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Roles and permissions

This guide provides an overview of the permissions and the default roles in Metadata Capture. Use this to understand the role relationships and hierarchy, and the support channels available within and outside your organisation.

Role names may vary

Organisational roles in Metadata Capture

Metadata Capture provides default organisational roles with permissions that determine the actions you can perform with datasets. Each stage in the dataset workflow requires a specific role to complete a task to move the dataset to the next stage. This ensures governance and accountability in managing your organisation's data inventory.

The following diagram illustrates these roles and their relationships:


Here's a quick reference of each role and their responsibilities:

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Catalogue Manager

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  • User management: Assigns Inventory Coordinators and supports all roles.
  • Publication control: Publishes, unpublishes, and deprecates records; and manage authentic source labels.
  • Vocabulary management: Maintains controlled vocabularies (keywords, legal basis, organisations).

Inventory Coordinator

The Inventory Coordinator is a member of your organisation appointed by a Catalogue Manager. They ensure datasets are properly documented and reviewed through:

  • Role management: Assigns Metadata Editors, Reviewers, and Approvers within your organisation.
  • Contact management: Manages the contact points in your organisation for proper communication.

Metadata Approver

The Metadata Approver has authority to legally bind your organisation to publication decisions. Appointed by the Inventory Coordinator, they focus on:

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Metadata Reviewer

The Metadata Reviewer is a member of your organisation who ensures the quality and accuracy of metadata records before they reach the approval stage. Appointed by the Inventory Coordinator, they focus on:

  • Quality control: Review metadata records submitted by Metadata Editors for completeness and accuracy.
  • Validation: Verify that dataset descriptions accurately represent the underlying data resources.

Metadata Editor

The Metadata Editor is a member of your organisation who creates and maintains metadata records. Appointed by the Inventory Coordinator, they work on:

  • Dataset creation: Create new metadata records for datasets held by their organisation.
  • Content maintenance: Update existing metadata records to reflect changes in datasets.
  • Workflow initiation: Submit completed metadata records for review to begin the publication process.
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