Documenting People and Organizations

From Earth Science Information Partners (ESIP)
Revision as of 03:20, November 11, 2015 by Hdfscript (talk | contribs) (<div id="people"> updated)

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

The DIF dialect differentiates clearly between documentation of people and organizations. People are documented using the Personnel object with roles of DIF AUTHOR, INVESTIGATOR, and TECHNICAL CONTACT:

<dif:Personnel>
  <dif:Role/>
  <dif:First_Name/>
  <dif:Middle_Name/>
  <dif:Last_Name/>
  <dif:Email/>
  <dif:Phone/>
  <dif:Fax/>
  <dif:Contact_Address>
    <dif:Address/>
    <dif:City/>
    <dif:Province_or_State/>
    <dif:Postal_Code/>
    <dif:Country/>
  </dif:Contact_Address>
</dif:Personnel>

The dialect includes information for one type of organization: the Data Center that distributes the data. The Data Centers are documented using the DataCenter object:

<dif:Data_Center>
  <dif:Data_Center_Name>
    <dif:Short_Name/>
    <dif:Long_Name/>
  </dif:Data_Center_Name>
  <dif:Data_Center_URL/>
  <dif:Data_Set_ID/>
  <dif:Personnel>
    <dif:Role/>
    <dif:First_Name/>
    <dif:Middle_Name/>
    <dif:Last_Name/>
    <dif:Email/>
    <dif:Phone/>
    <dif:Fax/>
    <dif:Contact_Address>
      <dif:Address/>
      <dif:City/>
      <dif:Province_or_State/>
      <dif:Postal_Code/>
      <dif:Country/>
    </dif:Contact_Address>
  </dif:Personnel>
</dif:Data_Center>

ECHO

The ECHO dialect combines people and organizations into the Contact structure:

<Contact>
  <Role/>
  <HoursOfService/>
  <Instructions/>
  <OrganizationName/>
  <OrganizationAddresses>
    <Address>
      <StreetAddress/>
      <City/>
      <StateProvince/>
      <PostalCode/>
      <Country/>
    </Address>
  </OrganizationAddresses>
  <OrganizationPhones>
    <Phone>
      <Number/>
      <Type>voice</Type>
    </Phone>
    <Phone>
      <Number/>
      <Type>fax</Type>
    </Phone>
  </OrganizationPhones>
  <OrganizationEmails>
    <Email/>
  </OrganizationEmails>
  <ContactPersons>
    <ContactPerson>
      <FirstName/>
      <MiddleName/>
      <LastName/>
      <JobPosition/>
    </ContactPerson>
  </ContactPersons>
</Contact>

The ECHO Collection Roles:

Investigator 	 1339
ORNL DAAC User Services 749
Archive 638
TECHNICAL CONTACT 617
DATA CENTER CONTACT 585
DIF AUTHOR 368
Producer 271
Data Manager 225
GHRC USER SERVICES 181
User Services 176
Data Originator 77
TECHNICAL CONTACT, DIF AUTHOR 54
Archiver 40
DIF AUTHOR, TECHNICAL CONTACT 35
INVESTIGATOR, TECHNICAL CONTACT  2
Distributor 2

