Northern red oak progeny trial, Hardwood Tree Improvement and Regeneration Center

Metadata:

Identification_Information:
Citation:
Citation_Information:
Originator: Woeste, Keith E.
Originator: Pike, Carolyn C.
Originator: Warren, James C.
Originator: McKenna, James R.
Originator: Coggeshall, Mark V.
Publication_Date: 2021
Title:
Northern red oak progeny trial, Hardwood Tree Improvement and Regeneration Center
Geospatial_Data_Presentation_Form: tabular digital data
Publication_Information:
Publication_Place: Fort Collins, CO
Publisher: Forest Service Research Data Archive
Online_Linkage: https://doi.org/10.2737/RDS-2021-0059
Description:
Abstract:
These data were collected from three red oak (Quercus rubra) progeny trial plantations managed by the USDA Forest Service, Northern Research Station, Hardwood Tree Improvement and Regeneration Center (HTIRC). Open-pollinated seeds from 92 red oak families were germinated and grown at the Vallonia Nursery in Indiana. In 2007 and 2008 these seedlings were planted on three plantations (referred to as 115, 117, and 119 in the HTIRC database) in Tippecanoe county, Indiana on property owned by Purdue University. Trees were planted 8 feet apart in alternating rows with bur oak, which was removed at age 9. Data obtained between fall of 2017 and spring 2018, after 11 or 12 growing seasons (including 1 year in nursery), include height, diameter, branch angle, number of branches below 1 inch in diameter, sweep, and presence of a 12 foot log without serious defect. Traits except height and diameter were rated categorically.
Purpose:
Data were collected to evaluate growth and form differences among red oak families. Trees will be used for selection as part of genetic improvement program.
Supplemental_Information:
We expect these plantations to be measured at a minimum every three years. All three locations will be thinned beginning in winter 2021 so not all trees will be measured after 2021. Data from measures after 2021 or data related to other red oak progeny trials of similar age are available from HTIRC by contacting the project leader (currently Keith E. Woeste, 574-370-3020; keith.woeste@usda.gov) or the director of HTIRC (currently Matthew D. Ginzel, Purdue University, mginzel@purdue.edu; 765-490-9522, https://htirc.org/).

These data were published on 07/13/2021. Minor metadata updates were made on 11/22/2024.

