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This page describes how to use the Metadata Management Tool (MMT) to:

  • perform functions related to Create/Read/Update/Delete of CMR Metadata Records
  • perform functions related to managing permissions and usage of CMR metadata.

Log In to the MMT

URLs for the Metadata Management Tool 

SIT environment:   https://mmt.sit.earthdata.nasa.gov

UAT environment:  https://mmt.uat.earthdata.nasa.gov

PROD environment:  https://mmt.earthdata.nasa.gov

Ensure your Earthdata Login userid for the appropriate environment (SIT, UAT, PROD) is a member of a provider group that has both 'Provider Context' and 'Provider Object ACLs' permissions for your provider.

(see the Administrator for your provider, or contact the CMR OPS team support@earthdata.nasa.gov)

 

Login using your Earthdata Login userid and password for the appropriate environment (SIT, UAT, PROD)

Manage Metadata for my provider

Create a collection record in the CMR for my provider

1. On the 'Manage Metadata' dashboard, choose 'New Collection Record', and click on 'Create Record'.  A draft collection record will be created.   

2. Begin filling in metadata fields for your draft collection record.  Use the information icons (blue 'i') to get information about what fields mean and how to format their values.

3. Navigate from form to form using the Previous or Next buttons, or by choosing the next form to edit from the pull-down list at 'Save & Jump To:'.    You may work on forms in any order.  When you move from one form to another, your input from the previous form will be saved in your draft record.

4. Explicitly Save form input (within a session or at the end of a session) with the 'Save' button; Finish editing your draft record using the 'Done' button.  

NOTE:  When you are working with a draft collection record, all 'Save' and 'Done' operations update the draft record in the MMT database, not in the CMR, i.e., DRAFT records are not stored in the CMR.   Your draft collection record will not be ingested into the CMR until you click on the 'Publish Draft' button in step 7 below.

5. Follow progress of your draft record on the progress panel:

The icons on the progress panel have the following meanings:

6. View a HTML rendering of your collection record on the 'preview panel':

7.  Special NOTES when creating or editing a collection level record:

a. To have the NRT (Near Real Time) badge appear for the collection on the EDSC, set Collection Type = Near Real Time on the Data Information Form.

b.  On the Temporal Extent form, Ends at Present should be set to False if there is an end date for the collection.

 

8. When all Required fields are complete with no validation errors (red icon) showing on the progress panel, you are ready to Publish your record to the CMR.

Click on the 'Publish Draft' button above the Progress Panel on the draft record page:

9.   You will see a green banner indicating that your record has been successfully published to the CMR.   You will also receive an email stating that your record has been published, and providing the 'concept id' (CMR identifier) for the published record.   You may use that concept id to search for your record on the MMT or on the Earthdata Search Client.

Find and view collection records in the CMR

Use the Find interface in the upper right corner of the MMT banner:

Find records based on a keyword

Enter a search term (e.g., a Shortname, a CMR concept id, a science keyword) in the white 'Enter Search Term' box, and click on 'Find'.

A table of CMR records which match the search term will be presented (sorted by Entry Title).

To view an html representation of the metadata for any collection record in the search results table, click on the Short Name of the collection.

Find all collection records for a provider

Click on 'Full Metadata Record Search'.

Select 'Collections', then select a provider from the 'Select Provider' drop-down list, and then click on the blue 'Submit' button.

A table of all CMR collection records for that provider will be presented (sorted by Entry Title).

To view an html representation of the metadata for any collection record in the search results table, click on the Short Name of the collection.

Update a collection record in the CMR for my provider

1. Find the collection record using the instructions above (Find and View Collections in the CMR), and click on the Short Name of the collection to view the collection record page.

2. At the top of the collection record page, click on 'Edit Record'

3. A new draft of this record will be created in the MMT database.   The MMT will display the progress panel (and html representation) for the draft record.

 

 4.  On the progress panel, click on any section to begin editing the draft record.   Use the progress panel and navigation buttons described above (Create a collection record in the CMR for my provider) to update the metadata in the draft record. 

5. When you have finished editing the draft record, publish it to the CMR by clicking on the Publish Draft button above the progress panel.   This will create a new revision of the collection record in the CMR.   The CMR stores up to 10 revisions of each collection record.  When an 11th revision is created, the first revision is deleted, and so on.   Each revision of a collection record has the same concept id as the original collection record.

Clone and edit a collection record in the CMR for my provider

1. Find the collection record using the instructions above (Find and View Collections in the CMR), and click on the Short Name of the collection to view the collection record page.

2. At the top of the collection record page, click on 'Clone this Record'

 

3. A draft of a clone of this record will be created in the MMT database.   The MMT will display the progress panel (and html representation) for the draft record (the clone). 

