Metadata Standard Standard No: S114 Revision: v1 October 2004 Corporate Services Information and Technology Division Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Information and Technology Standards Subject: Metadata Covers: Standard No: S114 Revision No: v1 Effective: Issued by: Approved by: 07/12/04 Issued on: 07/12/04 Metadata Standards Group Approved on: 07/12/04 John Davies, Executive Director – Information & Technology All existing departments standards and all previously developed corporate standards Supercedes: Contact Information: Senior Policy Analyst (Planning) Tel: 416-392-4548Fax: 416-696-3634 Corporate Services Information & Technology Information & Technology Planning Metro Hall, 55 John Street, 15th Floor Toronto, Ontario M5V 3C6 Revision History: Revisio n# 1 Revision Date Oct 28 2004 Issued by Changes in Document Initial Draft Next Review N/A Approvals: Revisio n# Approval Date Approved by Approved with comments Next Review Approved by: John Davies, Executive Director Corporate Services, Information & Technology Signature: <signed> CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING Date: December 7, 2004 2 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Table of Contents 1. Purpose........................................................................................................................................................ 4 2. Application.................................................................................................................................................... 4 3. Definitions .................................................................................................................................................... 4 4. Standard: City of Toronto Metadata Element Set ........................................................................................ 6 4.1 4.2 4.3 4.4 4.5 4.6 4.7 4.8 4.9 4.10 4.11 4.12 4.13 4.14 4.15 4.16 AUDIENCE ................................................................................................................................................. 6 CONTRIBUTOR ........................................................................................................................................... 6 COVERAGE ................................................................................................................................................ 6 CREATOR .................................................................................................................................................. 7 DATE ......................................................................................................................................................... 8 DESCRIPTION............................................................................................................................................. 8 FORMAT .................................................................................................................................................... 9 IDENTIFIER................................................................................................................................................. 9 LANGUAGE ................................................................................................................................................ 9 PUBLISHER ............................................................................................................................................ 9 RELATION............................................................................................................................................ 10 RIGHTS ............................................................................................................................................... 10 SOURCE .............................................................................................................................................. 11 SUBJECT ............................................................................................................................................. 11 TITLE .................................................................................................................................................. 11 TYPE................................................................................................................................................... 11 5. Standard Approval and Review Schedule ................................................................................................. 12 6. Related Documents ................................................................................................................................... 12 CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 3 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata 1. Purpose This document provides a City of Toronto standard metadata element set for describing resources such as documents or services designed to improve the discovery, visibility accessibility and interoperability of online information and services. The short and traditional definition of metadata is “data about data”. A more refined description would be “information associated with resources and services which enables users to be aware of the existence, characteristics and discovery of these objects.” The standard draws upon the research, guidelines, standards, efforts and publications of the following organizations: • Dublin Core Metadata Initiative; • World Wide Web Consortium; • The Australian Government Locator Service; • Treasury Board of Canada, Secretariats; • The New Zealand Government Locator Service. 2. Application These standards apply to all individuals using technology provided by the City, or authorized to access the City of Toronto infrastructure and information technology assets to fulfill their duties and the City’s business goals. All City information and technology assets are subject to these standards, regardless of their use or physical location. One of the City of Toronto’s goals is to make its resources and services available to and easily accessible by its citizens, business partners and staff. A foundation in achieving this goal is to consistently describe all resources according to a set of standards. This goal can be achieved by: • Enabling internal metadata search engines • Making the metadata and their domains available to the searcher Implementation of these standards will be the basis for access to all online and offline resources for external and internal applications. Accurate and consistent capture of metadata makes resources and services more accessible by making searches more precise, allowing for better understanding of the resource when discovered. It will also provide means of better managing these resources. 