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User Guide

Datasets

A dataset is a logical container of assets that is also known as a "data product." Its purpose is to group and facilitate an easier search experience. Data owners make datasets available to data consumers.

Create a Dataset

  1. Click Data Exchange in the left navigation.

  2. Click the plus sign (+).

    The Dataset Details page appears.

  3. Title—Enter a title for the dataset.

  4. Description—Explain the dataset's purpose.

  5. Dataset Members—Dataset membership allows you to restrict who may view the dataset and its assets. Restricting access means that only those specified may view the dataset and add its assets to a project.

    Select one of the following options:

    1. Unrestricted: Anyone in your organization may view the dataset

      This option allows any user with any role in this data exchange to view the dataset and its assets.

    2. Restricted: Only dataset members may view the dataset

      This option restricts dataset visibility to the dataset members that you select. If you do not select any members, you are the only person who can view the dataset and its assets.

  6. Add Members—If you selected Restricted, you can select which users and user groups can be members of this dataset. (If you selected Unrestricted, Add Members does not appear.)

    1. Click the plus (+) sign.

      The Add Members window appears.

    2. Search for users and user groups.

    3. Click each user or user group to add as dataset members.

    4. Click Add.

  7. Tags—Select tags to assign to the dataset.

    Use tags to identify the subject area or domain of the dataset and to help facilitate search.

    Note

    If you cannot find a tag that matches your criteria, you can create a new tag. See Create a Tag.

  8. Click Create.

    A confirmation message appears, and then the Data Exchange page refreshes, and the newly created dataset appears.

Important

Regardless of whether a dataset has restricted or unrestricted membership, only an exchange administrator or the data owner who created the dataset may edit or delete it.