OOI METADATA IMPLEMENTATION Draft Version 1-01 Feb 10, 2014 Consortium for Ocean Leadership 1201 New York Ave NW, 4th Floor, Washington DC 20005 www.OceanLeadership.org in Cooperation with University of California, San Diego University of Washington Woods Hole Oceanographic Institution Oregon State University Scripps Institution of Oceanography Rutgers University Metadata Planning, Approach and Progress Document Control Sheet Version Date Creator Description 0-00 24, Oct 2010 K. Stocks 0-01 0-02 0-03 25, Oct 2010 27, Oct 2011 23, January 2012 K. Stocks S. Banahan K. Stocks 0-04 6, March 2012 K. Stocks 0-05 14, March 2012 K. Stocks 0-06 0-07 17, March 2012 4, October 2012 B. Bergen K. Stocks 1-00 07, February 2014 M. Meisinger 1-01 10, February 2014 M. Meisinger First draft, incorporating comments from Bill Bergen Edits from John Orcutt. Formatting. Update to Appendix 3, replacement of Appendix 4 on CTD metadata, to an appendix on Data Product metadata. Update of Table of Contents Updated Appendices 3 and 4 to represent current working version in confluence. Removed Appendix 5 as overly abstract Minor expansion of section 2 to describe the variety of metadata. Added recognition that additional metadata standards exist to section 4.2. Added explanation for what association are in App. 3 Minor edits for non ION reader clarity Substantive update of content of sections 4.2 and 4.3 on adopted standards; replacement of “ION” with Integrated Observatory; revision of appendices to include a full list of Resource Types and Resource Attributes, removal of all previous appendices and addition of new appendixes on resource types, attributes and objects. Minor wording improvements throughout. Revised for OOINet Release 2 (version 2.1) metadata model. Updated introductory verbiage. Updated page numbering Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 1 of 29 Metadata Planning, Approach and Progress Table of Contents 1 Introduction..........................................................................................................3 2 Metadata Coverage in ION ....................................................................................3 3 Metadata Implementation ....................................................................................3 4 Metadata Standards .............................................................................................4 4.1 4.2 4.3 Rationale ..................................................................................................................4 Adopted Standards for Data Products ........................................................................4 Additional Metadata Specification .............................................................................5 Appendix 1 Resource Types..................................................................................... 6 Appendix 2 Abstract Resource Types ..................................................................... 10 Appendix 3 Common resource attributes ............................................................. 11 Appendix 4 Attributes (metadata elements) per resource type .............................. 12 Appendix 5 Metadata Objects and attributes ....................................................... 23 Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 2 of 29 Metadata Planning, Approach and Progress 1 Introduction 1.1. Purpose of this Document The purpose of this document is to describe the OOI approach to metadata, plan for implementation, and its current progress for the OOINet software. 2 Metadata Coverage in ION OOI recognizes the importance of metadata (additional information describing or providing context for data) as critical to the use and appropriate curation of OOI data. OOI will collect and maintain metadata within the OOINet system to support end users of the data (science metadata) and to support the functioning and maintenance of the Integrated Observatory system (infrastructure and administration metadata). The science metadata will include metadata for both discovery (searching and browsing data within OOINet) and use of the data by a wide variety of audience types. Metadata can take multiple forms, and include both human-readable and computer-parseable information about the data and their collection. Metadata also include pointers to other data, such as auxiliary documentation or coincident environmental observations that are important for understanding the data. All resources within OOINet have metadata. The term “resource” is defined in the OOI definition reference module. To summarize: A resource is an element in the system that provides capability. This includes data, annotations, derived data products, user identities, instruments and executable algorithms. Those metadata most relevant to OOINet science users are metadata for data products, instruments and platforms, and data processes. 3 Metadata Implementation The OOI Implementing Organization (IO) for Cyberinfrastructure (CI) is introducing metadata capabilities in a phased approach. Only the metadata required to support the functionality of each of the OOINet releases is provided with each release. For example, OOINet Release 1 was focused on data transport and use of external gridded fields as the data sets. Consequently, the netCDF COARDS CF convention was supported for that release. Release 2 focuses on instrument command and control as well as the receipt and processing of instrument data. The metadata fields required for these activities got implemented during the Release 2 design and construction phase. With the OOINet Release 3, all metadata capabilities for full OOINet operations will be available. Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 3 of 29 Metadata Planning, Approach and Progress 4 Metadata Standards 4.1 Rationale OOI adopts existing metadata standards when they meet project needs, in whole or in part. Using existing standards, versus developing a local approach to metadata documentation, has the benefits of: fostering interoperability with external projects; facilitating consistency of information collection, in comparison to adhoc metadata approaches; and meeting NSF data policy requirements. 