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

People

Connecting people to datasets is an important role of metadata. Some dialects include people/organizations that are specifically defined. Others include an attribute or element for specifying the role of individuals/organizations.
ConceptDescriptionDialect (Fit) Paths
Rolefunction performed by the responsible partyDIF (1) /dif:DIF/dif:Personnel/dif:Role
ECHO (1) /*/echo:Contacts/echo:Contact/echo:Role
ECS (1) /*/ecs:Contact/ecs:Role
ISO (1) //gmd:CI_ResponsibleParty/gmd:role/gmd:CI_RoleCode
ISO-1 (1) //cit:CI_Responsibility/cit:role/cit:CI_RoleCode
UMM (1) /umm:UMM/umm:Personnel/umm:Role
Organization NameName of the organizationDIF (1) /dif:DIF/dif:Data_Center/dif:Data_Center_Name/dif:Short_Name
DIF (1) /dif:DIF/dif:Data_Center/dif:Data_Center_Name/dif:Long_Name
ECHO (1) /*/ArchiveCenter
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationName
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationName
FGDC /fgdc:metadata/fgdc:idinfo/fgdc:citation/fgdc:citeinfo/fgdc:origin
ISO //gmd:CI_ResponsibleParty/gmd:organisationName/gco:CharacterString
ISO-1 (1) //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:name/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:OrganizationName
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ProviderName
Responsible Party IdentifierA unique identifier for a person or an organization
Responsible Party Identifier TypeThe type of a unique identifier for a person or an organization
Responsible Party Identifier Type URIThe type of a unique identifier for a person or an organization
Position NameName of the job or position in an organizationECHO (1) /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:JobPosition
ECS (1) /*/ecs:Contact/ecs:ContactPersons/ecs:ContactJobPosition
ISO (1) //gmd:CI_ResponsibleParty/gmd:positionName/gco:CharacterString
ISO-1 (1) //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:individual/cit:CI_Individual/cit:positionName/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:JobPosition
First NameFirst name of the individualDIF (1) /dif:DIF/dif:Personnel/dif:First_Name
ECHO (1) /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:FirstName
ECS (1) /*/ecs:Contact/ecs:ContactPersons/ecs:ContactFirstName
ISO (2) //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
ISO-1 (2) //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:individual/cit:CI_Individual/cit:name/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:name/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:FirstName
OGC-SOS (2) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:IndividualName
Middle NameMiddle name of the individualDIF (1) /dif:DIF/dif:Personnel/dif:Middle_Name
ECHO (1) /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:MiddleName
ECS (1) /*/ecs:Contact/ecs:ContactPersons/ecs:ContactMiddleName
ISO (2) //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
ISO-1 (2) //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:individual/cit:CI_Individual/cit:name/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:name/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:MiddleName
OGC-SOS (2) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:IndividualName
Last NameLast name of the individualDIF (1) /dif:DIF/dif:Personnel/dif:Last_Name
ECHO (1) /*/echo:Contacts/echo:Contact/echo:ContactPersons/echo:ContactPerson/echo:LastName
ECS (1) /*/ecs:Contact/ecs:ContactPersons/ecs:ContactLastName
ISO (2) //gmd:CI_ResponsibleParty/gmd:individualName/gco:CharacterString
ISO-1 (2) //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:individual/cit:CI_Individual/cit:name/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:name/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:LastName
OGC-SOS (2) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:IndividualName
EmailEmail address of the individual or organizationDIF (1) /dif:DIF/dif:Personnel/dif:Email
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationEmails/echo:Email
ECS (1) /*/ecs:Contact/ecs:OrganizationEmail/ecs:ElectronicMailAddress
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:electronicMailAddress/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:electronicMailAddress/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:electronicMailAddress/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:Email
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:ElectronicMailAddress
Hours of ServiceTime period (including time zone) when individuals can contact the organisation or individualECHO (1) /*/echo:Contacts/echo:Contact/echo:HoursOfService
ECS (1) /*/ecs:Contact/ecs:HoursofService
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:hoursOfService/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:hoursOfService/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:hoursOfService/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:HoursOfService
Contact InstructionsSupplemental instructions on how or when to contact the individual or organisationECHO (1) /*/echo:Contacts/echo:Contact/echo:Instructions
ECS (1) /*/ecs:Contact/ecs:ContactInstructions
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:contactInstructions/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:contactInstructions/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:contactInstructions/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:Instructions
