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66 changes: 23 additions & 43 deletions markdown/icpsr_legacy_schema.md
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# ICPSR Legacy Metadata Schema

Last updated: May 11, 2026
Last updated: May 12, 2026


This metadata schema was used to describe curated data collections at the Inter-university Consortium for Political and Social Research (ICPSR) through approximately 2026. Beginning in 2026, it is being phased out and replaced by [an updated metadata schema](https://icpsr.github.io/metadata/icpsr_metadata_schema/).
Expand Down Expand Up @@ -369,8 +369,7 @@ Additional points regarding affiliated organizations:
| [Organization](#principal-investigator_organization) | Conditional | No | Text | The name of the organization primarily responsible for the data collection OR the organization with which an individual PI was affiliated at the time of a data collection's deposit at ICPSR. |
| [Order](#principal-investigator_order) | Yes | No | Number | The order or rank of importance for the PIs associated with the data collection, typically provided to ICPSR by the lead PI. |

<a name="principal-investigator_person"></a>
##### Person
##### Person {#principal-investigator_person}

**Description:** The name of a person primarily responsible for the data collection.

Expand All @@ -387,8 +386,7 @@ Additional points regarding affiliated organizations:
| [Given (First) Name](#principal-investigator_person_given_name) | Yes | No | Text | The person's given name. |
| [Family (Last) Name](#principal-investigator_person_family_name) | Yes | No | Text | The person's family name (e.g., surname). |

<a name="principal-investigator_person_given_name"></a>
###### Given (First) Name
###### Given (First) Name {#principal-investigator_person_given_name}

**Description:** The person's given name.

Expand All @@ -412,8 +410,7 @@ Additional points regarding affiliated organizations:
"E.V."
```

<a name="principal-investigator_person_family_name"></a>
###### Family (Last) Name
###### Family (Last) Name {#principal-investigator_person_family_name}

**Description:** The person's family name (e.g., surname).

Expand Down Expand Up @@ -454,8 +451,7 @@ Additional points regarding affiliated organizations:
"Family (Last) Name": "Oppenhuis"
```

<a name="principal-investigator_organization"></a>
##### Organization
##### Organization {#principal-investigator_organization}

**Description:** The name of the organization primarily responsible for the data collection OR the organization with which an individual PI was affiliated at the time of a data collection's deposit at ICPSR.

Expand Down Expand Up @@ -483,8 +479,7 @@ Additional points regarding affiliated organizations:
"United States Department of Health and Human Services. Centers for Disease Control and Prevention. Office of Minority Health and Health Disparities"
```

<a name="principal-investigator_order"></a>
##### Order
##### Order {#principal-investigator_order}

**Description:** The order or rank of importance for the PIs associated with the data collection, typically provided to ICPSR by the lead PI.

Expand Down Expand Up @@ -589,8 +584,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
| [Location](#distributor_location) | Yes | No | Text | The location of the data distributor. |
| [Title](#distributor_order) | Yes | No | Number | The order of importance for the distributors of the data collection. |

<a name="distributor_name"></a>
##### Name
##### Name {#distributor_name}

**Description:** The name of the data distributor.

Expand All @@ -612,8 +606,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
"Roper Center for Public Opinion Research"
```

<a name="distributor_location"></a>
##### Location
##### Location {#distributor_location}

**Description:** The location of the data distributor.

Expand All @@ -637,8 +630,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
"Chicago, IL"
```

<a name="distributor_order"></a>
##### Title
##### Title {#distributor_order}

**Description:** The order of importance for the distributors of the data collection.

Expand Down Expand Up @@ -767,8 +759,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
| [Purpose](#funding-source_purpose) | No | Yes | Text | The purpose of the funding. |
| [Order](#funding-source_order) | Yes | No | Number | The relative order of funding sources associated with the data collection. |

<a name="funding-source_agency"></a>
##### Agency
##### Agency {#funding-source_agency}

**Description:** An organization that supported the data collection.

Expand Down Expand Up @@ -803,8 +794,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
"Robert Wood Johnson Foundation"
```

<a name="funding-source_grant_number"></a>
##### Grant Number
##### Grant Number {#funding-source_grant_number}

**Description:** A unique identifier associated with the funding.

Expand Down Expand Up @@ -833,8 +823,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
"40791"
```

<a name="funding-source_purpose"></a>
##### Purpose
##### Purpose {#funding-source_purpose}

**Description:** The purpose of the funding.

Expand Down Expand Up @@ -865,8 +854,7 @@ If a non-ICPSR distributor is necessary, please confirm the standards with the M
"archiving of data"
```

<a name="funding-source_order"></a>
##### Order
##### Order {#funding-source_order}

