Best Practices for Publishing Full Metadata to ArcGIS Hub (Open Data Portals)
Full standards metadata is important for users to be able to understand your data. Unfortunately, when migrating a dataset between platforms throughout the ArcGIS suite of tools, it is very easy for this metadata to get lost. This page describes the best practices for ensuring metadata remains with the data in ArcGIS Hubs.
Preferred Workflows
Best Method for publishing items with metadata to ArcGIS Hub
Use ArcCatalog to create metadata for individual shapefiles.
Zip the shapefile with the metadata file. This file will be in the ArcGIS 1.0 Metadata Format and have the extension “shp.xml”
Log in to ArcGIS Online and go to the Content Pane.
Upload the zipped shapefile. Change the title from the filename to the same title used in the metadata file. The Purpose, Abstract, and Credits from the original metadata file will be automatically populated.
Share the item to your Open Data Group.
If you have geodatabases:
Create metadata for each feature class in ArcCatalog.
Export each layer to a shapefile. If you have many feature classes, Right Click the feature dataset and export all layers at once. This should include the ArcGIS 1.0 Metadata file.
Continue with Best Method Steps 2-5 listed in the previous section.
These steps will result in an item in ArcGIS Hub that has a “View Metadata” button. Users will be able to select this text and see an HTML view of the full metadata file. When users download the item, the metadata will be included.
Note: The metadata available for download cannot be edited online. Any changes made to metadata online (through the Item Description page or using the Online Metadata Editor) will not show up in the downloaded metadata.
Alternate Workflows
If you have metadata hosted online elsewhere, you can reference it by adding links in the Distribution section of ArcGIS 1.0 Format Metadata. These links will show up in the download section of the dataset page on ArcGIS Hub.
Note: While preference should be given to workflows that include metadata directly with the download (so that users have the information even if they don’t realize that they will need it later), this could be an option if you need to publish services from a desktop platform or want to provide an alternative metadata format, such as a PDF or spreadsheet with attribute field definitions.
Click on an item in the directory. Select the “description” tab and click to “Edit” the metadata.
Select “Distribution” under the Resource section.
Click on the + sign by “New Digital Transfer Options”
Click on the + sign. By “New Online Resource”
Enter a URL to your download file, or external related link. This could be a non-hosted file that you have uploaded to ArcGIS Online through the Content Pane or a link to an organizational website / ftp server.
Enter a name for the file. This name will appear on ArcGIS Hub.
Adding an external link using the ArcGIS Online Metadata Editor
If you are publishing data from your desktop (via ArcMap or ArcPro), uploading a geodatabase, or need to add metadata to an already published resource:
First, enable metadata for your organization"
Log in to ArcGIS Online and go to the Organization Pane.
Click on Edit Settings and open the Items Tab.
Select “Enable Metadata for your Organization” and select a Metadata Standard.
Next, use the Online Metadata Editor to add a link:
Open an item page for a hosted layer and click Metadata - Edit.
Within the metadata form, choose Distribution.
In the Online Resource page that appears, click the + sign.
Enter a URL to your download file, or external related link. This could be a non-hosted file that you have uploaded to ArcGIS Online through the Content Pane or a link to an organizational website / ftp server.
Enter a name for the file. This name will appear on ArcGIS Hub.
Change the Function to Download.
For more detail about workflows and why these are our suggested best practices, read more here.
If you have questions about how this fits with your workflow, contact us! btaa-gdp@umn.edu