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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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  • Step 1: Gather information needed for your metadata entries.
  • Step 2: Open mdEditor.
  • Step 3: Set the correct default Settings.
  • Step 4: Create Contacts.
  • Step 5: Create Projects.
  • Step 6: Create Products.
  • Step 7: For applicable Products, create Data Dictionaries.
  • Step 8: Complete metadata.
  • Step 9: Create desired Associations between Projects and/or Products.
  • Step 10: Publish your records to ScienceBase.
  • Step 11: Export your records and contacts for backup, transfer, or sharing.
  • Step 12: Review the resulting entries in the SA Science Catalog.

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  1. Workflow

Metadata From Scratch

PreviousWorkflowNextMetadata From ScienceBase

Last updated 4 years ago

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Follow this workflow if you are creating mdJSON metadata for the very first time and you do not have existing project or product metadata already on ScienceBase.

Step 1: Gather information needed for your metadata entries.

Have information about your contacts, projects, and products on hand before you begin creating metadata records. Key information to gather includes project proposals, funding agreements and amounts, project reports, product information, and contact information for individuals and organizations involved in the projects.

Use the "contacts seed file" that contains pre-filled information and standard naming conventions for all SA regions, common federal agencies, and the SA National Data Steward.

Step 2: Open mdEditor.

The direct link to mdEditor is . Choose the browser you plan to use for mdEditor and bookmark this link.

mdEditor can also be accessed from its homepage at . This site provides some background information and Frequently Asked Questions about mdEditor.

Step 3: Set the correct default .

In mdEditor settings, set the SA-specific settings for Importing, Metadata Repositories, and Publishing.

Step 4: Create .

Contacts must be created or uploaded before they can be added to project and product metadata records.

Step 5: Create .

If you have an existing ScienceBase project record that has not been edited in mdEditor, import the ScienceBase record to create a new mdEditor record.

If you have no existing metadata for a project, create an mdEditor project record from scratch.

If you have already created an mdEditor record for the project, import the mdEditor file to continue editing.

If you have an existing ScienceBase product record that has not been edited in mdEditor, import the ScienceBase record to create a new mdEditor record.

If you have no existing metadata for a product, create an mdEditor product record from scratch.

If you have already created an mdEditor record for the product, import the mdEditor file to continue editing.

Step 8: Complete metadata.

Step 9: Create desired Associations between Projects and/or Products.

You may want to export working backups before publishing depending on your situation, but archival exports should be done after publishing since publishing can alter records, like adding or changing a ScienceBase ID.

The Science Catalog updates overnight so you should review newly-published records the day after you publish to ScienceBase. This will be one of your best quality control checks.

Step 6: Create .

Step 7: For applicable Products, create Data .

Decide on your desired file management approach and complete your metadata accordingly. See the section for options and instructions.

Associations can be either or

Step 10: your records to ScienceBase.

Step 11: your records and contacts for backup, transfer, or sharing.

Step 12: Review the resulting entries in the .

https://go.mdeditor.org
https://www.mdeditor.org/
Settings
Contacts
Projects
Products
Dictionaries
File Management
associated from a project
associated from a product.
Publish
Export
SA Science Catalog