For more information about this study and these data, see Woeste et al. (2021).
Time_Period_of_Content:
Time_Period_Information:
Range_of_Dates/Times:
Beginning_Date: 2007
Ending_Date: 2018
Currentness_Reference:
Ground condition
Status:
Progress: Planned
Maintenance_and_Update_Frequency: As needed
Spatial_Domain:
Description_of_Geographic_Extent:
This study involved two sites at the Purdue University Martell Forest as well as a third site at the Throckmorton Purdue Agricultural Center, all three of which are in Tippecanoe County in central Indiana, USA.
Bounding_Coordinates:
West_Bounding_Coordinate: -86.88000
East_Bounding_Coordinate: -87.03000
North_Bounding_Coordinate: 40.44000
South_Bounding_Coordinate: 40.27000
Bounding_Altitudes:
Altitude_Minimum: 614.000
Altitude_Maximum: 614.000
Altitude_Distance_Units: feet
Keywords:
Theme:
Theme_Keyword_Thesaurus: ISO 19115 Topic Category
Theme_Keyword: environment
Theme:
Theme_Keyword_Thesaurus: National Research & Development Taxonomy
Theme_Keyword: Natural Resource Management & Use
Theme_Keyword: Timber
Theme:
Theme_Keyword_Thesaurus: None
Theme_Keyword: northern red oak
Theme_Keyword: Quercus rubra
Theme_Keyword: plantation
Theme_Keyword: progeny trial
Place:
Place_Keyword_Thesaurus: None
Place_Keyword: Indiana
Place_Keyword: West Lafayette
Place_Keyword: Tippecanoe County
Taxonomy:
Keywords/Taxon:
Taxonomic_Keyword_Thesaurus:
None
Taxonomic_Keywords: multiple species
Taxonomic_Keywords: plants
Taxonomic_System:
Classification_System/Authority:
Classification_System_Citation:
Citation_Information:
Originator: ITIS
Publication_Date: 2021
Title:
Integrated Taxonomic Information Systems
Geospatial_Data_Presentation_Form: database
Other_Citation_Details:
Retrieved [July, 1, 2021]
Online_Linkage: https://www.itis.gov
Taxonomic_Procedures:
Taxonomic_Classification:
Taxon_Rank_Name: Kingdom
Taxon_Rank_Value: Plantae
Applicable_Common_Name: plantes
Applicable_Common_Name: Planta
Applicable_Common_Name: Vegetal
Applicable_Common_Name: plants
Taxonomic_Classification:
Taxon_Rank_Name: Subkingdom
Taxon_Rank_Value: Viridiplantae
Applicable_Common_Name: green plants
Taxonomic_Classification:
Taxon_Rank_Name: Infrakingdom
Taxon_Rank_Value: Streptophyta
Applicable_Common_Name: land plants
Taxonomic_Classification:
Taxon_Rank_Name: Superdivision
Taxon_Rank_Value: Embryophyta
Taxonomic_Classification:
Taxon_Rank_Name: Division
Taxon_Rank_Value: Tracheophyta
Applicable_Common_Name: vascular plants
Applicable_Common_Name: tracheophytes
Taxonomic_Classification:
Taxon_Rank_Name: Subdivision
Taxon_Rank_Value: Spermatophytina
Applicable_Common_Name: spermatophytes
Applicable_Common_Name: seed plants
Applicable_Common_Name: phanérogames
Taxonomic_Classification:
Taxon_Rank_Name: Class
Taxon_Rank_Value: Magnoliopsida
Taxonomic_Classification:
Taxon_Rank_Name: Superorder
Taxon_Rank_Value: Rosanae
Taxonomic_Classification:
Taxon_Rank_Name: Order
Taxon_Rank_Value: Fagales
Taxonomic_Classification:
Taxon_Rank_Name: Family
Taxon_Rank_Value: Fagaceae
Taxonomic_Classification:
Taxon_Rank_Name: Genus
Taxon_Rank_Value: Quercus
Applicable_Common_Name: chêne
Applicable_Common_Name: oak
Taxonomic_Classification:
Taxon_Rank_Name: Species
Taxon_Rank_Value: Quercus macrocarpa
Applicable_Common_Name: bur oak
Taxonomic_Classification:
Taxon_Rank_Name: Species
Taxon_Rank_Value: Quercus rubra
Applicable_Common_Name: northern red oak
Access_Constraints: None
Use_Constraints:
These data were collected using funding from the U.S. Government and can be used without additional permissions or fees. If you use these data in a publication, presentation, or other research product please use the following citation:

Woeste, Keith E.; Pike, Carolyn C.; Warren, James C.; McKenna, James R.; Coggeshall, Mark V. 2021. Northern red oak progeny trial, Hardwood Tree Improvement and Regeneration Center. Fort Collins, CO: Forest Service Research Data Archive. https://doi.org/10.2737/RDS-2021-0059
Point_of_Contact:
Contact_Information:
Contact_Organization_Primary:
Contact_Organization: USDA Forest Service, Northern Research Station, Hardwood Tree Improvement and Regeneration Center
Contact_Person: Keith Woeste
Contact_Position: Project Leader
Contact_Address:
Address_Type: mailing and physical
Address: 715 West State Street
City: West Lafayette
State_or_Province: IN
Postal_Code: 47907
Country: USA
Contact_Voice_Telephone: 574-370-3020
Contact_Electronic_Mail_Address: keith.woeste@usda.gov
Contact Instructions: This contact information was current as of original publication date. For current information see Contact Us page on: https://doi.org/10.2737/RDS.
Data_Set_Credit:
This project was funded by the USDA Forest Service, Northern Research Station; the Fred M. van Eck Foundation for Purdue University; and Purdue University, Department of Forestry and Natural Resources.

