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NSDL_DC Metadata Guidelines

Note: These NSDL_DC metadata guidelines are were developed in 2007. Though somewhat aged, they are valuable for the detailed and precise nature of the information delivered. Some of the examples provided may refer to resource types or materials that are not currently in NSDL's scope (such as scholarly journals). NSDL's current preferred metadata format for new collection contribution is the LAR metadata format. (Jan. 2013)

I. INTRODUCTION

  1. Role of the Guidelines
  2. Users of the Guidelines
  3. How to Use and Navigate the Guidelines
  4. Metadata documentation versioning

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Element

Recommended Usage

Simple definition / Notes

Sample XML tags

Title

Required

The name by which the resource or collection of resources is formally known.

<dc:title>...</dc:title>

<ac:structured-macro ac:name="unmigrated-wiki-markup" ac:schema-version="1" ac:macro-id="3695f984-4d3c-48d3-84a2-bb5578d22e37"><ac:plain-text-body><![CDATA[

Alternative Title

Recommended if applicable

A refinement of the Title element used to express varying form(s) of a title [e.g., Journal of polymer science (title); Polymer symposia (Alternative Title)].

<dct:alternative>...</dct:alternative> ]]></ac:plain-text-body></ac:structured-macro>

Identifier

Required

URL to the resource

<dc:identifier>...</dc:identifier>

Subject

Strongly
recommended

Populate each Subject field with only one subject term (or phrase) that describes the topics, concepts or content of the resource; repeat as needed.

<dc:subject>...</dc:subject>

Education Level

Strongly recommended

Use to describe the appropriate learning level or range associated with a resource. A refinement of the audience element. NSDL controlled vocabulary available.

<dct:educationLevel>...</dct:educationLevel>

Audience

Recommended

A broad category that best describes the recipient or user for whom the resource is primarily intended. NSDL controlled vocabulary available.

<dct:audience>...</dct:audience>

Mediator

Optional

A class of entity that mediates access to the resource and for whom the resource is intended or useful.

<dct:mediator>...</dct:mediator>

Description

Strongly recommended

A free-text account of a resource. May include abstracts or table of contents. Used as primary search field and display field.

<dc:description>...</dc:description>

Type

Strongly recommended

The nature, function or typical use of a resource. NSDL controlled vocabulary and DCMI type list available. To describe the file format, physical medium, or dimensions of the resource, use Format element.

<dc:type>...</dc:type>

Rights

Recommended

Rights information typically includes a free-text statement about various property rights associated with the resource, including intellectual property rights. May be populated with a URL that links to specific rights language in the resource.

<dc:rights>...<dc:rights>

Access Rights

Optional

Information describing conditions or requirements for viewing and/or downloading NSDL material. NSDL controlled vocabulary available; a refinement of the Rights element.

<dct:accessRights>...<dct:accessRights>

License

Optional

A legal document giving official permission to do something with the resource. A refinement of the Rights element.

<dct:license>...</dct:license>

Contributor

Recommended

Entity responsible for making contributions to the resource. Populate each Contributor field with only one contributor term; repeat as needed.

<dc:contributor>...</dc:contributor>

Creator

Recommended

Entity primarily responsible for making the resource.

<dc:creator>...</dc:creator>

Publisher

Recommended

Entity responsible for making the resource available.

<dc:publisher>...</dc:publisher>

Language

Recommended

Primary language of the resource. NSDL_DC recommends use of LOC's ISO 639-2 controlled vocabulary.

<dc:language>...</dc:language>

Coverage

Optional

Statement of resource's spatial/geographic and/or temporal coverage. Named places (countries, cities, etc.) or time periods (epochs, date ranges, etc.) are typical Coverage values.

<dc:coverage>...</dc:coverage>

Spatial

Optional

Spatial characteristics of the intellectual content of the resource.

<dct:spatial>...</dct:spatial>

Temporal

Optional

Temporal characteristics of the intellectual content of the resource.

<dct:temporal>...</dct:temporal>

Date

Recommended

A point or period of time associated with an event in the lifecycle of the resource. Employ W3CDTF encoding scheme that looks like YYYY-MM-DD.

<dc:date>...</dc:date>

Created

Recommended

A refinement of the Date element

<dct:created>...</dct:created>

Available

Optional

A refinement of the Date element

<dct:available>...</dct:available>

dateAccepted

Optional

A refinement of the Date element

<dct:dateAccepted>...</dct:dateAccepted>

dateCopyrighted

Optional

A refinement of the Date element

<dct:dateCopyrighted>...</dct:dateCopyrighted>

dateSubmitted

Optional

A refinement of the Date element

<dct:dateSubmitted>...</dct:dateSubmitted>

Issued

Optional

A refinement of the Date element

<dct:issued>...</dct:issued>

Modified

Optional

A refinement of the Date element

<dct:modified>...</dct:modified>

Valid

Optional

A refinement of the Date element

<dct:valid>...</dct:valid>

Interactivity Type

Recommended if applicable

The type of interactions supported by a resource (active, expositive, mixed, undefined)

<ieee:interactivityType>...</ieee:interactivityType>

Interactivity Level

Recommended if applicable

The level of interaction between a resource and end user; that is the degree to which the learner can influence the behavior of the resource (very high, high, medium, low, very low)

<ieee:interactivityLevel>...</ieee:interactivityLevel>

Typical Learning Time

Optional

The typical amount of time for a particular education level to interact with the resource.