4.2 Adopted Standards for Data Products In OOINet Release 1, data product metadata was compliant with the Climate Forecast (CF)1 convention of the Network Common Data Form (NetCDF)2, with the Attribute Conventions for Dataset Discovery3 (ACDD). This is a widely adopted set of standards in the Earth and atmospheric sciences (which extends well beyond climate data). In Release 2, a data model and set of metadata attributes was developed to ensure that the information required to support a variety of metadata standards is collected. In Release 3, the ability to export metadata in standard formats will be implemented. Because the landscape of data integration changes through time, as new versions of standards are created and new practices adopted by the user community, the particular standards that will be supported in Release 3. At present, the Integrated Observatory Data Model holds the information necessary to support the following three standards: The International Standards Organization (ISO) 19115 Geographic Information Metadata standard4. The Federal Geographic Data Committee is in the process of adopting a profile of ISO 19115 as the federal standard. By complying with ISO 19115, OOI will be prepared to meet the metadata requirements for submitting data to the National Data Centers, as required under NSF Division of Ocean Sciences Samples and Data Policy5. The Open Geospatial Consortium (OGC) Catalog Service Implementation Specification (CSW)6. Supporting the metadata needed by CSW lays the groundwork for the Integrated Observatory data to be discovered and http://cf-pcmdi.llnl.gov/ http://www.unidata.ucar.edu/software/netcdf/ 3 http://www.unidata.ucar.edu/software/netcdfjava/formats/DataDiscoveryAttConvention.html 4 http://www.iso.org/iso/catalogue_detail.htm?csnumber=26020 5 http://www.nsf.gov/pubs/2011/nsf11060/nsf11060.pdf 6 http://www.opengeospatial.org/standards/cat 1 2 Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 4 of 29 Metadata Planning, Approach and Progress retrieved through this community-adopted catalog service mechanism, in addition to through the Integrated Observatory user interfaces. The NetCDF CF and ACDD standards. In Release 3, the ability to export metadata in standard formats will be implemented. OOI recognizes that a wide variety of additional, applicable metadata standards exist, including others produced by ISO and OGC. Decisions to support additional particular standards will balance the benefits, such as increased interoperability or meeting user demand, against the resources needed. 4.3 Additional Metadata Specification While generic standards provide for interoperability among heterogeneous data sets, they are not able to capture the detailed characteristics of specific data types, nor can they fully support the needs of instrument operators. To meet user needs, OOI is defining additional metadata attributes to better describe resources within OOINet. A list of user relevant resource types for which OOI is developing metadata attributes is presented in Appendix 1. The partitioning into resource types and the attributes for user relevant resources are driven by experience in previous ocean observatories such as MBARI's Monterey Ocean Observing System (MOOS), as well as by interviews with OOI and community scientists and technologists and related programs, such as the US Integrated Ocean Observing System (IOOS) and NEPTUNE Canada. OOINet manages additional resources for its internal operation. These resource types and their attributes are not described in this document. Similarly, user relevant resource types may have additional attributes relevant only to OOINet operations. These attributes are not further described in this document. Appendix 2 lists a number of abstract resource types that group several related resource types. Metadata specifications for all resources within OOINet have been developed. A list of metadata attributes, common to all resource types, is supplied in Appendix 3. A list of metadata attributes by resource type, current as of the last update of this metadata document, is supplied in Appendix 4. System-only resources having no end-user exposure are not included in this list. Appendix 5 shows Objects in the system, and their attributes. Objects are used to define sets of related attributes, and allow the re-use of attributes sets by multiple resource types. Not all of the resource and object attributes will be displayed to end users or used in metadata reports; some serve internal tracking functions. Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 5 of 29 Metadata Planning, Approach and Progress Appendix 1: List of all concepts (called Resource Types) in OOINet about which metadata are captured. Those marked as “System” are used for the internal operation of the system, but will have no exposure to an end user. Those marked as “User” have some level of impact on the user interfaces, though their purpose may be primarily to support system operation. Every resource type shows the abstract type it extends, if any. Abstract types are listed in Appendix 2. Resource Type Extending Resource Type Visibility Description ActorIdentity InformationResource System A known identity for a user, resource or system element. Attachment InformationResource User Represents separate information attached to a resource, such as a PDF or image file. CapabilityContainer TaskableResource System Represents a capability container that is part of the system with the ability to host processes. Commitment InformationResource System Represents a standing obligation of one participant to another participant. Commitments can be tracked and violations against commitments can be sanctioned. DataProcess TaskableResource System Represents a computational process that derives information from less refined information on a continuous streaming basis or on-demand, including the generation of derived science data products.. DataProcessDefinition InformationResource System Defines a type of data transform computational process. DataProducer InformationResource System Represents provenance information within data flows for a data source such as a device, data process, external data source. Captures input and parent relationships. DataProduct InformationResource User Represents a uniquely identified presentation of a defined collection of information. The presentation consists of a particular subset of the collection. A DataProduct may have a real-time stream and may have persisted historic data. Dataset InformationResource System Represents a possibly open-ended coverage of science data that may be persistent. Deployment FrameOfReference User Describes an assignment of a device to a specific observatory site for a period of time. The device may be an assembly of devices, such as a platform composed of components and instruments. EventType InformationResource System Describes a unique type of event ExchangePoint InformationResource System Represents a message router within an Exchange Space. Message routing may occur based on topic, headers or content. ExchangeSpace InformationResource System Represents a namespace of Exchange participants, operated within one domain of authority. May be distributed across multiple Exchange Brokers. ExternalDataProvider InformationResource System Represents an external institutional entity that provides and owns data. ExternalDataset InformationResource System Describes a dataset provided by an external collaborator or organization. Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 6 of 29 Metadata Planning, Approach and Progress Resource Type Extending Resource Type Visibility Description ExternalDatasetAgent DeviceAgent User Describes a type of external dataset agent ExternalDatasetAgentInstance AgentInstance User Describes an instance of external dataset agent ExternalDatasetModel InformationResource System Describes a type of external dataset InstrumentAgent DeviceAgent User Defines an agent/driver combination compatible with a specific instrument model. InstrumentAgentInstance AgentInstance User Describes parameters for an instance of an instrument agent for a specific device. InstrumentDevice Device User Represents a physical package with a manufacturer, model, and serial number, containing one to many sensors that communicate through a single onboard data interface. InstrumentModel DeviceModel User Specifies a distinguished type of instruments, derived from the manufacturer's model number, based on common attributes. InstrumentSite DeviceSite User Represents a reference designator within an observatory, designated for the deployment of functionally equivalent instrument devices, with geospatial and temporal bounds. Negotiation InformationResource User Describes an interaction between multiple system participants with the intent of negotiating a mutual contract with commitments for each participant. NotificationRequest InformationResource User Describes a standing request for notifications by type and delivery modality for one user. ObjectType InformationResource System Specifies a type of ION object. Observatory Site User Represents a reference designator that designates a top-level observatory, with geospatial and temporal bounds. This Observatory Site can have Subsites, Platform and Instrument Sites. Org TaskableResource User Represents a domain of authority that provides the context within which policy applies to registered member individuals and resources. Also known as facility. ParameterContext InformationResource System Defines a named variable of a stream, dataset or data product. This can be an independent, measured value, a variable describing the geospatial-temporal domain, a calibration coefficient or a derived, computed value or QC flag. ParameterDictionary InformationResource System Represents a collection of parameter contexts, e.g. for use to describe a stream, dataset or data product. ParameterFunction InformationResource System Represents a calculation used to compute a derived parameter, e.g. for an L1 product or QC flag, that can be executed within a coverage. PlatformAgent DeviceAgent User Describes a type of platform agent PlatformAgentInstance AgentInstance User Describes parameters for a platform agent instance Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 7 of 29 Metadata Planning, Approach and Progress Resource Type Extending Resource Type Visibility Description PlatformDevice Device User Represents a physical package with a manufacturer, model, and serial number, providing physical mounting locations for one to many instruments. Platforms are also the primary units of deployment of marine infrastructure. PlatformModel DeviceModel User Specifies a distinguished type of platform, derived from the manufacturer's model number and on common attributes. PlatformSite DeviceSite User Represents a reference designator within an observatory, designated for the deployment of functionally equivalent platform devices, with geospatial and temporal bounds. Policy InformationResource System Specifies a set of rules applicable when interacting with designated OOI system resources. Process TaskableResource System Represents an executing computational entity in the system, executed by an Execution Engine. An instance of a process definition, of type service, agent or transformation process. ProcessDefinition ExecutableResource System Specifies a type of executable process of class service, agent or transformation process. References the executable or source code. ResourceType InformationResource System Defines a type of system known resource. Service TaskableResource System Represents an instance of a service definition, available for use within the OOI Integrated Observatory Network. ServiceDefinition ExecutableResource System Represents a type of service, available for instantiation within the OOI Integrated Observatory Network. Stream InformationResource System Represents an identified, unbounded sequence of data granules (messages) published with a unique topic. StreamDefinition InformationResource System Describes the format, structure, and characteristics of a stream and its granules (data records). Subscription InformationResource System Represents a standing request to receive information from streaming sources. Typically, represents a pubsub queue receiving science data granules from a data stream. Subsite Site User Represents a reference designator that designates a hierarchical substructure within an observatory, with geospatial and temporal bounds. Subsites mostly represent distinct geospatial areas within an Observatory. UserCredentials InformationResource System Represents one set of user credentials from an external identity provider for a user, defining an external user identity. UserInfo InformationResource User Represents a human user registered with the system, with their contact information, preferences and other profile data. Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 8 of 29 Metadata Planning, Approach and Progress Resource Type Extending Resource Type Visibility Description UserRole InformationResource User Defines a named set of responsibilities and authorities that a user may fulfill within one Org when interacting with resources. View InformationResource System Specifies a standing, parameterizable query for resources. Describes order and additional filters to be applied when view is evaluated. Workflow InformationResource System Represents a composite process producing a derived data product, by orchestrating data process instances. WorkflowDefinition InformationResource System Specifies a composite process definition for orchestrating a sequence of transformations, for instance as needed to produce a visualization pipeline for an input data product stream. Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 9 of 29 Metadata Planning, Approach and Progress Appendix 2: List of abstract Resource Types in OOINet. These are concept definitions that can be extended into one of the Appendix 1 listed resource types. They serve to indicate commonality between resource types and to enable the system to treat all derived types in the same way. Resource Type Extending Resource Type Visibility Description AgentDefinition InformationResource User Describes a type of agent. Abstract base type. AgentInstance InformationResource User Device TaskableResource System DeviceAgent AgentDefinition System DeviceModel InformationResource System DeviceSite Site System ExecutableResource InformationResource System FrameOfReference InformationResource System Index InformationResource System InformationResource Resource System Describes a running or scheduled agent representing a single resource. Abstract base type. Describes a physical device with a serial number, such as sensor, instrument and platform. Abstract base type. Describes a running or scheduled agent representing a single device. Abstract base type. Represents a grouping of devices by common characteristics, e.g. a vendor's make and model. Abstract base type. Represents a reference designator within an observatory for one platform or instrument. Can have one current primary device and has many device assignments of the same model over time. Abstract base type. Describes a computational entity that can be instantiated into a taskable resource. Abstract base type. Describes a range or extent over the dimensions that it represents. The frame of reference can include dimensions of geodetic (earth-based) space, time, or other cardinal or ordinal axes, and can be specified in absolute terms or relative to another frame of reference. Represents information about an index (search path) in the system and how to access it. Describes a resource that exists as an electronic artifact, such as science data, attachments, actor identities. Abstract base type. Represents an entity known to the system that provides capability and has an identity and a life cycle. Resources can be associated with other resources. Abstract base type and type root. Represents a reference designator within an observatory, with geospatial and temporal bounds. Abstract base type. Describes a resource that can be controlled and monitored, such as a physical device or a computational process. Abstract base type. Resource System Site FrameOfReference System TaskableResource Resource System Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 10 of 29 Metadata Planning, Approach and Progress Appendix 3: Common resource attributes, available for all resource types. These attributes are available but use is dependent on the resource type. Attribute Description _id Unique identifier availability Resource availability state description A more verbose description of the resource lcstate Resource life cycle state name Human readable long name of the resource, e.g. for display in resource lists ts_created Timestamp when resource object was created (str in millis in UNIX epoch) ts_updated Timestamp when resource object was last updated (str in millis in UNIX epoch) Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 11 of 29 Metadata Planning, Approach and Progress Appendix 4: Attributes (metadata elements) for each Resource Type. System-only Resource Types are not shown. Not all attributes will be shown on user interfaces or in metadata reports; some have internal functions. This table omits some purely internal attributes and the common resource attributes shown in Appendix 3. Resource Type Attribute Name Description attachment_size Size of the attachment content, in bytes content_type type of attachment (PDF document, PNG image, etc); expressed as standard MIME types context Provides additional attributes depending on the type of attachment. created_by The identity of the creator of the document. For documents imported from external sources, this is not the same as the creator of this resource. keywords Keywords indicating the type of attachment (e.g. user manual, log) modified_by The identity of someone who has modified of the document. For documents imported from external sources, this modification may have happened outside of the system acknowledgement A place to acknowledge various types of support provided by the project that produced the data citation_description Describes how this data product is used and can be used. This is in addition to any system record of acquired commitments (if existing) to the data product and events generated when accessing the data product. comment Miscellaneous information not already captured in attributes contacts All entities that serves as a contact point for this data product as a list of ContactInformation objects. descriptors A list of keyword/authority pairs with optional urls as list of Term objects. doors_l2_requirement_num The OOI DOOR L2 Science Requirement number(s). Comma-separated list when multiple values are present. doors_l2_requirement_text The OOI DOOR L2 Science Requirement text. dps_dcn The OOI document control number (DCN) for this data product's Data Processing Specification. Comma-separated list when multiple values are present. exclusive_rights_end_date For temporary data holds, the date on which the hold will expire. exclusive_rights_notes Further information about the exclusive rights hold, such as a justification for a Attachment DataProduct Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 12 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description permanent hold exclusive_rights_status Indicates whether the dataset is under proprietary hold or whether it is public. Codelist: unrestricted, temporary_hold, permanent_hold external_archives Holds information on where and when the data product was submitted to an external archive. A list of objects of type ExternalArchive. flow_diagram_dcn The OOI document control number (DCN) for this data product's processing flow diagram. Comma-separated list when multiple values are present. geospatial_bounds Specifies both limits of the resource's latitude, longitude, and optionally vertical position, with respect to a geospatial CRS. geospatial_coordinate_reference_system The geospatial coordinate reference system, expressed as a URI (ideally a URL); incorporates both coordinate system and datum; may be geodetic/horizontal, vertical, or both. ioos_category Selection from IOOS controlled vocabulary for parameters. ISO_spatial_representation_type Optional for ISO 19115 (=> MD_DataIdentification.spatialRepresentationType. DUPLICATE with iso_spatial_representation_type. iso_spatial_representation_type From ISO:method used to spatially represent geographic information. Codelist: vector, grid, textTable, tin, stereoModel, video iso_topic_category One or more of the topic categories from ISO 19115 license_uri Links to a description of the permissions and restrictions for access to and distribution of OOI data. lineage_description Describes user entered changes to this data product over time. This is in addition to the event history of life cycle state changes, resource changes and other events. naming_authority_id Indicates the authority that is issuing the IDs, so that people with the product can know how/where to look up the ID. It will indicate the OOI identity in some way (may indicate each Org as they issue their own resource IDs) nominal_datetime A nominal representation of the temporal span of when the observations within the data product were actually made. For instruments that are not real-time, this will not be the same as the earliest and latest ingestion of data. ooi_product_name The OOI core data product descriptive name provided in section 2.2.1 of the DPS, and also in the column "Data Product Name" in the Data Product Catalog that is part of the Instrument Application in SAF ooi_short_name The product short name provided in the Data Product