Author information:

Woeste, Keith E.
USDA Forest Service, Northern Research Station
https://orcid.org/0000-0003-3687-8256

Pike, Carolyn C.
USDA Forest Service, State and Private, Eastern Region
https://orcid.org/0000-0001-8054-3379

Warren, James C.
USDA Forest Service, Northern Research Station

McKenna, James R.
USDA Forest Service, Northern Research Station

Mark V. Coggeshall
USDA Forest Service, Northern Research Station - retired
Cross_Reference:
Citation_Information:
Originator: Woeste, Keith E.
Originator: Pike, Carolyn C.
Originator: Warren, James C.
Originator: Coggeshall, Mark V.
Publication_Date: 2021
Title:
Characterization of stem volume and form tradeoffs in a northern red oak (Quercus rubra) breeding population in early stages of selection
Geospatial_Data_Presentation_Form: journal article
Series_Information:
Series_Name: Annals of Forest Science
Issue_Identification: 78: 72
Online_Linkage: https://doi.org/10.1007/s13595-021-01084-x
Online_Linkage: https://research.fs.usda.gov/treesearch/63077
Analytical_Tool:
Analytical_Tool_Description:
SAS® is a statistical software suite that provides data management, analysis tools, and more. The code provided in this data publication was generated using SAS/STAT software. Copyright© 2021 SAS Institute Inc. SAS and all other SAS Institute Inc. product or service names are registered trademarks or trademarks of SAS Institute Inc., Cary, NC, USA.
Tool_Access_Information:
Online_Linkage: https://www.sas.com
Tool_Access_Instructions:
see website
Tool_Citation:
Citation_Information:
Originator: SAS Institute Inc.
Publication_Date: Unknown
Title:
SAS
Geospatial_Data_Presentation_Form: software
Publication_Information:
Publication_Place: Cary, NC, USA
Publisher: SAS Institute Inc.
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Data_Quality_Information:
Attribute_Accuracy:
Attribute_Accuracy_Report:
All data recorded by a single researcher (Warren) with extensive experience in forest mensuration. Outliers and individuals with questionable identification were omitted. Data were accepted for analysis by author Pike only after repeated verification with data collector (Warren) and first author (Woeste). Data accuracy is considered excellent.
Logical_Consistency_Report:
Data are consistent - data manipulated and checked by analysis team many times.
Completeness_Report:
All data included, some data not used in the analysis.

Blank cells represent data not collected and not used. Some families excluded because of insufficient replication in one or more of three red oak plantations, some trees excluded if seriously deformed, dead, resprouted from dead stem, or were obviously not red oak.
Lineage:
Methodology:
Methodology_Type: Field
Methodology_Description:
STUDY DESIGN

The Hardwood Tree Improvement and Regeneration Center (HTIRC) is a research work unit of the USDA Forest Service Northern Research Station, located at Purdue University in north-central Indiana, USA. HTIRC acquired open-pollinated seeds from 92 red oak families for a multi-site progeny test. The seeds were collected from seed orchards at the Vallonia and Jasper Pulaski Nurseries, operated by the State of Indiana, and from other locations across Indiana. In some cases, half-sib cohorts collected from ramets of the same genotype growing in different seed orchards were treated as unique half-sib families for the purposes of analysis. All seed orchard trees were grafted selections of wild trees, or trees growing in plantations, that were phenotypically superior in stem form and/or volume compared to neighbors. The checklot consisted of a pooled seedlot acquired by the Indiana State Tree Nursery at Vallonia from commercial seed collectors.

Progeny tests were established in 2007 (sites 115, 117) and 2008 (site 119) on two sites in two locations in Tippecanoe County in central Indiana. Sites 115 and 119 were adjacent at the Purdue University Martell Forest (Lat/Long 40.44, -87.03); the third site (117) was located at the Throckmorton Purdue Agricultural Center (40.27, -86.88). All three plantations were established on former agricultural fields, primarily on Miami Series soils considered well-suited to tree growth, with a site index from 75 – 90 for red oak. Red oak is a component of the native, second-growth forests adjacent to each planting site.

1+0 trees were nursery seedlings planted in the fall of the year the acorn matured, grown for 1 full year in the nursery, lifted from the nursery, stored as bare-root seedlings, and planted the spring following lifting. A 1+0 seedling has grown for one season at the time of planting. 1+0 seedlings typically were root pruned when they were lifted in the fall/winter.

All three sites were planted with 1+0 bareroot seedlings in a randomized complete block design with two progeny per family per block in single-tree plots at 2.4 meter (m) spacing with 20, 28, and 25 blocks at sites 115, 117, and 119, respectively. Alternate rows of the plantations were planted with 1+0 bur oak (Quercus macrocarpa) as a spacer and at row ends as a border; bur oaks were removed at year ten except the row end border trees, increasing spacing to 2.4 x 4.8 m. All seedlings were germinated and grown at the Vallonia Nursery.


