Brokering Hack-a-Thon 2

Hack-a-Thon 2 features the Esri Geoportal. It has been deployed in support of many geospatial networks and infrastructures (view a list of deployments).  Although the Esri Geoportal can be used as a single common interface for data discovery, it is possible to query the portal programmatically using other client software that adheres to catalog standards.  This will be discussed during the introduction webinar (see below for the schedule and links to the event details).


To become familiar with the Esri Geoportal there are two sets of web pages that can be viewed:




There are also pages which describe particular features and functions:

1.  Geoportal Server as a Broker

2.  How to Publish Resources

3.  How to Manage and Edit Resources

4.  How to Search for Resources

5.  REST API Syntax

6.  Geoportal Catalog Service

7.  Details of Lucene Indexing in the Geoportal

8.  Supported CSW Profiles for Synchronization


There will be an introduction and demonstration of the Esri Geoportal during the webinar.  The webinar will focus on key features, especially those related to publishing metadata for data discovery and the process of data discovery and metadata access.


Comments related to Hack-a-Thon 2 or the Esri Geoportal can be submitted on this page by clicking the Comment button at the bottom of the page. In order to comment, you will need to register, which only requires a valid email address and a choice of password. In addition to submitting comments on this page, a short web survey will be available at the completion of this Hack-a-Thon to collect feedback about the Hack-a-Thon and the Esri Geoportal. The survey URL will be provided during the Hack-a-Thon and will be published on this page, as well.


Introduction Webinars for the Esri Geoportal

1. Thursday, August 16 at 10:00 EDT. See the event listing for more details.

2. Friday, August 17 at 15:00 EDT. See the event listing for more details.


Webinar Slides and Presentation

The webinar presentations were recorded and can be streamed in case you missed them or want to hear it again.  The playback application will immediately begin; you will not be able to download the recording.  The streaming controls will allow you to position the playback cursor to focus on a particular time during the webinar, if necessary.  Although both webinars contain the same main content, there are different questions and answers on the different days.  The slides of the webinar presentation is also available as a separate document that you can download.

Hack-a-Thon Schedule
Hack-a-Thon 2 is a 2-hour WebEx meeting. It is scheduled for August 31, 2012 from 11 AM - 1 PM EDT (check your local time listing for the meeting). The WebEx details will be emailed to Hack-a-Thon participants and added to this page when they are available. Both data providers and data users should use the time until the Hack-a-Thon to test their services and client applications, and show up to the Hack-a-Thon with validated services, client applications, and tools. Validation will be described below after the webinar.  The Hack-a-Thon will allow data users and data providers to demo their successes, as well as to show data being shared between those who have not done so previously. Also, if possible, minor problems can be resolved at the Hack-a-Thon for data users and data providers.



The following is meant to give some initial guidelines so that you can begin "playing" with the Esri Geoportal in preparation for the Hack-a-Thon on August 31.  There is a section for access guidelines, a section for data providers, and a section for data users.  When trying out the Esri Geoportal, please keep track of your activities.  You can demo the accomplishments and raise the problems during the Hack-a-Thon.  Also, keep in mind that there will be two telecons the next two Wednesdays to discuss any issues that arise.  Reminders will be sent out.

  • Check-in Telecon 1 (Wednesday, August 22 from 12:00 - 13:00 EDT) (see event listing for details)
  • Check-in Telecon 2 (Wednesday, August 29 from 12:00 - 13:00 EDT) (see event listing for details)


Esri Geoportal Server Broker Access Guidelines

The Esri Geoportal Server user-interface can be accessed at and is compatible with most browsers. Search functionality is not user-based in this implementation, and so to search you do not need to login. However, if you want to provide data to the geoportal, you will need to create an account – click the “Register” link at the top right of the UI. Note that once you create an account, you will automatically be an Adminstrator on the geoportal web application.  This means that you will be able to publish, schedule synchronization (harvest), manage/edit/delete your records and others, and access all the functionality available through the geoportal interface. Please do not manage the records that belong to others – remember that they are testing too and if you change or delete their records, you may disrupt their work

The list of standards and protocols used by the Esri Geoportal Server are listed in Geoportal Server as a Broker wiki topic. The Esri Geoportal Server endpoints are accessible through the web application interface, and also through its service endpoints per the instructions in that topic.   A list of useful topics to get started can be accessed near the top of this page.