Specification, often a 7 character code, e.g. "PRESWAT" Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 13 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description processing_level_code OOI data processing level. Codelist: L0, L1, L2 or N/A provenance_description Describes the provenance of this data product with respect to input data products and data sources. This is in addition to the associations of this data product to other resources and any computed provenance information. qc_cmbnflg Whether the Combine QC Flags (CMBNFLG) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_condcmp Whether the Conductivity Compressibility Compensation (CONDCMP) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_glblrng Whether the Global Range Test (GLBLRNG) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_gradtst Whether the Gradient Test (GRADTST) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_interp1 Whether the 1-D Interpolation (INTERP1) QC routine is run on this data product. Codelist: applicable, not applicable, TBD qc_loclrng Whether the Local Range Test (LOCLRNG) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_modulus Whether the Modulus (MODULUS) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_polyval Whether the Evaluate Polynomial (POLYVAL) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_solarel Whether the Solar Elevation (SOLAREL) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_spketest Whether the Spike Test (SPKETST) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_stuckvl Whether the Stuck Value Test (STUCKVL) QC is run on this data product. Codelist: applicable, not applicable, TBD qc_trndtst Whether the Trend Test (TRNDTST) QC is run on this data product. Codelist: applicable, not applicable, TBD quality_control_level The quality control level of the data product. Codelist: a = no QC, b = automated QC, c = human QC, N/A = no QC for this data product reference_urls List of URLs with information about the data product regime Whether the data product is from the Air-Sea Interface, Surface Water, Water Column, Benthic Boundary Layer and/or Seafloor/Crust. Codelist: Air-Sea Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 14 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description Interface, Surface Water, Water Column, Benthic Boundary Layer, Seafloor/Crust synonyms Synonyms to facilitate searching as a list of strings. auxiliary_identifier An additional identification code used by the operators auxiliary_name An additional identification name used by the operators constraint_list Applicable constraints as a list of GeospatialBounds, GeospatialPoint, TemporalBounds, etc objects context Additional attributes specific to this deployment type coordinate_reference_system Defines the as geospatial coordinate reference system as GeospatialCoordinateReferenceSystem object port_assignments A mapping of device id to PlatformPort object, containing port reference designators as values type Defines the specific type of deployment. Codelist: RemotePlatform, CabledNode, CabledInstrument, Cruise, MobileAsset agent_default_config The default settings for this agent (pubrate, etc) commissioned Commissioning status for this agent type as CommissionedStatusType value stream_configurations List of StreamConfiguration objects for which this agent/driver can produce granules on alerts Configures alert detectors for the device represented by this agent instance. driver_config Specific config for the agent driver, such as connection ports agent_default_config The default settings for this agent (pubrate, etc) commissioned Commissioning status for this agent type as CommissionedStatusType value stream_configurations List of StreamConfiguration objects for which this agent/driver can produce granules on alerts Configures alert detectors for the device represented by this agent instance. driver_config Specific config for the agent driver, such as connection ports Deployment ExternalDatasetAgent ExternalDatasetAgentInstance InstrumentAgent InstrumentAgentInstance Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 15 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description port_agent_config Contains configuration for accessing the instrument specific port agent startup_config Contains configuration for the instrument agent and agent driver start commissioned Commissioning status as CommissionedStatusType value contacts Contacts for this device as list of ContactInformation objects. controllable Whether the device can be sent a control message custom_attributes Additional attribute values applicable for the device's model as key-value pairs. The attribute names must align with the DeviceModel:custom_attributes:name field for this type of device. firmware_version Identifier of hard-coded operating system in unit hardware_version Version of the hardware last_calibration_datetime The date of the last instrument calibration, expressed in ISO format. message_controllable Indicates that this resource can be controlled by messages sent to it monitorable Indicates that this resource has a communication port for real-time monitoring reference_urls References to pages about that individual device (e.g. configuration diagram) serial_number Unique identifier of device provided by manufacturer uuid The UUID provided by the manufacturer baud_rate_default Default rate at which bits are sent over RS232 interface class_alternate_name Alternate name of instrument class (from SAF) class_description Description for instrument class (from SAF) class_id Code for instrument class (from SAF) class_name Name of instrument class (from SAF) clock_max_drift Manufacturer's specifications of clock drift rate clock_notes Notes on real-time clock configuration Instrument series variant (from SAF) custom_attributes Additional attributes permissible or required for this specific model. Each entry in the list is a CustomAttribute object (see above). A device of this model should then store these attribute values in the corresponding custom_attributes of the device instance. InstrumentDevice InstrumentModel Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 16 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description electrical_notes Any notes about electrical attributes or characteristics family_id The family of instrument (from SAF). Codelist: CAM, CO2, CTD, DO2, FDC, FLO, HYD, IES, MET, MSP, NIT, NUT, OBS, OPT, PRS, RAS, SFL, VEL, WAV, ZPL family_name Name of instrument family (from SAF) has_clock Indicates whether the device has an internal clock or not height The height of the instrument device in meters, typically from bottom to top as mounted or resting hotel_current Amount of current drawn by the instrument on standby inline_management Can you manage the instrument while it is operating instrument_classes_supported A list of instrument classes this instrument model can support instrument_family DEPRECATE, REMOVE - the family of instrument integrated_inductive_modem_available Is