To view an interactive version of this tutorial, click here.
1. To log into the test environment for Metadata Exchange, go to https://nhse-uat-exchange.metadata.works/onboarding. You will see the screen below; you will need to enter your credentials.
Once you have logged into the Metadata Exchange, the first page you will be presented with is the ONBOARDING PORTAL, which is shown below.
To view the NHS England datasets for standards, you will need to expand the user groups selection in the left menu and select NHSE as shown below:
2. The ONBOARDING PORTAL displays a list of all your datasets, as well as their publication and completion statuses. Note that you will be able to view Draft and Live versions of the same standard, if both exist.
3. Your next step is to onboard your first dataset or standard. To begin, click on the red Onboard New Metadata + button, located in the top right hand corner.
4. The Onboarding Wizard will guide you through the process of filling out the metadata fields for each of the sections (Summary, Documentation, Publisher, Document Control, Structural Metadata and Data Status.)
Please note: Mandatory fields in the Summary section are marked with an asterisk. These must be filled out before moving onto the next metadata section or saving the dataset.
5. To view completion guidance for each metadata field, click on the (i) icon to the right of each field.
Then you will see the pop up box below; if you click on the link shown here, it will take you to the Metadata Completion guidance for the specific element:
6. Once you have completed the mandatory fields in the Summary section you can either
Click on Save Changes to save your progress and come back to the dataset at a later date. Once you have clicked Save Changes, your screen will look as below (in this case with only the Summary section completed.)
Click the Continue button; this will both Save progress and take you to the next section (Documentation).
Completing the entry
When you have entered all the data you need to for all sections, click on Progress Overview to view a summary of the progress you have made.
The Progress Overview page gives you a full rundown of your dataset:
The completion status of metadata fields (completed fields are green, while incomplete fields are red)
Last Updated Time
Publication Status (Draft, Live, Retired, or Historical)
