International Household Survey Network Metadata Toolkit

1
International HouseholdSurvey NetworkMetadata
Toolkit

• Trevor Croft
• MICS3 Data Archiving, Dissemination
• and Further Analysis Workshop
• Geneva - November 6th, 2006

2
Installation

• Unzip toolkit_installation_CD.zip into
  C\metadata_toolkit
• Use folder names
• Double click index.hta to launch menu
• Select Metadata Editor

3
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

4
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

5
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

6
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

7
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

8
Modifying the example for your survey

• Select My Projects
• File, Add New Study (Ctrl-N)
• Document description
• Study description
• Datasets
• Variable groups
• External resources

9
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

10
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

11
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

12
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

13
Update for your survey

• Document description
• Study description
• Dataset description
• Key variables and relations
• Questionnaire wording
• Variable groups
• External resources

14
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!

15
Tools

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

16
Nesstar Explorer

• File, Open, select file
• Browse documentation
• Export data file to other software
• Export DDI to XML

17
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