**Description:** The relative order of funding sources associated with the data collection.

Expand Down Expand Up @@ -1086,8 +1074,7 @@ For United States-based data collections that include some or all U.S. island te
| [Date](#time-period_date) | Yes | No | Text | The date (or date range) for a time period to which the data refer. |
| [Time Frame](#time-period_time_frame) | No | No | Text | An optional free-text description of the time period, used for non-numeric dates (e.g., 'Fall 2012') or to add context when multiple dates are present. |

<a name="time-period_date"></a>
##### Date
##### Date {#time-period_date}

**Description:** The date (or date range) for a time period to which the data refer.

Expand Down Expand Up @@ -1123,8 +1110,7 @@ Dates are formatted in accordance with ISO 8601 (YYYY, YYYY-MM, or YYYY-MM-DD).
"2020-01-21--2021-01-21"
```

<a name="time-period_time_frame"></a>
##### Time Frame
##### Time Frame {#time-period_time_frame}

**Description:** An optional free-text description of the time period, used for non-numeric dates (e.g., 'Fall 2012') or to add context when multiple dates are present.

Expand Down Expand Up @@ -1189,8 +1175,7 @@ The textual description should not simply restate the time period in words. For
| [Date](#collection-date_date) | Yes | No | Text | The date (or date range) of the data collection period. |
| [Time Frame](#collection-date_time_frame) | No | No | Text | An optional free-text description of the data collection period, used for non-numeric dates (e.g., 'Fall 2012') or to add context when multiple dates are present. |

<a name="collection-date_date"></a>
##### Date
##### Date {#collection-date_date}

**Description:** The date (or date range) of the data collection period.

Expand Down Expand Up @@ -1222,8 +1207,7 @@ The textual description should not simply restate the time period in words. For
"2020-01-21--2021-01-21"
```

<a name="collection-date_time_frame"></a>
##### Time Frame
##### Time Frame {#collection-date_time_frame}

**Description:** An optional free-text description of the data collection period, used for non-numeric dates (e.g., 'Fall 2012') or to add context when multiple dates are present.

Expand Down Expand Up @@ -1958,8 +1942,7 @@ This element is only meant to convey specific, known, geography. If there is a v
| [Date](#changes-to-collection_date) | No | No | Text | The date on which an update occurred. ICPSR automatically generates this date. |
| [Note](#changes-to-collection_note) | No | No | Text | An explanation of the nature of the update. |

<a name="changes-to-collection_date"></a>
##### Date
##### Date {#changes-to-collection_date}

**Description:** The date on which an update occurred. ICPSR automatically generates this date.

Expand All @@ -1979,8 +1962,7 @@ This element is only meant to convey specific, known, geography. If there is a v
"2019-05-05"
```

<a name="changes-to-collection_note"></a>
##### Note
##### Note {#changes-to-collection_note}

**Description:** An explanation of the nature of the update.

Expand Down Expand Up @@ -2109,8 +2091,7 @@ This element is only meant to convey specific, known, geography. If there is a v
| [Name](#filesets_name) | No | No | Text | A brief title used to distinguish each fileset within a data collection. |
| [SDA Note](#filesets_sda_note) | No | No | Text | Additional information about the fileset for the purpose of helping online analysis users. |

<a name="filesets_number"></a>
##### Number
##### Number {#filesets_number}

**Description:** A number that uniquely identifies a 'part' or component file that is associated with the data collection.

Expand All @@ -2136,8 +2117,7 @@ This element is only meant to convey specific, known, geography. If there is a v
"3"
```

<a name="filesets_name"></a>
##### Name
##### Name {#filesets_name}

**Description:** A brief title used to distinguish each fileset within a data collection.

Expand Down Expand Up @@ -2169,8 +2149,7 @@ This element is only meant to convey specific, known, geography. If there is a v
"Northbound Restricted-Use Data"
```

<a name="filesets_sda_note"></a>
##### SDA Note
##### SDA Note {#filesets_sda_note}

**Description:** Additional information about the fileset for the purpose of helping online analysis users.

Expand Down Expand Up @@ -2225,6 +2204,7 @@ This element is only meant to convey specific, known, geography. If there is a v

| Date | Version | Note |
|------|---------|------|
| April 14, 2026 | v1.3 | Updated ICPSR input guidance for Geographic Coverage Area. |
| April 11, 2025 | v1.2 | Updated field definitions to improve clarity. |
| June 28, 2024 | v1.1 | Removed guidance regarding null entries for National Institute of Justice studies. Several fields previously required "None" when otherwise a field would be left blank. Updated internal guidance for 'external source id' and 'funding purpose' elements. Added 'study number' and distributor 'order' elements to address earlier oversights. |
| Oct. 30, 2023 | v1 | Initial release and publication of the legacy ICPSR Metadata Schema. |
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