Metadata and context
By the end of this module you will be able to:
- Define metadata without circularity
- Separate descriptive, structural and administrative metadata
- Explain why metadata is the asset that makes catalogues, lineage and FAIR possible later
- Write a minimally useful metadata record for a spreadsheet
Three metadata layers answer questions the data alone cannot
The table at the foot holds meter_id, reading and taken_at and nothing that explains them. Structural metadata says how the dataset is arranged, descriptive what it is, administrative who may use it and when it was made, and the values alone answer none of the three.
A table of values answers nothing on its own. Structural metadata says how it is arranged, descriptive metadata says what it is, and administrative metadata says who may use it and when it was made.
One catalogue entry, field by field, with the kind of each field
Only two of the ten fields, the distribution format and the identifier, say how the dataset is arranged, so an entry written to DCAT 3 tells a reader far more about what the dataset is and who answers for it than about the shape of the bytes.
A catalogue entry is not one thing: most of its fields describe the dataset or administer it, and only a couple say how it is arranged. DCAT 3 gives each of those fields a named property.
A spreadsheet with 40,000 rows, and nobody left who knows what column G means
A network operator asked an analyst to reconcile two years of substation loading figures. The source was a single spreadsheet named final_v3_USE_THIS.xlsx, eleven columns wide and about forty thousand rows deep. Every cell held a number. Nothing in the file said which substations those numbers described, what unit they were recorded in, whether the reading was an average or a maximum, over what interval it was taken, or which of the two columns headed load was the one the reporting team had used.
The person who built the file had left eighteen months earlier. Reconstructing the answers took three weeks of interviews and comparisons against a metered system, and two of the eleven columns were never explained at all. The data was intact the whole time. What had been lost was everything around the data that made it mean something.
The file opens. The numbers are there. Why can nobody use them?
That spreadsheet is the ordinary case rather than a horror story. Values survive easily. They copy, they export, they attach to emails, and they sit on shared drives for years. The knowledge that made them interpretable lives in people, and people move on. Capturing that knowledge as a durable, structured record is what keeps a dataset usable once the person who made it has gone, and everything later in the course assumes it has been done.
The usual definition, data about data, is true and almost useless. A better one starts from the questions a reader has to answer before they can act on a number.
5.1 Defining metadata without circularity
"Data about data" is the definition everybody repeats, and it explains nothing. It tells you that metadata is a kind of data, which you already knew, and leaves you no test for deciding whether a particular field belongs in the record. It is also circular in practice: one team's metadata is another team's data. The refresh timestamp on a warehouse table is metadata to the analyst reading the table and operational data to the platform team measuring pipeline reliability.
A definition with teeth works from the reader rather than from the object. is the recorded answer to the questions a competent stranger must resolve before they can use a dataset safely: what is this, how is it arranged, where did it come from, how current is it, and what am I allowed to do with it. If a field answers one of those questions, it belongs in the record. If it does not, it is either payload or decoration.
The word "stranger" is doing real work in that sentence. Metadata is not written for the person who built the dataset, because that person already holds the answers in their head. It is written for the analyst three teams away, for the auditor two years later, and increasingly for a machine that has to decide whether a dataset is fit for a purpose without a human in the loop. The test of a metadata record is not whether it looks complete. It is whether someone with no access to the original team can act on the data and be right.
This is why metadata is described as an asset rather than as paperwork. A dataset whose meaning cannot be reconstructed is not an asset at all: it cannot be published, shared, joined, audited or safely deleted, because none of those actions can be justified without knowing what the data is. Naming something a is a claim that someone owns it and manages it, and that claim is only credible if the surrounding record exists.
Common misconception
“Metadata is documentation, so it can be written up at the end of the project.”
Most metadata is only cheap at the moment of creation. Purpose, lawful basis, source system, collection method, unit of measure and the meaning of a coded value are known to somebody on the day the data arrives and expensive to reconstruct afterwards. The spreadsheet in the story lost nothing at the moment of writing; it lost everything on the day its author changed jobs. Treat the metadata record as part of the deliverable, not as a report about it.
Once metadata is defined by the questions it answers, the questions sort themselves into three families, and each family is owned by different people.
5.2 Descriptive, structural and administrative
The figure above stacks the three layers over a bare table of values, and the arrangement is the argument: the values at the bottom answer nothing on their own, and each layer above adds a class of answer the values cannot supply.
- Structural metadata says how the data is arranged. Field names, data types, units, precision, allowed values, primary keys, the relationship between one table and another, the order of columns in a file, the character encoding. Structural metadata is what a makes formal and machine-checkable, and it is the layer most often already present in some form, because a database or a file format usually insists on it.
- Descriptive metadata says what the data is. Title, plain-language description, subject or theme, keywords, the period the data covers, the geographic area it covers, the population it was drawn from, known limitations. Descriptive metadata is what makes a dataset findable by someone who does not already know it exists, and it is the layer most often missing, because it cannot be inferred from the file.
