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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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  • Create Associations
  • Step-by-Step: Creating an Association in a Project Record

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  1. Project Entry Guidance

Associating Records: Project

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Last updated 4 years ago

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The Associated section is used to connect metadata records with each other. This feature should be used when items are related, for example, products are often the result of projects, and projects often have sub-projects. Projects and Products can be linked together by using association. Adding associations gives users the ability to find items that relate to each other in the Science Catalog.

In ScienceBase, Associated Records are referred to as Item Associations.

Remember: Project-product associations are different than parent-child relationships on ScienceBase.

Create Associations

In mdEditor, associations can be created from the Project record or the Product record. The "Association Type" will define the association from your current record to the linked record. Specifying the "Linked Association Type" will create the association from the other direction.

Important: It is recommended you ALWAYS specify the Linked Association Type when you create associations. This will ensure the associations are defined from both directions and be present in the metadata no matter how the metadata is translated or where it is used in the future.

If you import records from ScienceBase, the record associations might be automatically created, but sometimes associations may need to be created manually (as described below). Associations can only be made after both project and product records have been created or imported into mdEditor.

Quick Reference: Creating an Association in a Project Record

1. Select "product" from the Association Type drop-down menu.

2. Use the Select a Record button to select an associated product.

3. Choose the product that you would like to associate from the "Select a Resource" list.

4. Fill out the Linked Association Type with "parentProject."

Step-by-Step: Creating an Association in a Project Record

Step 1: Select "product" from the Association Type drop-down menu. This field will describe the relationship from the associated record to the project record (the associated record is the product of the project record you are editing).

Step 2: Click the "Select a Record" button to select an associated product.

Step 3: Choose the product that you would like to associate from the Select a Resource list.

Step 4: Fill out the Linked Association Type with "parentProject."