Since collection Short Names must be unique, the clone is initiated with an empty short name.   The Entry Title of the clone will be initialized  to '<entry title of the original record' - Cloned'.   You may edit the record to change this.

NOTE:   A prompt to enter a new short name for the clone appears in the blue bar, and the progress panel indicates that the Short Name has not yet been filled in.

 

4.  On the progress panel, click on any section to begin editing the draft record (the clone).  You must enter a new Short Name for the clone.  Use the progress panel and navigation buttons described above (Create a collection record in the CMR for my provider) to update the metadata in the draft record. 

5. When you have finished editing the draft record (the clone), publish it to the CMR by clicking on the Publish Draft button above the progress panel.   The clone will be stored as a new collection record in the CMR, with a different concept id from the original record.

 

Download XML for a collection record in the CMR

1. Find the collection record using the instructions above (Find and View Collections in the CMR), and click on the Short Name of the collection to view the collection record page.

2. At the top of the collection record page, click on 'Download XML'

 

3. You will see a pop-up window asking you to choose the format in which you would like to download the collection metadata.

4. Click on the format that you would like.   Your browser and local machine will now prompt you through the download process.

Delete a collection record in the CMR for my provider

1. Find the collection record using the instructions above (Find and View Collections in the CMR), and click on the Short Name of the collection to view the collection record page.

2. At the top of the collection record page, click on 'Delete Record'

3. You will see a pop-up message asking you to confirm the record deletion.

4. Click on Yes to delete the record.   The MMT will then display a 'Collection Deleted Successfully!' message, as well as the revision history for the deleted record.

The CMR will create a final revision for the deleted record, which is called a tombstone.   

 

5. NOTE that you can immediately restore the deleted record from one of the revisions on this Revision History table, but once you have moved to a new page on the MMT, you will no longer be able to find the deleted record to restore it.

If you restore the record from this table, you will see a new revision history, showing the deletion as one of the revisions:

 

Revert to a previous revision of a collection record in the CMR for my provider 

1. Find the collection record using the instructions above (Find and View Collections in the CMR), and click on the Short Name of the collection to view the collection record page.

2. At the top of the collection record page, click on 'Revisions (<number of revisions>)'

 

3. A table of the (up to) 10 most recent revisions of the collection record will be displayed.

4. You may View previous revisions of the record by clicking on the 'View' link next to the Revision Description.   After you determine which revision you want to revert to, click on 'Revert to this Revision' in the Actions column for that revision.

You will see a pop-up message asking you to confirm the action:

5. Click on Yes to revert to the selected previous revision of the record.  The MMT will then display a 'Revision Created Successfully!' message, as well as the new revision history for the record.

If there were n revisions before you reverted to a previous revision, there will now be n+1 revisions, and the n+1st revision will be identical to the previous revision that you selected to revert to.

 

 

Bulk Update collection records in the CMR for my provider - COMING SOON

Produce a Holdings Report for my provider 

  1. On the 'Manage CMR' dashboard, under Provider Information, click on 'Holdings Report'.
  2. A table of providers and their holding summaries will be displayed.
  3. Click on the name of a provider in the table to see the detailed holdings for that provider.  For example:

4. Use the sort and filter features on the above table to find specific collections or sets of collections for the provider.

Manage Groups for my provider

Recommended set-up for a provider:

  1. Each provider should have an administrator group, whose members will have full privileges for the provider.  Normally this group is  called 'Administrator Group'.   The CMR OPS team will establish this group and its Provider Object Permissions when they set up your provider.
    Provider Object Permissions for the Administrator Group are as follows:

2.  Each provider may also establish Groups of registered users who will have Search and Order access to specified sets of your collections (this access is granted through Collection Permissions, described in the next section of this User's Guide).

 (e.g., instrument team group with access to collections from that instrument)

Create a New User Group

  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Groups'

  2. At the top of the Group page,  click on 'Create a Group' 

    3.   Fill in the Group Name (recommended to make the name descriptive of the group purpose) and Description.

   4. Add members to the group.   Group members must have URS login ids in the environment where the group is being created (SIT, UAT, PROD).   To add members to the group, position your cursor in the 'Members' box and begin typing the member's URS login id or URS name.

After you have typed 3 characters, the MMT will suggest members for you, and you can choose from the suggested member list.

Enter all group members in the 'Members' field, then click on 'Submit' to save your group.

View the Membership of a User Group

 

  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Groups'

 

2. A table of groups that you are permitted to see will be displayed.  You may filter that table by Provider

or by User (group member)

Click on 'Apply Filters' to filter the table.

3. From the resulting table of groups, select the group you wish to view by clicking on the Group Name for the group.

4. The Group information page will be displayed.   The page shows the group name, group description, all Collection Permissions associated with the group (see next section of this User's Guide for a discussion of Collection Permissions), and a table of group members.