If you are a data provider, you will be able to create metadata through the geoportal’s online form, upload a local metadata XML file, or register a network resource for synchronization or harvest (note, publishing through CSW Transaction requests and the REST API are also supported). To do this:

  • Login and click the Administration tab. This will take you to a screen for managing records – note that all records owned by all users are visible to you because you are an Administrator.
  • Click the ‘Add’ button at the top, and you will go to a page with three options.
    • The “Use dedicated editor to create metadata manually” option launches the online form for creating metadata.
    • The “Upload metadata file from the local disk” option allows you to upload a local XML.
    • The “Register resource on the network” option is where you can register an existing resource.  See How to Publish Resources  for details on registering specific resource protocols. The Esri Geoportal Server does support federated search, and you can register an endpoint for federated search through this “Register resource on the network” option if the endpoint is exposed through CSW (see ).  If you would like to facilitate federated search for a different protocol (e.g., like the examples you can see on the Search page if you expand the “Search In” box), please contact Steve Browdy or Christine White and they will investigate adding it to the geoportal configuration file.

Important: After you have created, uploaded, or registered a resource with the geoportal, you will need to return to the ‘Administration>Manage’ interface and set it as Approved. A record is only discoverable if it is Approved.

If you are registering an endpoint to be harvested, it is useful to designate in the registration form to auto-approve harvested resources.  After a resource is approved, it is indexed and available for search.  If the resource was harvested, you can view the success of the harvest through the Harvesting Reports (explained in the How to Manage and Edit Resources topic).

The Esri Geoportal Server will validate content published to it using rules configured by the hosting organization.  Esri Geoportal Server supports validating via xsd, schematron, or custom rules defined by the host organization (to learn more on how this is configured by the host organization, see Customize Metadata Validation). In this hack-a-thon implementation, most of the metadata profiles have their validation rules softened so you can successfully publish most resources. Exceptions to this are the ATOM protocol, which will validate according to ATOM 1.0 recommendations to support use cases from the ESIP Discovery Cluster.

If you have a problem registering your resource, please contact Steve Browdy or Christine White. We will decide the best way to assist you once we understand the issues.  Sometimes, we can resolve the issues via email, but sometimes we may need to setup a telecon so we can all work together to assist you in resolving your issues.


If you are a data user, the client application or tool that you will be using to query the broker for data can use the CSW, OpenSearch, REST, or SPARQL mechanisms (as described in Geoportal Server as a Broker).  The URLs for the broker query endpoints are:

Once you have decided which access mechanism to employ, you should validate that your client application or tool can successfully discover and access some data exposed through the broker.  If you have a problem validating your client application or tool, please contact Steve Browdy or Christine White so that we can help you get things working for the Hack-a-Thon.  We will decide the best way to assist you once we understand the issues.  Sometimes, we can resolve the issues via email, but sometimes we may need to setup a telecon so we can all work together to assist you in resolving your issues.


You need to be a member of Brokering Concept Award to add comments!

Connect with EarthCube!


Discussion Forum

Earthcube PI Workshop #2 -follow-on Webinar January 15, 2013 at noon EST

The goal of Earthcube is to create a sustainable infrastructure that enables the sharing of all geosciences data, information, and know ledge in an open, transparent and inclusive manner. No such infrastructure currently exists that can meet the…Continue

Started by Francoise Pearlman Jan 9, 2013.

© 2014   Created by Dennis Carey.

Badges  |  Report an Issue  |  Terms of Service

Any opinions, findings, conclusions or recommendations presented in this material are only those of the presenter grantee/researcher, author, or agency employee; and do not necessarily reflect the views of the National Science Foundation.