- Administrative metadata says who is answerable for the data and on what terms it may be used. Publisher, owner, steward, licence, access conditions, lawful basis for personal data, retention period, update frequency, version, date created, date last modified. Administrative metadata is what turns a file into something an organisation can be accountable for.
The three-way split matters because the three families have different owners, different failure modes and different half-lives. Structural metadata is usually produced by engineers and goes stale the moment a schema changes without anyone noticing. Descriptive metadata is usually produced by the subject expert and is stable for years. Administrative metadata belongs to whoever is accountable for the data, changes when ownership or licensing changes, and is the layer that regulators ask about first. A record that is strong in one family and empty in another fails in a predictable way: strong structure with no description gives you a dataset nobody can find, and strong description with no administration gives you a dataset nobody is allowed to use.
One useful habit when reviewing a record is to tag each field with the family it belongs to and then count. A catalogue entry that is nine parts descriptive and administrative with one or two structural fields is normal and healthy, because the deep structural detail lives in the schema rather than in the catalogue. A catalogue entry that is entirely structural is a table listing pretending to be a catalogue.
“Provide metadata for both human users and computer applications.”
W3C, Data on the Web Best Practices - Best Practice 1, Provide metadata
The W3C states the reason plainly: providing metadata is a fundamental requirement when publishing data on the Web because data publishers and data consumers may be unknown to each other. The two audiences pull in different directions. Humans need prose that explains limitations and intended use. Machines need typed, coded values against a shared vocabulary. A record that serves only one audience serves half the purpose, and the W3C's guidance is to write both rather than to choose.
Three families is a filing system rather than a template. The practical question is which specific fields a spreadsheet needs before it is safe to hand on.
5.3 A minimally useful record for a spreadsheet
Take the substation file from the opening. A minimally useful record is not a hundred fields. It is the smallest set that lets a stranger use the file correctly, and for a tabular file that set is short enough to write in twenty minutes.
- Title and description. Not the filename. A sentence saying what the rows are: one row per substation per half-hour settlement period, half-hourly demand readings for primary substations in the North West licence area.
- Coverage.The period the data covers and the population or area it covers, including the gaps. "January 2024 to December 2025, excluding March 2024 where the telemetry feed was down" is worth more than a clean range that quietly hides a hole.
- A field dictionary. One line per column giving the name, the type, the unit, and the meaning. This is where column G stops being a mystery. For any coded column, either the code list or a pointer to the that defines it.
- Provenance. The source system, how the extract was produced, when it was taken, and any transformation applied on the way, including filtering and rounding. An extract that silently dropped rows is a different dataset from the one its title claims.
- Accountability and terms. Who owns it, who to ask, the licence or internal access conditions, whether it contains personal data, and the retention period. If it holds personal data and no lawful basis is recorded, that is a finding rather than an omission.
- Currency. Version, date produced, and whether it will be updated again. A file that will never be refreshed should say so, because a stale dataset described as live is more dangerous than one honestly labelled as a snapshot.
Notice how much of that list is administrative and descriptive, and how little is structural beyond the field dictionary. Notice also that most of it is known on day one and none of it is derivable from the file itself. That asymmetry is the whole argument for capturing metadata at creation.
A second habit worth forming is to write the definitions somewhere the organisation can reuse them. If demand is defined in the field dictionary of one spreadsheet, the next spreadsheet will define it again and slightly differently. A shared holds one written definition per term so that the same word means the same thing in a report, a contract and a model, and the field dictionary then points at it rather than restating it.
Common misconception
“Column names are self-documenting, so a field dictionary is redundant.”
A name tells you what somebody called the column, not what it holds. Two columns named load in the same file may be an instantaneous reading and a rolling average. A column named date may be the event date, the reading date, or the date the row was loaded. Types and names constrain the values; only a written definition constrains the meaning, and meaning is what a reader has to get right.
Writing good fields for one file solves one file. Sharing those fields across an organisation, or across the web, needs everyone to use the same names for them.
5.4 Shared vocabularies and registries
The moment two teams describe datasets independently, they invent two field names for the same idea. One writes owner, the other writes publisher, a third writes data_custodian, and a search across all three finds nothing. Shared vocabularies exist to stop that.
, the W3C Data Catalog Vocabulary, is the widely used vocabulary for describing datasets, the services that serve them, and the catalogues that list them. Taken field by field, a single catalogue entry maps almost entirely onto descriptive and administrative properties, with only a couple saying how the bytes are arranged. Several of the property names come from Dublin Core terms, which DCAT reuses rather than duplicating, so a title is dcterms:title and a licence is dcterms:license. The specification binds the prefix dcterms: to the Dublin Core terms namespace in its own namespace table; the shorter dct: turns up widely in examples and tooling, but it is not the prefix the specification itself uses.
“DCAT is an RDF vocabulary designed to facilitate interoperability between data catalogs published on the Web.”