there an inductive modem in the unit? internal_battery Is there an internal battery? internal_data_storage Can system store data internally? length The length of the instrument device in meters, generally along the longest (alternatively, the facing) side-to-side dimension manufacturer The name of the manufacturer manufacturer_url The primary URL of the manufacturer mixed_sampling_mode Polled vs ... ooi_make_model Model makemodel code (from SAF) operational_depth_maximum Maximum depth for correct functioning (meters) parameter_characteristics_reports List of ParameterCharacteristicsReport objects power_source Required power source is external or internal power_supply_voltage_maximum Maximum voltage supported by internal power supply power_supply_voltage_minimum Minimum voltage supported by internal power supply primary_interface The principal interface by which the instrument communicates (typically via its platform) with OOI as PrimaryInterface value. reference_urls Location(s) where additional information about this model can be obtained required_on_time Time system must be on before sampling. series_id Code for instrument series (from SAF) Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 17 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description series_name Name of instrument series (from SAF) subseries_id Code for instrument subseries (from SAF) subseries_name Name of instrument subseries (from SAF) survival_depth_maximum Maximum depth beyond which instrument may be damaged (meters) voltage Nominal voltage at which unit operates, in Volts wattage Nominal wattage consumed by instrument, in Watts weight Weight of instrument in air, as configured for operation, in kg width The width of the instrument device in meters, from side to side (orthogonal to length measurement) alt_resource_type For UI distinction purposes, a more fine granular resource type constraint_list Applicable constraints as a list of GeospatialBounds, GeospatialPoint, TemporalBounds, etc objects coordinate_reference_system Defines the as geospatial coordinate reference system as GeospatialCoordinateReferenceSystem object environment The environment of the site. Used to differentiate marine deployments from, e.g. "bucket" tests local_name Unique part of name that can be composed with next higher level name planned_uplink_port Describes the nominal port of the parent or network uplink device reference_designator OOI reference designator negotiation_status Current status of negotiation as NegotiationStatusEnum value. negotiation_type Specific variant of negotiation as NegotiationTypeEnum value proposals A list of service agreement proposals (SAP) describing the sequent steps of the negotiation. The last SAP in the list is considered the most recent one. reason Describes a reason for a status (optional) event_subtype Event filter by event subtype event_type Event filter by event type origin Event filter by origin InstrumentSite Negotiation NotificationRequest Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 18 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description origin_type Event filter by origin type temporal_bounds The start and end time of this subscription type Indicates the notification type as NotificationType value constraint_list Applicable constraints as a list of GeospatialBounds, GeospatialPoint, TemporalBounds, etc objects coordinate_reference_system Defines the as geospatial coordinate reference system as GeospatialCoordinateReferenceSystem object environment The environment of the site. Used to differentiate marine deployments from, e.g. "bucket" tests local_name Unique part of name that can be composed with next higher level name reference_designator OOI reference designator spatial_area_name The larger geospatial area (aka OI array/site) used to group sites url URL to an external homepage about the observatory contacts A list of ContactInformation entities that serves as a contact point institution Identifies the institution that operates the Org/Facility message_controllable Indicates that this resource can be controlled by messages sent to it monitorable Indicates that this resource has a communication port for real-time monitoring org_governance_name A permanent human readable identifier for the Org. org_type Specializes the type of Org as OrgTypeEnum value url A URL for the Org agent_default_config The default settings for this agent (pubrate, etc) commissioned Commissioning status for this agent type as CommissionedStatusType value stream_configurations List of StreamConfiguration objects for which this agent/driver can produce granules on alerts Configures alert detectors for the device represented by this agent instance. driver_config Specific config for the agent driver, such as connection ports Observatory Org PlatformAgent PlatformAgentInstance Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 19 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description commissioned Commissioning status as CommissionedStatusType value contacts Contacts for this device as list of ContactInformation objects. controllable Whether the device can be sent a control message custom_attributes Additional attribute values applicable for the device's model as key-value pairs. The attribute names must align with the DeviceModel:custom_attributes:name field for this type of device. message_controllable Indicates that this resource can be controlled by messages sent to it monitorable Indicates that this resource has a communication port for real-time monitoring platform_monitor_attributes Describes this platform's monitors as a list of PlatformMonitorAttributes objects ports Describes this platform's ports as a list of PlatformPort objects reference_urls References to pages about that individual device (e.g. configuration diagram) serial_number Unique identifier of device provided by manufacturer uuid The UUID provided by the manufacturer ci_onboard Whether ION software is run on platform resources custom_attributes Additional attributes permissible or required for this specific model. Each entry in the list is a CustomAttribute object (see above). A device of this model should then store these attribute values in the corresponding custom_attributes of the device instance. has_clock Indicates whether the device has an internal clock or not height The height of the instrument device in meters, typically from bottom to top as mounted or resting length The length of the instrument device in meters, generally along the longest (alternatively, the facing) side-to-side dimension manufacturer The name of the manufacturer manufacturer_url The primary URL of the manufacturer parameter_characteristics_reports List of ParameterCharacteristicsReport objects platform_family The family of platform, with term from the OOI Node Type list. Codelist: Mediumpower Junction Box, Interface Box HD Camera, Float Junction Box, Low-power Junction Box, Winch Junction Box, Profiler Junction Box, Multi-Function Node, Fixed