Create INSPIRE Metadata v2 with ArcGIS Pro Add-In

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06-09-2021 11:51 AM
Jill_Saligoe-Simmel
Esri Contributor
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This lesson steps you through how to create INSPIRE Metadata v2 for dataset metadata using the ArcGIS Pro Metadata Editor with the INSPIRE_MD2 Add-In

UPDATED 23-June-2021 to include steps using the new INSPIRE Reference Validator, plus additional tips for 'Legal Constraint > Use limitation' to improve your open data catalog.

 

Before You Begin

The first step toward creating metadata content that complies with the INSPIRE Metadata v2.0.1 guidelines is to configure ArcGIS Pro correctly.

1. Install the Add-In
2. Configure ArcGIS Pro for INSPIRE v2 Metadata
3. Edit INSPIRE metadata content
4. Create Metadata
5. Check your Metadata using the external INSPIRE Reference Validator

Verify that you are signed in and have permission to create content.

Install the Add-In

This lesson assumes that you have installed the INSPIRE_MD2 Add-In in ArcGIS Pro and enabled metadata with the European ‘INSPIRE Metadata V2 Toolkit Editor’ style.


To install the INSPIRE_MD2 Add-In, download the INSPIRE_MD2_signed.zip file to a local folder and unzip. Double-click the INSPIRE_MD2.esriAddInX file and click the ‘Install Add-In’ button to install.

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Alternatively, register the Add-in directly in the ArcGIS Pro - Settings > ‘Add-In Manager’. In the ‘Options’ tab click ‘Add Folder’ to select the folder location containing the unzipped Add-In file. Exit and restart ArcGIS Pro for the change to take effect.

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After restart, you will see “INSPIRE_MD2” in your list of Add-Ins.

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Configure ArcGIS Pro for INSPIRE v2 Metadata

On the ArcGIS Pro Settings > Options, choose ‘Metadata’ from the sidebar. Select ‘INSPIRE Metadata V2 Toolkit Editor’ from the Metadata style dropdown menu. Click ‘OK’

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Create Metadata

Edit an item's metadata in the metadata view. When you edit metadata in the metadata view, validation rules are applied based on the INSPIRE Metadata v2.0.1 Technical Guidelines.

The ArcGIS Pro INSPIRE/ISO 19139 Metadata Editor has three main sections presented in the left sidebar interface: Overview, Metadata, and Resource. Each section has pages containing associated metadata elements. For example, the Overview page contains the ‘Item Description’ section with associated metadata elements.

Pages where required content is identified as being missing are denoted with an “X” icon . When all required content has been provided the page will be identified in the Contents pane as being valid with a "✔︎" icon.

Warning messages for missing required values are denoted with a "!" icon and the associated dialog box is highlighted. Depending on if you have some metadata already completed, the displayed elements may differ slightly from what is shown below.

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Click through each page and provide the required information in the field specified. The following provides detailed guidance for completing each metadata element to create valid INSPIRE Metadata:

Overview > Item Description

Title - the name given to the data resource

Description (Abstract) - a brief narrative summary of the content of the resource as free text; consider including the definition from the INSPIRE theme register http://inspire.ec.europa.eu/theme as part of your abstract

Use Limitations - choose a Use Limitation statement from the dropdown menu, for example, “no conditions to access and use”; see the INSPIRE Registry for definitions of Conditions Applying To Access and Use https://inspire.ec.europa.eu/metadata-codelist/ConditionsApplyingToAccessAndUse

Overview > Topic & Keywords

Topic Category - a high-level classification scheme to assist in the grouping and topic-based search of available spatial data resources; select one or more topics using topic categories in accordance with the ISO 19115 metadata standard

Keywords - the primary INSPIRE theme keyword of the dataset; click the “+” to reveal the Keyword dialog, then click the “Lookup” button to open the GEMET Keyword Lookup Browser. After a moment, the ‘GEMET INSPIRE Data Theme’ popup will open.

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⁃ Choose a language as appropriate in the language dropdown.
⁃ Click on the theme title to select exactly one GEMET Keyword (note, choosing more than one theme keyword may produce “Fail” results in the external INSPIRE Validator). Click ‘OK’

Date - under Thesaurus Citation > Dates, enter date of publication of the GEMET Theme Keyword Thesaurus; enter "2008-06-01” (enter exactly as written, without quotes)

Identifier Code - Under Identifier > Code enter "publication” (enter exactly as written, without quotes)

Metadata > Details

Metadata Language - the language in which the metadata elements are expressed; choose the language from the dropdown menu

Metadata > Contacts

Add+ new contact or load a saved contact from dropdown menu
Organization Name - the name of the organisation responsible for the metadata as free text

Email - a contact email address as a character string

Role - choose “Point of Contact” from the dropdown list

Add+ new Contact Information
Email - a contact email address as a character string

Resource > Details

Resource Language - choose the language(s) used within the resource.