Information about the sources and locations of genotypes used in this study are available from the authors upon request, or by contacting the Director of the Hardwood Tree Improvement and Regeneration Center (HTIRC.org), Department of Forestry and Natural Resources, 715 West State Street, Purdue University, West Lafayette, Indiana, 47907.


DATA COLLECTION

Tools used for data collection: D-tape, height pole, protractor, visual estimation of sweep, and caliper to measure branch size.
Data were hand collected by: James Warren, USDA Forest Service scientist.

Tree height was measured to the nearest decimeter with a hypsometer (Haglof®). Diameter at 1.4 m (DBH) was measured in millimeters (mm) after 12 growing seasons (sites 115, 117) and 11 growing seasons (site 119). Stem volume was calculated using the formula [(diameter)² * height]. This equation does not include taper and is used to provide a rough estimate of overall tree size. Stem quality for each tree was assessed using four binary (+/- or 0/1) traits, including stem sweep (presence/absence), branch angle (average angle of branches below 3.7 m measured adaxially) greater than (+) or less than (-) 45 degrees, presence or absence of three or more branches with basal diameter greater than 2.5 centimeters (cm) on the bottom 3.7 m of the main stem (hereafter referred to as branch-retention), and presence or absence of a 3.7 m log without a fork (defined as a lateral branch at least 1/3rd the diameter of the tree connecting to the main stem, herein referred to as forking).

We used a 3.7 m log for evaluation as it represents the standard log length for commercial timber sales in Indiana. A genotype showing an off-center deviation of more than 1/3 of the stem diameter in the bottom 3.7 m of stem or deviation > 1/4 stem diameter in two or more planes was scored as showing sweep. Trees with sweep, forks, and excessively acute branch angles were considered undesirable in terms of form, as were trees with large branch attachments (diameter at insertion).

Trees with sweep, forks, and excessively acute branch angles were considered undesirable in terms of form, as were trees with large branch attachments (diameter at insertion).

Trees planted in 2007 and 2008 were measured after the 2017 growing season (before growth started in 2018) because they were nearing time for thinning due to crown closure. Trees were still growing rapidly, but will be thinned in winter of 2021-2022. The plantations will likely be remeasured, depending on staff availability, in winter 2022-2023.


For additional details see Woeste et al. (2021).
Methodology_Citation:
Citation_Information:
Originator: Woeste, Keith E.
Originator: Pike, Carolyn C.
Originator: Warren, James C.
Originator: Coggeshall, Mark V.
Publication_Date: 2021
Title:
Characterization of stem volume and form tradeoffs in a northern red oak (Quercus rubra) breeding population in early stages of selection
Geospatial_Data_Presentation_Form: journal article
Series_Information:
Series_Name: Annals of Forest Science
Issue_Identification: 78: 72
Online_Linkage: https://doi.org/10.1007/s13595-021-01084-x
Online_Linkage: https://research.fs.usda.gov/treesearch/63077
Process_Step:
Process_Description:
ANALYSIS

Including the checklot of pooled sources from commercial vendors which was counted as a single family, we analyzed the growth of 59, 47, and 62 seedling families at locations 115, 117, and 119 respectively; a slightly larger total number of seedlings were planted but five families contained too few seedlings to evaluate. In total, 92 families were tested, but some families were planted at only one or two sites; 24 families were common across all three sites. A small number of trees that could not be identified to a family were also excluded from analysis.

Details regarding analyses and results can be found in Woeste et al. (2021).
Process_Date: 2021
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Entity_and_Attribute_Information:
Overview_Description:
Entity_and_Attribute_Overview:
Below you will find a list and description of the files included in this data publication.

DATA FILE (1)

1. \Data\DATA_NRO_115_117_119.csv: Comma-delimited ASCII text file containing data from three red oak (Quercus rubra) progeny trial plantations managed by the USDA Forest Service, Northern Research Station, Hardwood Tree Improvement and Regeneration Center (HTIRC). Data include both quantitative and qualitative data (categorical ratings) used to investigate trait heritability, the effectiveness of a binary system (1/0) for rating and evaluating juvenile red oak form, and the form trade-offs resulting from selection for height and diameter growth. Individuals are identified in rows, columns contain data (measurements, see below); some columns indicate (1/0) whether data were used in analysis, additional columns indicate date and time of measurement or location and identity of tree within the plantation (i.e., Rep, Column, Row and Family). This file is the complete set of data used in the analysis represented in Woeste et al. (2021).