 5. You may Edit or Delete the group from the group display page using the Edit or Delete buttons at the bottom of the page,

See the next two sections for instructions on how to Edit or Delete a Group.

Update Membership of a User Group

 

  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Groups'

2. A table of groups that you are permitted to see will be displayed.  You may filter that table by Provider

or by User (group member)

Click on 'Apply Filters' to filter the table.

3. From the resulting table of groups, select the group you wish to update by clicking on the 'Edit' Action in the row with the group name, OR you may click on the Group Name itself.

Delete a User Group

Manage collection and granule permissions for my provider

Recommended set-up for a provider: 

  1. An 'All Collections' permission to be set-up by the OPS team, granting Search and Order permissions for All Collections for the provider to members of one or more 'privileged' groups, e.g., the Administrators group
  2. An 'All Granules' permission to be set-up by the OPS team, granting Search and Order permissions for All Collections for the provider to members of one or more 'privileged' groups, e.g., the Administrators group
  3. Permissions for only 'Selected Collections' - to be set up by the provider Administrator, granting search and order permissions for a specified set of provider collections and/or granules to members of a provider group.   Common examples are: 1) 'Public Collections' permissions which grant search and order permissions to a set of provider collections and/or granules to All Registered Users; and 2) <instrument> permissions which grant search and order permissions to collections from a specific instrument to a group of instrument scientists.

Define user permissions for a set of collections for my provider 

  1. On the 'Manage CMR' dashboard, under 'Permissions & Groups', click on 'Collection Permissions'

2.  On the Collection Permissions page, click on 'Create a Permission'.

3. Name your collection permission (it is recommended to choose a name descriptive of the type of permission and the type of collections to which the permission applies), and select whether the permission applies to collections, granules, or both.

 4.  Click on the 'Selected Collections' radio button, and assign collections to your permission.  

Choose specific collections to which the permission applies, by highlighting collection names on the left side of the collection 'chooser' and clicking on the '+' to add the collection to the permission.  You may use the SHIFT key to highlight multiple collections at one time.

To remove a collection from the permission, highlight the collection name on the right side of the chooser, and click on the '-' to remove it.   You may highlight more than one collection on the right and click on the trashcan icon to remove all highlighted collections from the permission.

5. OPTIONAL:  Further qualify the collections or granules in the permission by specifying only collections with Access Constraint values in their metadata within a specified range. (use the Access Constraints subform on the Data Identification form to enter these values in a collection record using the MMT).  Click on the 'Include Undefined' checkbox if you want to also include collections that have no value for Access Constraint.

6.  Assign the groups of users who have Search or Search and Order permissions for these collections.  (Search and Search and Order permissions apply when a user uses a client like Earthdata Search Client to search for a collection record and to order granules from that collection.)   When you position your cursor in the Search box or in the Search and Order box, you will see a pull-down list of existing groups for your provider.  The list will also include two standard 'system' groups:  All Guest Users, and All Registered Users.   (Registered Users are users who have an Earthdata Login account).   If you choose a group for Search, that group will not be available to choose for Search and Order, and vice versa. Click on a group name to select that group for Search or Search and Order.   You may select multiple groups for each.

 

NOTE:  One use case here is to allow All Registered Users or All Guest Users to search for and order granules in Version n+1 collections, but not allow those users to search for and order granules in Version n collections.   To do this, create a Collection Permission with Selected Collections, choose only your Version n+1 collections, and choose the All Guest Users or All Registered Users group appropriately.    Make sure that there is no permission that grants access to Version n collections to All Guest Users / All Registered Users.

 

7.  Click Submit to create your collection permission.

8. You will see a green banner indicating that your collection permission was created successfully, and you will also see a display page for your collection permission.

Update user permissions for a set of collections for my provider

Manage 'Provider Object Permissions' for a user group

Manage 'System Object Permissions' for a user group

Manage Ordering for my provider

  1. Define Order Policies for my provider

  2. Track Orders for my provider
  3. Manage Order Options for my provider
    1. Create an Order Option
    2. Find an Order Option
    3. Update an Order Option
    4. Delete an Order Option
    5. Assign an Order Option to Collections
    6. View existing Order Option to Collection assignments
  4. Manage Service Options for my provider
    1. Create a Service Implementation
    2. Create a Service Option
    3. Find a Service Option
    4. Update a Service Option
    5. Delete a Service Option
    6. Assign a Service Option to Collections
    7. View existing Service Option to Collection assignments 

Manage Data Quality Summaries for my provider

Create a Data Quality Summary

Update a Data Quality Summary 

Delete a Data Quality Summary

Assign a Data Quality Summary to Collections

View existing Data Quality Summary to Collection assignments

 

Report problems or get help with MMT

  1. Use the Feedback link on the MMT footer to report problems or get help with the MMT.
     
  2. Send email to support@earthdata.nasa.gov

 

 

 

 

 

 

 

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