1. Don’t Duck Metadata March 2005 Introducing Setting Up a Clearinghouse Node ---6.1 Topic: Introduction to Setting Up a Clearinghouse Node Objective: By the end of this session, the participants will be able to install, setup and successfully test a clearinghouse node using provided sample metadata records Audience: Technical Staff with web service administration experience Instructor: Michelle Anthony

2. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.2 Workshop Background Title: Introducing Web Mapping, Clearinghouse & Geospatial Metadata Length: 5 Days

3. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.3 Workshop Objectives 1. Introduction 2. Internet Map Servers (IMS) Install and configure IMS software Create Map Services & Website 3. OGC Web Mapping Specification (WMS) 4. Clearinghouse Introduction 5. Metadata Standards & Development Linking Metadata and Map Services 6. Establishing a Clearinghouse Node

4. Don’t Duck Metadata March 2005 Introducing Setting Up a Clearinghouse Node ---6.4 What is Isite and How Do I setup a Clearinghouse Node Topic 6.0 Setting Up a Clearinghouse Node

5. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.5 Setting Up a Clearinghouse Node 6.1: Isite Overview 6.2: How to Setup a Clearinghouse Node using the Isite software

6. Don’t Duck Metadata March 2005 Introducing Setting Up a Clearinghouse Node ---6.6 What is the Isite software? Topic 6.1 Isite Overview

7. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.7 Isite Server Introduction Integrated suite of Internet-based programs providing text indexing/searching that uses Z39.50 for communication. Z39.50 is an Internet Protocol for retrieving information from other computer systems –Bibliographic library work extended to geographic community

8. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.8 Isite Server Introduction Windows version provides nice graphical interface –Reduces setup and configuration time!

9. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.9 Isite Server Introduction UNIX or Linux version requires command line setup and configuration

10. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.10 Data Sets Iindex and Zserver work together to publish data online. Clearinghouse Diagram Iindex & Zserver ISITE SERVER Client Metadata

11. Don’t Duck Metadata March 2005 Iindex Creates a searchable index out of XML or SGML metadata files Run every time new metadata records have been added to the database Syntax: Iindex -d [database] -t [document type] -o [document options] [metadata files] Iindex Index (Iindex) Metadata Isite DB

12. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.12 Zserver Runs the Z39.50 communication process –Performs Searches based upon received queries –Returns results of search in a session Setup and options are set through.INI files –zserver.ini - Server Options, Port, Etc. –sapi.ini - Database Setup Zserver Query Results

13. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.13 Isearch - Local Testing Utility Performs searches on indexes locally –Iisearch -d [database] [query] Isearch Isite DB Local Test Query Results Local Machine

14. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.14 Zclient - Z39.50 Testing Utility Performs searches through the internet –zclient [host] [port] [database] [query] Zclient Isite DB Internet Test Query Results Remote MachineLocal Machine

15. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.15 Obtaining Isite Supported Versions –Version 2.40 required for Geospatial One-Stop (GOS) Command line interface only Linux, SunOS, FreeBSD, Windows (non-GUI) and Source Code –Version 2.07i only version to contain Graphical Interface Cannot be used for GOS New graphical version under development for 2.40 FGDC Website http://clearinghouse4.fgdc.gov/ftp

16. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.16

17. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.17 Commercial Node Alternatives Commercial solutions can provide additional functions –Search engines –Relational Database Support –Large Collections Commercial Solutions –Blue Angel MetaStar Suite –Compusult MetaManager Toolkit –ArcIMS Metadata Services –Intergraph GeoConnect

18. Don’t Duck Metadata March 2005 Introducing Setting Up a Clearinghouse Node ---6.18 How do I establish a Clearinghouse Node using Isite? Topic 6.2 Setting up a Clearinghouse Node using Isite

19. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.19 Windows Isite Demonstration Installation Indexing of metadata Testing procedures Registering with the FGDC Clearinghouse

20. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.20 Download Isite Software Download appropriate platform

21. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.21 Creating Isite directory Create C:\isite directory Place Isite executable in directory

22. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.22 Installing Isite Files Run Executable (Isite207i-NT.exe) Specify directory as c:\isite

23. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.23 Running Isite Windows Isite now appears in the Start Menu Select Isite Admin Console

24. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.24 Main Tab Location of Isite software

25. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.25 Zserver Values Tab Port Number

26. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.26 Most Important Components Node Setup and Server Control Panel

27. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.27 Database Tab

28. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.28 Zserver Service Tab

29. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.29 Zserver Log Tab Location of Access Logfile Isite Access Log

30. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.30 Text Editor Tab

31. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.31 Options Tab

32. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.32 About Tab

33. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.33 Ability to Create Multiple Nodes

34. Don’t Duck Metadata March 2005 Creating the Node By Indexing your Metadata 1. Database Tab 6. Run Index 5. Unmark if no MP 4. Save 3.Define your metadata to index and Index to be created 2. New 7. Check Status

35. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.35 Summary Steps for Creating a Node  Select the Database tab  Select New button to create a new node  Complete the node required fields: - Database: name of the node - Metadata Directory: directory of the metadata - Index Directory: directory of the Isite index  Save the settings  Unselect the Use Parsed Dir checkbox  Run Iindex to index the sample metadata  Check Status of index

36. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.36 Running Zserver Select the Zserver Service tab Select Start Z39.50 Service –NOTE: Each time you re-index, make sure to restart zserver. Start the Server

37. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.37 Testing Your Clearinghouse Node Open a MS-DOS Window Change into the c:\Isite directory Use the zclient program and following commands to test your node Full Text Search Field Search Spatial Search

38. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.38 Zclient - Full Text Search zclient [server] [port] [DB Name] [Query Terms] [server] - address of your server (localhost : local machine) [port] - the port defined in your Zserver Values tab [DB Name] - the name of your database name (node) [Query Terms] is the data you wish to find “water[1,1016]” specifies to find the word water anywhere in the metadata records

39. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.39 Zclient - Field Search zclient [server] [port] [DB Name] [Query Terms] [server] - address of your server (localhost : local machine) [port] - the port defined in your Zserver Values tab [DB Name] - the name of your database name (node) [Query Terms] is the data you wish to find “climate[1,4]” specifies to find the word climate in any title fields

40. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.40 Zclient - Spatial Search zclient [server] [port] [DB Name] [Query Terms] [server] - address of your server (localhost : local machine) [port] - the port defined in your Zserver Values tab [DB Name] - the name of your database name (node) [Query Terms] is the data you wish to find “90 -180 -90 180[1,2060]” specifies to find a global search based upon coordinates. It returns the total number of metadata records.

41. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.41 Registering with the FGDC Gateway Register with the FGDC from the form: –http://registry.gsdi.org/registry/http://registry.gsdi.org/registry/

42. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.42 Summary of Test Commands Full Text Search: –zclient [server] [port] [node] “water[1,1016]” –substitute ‘water’ for any word that you want to search for anywhere in the metadata Field (Title) Search: –zclient [server] [port] [node] “climate[1,4]” –substitute ‘climate’ for any word that you want to search for exclusively in the Title field Spatial Search –zclient [server] [port] [node] “90 -180 -90 180[1,2060]” –this default search should return all metadata records since this is a global spatial search.

43. Don’t Duck Metadata March 2005 Introducing Setting Up A Clearinghouse Node ---6.43 Setup a clearinghouse node using the Isite software Perform full text, title and spatial searches Ensure your search results match your metadata! EXERCISE 6.2