🐬
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
Powered by GitBook
On this page
  • Before You Begin
  • Adjust your mdEditor Settings:
  • Select the Project Profile:
  • Make sure your contacts are loaded into mdEditor:
  • Edit a Project
  • Required Fields for Projects
  • Main Tab
  • Metadata Tab
  • Keywords Tab
  • Taxonomy Tab
  • Extent Tab
  • Funding Tab

Was this helpful?

Project Entry Guidance

PreviousDigital Object Identifier (DOI)NextMain Tab: Project

Last updated 4 years ago

Was this helpful?

The Project Entry Guidance section will cover how to create a metadata record for an SA project.

Before You Begin

Adjust your mdEditor :

Metadata Repositories: Make sure your default settings are correct for the SA Science Catalog and data.gov. See .

Parent Identifier: In the publishing settings, enter your regional's SA ScienceBase project folder's identifier in the "Default Parent Identifier" field.

Select the Project Profile:

After creating your project record initially and before you begin adding metadata, select Project from the Profile drop-down in the main menu. This will limit the number of available tabs and only show tabs that contain fields that are applicable to project metadata.

Make sure your contacts are loaded into mdEditor:

In mdEditor, contacts are created separately from individual records and then stored within a library in mdEditor. Once contacts have been entered or imported into mdEditor, they can be used in any metadata records.

To reduce unnecessary duplication of contacts, SA has a "seed list" of contacts that include government agencies and partners that are often affiliated with USFWS projects and products.

Insert LINK HERE TO SEED LIST.

You should maintain a single list of your contacts. Having duplicate copies of the same contact is not desirable. It can create confusion as you edit and manage your metadata records and introduce unnecessary errors.

Edit a Project

  1. Pick "project" as the Resource Type

  2. Select the Project Profile: from the Main Menu (Top Navigation Bar) select "Project" from the profile drop-down menu.

  3. Fill out metadata information for the following tabs:

Required Fields for Projects

Main Tab

  • Title

  • Status

  • Language

  • Resource Type

  • Point of Contact

  • Main Citation

    • Title

    • Identifier

    • Responsible Parties

    • Date

    • Online Resource URI

  • Description

    • Abstract

  • Time Period

    • Start Date

    • End Date

Metadata Tab

  • Metadata Status

  • Last Update Date

  • Metadata Contacts

  • Metadata Identifier

  • Parent Metadata

    • Title

    • Identifier

    • Namespace

  • Metadata Repositories

Keywords Tab

  • ISO Topic Category

  • SA Priority Area Category

  • SA Science Category

  • Conservation Action Open Standard

  • Anticipated Deliverables (Best Practice)

  • GCMD Keywords (Best Practice)

Taxonomy Tab

  • Taxonomic classifications

Extent Tab

  • Geographic Extent

Funding Tab

  • Allocation

    • AwardID

    • Amount

    • Currency

    • Source

    • Recipient

    • Other Contacts\Administrator

    • Matching Funds

  • Time Period

    • Fiscal Year

Import or create your project record (see ).

If applicable, your project with other metadata records.

workflow
Main Tab
Metadata Tab
Keywords Tab
Taxonomy Tab
Extent Tab
Documents Tab
Funding Tab
associate
Settings
Settings
After selecting the Project profile, only the relevant tabs will be displayed.