Documenting People and Organizations

From Earth Science Information Partners (ESIP)
Revision as of 16:18, July 22, 2013 by Ted.Habermann (talk | contribs)

Many documentation dialects include mechanisms for connecting people and organizations to metadata records. There are two general approaches to these connections. The first involves including the roles of the people in the names of the metadata element's. For example, the NetCDF Attribute Convention for Data Discovery includes fields titled creator_name, creator_email, and creator_url. This approach makes it difficult to standardize because new standard elements must be added in order to add a new role, i.e. processor_name, processor_email, processor_URL. The second approach centers around a generic description of a person or an organization that includes an attribute that gives the role they play with respect to the resource being documented. This approach allows additions by extending the list of roles. See NetCDF, HDF, and ISO Metadata for more details on this approach.

Connecting people to resources is an important role of metadata. In addition, it is critical to describe people's role with respect to the resource.

NASA GCMD Directory Interchange Format

ECHO

ECS

<Contact>
  <Role/>
  <HoursofService/>
  <ContactInstructions/>
  <ContactOrganizationAddress>
    <StreetAddress/>
    <City/>
    <StateProvince/>
    <PostalCode/>
    <Country/>
  </ContactOrganizationAddress>
  <OrganizationTelephone>
    <TelephoneNumber/>
    <TelephoneNumberType/>
  </OrganizationTelephone>
  <OrganizationEmail>
    <ElectronicMailAddress/>
  </OrganizationEmail>
  <ContactPersons>
    <ContactFirstName/>
    <ContactMiddleName/>
    <ContactLastName/>
    <ContactJobPosition/>
  </ContactPersons>
</Contact>

Roles

The ECS Collection Metadata include eight roles:

ValueCount
Archive4481
Data Originator594
Distributor6
Instrument68
Investigator851
Producer3201
Quality Assessment4
User Services587

ISO

The ISO dialect combines people and organizations into the CI_ResponsibleParty object, a flexible structure that supports many combinations of organizations and people. Most objects that include associated responsible parties can have any number, so, for example, a citation can have people identified in any or all of the roles listed in the CI_RoleCode code list.

The structure of the CI_ResponsibleParty is:

<gmd:CI_ResponsibleParty>
  <gmd:individualName/>
  <gmd:organisationName/>
  <gmd:positionName/>
  <gmd:contactInfo>
    <gmd:CI_Contact>
      <gmd:phone/>
      <gmd:address>
        <gmd:CI_Address>
          <gmd:deliveryPoint/>
          <gmd:city/>
          <gmd:administrativeArea/>
          <gmd:postalCode/>
          <gmd:country/>
          <gmd:electronicMailAddress/>
        </gmd:CI_Address>
      </gmd:address>
      <gmd:onlineResource/>
      <gmd:hoursOfService/>
      <gmd:contactInstructions/>
    </gmd:CI_Contact>
  </gmd:contactInfo>
  <gmd:role/>
</gmd:CI_ResponsibleParty>

Roles

CI_RoleCode

ISO 19115Added in ISO 19115-1

+ resourceProvider
+ custodian
+ owner
+ user
+ distributor
+ originator
+ pointOfContact
+ principalInvestigator
+ processor
+ publisher
+ author

+ sponsor
+ coAuthor
+ collaborator
+ editor
+ mediator
+ rightsHolder
+ contributor
+ funder
+ stakeholder