Instruments, Surface Buoy Surface-Piercing Profiler, Wire-Following Profiler, PlatformDevice PlatformModel Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 20 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description Mid-Water Platform, AUV, Gliders, Benthic Package Deep Profiler platform_type Broad categorization of the platform into major functional category. Codelist: AUV, Glider, Mooring, Profiler, Cable Node, ... reference_urls Location(s) where additional information about this model can be obtained shore_networked Whether the platform is typically connected to the terrestrial network (boolean). Codelist: Always Fast, Always Slow, Intermittent, Never voltage Nominal voltage at which unit operates, in Volts wattage Nominal wattage consumed by instrument, in Watts weight Weight of instrument in air, as configured for operation, in kg width The width of the instrument device in meters, from side to side (orthogonal to length measurement) alt_resource_type For UI distinction purposes, a more fine granular resource type constraint_list Applicable constraints as a list of GeospatialBounds, GeospatialPoint, TemporalBounds, etc objects coordinate_reference_system Defines the as geospatial coordinate reference system as GeospatialCoordinateReferenceSystem object environment The environment of the site. Used to differentiate marine deployments from, e.g. "bucket" tests local_name Unique part of name that can be composed with next higher level name planned_uplink_port Describes the nominal port of the parent or network uplink device reference_designator OOI reference designator constraint_list Applicable constraints as a list of GeospatialBounds, GeospatialPoint, TemporalBounds, etc objects coordinate_reference_system Defines the as geospatial coordinate reference system as GeospatialCoordinateReferenceSystem object environment The environment of the site. Used to differentiate marine deployments from, e.g. "bucket" tests local_name Unique part of name that can be composed with next higher level name reference_designator OOI reference designator PlatformSite Subsite Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 21 of 29 Metadata Planning, Approach and Progress Resource Type Attribute Name Description contact Describes user attributes as ContactInformation object variables A list of key-value arguments for the user; can be used to specify user configuration information such as UI preferences governance_name A permanent valid human readable identifier for the role org_governance_name The permanent Org name this role pertains to UserInfo UserRole Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 22 of 29 Metadata Planning, Approach and Progress Appendix 5: User-facing Object Types and their metadata attributes. Objects are re-usable sets of attributes that are used to connect related attributes, or to create attribute sets that can be used by more than one Resource Type. Object Type Name Attribute Name Description code_meaning Description of the meaning of the code value description of the meaning of the code value code_value The code value being described administrative_area Any placenames that are less specific than country and more specific than city, e.g. state or province. city The city part of the address country The country part of the address. email Primary email for the contact individual_name_family The family, aka last, name individual_names_given The given, i.e. first and optionally middle, name(s) organization_name The name of the organization. Can be used in place of an individually-named contact when appropriate. phones A list of phone contacts as a lists of Phone object list of phone objects position_name The position or role of the contact. For example, it may be preferable to name "OOI Data Curator" as a contact instead of giving an individual's name, since the individual may change through time the position or role of the contact postal_code The postal code, i.e. zip code roles The list of roles this contact has, e.g. owner, custodian, PointOfcontact street_address The street address portion of the mailing address url URL for the contact variables A list holding the extra information about user so that specific variables do not need to be held, CabledInstrumentDeploym entContext CabledNodeDeploymentCo ntext CodeReport ContactInformation Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 23 of 29 Metadata Planning, Approach and Progress Object Type Name Attribute Name Description e.g. IM, alternate phone, second address, facebook, etc. Every entry in this list has a name and a value. default Default value for the attribute description Description for the attribute name Name of the attribute type Type of the attribute. Codelist: str, int, float, bool, list, dict units Units applied to the attribute value (if applicable) connection_port Unique identification of the port to which the device is attached device_id The id of the device to which this position applies relative to the parent device (usually an instrument on a platform) offset_x Offset location of the mounted device along the X axis of the mounting platform, with more positive offsets indicating the device is further along the positive direction of that axis and indicating the device is at the origin of the axis (see https://confluence.oceanobservatories.org/display/CIDev/Coordinate+Systems+and+Coordinate +Transformations#CoordinateSystemsandCoordinateTransformations-MountingPosition) offset_y Offset location of the mounted device along the Y axis of the mounting platform, with more positive offsets indicating the device is further along the positive direction of that axis and indicating the device is at the origin of the axis offset_z Offset location of the mounted device along the Z axis of the mounting platform, with more positive offsets indicating the device is further along the positive direction of that axis and indicating the device is at the origin of the axis reference_designator OOI code for the position of an instrument location on a platform. Ex: GA01SUMO-FI003-03CTDMO0999 rotation_x Indicates which way a device is pointing relative to its platform; specifies the rotation around the X axis in degrees clockwise; assumes device is pointing out Z axis (see https://confluence.oceanobservatories.org/display/CIDev/Coordinate+Systems+and+Coordinate +Transformations#CoordinateSystemsandCoordinateTransformations-MountingOrientation) rotation_y Indicates which way a device is pointing relative to its platform; specifies the rotation around the Y axis in degrees clockwise; assumes device is pointing out Z axis CruiseDeploymentContext CustomAttribute DeviceMountingPosition Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 24 of 29 Metadata Planning, Approach and Progress Object Type Name Attribute Name Description rotation_z Indicates which way a device is pointing relative to its platform; specifies the rotation around the Z axis in degrees clockwise; assumes device is pointing out Z axis phone_number The phone