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5 changes: 3 additions & 2 deletions markdown/icpsr_metadata_schema.md
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# ICPSR Metadata Schema

Last updated: May 12, 2026
Last updated: September 21, 2026


This metadata schema is used to describe data collections at the Inter-university Consortium for Political and Social Research (ICPSR) after 2026.
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* Within the bounds of these first two principles, follow the PI’s precedent for how their name appears in print.

To determine the preferred form of name to appear in ICPSR’s metadata catalog, consult the following authority sources, in this order.

* ICPSR's metadata catalog. If the PI has published data with ICPSR before, especially curated data, use the name as it appears in previous studies.
* The PI’s curriculum vitae published on an institutional website.
* The PI’s other published works.
* The [Virtual International Authority File](https://viaf.org/en) (VIAF).
* The PI’s [Open Researcher and Contributor Identifier](https://orcid.org/) (ORCID) record.
* The PI’s Google Scholar profile.
* The PI’s other published works.
* The PI’s bio on their organization’s website.

The given (i.e., 'first') name may include the middle name or initial. If the person only uses an inital for the given name, do not include a space between first and middle initials (e.g., 'E.V.'). The family (i.e., 'last') name can include any suffixes (such as 'II' or 'Jr.'). Abbreviations are discouraged (especially 'et al.').
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5 changes: 3 additions & 2 deletions rde_schema/notes/principal_investigators_person.yaml
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* Within the bounds of these first two principles, follow the PI’s precedent for how their name appears in print.

To determine the preferred form of name to appear in ICPSR’s metadata catalog, consult the following authority sources, in this order.

* ICPSR's metadata catalog. If the PI has published data with ICPSR before, especially curated data, use the name as it appears in previous studies.
* The PI’s curriculum vitae published on an institutional website.
* The PI’s other published works.
* The [Virtual International Authority File](https://viaf.org/en) (VIAF).
* The PI’s [Open Researcher and Contributor Identifier](https://orcid.org/) (ORCID) record.
* The PI’s Google Scholar profile.
* The PI’s other published works.
* The PI’s bio on their organization’s website.

The given (i.e., 'first') name may include the middle name or initial. If the person only uses an inital for the given name, do not include a space between first and middle initials (e.g., 'E.V.'). The family (i.e., 'last') name can include any suffixes (such as 'II' or 'Jr.'). Abbreviations are discouraged (especially 'et al.').
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* If a PI's affiliation has both English and non-English name forms in ROR or VIAF, select a preferred English language form.
* If a PI's organizational affiliation is not known, use the term 'Unknown' in the PI Organization element.
* If multiple PIs (people) are affiliated with the same organization, include the affiliated organization's name for each person.
* If a PI has multiple affiliations, enter each organization as its own affiliation.
* If a PI has multiple affiliations, enter each organization as its own affiliation.
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