Variables include:

Treeid = tree id (site - year planted - column - row)

Site = site (plantation)

Rep = replication in plantation = block (site 115 has 20 blocks, site 117 has 28 blocks, and site 119 has 25 blocks)

Column = column number in plantation in which the tree was planted

Row = row number in the plantation in which the tree was planted

Family = female half-sib progeny to which the tree belongs. Family name identifies female parent tree. (Families followed by “jp” were seeds harvested at the Jasper Pulaski State Tree Nursery operated by the State of Indiana. Families followed by “v” were seeds harvested from the indicated family at the Vallonia state tree nursery, Vallonia, Indiana. This convention was used because the same genotype (clone) was propagated into two different seed orchards in Indiana: the Jasper-Pulaski nursery and the Vallonia nursery. Seedlings of the same family that derived from different nurseries may have different characteristics, but because the seedlings are considered half-siblings (open pollinated) there is no reason, prima facie, to treat them differently. It is possible but not likely that the “jp” ramet has a different genotype from the “v” ramet due to propagation errors.)

PlantYear = year seedling was planted

Eval_if_equ_0 = if tree was evaluated it was assigned ‘0’. Some families excluded because of insufficient replication in one or more of three red oak plantations, some trees excluded if seriously deformed, dead, resprouted from dead stem, obviously not red oak.

Log12ft_1_equ_Y = a trait we did not evaluate but include here for completeness. It was a subjective rating of whether, on the date of rating, the tree did (= 1) or did not (=0) show a 12 foot, merchantable log, not in terms of diameter but in terms of straightness and freedom from defect.

BrAng_1_equ_gr45 = if branch angle (average angle of branches below 3.7 meters measured adaxially) was greater than (+) 45 degrees it was assigned '1'

No_brch_gr_1_in = number of branches on the stem with diameter greater than 2.5 cm

No_brch_gr_1_in_BIN = if the number of branches on the stem with diameter greater than 2.5 cm was greater than or equal to three, then the tree was assigned a ‘1’ in this column, otherwise it was assigned a ‘0’.

Sweep_1_equ_none = a tree showing an off-center deviation of more than 1/3 of the stem diameter in the bottom 3.7 m of stem or deviation > 1/4 stem diameter in two or more planes was rated as showing sweep (rated ‘0’), otherwise the tree was rated ‘1’.

Height_cm = tree height (cm), measurements were made in decimeters and converted to cm

DBH_mm = diameter (mm) at breast height (1.37 m from the ground)

vol_cm3 = stem volume (cubic cm) calculated using the formula [(diameter)2 *height]. This equation does not include taper and is used to provide a rough estimate of overall tree size.

Yr = number of growing seasons in plantation. This age does not include the year the trees grew in the nursery before lifting.

MeasurementDate = date and time of measurement


SUPPLEMENTAL FILES (4)

1. \Supplements\NRO_115_117_119_MAIN PROGRAM FILE.sas: ASCII text file containing SAS code for calculation of all summary statistics, heritabilities, breeding values, Genotype x environment interactions, variance components, tests of normality, Best Linear Unbiased Predictions (BLUP), and gain calculations for the data included in this data publication. This file is included for the convenience of those who are familiar with SAS code and its use in forest genetic analysis. Code is amply annotated with comment to guide the user. Family is abbreviated “Fam”.

2. \Supplements\NRO_plot_115_map.csv: Comma-delimited ASCII text file containing a numeric map of plantation 115 to aid in visualization. Family information is provided for each tree by row (1-50) and column (1-45) of the plantation. Note that North is at the top and West is to the left. (Note: “buo” = bur oak; “ck” was planted as a “check lot” composed of unselected red oak sold to the nursery as bulk seed; and “? bled” is a notation that this tree may not be red oak but instead may be a hybrid between black oak [Quercus velutina] and red oak – we have no evidence besides morphology for hybridity so it remains incertae sedis.)

