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I need to identify people and organizations in different roles

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.

Structure

 

The simple UML for the object is shown here. It includes one required element and four optional elements each of which can occur once.  The CI_Contact includes information about physical and electronic addresses as well as a CI_OnlineResource as part of the contact information. 

ISO Citations can include any number of organizations or people (citedResponsibleParties), each with one of the following roles: resourceProvider, custodian, owner, user, distributor, originator, pointOfContact, principalInvestigator, processor, publisher, or author (see Figure). For example, the principle citation for a metadata record, in the MD_Identification section, can include an author, a publisher, and any number of principal investigators. This is very different than the FGDC approach, where the idinfo section has a citation that can include, but not differentiate roles for, many originators and a single point of contact with no clear role definition.

The capability to have contacts with different roles in citations is very important at NGDC. We are trying to improve our utilization of the lineage sections of our metadata records. Those sections include sources which, in the FGDC, are citations. This works well if the sources are scientific papers, but in many cases, we receive unpublished data from a real person who has a phone number and an e-mail. There is no straightforward way to include that information in the FGDC standard. The ISO citation provides an easy way to do it.

 

Usage

Where are Responsibility objects?  People can be connected to ISO metadata records in eight places, and in each CI_Citation. Those locations are shown in this Figure. In some cases the roles of the people are determined by where they are in the standard. In other cases, they are determined by the role code. See the Roles-by-Position vs. Roles-by-Code discussion below for more information.

 

UsageDescription and Xpath

Citation


The ISO CI_Citation object is used to refer to a variety of resources that are not included in a metadata record. It is modeled after a bibliographic reference and can include any number of organizations or people (responsibleParties) in any roles. Typically a CI_Citation includes originators or authors and a publisher.

//gmd:CI_Citation/gmd:citedResponsibleParty

Metadata Contact

The metadataContact is a person that creates and manages metadata for resources and services. This person generally has expertise in documentation standards and has enough experience and understanding of the resource to document it in partnership with the originator or resource contact. This responsibleParty generally has role = "custodian" or "pointOfContact".

/gmi:MI_Metadata/gmd:contact

Resource Contact


The CI_ResponsibleParty in MD_Identification objects identifies the pointOfConact for the resource, defined as "identification of, and means of communication with, person(s) and organization(s) associated with the resource(s)".

In many cases this person or organization is the Data Manager or the Data Center that preserves the data. These people serve as contacts when the originator of the dataset is no longer available or interested in dealing with questions about the dataset. This person has scientific expertise or experience but may not be a good source for information on data access or data order processing. This responsibleParty generally has role = "pointOfContact".

/gmi:MI_Metadata /gmd:identificationInfo/gmd:MD_DataIdentification/gmd:pointOfContact

User Contact


The CI_ResponsibleParty in MD_Usage objects identifies people that use the data. This CI_ResponsibleParty generally has the role = "pointOfContact".

/gmi:MI_Metadata /gmd:identificationInfo/gmd:MD_Identification/gmd:resourceSpecific Usage/gmd:MD_Usage/gmd:userContactInfo

Processor


The CI_ResponsibleParty in LE_ProcessStep objects identifies people that are responsible for processing the data. This CI_ResponsibleParty generally has role = "processor".

/gmi:MI_Metadata /gmd:dataQualityInfo/gmd:MD_DataQuality/gmd:Lineage/gmd:LI_Lineage/gmd:processStep/gmd:LI_ProcessStep/gmd:processor

Resource or Metadata Maintenance Contact


The CI_ResponsibleParty in MD_MaintenanceInformation objects identifies the people that are responsible for maintaining the resource or the metadata.

/gmi:MI_Metadata/gmd:identificationInfo/gmd:MD_Identification/gmd:resourceMaintenance/gmd:MD_MaintenanceInformation/gmd:contact
or
/gmi:MI_Metadata/gmd:metadataMaintenance/gmd:MD_MaintenanceInformation/gmd:contact

Distributor


The CI_ResponsibleParty in MD_Distributor objects identifies the people that manage orders and data access at a Data Center. These people have expertise in data access systems but may not be a good source for more scientific information on the resource. This CI_ResponsibleParty generally has role = "distributor".

/gmi:MI_Metadata /gmd:distributionInfo/gmd:MD_Distribution/gmd:distributor/gmd:MD_Distributor/gmd:distributorContact

Extension Contact


The CI_ResponsibleParty in MD_ExtendedElementInfo objects identifies people that are responsible for creating and maintaining community specific extensions to the standard. This CI_ResponsibleParty generally has role = "pointOfContact".

/gmi:MI_Metadata /gmd:metadataExtensionInfo/gmd:MD_MetadataExtensionInformation /gmd:extendedElementInformation/gmd:MD_ExtendedElementInformation/gmd:source

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

Roles Crosswalk

This table reflects the MENDS Phase 3 voting results for 5.x items pertaining to the mapping of ECHO Roles to ISO Roles.

ISODIFECSECHO
pointOfContact (/*/gmd:contact)DIF AUTHOR 

DIF AUTHOR      TECHNICAL CONTACT

originator (/*/gmd:identificationInfo/*/gmd:citation/gmd:CI_Citation/gmd:citedResponsibleParty)  Data Originator
Producer
distributor (/*/gmd:distributionInfo/gmd:MD_Distribution/gmd:distributor/gmd:MD_Distributor/gmd:distributorContact) or
pointOfContact (xPath)
TECHNICAL CONTACTUser Services,
Distributor Archive

Data Center Contact Distributor
DATA CENTER CONTACT
ORNL DAAC User Services
GHRC USER SERVICES
User Services           Archive/Archiver

principalInvestigator (/gmi:MI_Metadata/gmd:identificationInfo/*/gmd:citation/gmd:CI_Citation/gmd:citedResponsibleParty) INVESTIGATOR

Investigator

Data Originator

Producer

 

Investigator  INVESTIGATOR

custodian (/gmi:MI_Metadata/gmd:distributionInfo/gmd:MD_Distribution/gmd:distributor/gmd:MD_Distributor/gmd:distributorContact)  Data Manager
pointOfContact (/mdb:MD_Metadata/mdb:dataQualityInfo/mdq:DQ_DataQuality/mdq:report/*/mdq:evaluation/mdq:DQ_FullInspection/mdq:evaluationProcedure/cit:CI_Citation/gmd:citedResponsibleParty) Quality Assessment 
pointOfContact (/*/mdb:acquisitionInformation/mac:MI_AcquisitionInformation/mac:instrument/mac:MI_Instrument/mac:citation/cit:CI_Citation/cit:citedResponsibleParty) Instrument 

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.

UserEditsCommentsLabels
John Kozimor 3000
Ted Habermann 2813
Ross Bagwell 100
Kathleen Baynes 010




Overview

The ISO standard offers a new and very powerful approach for attaching organizations and people to metadata records. The CI_Responsibility object describes people and organizations that are related to a resource and their roles. It is used throughout the ISO Standards to describe and provide contact information for people and organizations.  This page will review the structure and usage options for the CI_Responsibility object.

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