Spatial Representation Type - choose a value from the dropdown list, for example, ‘Vector’ for a Feature Layer

Resource > Extents

Add+ new Extent
Add+ new Bounding Box
West - the extent of your data with at least one decimal (e.g., -49.9)
East - the extent of your data with at least one decimal (e.g., 42.7)
South - the extent of your data with at least one decimal (e.g., 27.4)
North - the extent of your data with at least one decimal (e.g., 68.9)

Resource > Points of Contact

Organization Name - the name of the organisation responsible for the dataset as free text

Email - a contact email address as a character string

Resource > Constraints

Legal Constraint > Use limitation - when Member States limit public access to spatial data sets and spatial data services under Article 13 of Directive 2007/2/EC, this metadata element shall provide information on the limitations and the reasons for them; If there are no limitations on public access, this metadata element shall indicate that fact as free text. For example, enter “CC0”

Tip:

If you add a Creative Commons license (CC0, CC BY, CC BY-SA) by either the name or the URL and share to a Hub catalog, the the item’s dataset page will display the Creative Commons license icon and will link to the appropriate license details web page. If you add an Open Data Commons license (PDDL, ODbL, ODC-By), the dataset page will display the license name and link to the appropriate license details web page.

 

Security Constraints - NOTE: security constraints typically only has military use; ignore the warning message and leave the default Classification value “Empty” will still product valid metadata results.

Go to bottom of page
Legal Constraint > Access Constraints - choose an Access Constraint statement from the dropdown menu, for example, “no limitations to public access”; see the INSPIRE Registry for definitions of Limitations on public access https://inspire.ec.europa.eu/metadata-codelist/LimitationsOnPublicAccess

Legal Constraint > Use Constraints - choose a Use Constraint statement from the dropdown menu, for example, “no conditions to access and use”

Resource > Spatial Reference

Code - Enter the spatial reference code “WGS84” (enter exactly as written, without quotes)

Resource > Quality

Scope Level - choose a value from the dropdown menu; for example, choose “Dataset”

Add + New Report Type
Report Type - choose “Domain Consistency”

Add + New Conformance Result
Conformance Result - if your dataset conformance is congruent with the above conformance explanation, check the box for ‘Pass’ from the dropdown list

Explanation - a citation of the specification against which conformity was tested, for example (without quotes): “See the referenced specification”
(note, specification title will be selected in the following steps)

Title - the title of the specification used for the conformance result. Choose the language of the INSPIRE specification title from the dropdown list to add the full title in the specified language to the Metadata record.

Dates > Published - enter “2010-12-08” (enter exactly as written, without quotes)

Resource > Lineage

If Scope is Dataset or Series, a Lineage Statement is required. (INSPIRE). – Enter a lineage statement, for example, “Data were loaded from source data into INSPIRE GDB template, then published to ArcGIS Online”

Resource > Distribution

Format Name - Enter “GeoService” without quotes

Format Version - A value is required.
Enter “n/a” without quotes

Add + New Digital Transfer Options
Add + New Online Resource
Linkage - enter a URL of online resource (note, this can be updated after publishing a hosted feature service)

Export XML Metadata

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Check your Metadata using the external INSPIRE Reference Validator

In a web browser, open the official INSPIRE Reference Validator and click ’Test your data, services, or metadata’ to start a test. 

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The validator is already configured to test your metadata using the Technical Guidelines version 2.0 for data sets and data set series metadata. Verify your answer to the antispam question.

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Add your metadata to be tested

Follow instructions to provide your metadata to test and click ’Start test’.

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Check the Status of your report

The validator runs its tests and generates a report. View the results to see your metadata "Passed" inspection. If you left fields blank or incorrectly filled in metadata elements when creating your metadata, it may fail some tests. Click the “See report” link to expand sections and view detailed results. Then, return to the ArcGIS Metadata Editor and update your metadata, as needed.

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For your convenience, you can download the example metadata file used in this lesson along with the Validator 'Passed' report (generated 9-June-2021) to assist you in your metadata creation.

Continue your publication workflow

If you publish a feature layer from ArcGIS Pro that already contains metadata, the metadata will flow through to ArcGIS Online and/or Enterprise.

About the Author
Dr. Jill Saligoe-Simmel is a 20+year leader of Spatial Data Infrastructure (SDI) and champion of FAIR and open data.