Crosswalks

Concept Description Paths
Role function performed by the responsible party DIF /dif:DIF/dif:Personnel/dif:Role
ECHO /*/echo:Contacts/echo:Contact/echo:Role
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:Role
ISO //gmd:CI_ResponsibleParty/gmd:role/gmd:CI_RoleCode
UMM /umm:UMM/umm:Personnel/umm:Role
Organization Name Name of the organization DIF /dif:DIF/dif:Data_Center/dif:Data_Center_Name/dif:Short_Name
DIF /dif:DIF/dif:Data_Center/dif:Data_Center_Name/dif:Long_Name
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationName
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationName
ISO //gmd:CI_ResponsibleParty/gmd:organisationName/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:OrganizationName
Position Name Name of the job or position in an organization ECHO /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:JobPosition
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactPersons/ecs:ContactJobPosition
ISO //gmd:CI_ResponsibleParty/gmd:positionName/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:JobPosition
First Name First name of the individual DIF /dif:DIF/dif:Personnel/dif:First_Name
ECHO /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:FirstName
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactPersons/ecs:ContactFirstName
ISO //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:FirstName
Middle Name Middle name of the individual DIF /dif:DIF/dif:Personnel/dif:Middle_Name
ECHO /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:MiddleName
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactPersons/ecs:ContactMiddleName
ISO //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:MiddleName
Last Name Last name of the individual DIF /dif:DIF/dif:Personnel/dif:Last_Name
ECHO /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:LastName
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactPersons/ecs:ContactLastName
ISO //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:LastName
Email Email address of the individual or organization DIF /dif:DIF/dif:Personnel/dif:Email
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationEmails/echo:Email
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:OrganizationEmail/ecs:ElectronicMailAddress
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:electronicMailAddress/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:Email
Hours of Service Time period (including time zone) when individuals can contact the organisation or individual ECHO /*/echo:Contacts/echo:Contact/echo:HoursOfService
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:HoursofService
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:hoursOfService/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:HoursOfService
Contact Instructions Supplemental instructions on how or when to contact the individual or organisation ECHO /*/echo:Contacts/echo:Contact/echo:Instructions
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactInstructions
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:contactInstructions/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:Instructions
Phone Telephone numbers at which the organisation or individual may be contacted DIF /dif:DIF/dif:Personnel/dif:Phone
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationPhones/echo:Phone[echo:type='voice]'/echo:Number
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:OrganizationTelephone[ecs:TelephoneNumberType='Voice']/ecs:TelephoneNumber
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:phone/gmd:CI_Telephone/gmd:voice/gco:CharacterString
Fax Telephone numbers at which the organisation or individual may be contacted via facsimile (fax) DIF /dif:DIF/dif:Personnel/dif:Fax
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationPhones/echo:Phone[echo:type='fax]'/echo:Number
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:OrganizationTelephone[ecs:TelephoneNumberType='Facsimile']/ecs:TelephoneNumber
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:phone/gmd:CI_Telephone/gmd:facsimile/gco:CharacterString
Address Address line for the location DIF /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Address
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:StreetAddress
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationAddress/ecs:StreetAddress
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:deliveryPoint/gco:CharacterString
UMM /umm:UMM/umm:Personnel/umm:ContactPerson/umm:Address
City City of the location DIF /dif:DIF/dif:Personnel/dif:Contact_Address/dif:City
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:City
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationAddress/ecs:City
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:city/gco:CharacterString
Province or State Province, state, or other administrative area of the location DIF /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Province_or_State
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:StateProvince
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationAddress/ecs:StateProvince
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:administrativeArea/gco:CharacterString
Postal_Code Zip code or other postal code for the location DIF /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Postal_Code
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:PostalCode
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationAddress/ecs:PostalCode
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:postalCode/gco:CharacterString
Country Country of the location DIF /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Country
ECHO /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:Country
ECS /ecs:CollectionMetaDataFile/ecs:CollectionMetaDataSets/ecs:Collections/ecs:CollectionMetaData/ecs:Contact/ecs:ContactOrganizationAddress/ecs:Country
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:coountry/gco:CharacterString
Web Page On-line information that can be used to contact the individual or organisation DIF /dif:DIF/dif:Data_Center/dif:Data_Center_URL
ISO //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:onlineResource/gmd:CI_OnlineResource

xPath Note: The xPaths included in this table use several wildcards. // means any path, so //gmd:CI_ResponsibleParty indicates a gmd:CI_ResponsibleParty anywhere in an XML file. /*/ indicates a single level with several possible elements. This usually indicates one of several concrete realizations of an abstract object. For example /*/gmd:identificationInfo could be gmd:MD_Metadata/gmd:identificationInfo or gmi:MI_Metadata/gmd:identificationInfo and gmd:identificationInfo//*/gmd:descriptiveKeywords could be gmd:identificationInfo/gmd:MD_DataIdentification/gmd:descriptiveKeywords or gmd:identificationInfo/srv:SV_ServiceIdentification/gmd:descriptiveKeywords.