International HouseholdSurvey Network

Metadata Toolkit

Trevor Croft

MICS3 Data Archiving, Disseminationand Further Analysis WorkshopGeneva - November 6th, 2006

Installation

Unzip toolkit_installation_CD.zip into C:\metadata_toolkit Use folder names

Double click index.hta to launch menu

Select Metadata Editor

Installation of Archiving Tools Click Install the Metadata Editor

Use all default settings The CD-Rom Builder requires

version 1.5 of the Java Run-time Environment If required, click Install Java Runtime Use all default settings

Click Install the CD-Rom Builder Use all default settings

Installation of Archiving Tools The IHSN Tools package requires

Microsoft XML 4.0 Click “Click here to install” Accept license Enter name and organization Click Install Now

Click Install the IHSN Tools Use all default settings

Installation of Archiving Tools

Click Install Nesstar Explorer Use all default settings

Click Install IHSN Multilingual Pack Ensure Metadata Editor and Nesstar

Explorer are checked Click Install

Installation of documentation Click Toolkit User’s Guide in PDF

This is not working at present

Copy Docs\UsersGuide*.*

to C:\Program files\Microdata Management

Toolkit\docs

Ignore other options and quit index.hta

Metadata Editor – first time Open the Metadata Editor Enter the license key

Found in Nesstar Serial 2009.txt Select Documentation, Template

(or T from the menu buttons) Import metadata_toolkit\templates

IHSN Template 1.2.NesstarTemplate Select IHSN Template 1.2 from the Study Templates Click Use to use this templates

Select Documentation, Template Click Resource Description Templates Import metadata_toolkit\templates

IHSN External Resource Template 1.2.NesstarRDTemplate Select IHSN External Resource Template 1.2 from the

Resource Description Templates Click Use to use this templates

Modifying the example for your survey

Select My Projects File, Add New Study (Ctrl-N)

Document description Study description Datasets Variable groups External resources

Import datasets Click on Datasets

Add datasets (Ctrl-I) HH HL WM CH

Add LN variable to HL file (needed for relations) Insert variable (before HL1) Name: LN, Label: Line number, Width: 2 Click on Data Entry Select Data, and uncheck ‘Write protected’ Copy all cells of HL1 to LN Select Data, and check ‘Write protected’

Completing datasets

For each dataset, check key variables and relations Add LN to HL files list of key variables

For each dataset, click variables, resequence

Validate dataset relations

Import descriptions from generic MICS example Documentation, Import, from study

Check all boxes, except variable information variable definitions categories keys and relations

Select Generic MICS 2005 v.0.3 This imports all of the generic document

description, study description, variable groups

Does not import external resources Save As

MICS\Archive\Generic MICS 2005-2006 v1.0

Import external resources Add desired folders

Use generic folder names Export external resources from generic

example to Dublin Core To RDF file

Import external resource from Dublin Core Select RDF file

Arrange external resources into folders

Update for your survey

Document description Study description Dataset description

Key variables and relations Questionnaire wording

Variable groups External resources

Tools Validate metadata

Reviews metadata for required items Validate external resources

Reviews external resources for required items Validate dataset relations

Checks key variables and relations between files

Validate variables Checks certain characteristics of variables

Randomize key variables DO NOT USE!

Tools

Data dictionary DDI diagnostic DDI diagnostic, detailed Dublin Core diagnostic Study documentation PDF

Nesstar Explorer

File, Open, select file

Browse documentation

Export data file to other software

Export DDI to XML

CD-Rom Builder New CD-Rom project Select Nesstar file Select MICS branding Select language, English Save as MICS.outline Tools, Export to CD-Rom

Generate to CD this is a directory for copying to CD later

Check all boxes Click Finish