W3C, Data Catalog Vocabulary (DCAT) Version 3 - Abstract
Interoperability between catalogues is a narrower and more honest claim than it first appears. DCAT gives one agreed set of terms so that entries from many catalogues can be consumed and aggregated together. It does not settle who owns a dataset, what quality it must meet, how support works, or what happens when the schema changes. Those need local governance or a data contract on top. Reaching for DCAT to answer a governance question is a common way to end up with a tidy catalogue and no accountability.
Where a vocabulary standardises the names of fields, a standardises the definitions of the data elements themselves. ISO/IEC 11179 provides the framework for this: a managed register in which each data element is recorded, identified and administered, so that anyone using a field can look up what it means and how it is represented rather than guessing from its name. The distinction is worth holding onto. DCAT helps you find the dataset. A registry helps two datasets agree on what customer status actually means before anyone joins them.
The same discipline scales down. Inside a single organisation, the catalogue entry, the glossary term and the registry definition are three views of one commitment: that meaning is written down once, in a place with an owner, rather than rebuilt from memory each time somebody needs it.
The reason this sits in the foundations rather than in a governance chapter is that four later capabilities are built entirely out of metadata, and none of them can be retrofitted onto data that never had any.
5.5 What metadata carries later
Four capabilities that organisations buy tooling for are made of metadata and nothing else. If the metadata is thin, they are thin, and no amount of tooling repairs that.
- Catalogues. A is a searchable inventory of what an organisation holds. Its search index is descriptive metadata, its access decisions are administrative metadata, and its trust signals are quality metadata. A catalogue populated by crawling schemas alone will list every table and explain none of them.
- Lineage. records where a value came from and what happened to it on the way. It is metadata emitted by pipelines at run time, and it is what makes impact analysis, debugging and audit evidence possible. A pipeline that emits no run metadata leaves no lineage to query.
- FAIR. The ask that data be findable, accessible, interoperable and reusable, for machines as well as people. Most of the work falls on metadata: persistent identifiers, rich description, shared vocabularies and clear licensing. FAIR is a set of principles about machine-actionable description, and it is not the same thing as open data, which is a statement about permission to reuse.
- Automation. keeps itself current by reading signals from running systems rather than waiting for a person to update a description. Freshness checks, usage-based trust scores and automatic deprecation all depend on the platform emitting metadata continuously.
Each of those has the same dependency shape. The capability is built at a later stage, but the raw material is captured at the earliest one, by whoever creates the data. That is the practical reason metadata belongs in the foundations of a data course rather than in an appendix: the decisions that make catalogues, lineage and FAIR achievable are made long before anyone is thinking about them.
A published catalogue entry records the title, description, publisher, licence, update frequency and the area the data covers, but no field dictionary and no data types. Which family of metadata is missing, and what breaks first?
A team wants to publish dataset descriptions so that another organisation's catalogue can index them automatically. Which choice does the most to make that possible?
A data lead argues that the organisation should buy a catalogue tool now and let it crawl every database, on the basis that this will produce the metadata the organisation lacks. What is the strongest objection?
Core distinctions
- Metadata is best defined as the recorded answer to what a competent stranger must know before using a dataset: what it is, how it is arranged, where it came from, how current it is, and what they may do with it. Data about data is circular and gives no test for what to record.
- Structural metadata says how the data is arranged, descriptive metadata says what it is, and administrative metadata says who is answerable and on what terms. The three have different owners and different half-lives, and a record strong in one and empty in another fails predictably.
- A minimally useful record for a spreadsheet is short: title and description, coverage including gaps, a field dictionary with units and meanings, provenance, accountability and terms, and currency. Almost none of it can be derived from the file.
- DCAT gives catalogues one agreed set of property names so entries can be aggregated across catalogues; ISO/IEC 11179 frames the registry that pins down what individual data elements mean. Neither settles ownership, quality or change policy, which need local governance.
- Catalogues, lineage, FAIR and active metadata are built out of metadata and nothing else. The tooling is bought late and the raw material is captured early, by whoever creates the data, so a platform bought to fix description finds nothing to index.
Standards and sources cited in this module
W3C, Data on the Web Best Practices
Best Practice 1 (Provide metadata) and the metadata best practices that follow
States the requirement to describe data for humans and machines together, and works through licensing, provenance, quality and identifier practices for published data.
W3C, Data Catalog Vocabulary (DCAT) Version 3
Abstract and the Dataset, Distribution and Catalog classes
The vocabulary used to describe datasets, data services and catalogues so metadata can be aggregated across catalogues rather than trapped in one.
ISO/IEC 11179-1:2023, Metadata registries
Part 1, Framework
The framework for registering and administering data element definitions, which is what lets two systems agree on what a field means before joining anything.
The FAIR Guiding Principles for scientific data management and stewardship
Findable, Accessible, Interoperable, Reusable
The origin of the FAIR principles and the reason most of the effort falls on metadata rather than on the data files themselves.
Metadata Management knowledge area
Practitioner framing of metadata roles, stewardship and the operating model that keeps a record current after the first project ends.
Module 5 of 52 · Foundations