International Household Survey Network Metadata Toolkit Trevor Croft MICS3 Data Archiving, Dissemination and Further Analysis Workshop Geneva - November 6 th, 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 Users 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 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