PhoneTelephone numbers at which the organisation or individual may be contactedDIF (1) /dif:DIF/dif:Personnel/dif:Phone
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationPhones/echo:Phone[echo:type='voice]'/echo:Number
ECS (1) /*/ecs:Contact/ecs:OrganizationTelephone[ecs:TelephoneNumberType='Voice']/ecs:TelephoneNumber
FGDC /fgdc:metadata/fgdc:distinfo/fgdc:distrib/fgdc:cntinfo/fgdc:cntvoice
FGDC /fgdc:metadata/fgdc:metainfo/fgdc:metc/fgdc:cntinfo/fgdc:cntvoice
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:phone/gmd:CI_Telephone/gmd:voice/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:phone/cit:CI_Telephone[normalize-space(cit:numberType/cit:CI_TelephoneTypeCode)='voice']
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:phone/cit:CI_Telephone[normalize-space(cit:numberType/cit:CI_TelephoneTypeCode)='voice']
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Phone/ows:Voice
FaxTelephone numbers at which the organisation or individual may be contacted via facsimile (fax)DIF (1) /dif:DIF/dif:Personnel/dif:Fax
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationPhones/echo:Phone[echo:type='fax]'/echo:Number
ECS (1) /*/ecs:Contact/ecs:OrganizationTelephone[ecs:TelephoneNumberType='Facsimile']/ecs:TelephoneNumber
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:phone/gmd:CI_Telephone/gmd:facsimile/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:phone/cit:CI_Telephone[normalize-space(cit:numberType/cit:CI_TelephoneTypeCode)='facsimile']
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:phone/cit:CI_Telephone[normalize-space(cit:numberType/cit:CI_TelephoneTypeCode)=facsimile']
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Phone/ows:Facsimile
AddressAddress line for the locationDIF (1) /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Address
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:StreetAddress
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationAddress/ecs:StreetAddress
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:deliveryPoint/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:deliveryPoint/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:deliveryPoint/gco:CharacterString
UMM (1) /umm:UMM/umm:Personnel/umm:ContactPerson/umm:Address
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:DeliveryPoint
CityCity of the locationDIF (1) /dif:DIF/dif:Personnel/dif:Contact_Address/dif:City
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:City
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationAddress/ecs:City
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:city/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:city/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:city/gco:CharacterString
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:City
Province or StateProvince, state, or other administrative area of the locationDIF (1) /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Province_or_State
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:StateProvince
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationAddress/ecs:StateProvince
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:administrativeArea/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:administrativeArea/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:administrativeArea/gco:CharacterString
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:AdministrativeArea
Postal_CodeZip code or other postal code for the locationDIF (1) /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Postal_Code
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:PostalCode
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationAddress/ecs:PostalCode
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:postalCode/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:postalCode/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:postalCode/gco:CharacterString
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:PostalCode
CountryCountry of the locationDIF (1) /dif:DIF/dif:Personnel/dif:Contact_Address/dif:Country
ECHO (1) /*/echo:Contacts/echo:Contact/echo:OrganizationAddresses/echo:Address/echo:Country
ECS (1) /*/ecs:Contact/ecs:ContactOrganizationAddress/ecs:Country
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:address/gmd:CI_Address/gmd:country/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:country/gco:CharacterString
ISO-1 //cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:address/cit:CI_Address/cit:country/gco:CharacterString
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ServiceContact/ows:ContactInfo/ows:Address/ows:Country
Web PageOn-line information that can be used to contact the individual or organisationDIF (1) /dif:DIF/dif:Data_Center/dif:Data_Center_URL
ISO (1) //gmd:CI_ResponsibleParty/gmd:contactInfo/gmd:CI_Contact/gmd:onlineResource/gmd:CI_OnlineResource
ISO-1 /mdb:MD_Metadata/mdb:contact/cit:CI_Responsibility/cit:party/cit:CI_Organisation/cit:contactInfo/cit:CI_Contact/cit:onlineResource/cit:CI_OnlineResource
ISO-1 /mdb:MD_Metadata/mdb:contact/cit:CI_Responsibility/cit:party/cit:CI_Individual/cit:contactInfo/cit:CI_Contact/cit:onlineResource/cit:CI_OnlineResource
OGC-SOS (1) /sos:Capabilities/ows:ServiceProvider/ows:ProviderSite/@xlink:href

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.

Fit: The fit of the dialect path with the concept is estimated on a scale of 1 = excellent two-way fit, 2 = one-way fit or some other problem, 3 - extension required.


Metadata Implementation