<ieee:typicalLearningTime>...</ieee:typicalLearningTime>

Format

Optional

Physical medium and/or file/MIME format

<dc:format>...</dc:format>

Extent

Optional

The size or duration of the resource.

<dct:extent>...</dct:extent>

Medium

Optional

The material or physical carrier of the resource.

<dct:medium>...</dct:medium>

Relation

Recommended if applicable

A related resource. Best practice to express relationships to related resources and the item being cataloged is to employ the applicable refinements below. Enter either the title and/or URL of the related resource.

<dc:relation>...</dc:relation>

  • conformsTo

 

A refinement of the Relation element. Also used to provide educational standard via a URI (e.g. as ASN URIs).

<dct:conformsTo>...</dct:conformsTo>
<dct:conformsTo xsi:type="dct:URI">http://purl.org/ASN/resources/S1014D95</dct:conformsTo>

  • isFormatOf

 

A refinement of the Relation element

<dct:isFormatOf>...</dct:isFormatOf>

  • hasFormat

 

A refinement of the Relation element

<dct:hasFormat>...</dct:hasFormat>

  • isPartOf

 

A refinement of the Relation element

<dct:isPartOf>...</dct:isPartOf>

  • hasPart

 

A refinement of the Relation element

<dct:hasPart>...</dct:hasPart>

  • isReferencedBy

 

A refinement of the Relation element

<dct:isReferencedBy>...</dct:isReferencedBy>

  • references

 

A refinement of the Relation element

<dct:References>...</dct:References>

  • isReplacedBy

 

A refinement of the Relation element

<dct:isReplacedBy>...</dct:isReplacedBy>

  • replaces

 

A refinement of the Relation element

<dct:replaces>...</dct:replaces>

  • isRequiredBy

 

A refinement of the Relation element

<dct:isRequiredBy>...</dct:isRequiredBy>

  • requires

 

A refinement of the Relation element

<dct:requires>...</dct:requires>

  • isVersionOf

 

A refinement of the Relation element

<dct:isVersionOf>...</dct:isVersionOf>

  • hasVersion

 

A refinement of the Relation element

<dct:hasVersion>...</dct:hasVersion>

Abstract

Optional

A summary of the content of the resource. A refinement of the Description element

<dct:abstract>...</dct:abstract>

Table of Contents

Optional

A list of subunits of the content of the resource. A refinement of the Description element

<dct:tableOfContents>...</dct:tableOfContents>

Bibliographic citation

Optional

A bibliographic reference for the resource. A refinement of the Identifier element

<dct:bibliographicCitation>...</dct:bibliographicCitation>

Instructional method

Optional

Describes process by which knowledge, attitudes, and/or skills are instilled.

<dct:instructionalMethod>...</dct:instructionalMethod>

Provenance

Optional

Statement of ownership and custody of the resource since its creation that are significant for its authenticity, integrity, and interpretation.

<dct:provenance>...</dct:provenance>

Accrual method

Optional

Method by which items are added to a collection; rarely used in NSDL.

<dct:accrualMethod>...</dct:accrualMethod>

Accrual periodicity

Optional

Frequency with which items are added to a collection; rarely used in NSDL.

<dct:accrualPeriodicity>...</dct:accrualPeriodicity>

Accrual policy

Optional

Policy governing the addition of items to a collection.

<dct:accrualPolicy>...</dct:accrualPolicy>

...

  1. Go through the OAI Server Checklist.
  2. Wiki MarkupCheck each verb with as many conditions as you can think of using the OAI Repository Explorer \[[http://re.cs.uct.ac.za/|Explorer [http://re.cs.uct.ac.za/]\]
    This is an interactive suite of HTML forms \ -\- you will need to fill in the blanks for every OAI-PMH request you test. Remember to use different combinations of arguments to check each verb. There is an option for XML schema validation, which is set by default.
  3. Wiki MarkupValidate your server using the validator supplied by the Open Archives Initiative. The OAI provided validator is sort of hidden at the bottom of the Registering as a Data Provider page \ [[http://www.openarchives.org/data/registerasprovider.html|http://www.openarchives.org/data/registerasprovider.html]\]. You can validate your OAI server without registering it by clicking in the checkbox that says "only validate and do not register (you may then register later)."

XML schema validation

OAI-PMH requires that all metadata served must be valid according to an XML schema. In other words, every metadata record must be schema valid, and you must indicate the URL of the XML schema, both in ListMetadataFormats responses and in the served records. Note that there is also an XML schema provided for all OAI-PMH responses -- so the OAI wrapper around the served metadata must also be schema valid.Schema validation tools are available to help you with this.

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