number. phone number is assumed US if no '+' prefix exists to specify a country code phone_type The type of phone number archive_contact The contact information for the archive POC. archive_name Name of an external repository where the data product has been submitted archive_url The URL of the data product within an external repository. id_in_archive The Unique ID of the resource in an external repository submission_datetime The last datetime this data product was submitted to an external repository (timestamp, no constraints, stored). geospatial_latitude_limit_north Specifies one or both limits, for any or all of an entity's latitude, longitude, and vertical position, with respect to a geospatial CRS geospatial_latitude_limit_south Specifies the southernmost latitude geospatial_longitude_limit_east Specifies the easternmost longitude (if the value is smaller than the minimum longitude, the bounds fall on either side of the 18th meridian, and the enclosed area includes that meridian) geospatial_longitude_limit_west Specifies the westernmost longitude (if the value is larger than the maximum longitude, the bounds fall on either side of the 180th meridian, and the enclosed area includes that meridian) geospatial_vertical_max Specifies the (numerically) maximum vertical position; if the vertical/z axis positive (geospatial_vertical_positive) is down, the maximum value will be closer to earth center than the minimum value geospatial_vertical_min Specifies the (numerically) minimum vertical position; if the vertical/z axis positive (geospatial_vertical_positive) is down, the minimum value will be further away from earth center than the maximum value geospatial_geodetic_crs The geospatial coordinate reference system, expressed as a URI (ideally a URL); incorporates both coordinate system and datum; may be geodetic horizonal, vertical, or both ExtendedPhone ExternalArchive GeospatialBounds GeospatialCoordinateRefer enceSystem Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 25 of 29 Metadata Planning, Approach and Progress Object Type Name Attribute Name Description geospatial_latitude_units Specifies the units of measure for latitude geospatial_longitude_units Specifies the units of measure for longitude geospatial_vertical_crs The vertical coordinate reference system, expressed as a URI (ideally a URL); incorporates both coordinate system and datum geospatial_vertical_positive Specifies the direction meant by more positive vertical location values; up indicates more positive values are further from earth's center. geospatial_vertical_units The units of measure for the vertical location; overrides the geospatial_vertical_crs, if those units are different geospatial_horizontal_accuracy The accuracy of the lat/lon info, expressed in the same units as the lat/lon fields geospatial_latitude Specifies the latitude, longitude, and/or vertical location of an entity, with respect to a geospatial CRS geospatial_longitude Specifies the longitude geospatial_vertical_accuracy The accuracy of the vertical value, expressed in the same units geospatial_vertical_location Specifies a vertical position (relative to the datum, along the axis direction specified by geospatial_vertical_positive) email Primary email for the institution name Name of the institution phone Primary phone for the institution website Website URL for the institution axis For CF compliance, holds X, Y, Z or T for vars holding lat, lon, depth and time info cdm_data_type The THREDDS data type code_reports Provide the meaning of flags, or other code lists that need description custom_attributes Holds additional attributes, especially those provided by external providers that are difficult to characterize in advance description A human-readable description of the parameter GeospatialPoint Institution MobileAssetDeploymentCo ntext Parameter Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 26 of 29 Metadata Planning, Approach and Progress Object Type Name Attribute Name Description fill_value A value used to represent missing or undefined data ion_name The name given in the Data Product Specification ioos_category Selection from IOOS controlled vocabulary for parameters long_name A longer descriptive name ooi_short_name The 7 character code (now being expanded to >7 characters) used by OL to identify core data producs, e.g. TEMPWAT) reference_urls List of URLs with information about the data parameter standard_name From CF standard names units Units of measure (from UDUNITS) applicable_range_max If the value is only valid within a particular range, this gives the maximum. Must be in same units as the value. applicable_range_min If the value is only valid within a particular range, this gives the minimum. Must be in same units as the value. characteristic_name Name of the characteristic being reported on. Common ones include accuracy, precision, and drift comments Any additional important information about the characteristic parameter_name The ParameterDictionary name for the parameter being described. source Indicates the category of the source of the value, such as manufacturer, literature, etc units The units associated with the value of the characteristic value The value of the characteristic aggregate_type Defines the actual aggregate status category for this monitor as AggregateStatusType value id Monitor identifier monitor_rate Monitor rate in seconds name Monitor mane units Monitor units ParameterCharacteristicsR eport PlatformMonitorAttributes PlatformPort Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 27 of 29 Metadata Planning, Approach and Progress Object Type Name Attribute Name Description ip_address IP address of port as needed for cabled platforms port_type The type of port as PortTypeEnum value reference_designator The OOI reference designator device_mounting_positions A list of DeviceMountingPosition objects parameter_dictionary_name the name of the parameter dictionary that defines the contents of the stream stream_attributes Additional attributes for the stream (for extension purposes) stream_name the tag that the driver uses to reference this stream stream_type Type of stream configuration RemotePlatformDeployme ntContext StreamConfiguration StreamRoute credentials exchange_point routing_key TemporalBounds end_datetime The end of the timespan (string with number of seconds since epoch) name Allows the kind of datetime to be specified, in cases where more than one TemporalBounds is used. For example to differentiate the planned vs actual deployment datetimes. start_datetime The start of the timespan (string with number of seconds since epoch) term_url A URL defining a term term_value The name of the keyword applied to a resource vocabulary_name The name of the vocabulary or guideline from which the keyword was drawn, if applicable vocabulary_url A URL to the source of a controlled vocabulary Term Hardcopies are uncontrolled. Verify version prior to use. Version 1-00 Page 28 of 29
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