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First Steps
To get started, enter your email address and password and click Login.
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2. If you have forgotten your password, click on Reset Password and enter your email address to receive a link to reset it.
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To view an interactive version of this tutorial, click here. |
Once you have logged into the Metadata Exchange, the first page you will be presented with is the ONBOARDING PORTAL, which is shown below.
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2. The ONBOARDING PORTAL displays a list of all your datasets, as well as their publication and completion statuses. To begin with your organisation may not have any datasets uploaded.
3. If that is the case, your first task will be to onboard your first dataset. To begin, click on the red Onboard New Metadata + button, located in the top right hand corner.
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6. Once you have completed these five mandatory fields in the Summary section you can navigate through the metadata sections by clicking Continue at the bottom of the page or by selecting the metadata section from the top bar.
Or , click on Save Changes to save your progress and come back to the dataset at a later date.
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7. For detailed instructions and complete guidance for descriptive (Section 1-7) and technical (Section 8) metadata, please see here: Metadata Completion Schema Guidance
8. When you have completed your session, click on Progress Overview to view a summary of the progress you have made.
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The completion status of metadata fields (completed fields are green, while incomplete fields are red)
Last Updated Time
Publication Status (Draft, Live or Historical
/Status colour Yellow title DRAFT
/Status colour Green title LIVE
)Status colour Red title historical Privacy Status (Public or Private)
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Once you have onboarded your first dataset, there are further options for managing it on the Progress Overview Page:
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Advanced View
Submit for Review
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1. Changing the Privacy Status
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2. When complete, click on Save Changes to apply the change or select Cancel to discard your selection.
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Advanced View
The Advanced View allows you to manage the structural metadata of your dataset in more detail. However this advanced functionality is only available to certain users who have been granted access to this area of the system.
Please contact your organisation administrator if you believe you should have access to the Advanced View.
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2. Publishing Your Dataset
Once you are happy with your dataset and feel it is ready to be released to the public BROWSER, click on Submit For Review.
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2. This will create a request in our internal Service Desk to review your dataset.
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Creating a New Version of a Dataset
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To make changes to a published dataset, you will need to create a new version of your dataset by clicking on Create New Version on the Progress Overview Page.
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2. Click Confirm Create New Version.
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Finding Data with the Browser
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To begin, navigate to the Browser using the sidebar:
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2. The Browser is public facing data browser that allows researchers to discover and request access to datasets.
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