Project Entry Guidance

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

Before You Begin

Adjust your mdEditor Settings:

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

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.

After selecting the Project profile, only the relevant tabs will be displayed.

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. Import or create your project record (see workflow).

2. Pick "project" as the Resource Type

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

4. Fill out metadata information for the following tabs:

   • Main Tab

   • Metadata Tab

   • Keywords Tab

   • Taxonomy Tab

   • Extent Tab

   • Documents Tab

   • Funding Tab

5. If applicable, associate your project with other metadata records.

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