • Keywords Tab: Product
    • Taxonomy Tab: Product
    • Extent Tab: Product
    • Lineage Tab: Product
    • Distribution Tab: Product
    • Constraints Tab: Product
    • Dictionaries Tab: Product
    • Documents Tab: Product
    • Associating Records: Product
  • Co-funded Project Requirements
    • Collaboration Protocol
    • Sub-Project Protocol
      • Sub-project of FWS Region or Program Project
      • Sub-project of CASC Project
    • Co-funded Protocol
      • FWS co-funded Projects
      • FWS/CASC Projects & Products
      • CASC Responsibilities
      • LCC Examples
  • Contact Entry Guidance
    • Summary Contact Requirements
    • Individual Contacts
    • Organization Contacts
  • Publish
    • Requirements for Publishing
    • Testing Publishing
    • How to Publish
    • Re-Publishing
  • Archiving Requirements
  • Trouble-shooting Tips
    • QA/QC Fixes
      • QA/QC Resources
  • Bulk Editing Resources
    • Injector Script: Funding
    • Injector Script: Distribution Links
  • Help
  • Glossary of Terms
  • Documentation Guide
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On this page
  • Locations for Contact Information
  • Main / Point of Contact
  • Main / Citation / Responsible Parties
  • Metadata / Contacts
  • Funding / Allocation (for Projects only)
  • Distribution (for Products only)

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  1. Contact Entry Guidance

Summary Contact Requirements

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Last updated 2 years ago

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The following compiles all of the required and recommended contact information for project and product metadata. This information is also listed in the specific metadata sections in the manual.

Locations for Contact Information

Once your contacts have been created in mdEditor, there are five places in a metadata record where you should add contacts.

Please see the corresponding sections for which contacts should be added where.

  1. / "Point of Contact” section

  2. / Citation / “Responsible Parties” section

  3. / “Contacts” section

  4. / “Allocation” section. For Projects only.

  5. / "Contacts” section. For Products only.

Main / Point of Contact

Role

Contact

Required?

pointOfContact

FWS National Data Steward

Required

pointOfContact

your region Data Steward

Best Practice

pointOfContact

data steward

Required

custodian

data custodian

Best Practice

originator

data producer

Best Practice

owner

data trustee

Best Practice

principalInvestigator

The Project PI

Best Practice

administrator

FWS project officer

Required

administrator

FWS region

Required

administrator

FWS program

Best Practice

Main / Citation / Responsible Parties

This must include a point of contact, but may also include other responsible parties such as funders (including your LCC), partners, collaborators, and contributors. Collaborators could be intellectual participants while contributors could be intellectual and financial participants.

Role

Contact

Required?

principalInvestigator

The Project PI

Required

Metadata / Contacts

Role

Contact

Required?

author

See notes below

At least one is required

publisher

default is FWS

Required

pointOfContact

FWS SA National Data Steward

Required

Regarding Role of "author"

  • The author does not necessarily have to be the data steward (e.g., metadata imported FGDC metadata can list the original author).

  • "Author" can be an individual or an organization.

  • You can enter your regional or program data manager as the “author”. If you prefer, you can use a generic data manager contact rather than an individual name.

  • At least one contact with the role of “author” is required.

Funding / Allocation (for Projects only)

Source (Required)

Add the relevant contact for the “source” of the project funding. Source should be an organization, not an individual. For FWS projects, the default source is U.S. Fish and Wildlife Service. Regions or programs should be added as the funding "administrator" in the Other Contacts field.

Funding source should always identify the agency or organization, rather than a sub-program or office. For example, all funding from other FWS programs need to list U.S. Fish and Wildlife Service as the source (and not list the source as Fisheries, specific Refuges, ES, etc.). Clarifications on the exact program or office where the funding came from can be done through the Funding/Other Contacts field (and choose the role of "administrator").

Recipient (Required)

Add the relevant contact for the “recipient” of the project funding. Recipient should always be an organization, not an individual. For example, the Principal Investigator would not be listed as the recipient, but their organization would be. If there are multiple recipients for a project, they should be added as separate allocations.

The Principal Investigator may be added in the Other Contacts field as "principalInvestigator."

Funding administrator can also be used to differentiate funding from different programs/offices within the same agency. For example, the U.S. Fish and Wildlife Service can be identified as the funding source and the funding administrator could include "Ecological Services" or a specific field office.

Distribution (for Products only)

  • Add the relevant contact for “distributor” of the product.

Funding Tab
Distribution Tab
Metadata Tab
Main Tab
Main Tab