3. Definitions § CoT – City of Toronto § Dublin Core: The Dublin Core Metadata Initiative, (see http://www.dublincore.org) is a global open forum engaged in the development of metadata standards that support a broad range of purposes and business models. CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 4 of 12 Metadata Standard No.: S114 Date: Dec. 7, 2004 Revision No: § ISO – International Organization for Standards. http://www.iso.ch/iso/en/ISOOnline.frontpage • Metadata is ‘data about data’.In other words, metadata is information associated with resources and services, which enables users to be aware of their existence, characteristics and discovery. § MIME - Multipurpose Internet Mail Extensions (Internet Media Types). § Resource – as described in the Dublin Core Metadata Initiative Glossary “A resource is anything that has identity. Familiar examples include an electronic document, an image, a service (e.g., "today's weather report for Toronto"), and a collection of other resources. Not all resources are network "retrievable"; e.g., human beings, corporations, and bound books and paper documents in a library can also be considered resources.“ Electronic resources are known as online resources, resources in physical format such as papers or books are known as offline resources. § RFC - A Request for Comment (RFC) is the process of establishing a standard on the Internet. The Internet Engineering Task Force (IETF) facilitates discussion of the proposed standard on the Internet. Once approved, the standard receives a unique number which identifies it; e.g., RFC See http://www.isi.edu/rfc-editor/ and http://www.ietf.org/rfc.html § URI - Uniform Resource Identifiers – A pointer to a specific location on the Web. • World Wide Web Consortium - World Wide Web Consortium - develops interoperable technologies to lead the Web to its full potential. World Wide Web Consortium is a forum for information, commerce, communication, and collective understanding. http://www.w3c.org CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 5 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata 4. Standard: City of Toronto Metadata Element Set The following provides a legend for the definitions of the element set that follows. The following definitions for Element and Refinement are taken from the Dublin Core Metadata Initiative Glossary. An element is a property of a resource. As intended here, "properties" are attributes of resources -characteristics of a resource, such as a Title, Publisher, or Subject. Elements are formally defined terms, which are used to describe attributes and properties of a resource. Refinements make the meaning of an element narrower or more specific. An element refinement is a property of a resource, which shares the meaning of a particular Element, but with narrower semantics. Description A brief description of the element Encoding Scheme An encoding scheme provides contextual information or parsing rules that aid in the interpretation of a term value. Such contextual information may take the form of controlled vocabularies, formal notations, or parsing rules. Refinements: Name of the refinement 4.1 Obligation Default Value Description Mandatory, Conditional or Optional A default value to be used if a value is not supplied A brief description of the refinement Audience Description The primary target audience for the resource. Encoding Scheme CoT_Aud – controlled vocabulary of standard audience categories Obligation Default Value Mandatory ‘en’ – for English 4.2 Contributor Description Encoding Scheme An entity, other than creator, responsible for making an important contribution to the content of the resource - Obligation Default Value Optional - 4.3 Coverage Description The extent or scope of the content of the resource. Typically, Coverage will include spatial location (a place name or geographic coordinates), temporal period (a period label, date, or date range) or jurisdiction (such as a named administrative entity). Recommended best practice is to select a value from a controlled vocabulary CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 6 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Encoding Scheme CoT_geospatial Refinements: geotype Obligation Default Value Description geoAddress Obligation Default Value Description geoStreetName Obligation Default Value Description geoPostalCode Obligation Default Value Description geoWard Obligation Default Value Description geoFrmrMunicipality Obligation Default Value Description geoName Obligation Default Value Description geoIdentifier Obligation Default Value Description jurisdiction 4.4 Obligation Default Value Description Optional Represents the type of geographic feature being referenced by the Coverage element. Part of a hierarchy of geographic features in the City’s geospatial information environment. Conditional Represents a valid municipal address as stored in the City’s One Address Repository (OAR). Conditional Represents a municipal street name designation within the City of Toronto. Conditional Represents a Canada Post postal code when a valid municipal address is entered. Conditional Represents a municipal ward designation within the City of Toronto when a municipal address is entered. Conditional Represents a former municipal designation within the City of Toronto when a valid municipal address or valid street name is entered. Conditional – Mandatory when a geoType is selected. Describes the proper name of point/line/polygon geographic feature the associated geoIdentifier represents. Conditional – Mandatory when a geoType and geoName are selected except for Street Segment – geoType. Default according to selected geoType and geoName. A code, that when combined with geoType in a compound key, represents the uniquely identifiable geographic expression of the content object found in the “real world”. Optional The extent or scope of the content of the resource which is not available / described by geoIdentifier / geoType. Creator Description An entity primarily responsible for making the content of the resource. Examples of Creator include a person, an organization, or a service. Typically, the name of a Creator should be used to indicate the entity CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 7 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Encoding Scheme Obligation Default Value 4.5 CoT_ORG is used if the creator is an organization within the City of Toronto. The scheme represents the organizational structure of the City of Toronto Mandatory - Date Description Encoding Scheme The date of an event in the lifecycle of the resource. Typically, Date will be associated with the creation or availability of the resource. Recommended best practice for encoding the date value is defined in a profile of ISO 8601 ISO 8601. Complete date plus hours and minutes: YYYY-MM-DDThh:mmTZD where: YYYY = four-digit year MM = two-digit month (01=January, etc.) DD = two-digit day of month (01 through 31) hh = two digits of hour (00 through 23) (am/pm NOT allowed) mm = two digits of minute (00 through 59) TZD = time zone designator (Z or +hh:mm or -hh:mm) Refinements: Publish Obligation Default Value Description Expiry Obligation Default Value Description LastUpdated Obligation Default Value Description 4.6 Mandatory The system date The date that the resource was first published made available or released. Mandatory ‘9999-12-31T00:00-06:00’’ – (December 31 of year 9999) The date that the resource will no longer be available through online systems. Mandatory The system date The date that the resource was modified and republished to online system. Description Description A concise textual description of the content and/or purpose of the resource Encoding Scheme - Obligation Default Value Mandatory - CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 8 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata 4.7 Format Description Encoding Scheme The physical or digital manifestation of the resource. Typically, Format may include the media-type or dimensions of the resource. Format may be used to identify the software, hardware, or other equipment needed to display or operate the resource. Recommended best practice is to select a value from a controlled vocabulary (for example, the list of Internet Media Types [MIME] defining computer media formats). CoT_Medium – MIME types Refinements: Medium Extend 4.8 Obligation Default Value Description Obligation Default Value Description Mandatory Media type of the resource. Optional A numeric or text value, representing the length, size or duration Identifier Description An unambiguous reference to the resource within a given context Encoding Scheme URI Obligation Default Value Conditional – Mandatory for online resources - 4.9 Language Description The language of the intellectual content of the resource Encoding Scheme RFC 3066 – ISO 639 Part 1 Obligation Default Value Mandatory ‘en’ – for English 4.10 Publisher Description Encoding Scheme An entity responsible for making the resource available. Examples of Publisher include a person, an organization, or a service. Typically, the name of a Publisher should be used to indicate the entity CoT_Org Refinements: Name Department Obligation Default Value Description Obligation Default Value Mandatory The name of the individual who published the resource. The entity responsible for making the resource available. Mandatory ‘City of Toronto’ CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 9 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Description Division Section 4.11 Obligation Default Value Description Obligation Default Value Description The name of the City organization, Agency, Board or Commission responsible for creation of this document Optional The division name responsible for creation of this document Optional The section name responsible for creation of this document Relation Description Encoding Scheme A reference to a related resource. Recommended best practice is to identify the referenced resource by means of a string or number conforming to a formal identification system. URI Refinements: isPartOf / hasPart Obligation Default Value Description Replaces / IsReplacedBy Obligation Default Value Description References / isReferencedBy Obligation Default Value Description IsFormatOf / hasFormat Obligation Default Value Description isRequiredBy / requires Obligation Default Value Description 4.12 Optional One resource is a physical or logical derivation or adaptation of another resource. Optional One resource is an historical state, edition, replacement, and displacement of another resource. Optional One resource cites, acknowledges, disputes or otherwise refers to another resource. Optional The described resource is the same intellectual content of the referenced resource, but presented in another format. Optional One resource requires another resource for its functioning, delivery, or content and cannot be used without the related resource being present. Rights Description Information about rights held in and over the resource. Encoding Scheme - Obligation Default Value Mandatory ‘en’ – for English CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 10 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata 4.13 Source Description Encoding Scheme A reference to a resource from which the present resource is derived (in whole or in part). - Obligation Default Value Optional - 4.14 Subject Description Encoding Scheme A topic of the content of the resource. Typically, Subject will be expressed as keywords, key phrases or classification codes that describe a topic of the resource. Recommended best practice is to select a value from a controlled vocabulary or formal classification scheme. CoT_Taxonomy Refinements: sub_lev1 4.15 Obligation Default Value Description Mandatory A standard City business term used to describe the subject or content of the resource Title Description Encoding Scheme A name given to the resource. Typically, Title will be a name by which the resource is formally known - Refinements: Organization Name 4.16 Obligation Default Value Description Obligation Default Value Description Mandatory ‘City of Toronto’ This signifies where this document originated. Mandatory The name by which the resource is formally known. Type Description Encoding Scheme The nature or genre of the content of the resource. Type includes terms describing general categories, functions, genres, or aggregation levels for content. Recommended best practice is to select a value from a controlled vocabulary. CoT_CRCS for records classification CoT_Services for City services CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 11 of 12 Standard No.: S114 Date: Dec. 7, 2004 Revision No: Metadata Refinements: CrcsPrimary Obligation Default Value Description CrcsSecondary Obligation Default Value Description CrcsTertiary Obligation Default Value Description Service Obligation Default Value Description Optional Primary classification of the resources based on City of Toronto’s Corporate Record Classification System. Conditional Secondary classification of the resources based on primary classification Conditional Tertiary classification of the resources based on secondary classification Mandatory Articulate the type of service that the content of resource describes, offers or relates t 5. Standard Approval and Review Schedule The Technology Assets Standards group has developed this standard. The Technology Assets Standards group members consist of information and technology representatives from all City departments, including Corporate Services information and technology. This Standard is submitted to Corporate Services, Information and Technology Senior Management team for final approval. This Standard is reviewed every 6 months. 6. Related Documents Metadata Usage Guide. CORPORATE SERVICES I&T INFORMATION AND TECHNOLOGY PLANNING 12 of 12