How do I onboard a new data model?
- Charlotte Reynolds
1. Once you have logged into the Metadata Exchange, the first page you will be presented with is the ONBOARDING PORTAL, which is shown below.
2. The ONBOARDING PORTAL displays a list of all your data models, as well as their publication and completion statuses. To begin with your organisation may not have any data models uploaded.
3. If that is the case, your first task will be to onboard your first data model. Three types of data models can be onboarded:
Type | Description |
|---|---|
Dataset | A dataset (or physical data model) contains the actual structure of the database. |
Data Standard | A data standard (or logical data model) builds on the terminology by setting out the relationships between data elements and how the dataset should be implemented. |
Terminology | A terminology (or conceptual data model) is a collection of terms, similar to a glossary. This is the the most abstract level of data model, concerned with high level business concepts. |
Depending on the data model you wish to import, click on the appropriate button in the top right hand corner. For the purposes of this tutorial a dataset will be onboarded.
4. The Onboarding Wizard will guide you through the process of filling out the metadata fields for each of the metadata sections (generally these consist of: Summary, Documentation, Coverage, Provenance, Accessibility, Enrichment & Linkage, Observations and Structural Metadata).
Please note that the metadata sections on your onboarding wizard may differ depending on the schema selected.
5. To view completion guidance for each metadata field, click on the icon to the right of each field.
Note: There are five mandatory fields in the Summary section, marked with an asterisk. These must be filled out before moving onto the next metadata section or saving the dataset.
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.
7. For detailed instructions and complete guidance for descriptive (Section 1-7) and technical (Section 8) metadata, please see here: Schema Guidance
8. When you have completed your session, click on Progress Overview to view a summary of the progress you have made.
9. 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 or Historical)
Privacy Status (Public or Private)
To import multiple datasets at once, please see the following tutorial: Import Descriptive Data Models (Bulk)