3. \Supplements\NRO_plot_117_map.csv: Comma-delimited ASCII text file containing a numeric map of plantation 117 to aid in visualization. Family information is provided for each tree by row (1-98) and column (1-32) of the plantation. Note that North is at the top and West is to the left. (Note: “buo” = bur oak and “ck” was planted as a “check lot” composed of unselected red oak sold to the nursery as bulk seed)

4. \Supplements\NRO_plot_119_map.csv: Comma-delimited ASCII text file containing a numeric map of plantation 119 to aid in visualization. Family information is provided for each tree by row (1-50) and column (1-51) of the plantation. Note that North is at the top and West is to the left. (Note: “Bur” = bur oak and “ck” was planted as a “check lot” composed of unselected red oak sold to the nursery as bulk seed)
Entity_and_Attribute_Detail_Citation:
Woeste, Keith E.; Pike, Carolyn C.; Warren, James C.; Coggeshall, Mark V. 2021. Characterization of stem volume and form tradeoffs in a northern red oak (Quercus rubra) breeding population in early stages of selection. Annals of Forest Science. 78: 72. https://doi.org/10.1007/s13595-021-01084-x and https://research.fs.usda.gov/treesearch/63077
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Distribution_Information:
Distributor:
Contact_Information:
Contact_Organization_Primary:
Contact_Organization: USDA Forest Service, Research and Development
Contact_Position: Research Data Archivist
Contact_Address:
Address_Type: mailing and physical
Address: 240 West Prospect Road
City: Fort Collins
State_or_Province: CO
Postal_Code: 80526
Country: USA
Contact_Voice_Telephone: see Contact Instructions
Contact Instructions: This contact information was current as of November 2024. For current information see Contact Us page on: https://doi.org/10.2737/RDS.
Resource_Description: RDS-2021-0059
Distribution_Liability:
Metadata documents have been reviewed for accuracy and completeness. Unless otherwise stated, all data and related materials are considered to satisfy the quality standards relative to the purpose for which the data were collected. However, neither the author, the Archive, nor any part of the federal government can assure the reliability or suitability of these data for a particular purpose. The act of distribution shall not constitute any such warranty, and no responsibility is assumed for a user's application of these data or related materials.

The metadata, data, or related materials may be updated without notification. If a user believes errors are present in the metadata, data or related materials, please use the information in (1) Identification Information: Point of Contact, (2) Metadata Reference: Metadata Contact, or (3) Distribution Information: Distributor to notify the author or the Archive of the issues.
Standard_Order_Process:
Digital_Form:
Digital_Transfer_Information:
Format_Name: CSV
Format_Version_Number: see Format Specification
Format_Specification:
Comma-delimited ASCII text file (CSV)
Digital_Transfer_Option:
Online_Option:
Computer_Contact_Information:
Network_Address:
Network_Resource_Name: https://doi.org/10.2737/RDS-2021-0059
Digital_Form:
Digital_Transfer_Information:
Format_Name: ASCII
Format_Version_Number: see Format Specification
Format_Specification:
ASCII text file containing SAS code (*.SAS)
Digital_Transfer_Option:
Online_Option:
Computer_Contact_Information:
Network_Address:
Network_Resource_Name: https://doi.org/10.2737/RDS-2021-0059
Fees: None
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Metadata_Reference_Information:
Metadata_Date: 20241122
Metadata_Contact:
Contact_Information:
Contact_Organization_Primary:
Contact_Organization: USDA Forest Service, Northern Research Station, Hardwood Tree Improvement and Regeneration Center
Contact_Person: Keith Woeste
Contact_Position: Project Leader
Contact_Address:
Address_Type: mailing and physical
Address: 715 West State Street
City: West Lafayette
State_or_Province: IN
Postal_Code: 47907
Country: USA
Contact_Voice_Telephone: 574-370-3020
Contact_Electronic_Mail_Address: keith.woeste@usda.gov
Contact Instructions: This contact information was current as of original publication date. For current information see Contact Us page on: https://doi.org/10.2737/RDS.
Metadata_Standard_Name: FGDC Biological Data Profile of the Content Standard for Digital Geospatial Metadata
Metadata_Standard_Version: FGDC-STD-001.1-1999
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